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Last edited 11 months ago
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#Invitation HY Results Webcast
stale
Added 11 months ago

Invitation to Half Yearly Results Webcast . pls.. Note: DJW on a 52 week high at the moment

webcast on Monday 22 January 2024 at 3.30 p.m. (AEDT).


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More Info... Yep ...here it is below...

  • Release Date: 04/01/24 09:17


  • NTA & Top 20 Investments as at 31 December 2023

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#2023 Annual Reports
stale
Last edited one year ago

https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSTYM4Qq9wBWZpP1uke92GA%3D%3D

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Maybe we can adopt these strategies

Assessment of value: capture the opportunity a business has to prosper and thrive in the medium to long term.

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Mentions: CBA, WBC, Macquarie Group, Region Group, CPU, Port Tauranga

Exited positions: IRESS, Atlas Arteria, Accor, Invocare, Brambles, Sonic Healthcare, IAG

Holdings in 48 companies.

Noted: Some option exposure.

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Return (inc div) 1yr: 6.02% 3yr: 8.03% pa 5yr: 1.72% pa

Listed Investment, A passive approach to investing. So a return of 6%, 8%pa after managers fees (MER)

Compound: Rule 72. (12=72/6) 12yrs to double the asset..could be ok.

NTA: i need to check.

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