I don’t like the new monthly reporting format.
The top 20 holdings have a few stocks that are
fully valued or seriously overvalued at worst.
Not being able to easily evaluate the
percentages of each position held annoys the
hell out of me .
I’m suspicious of any fund that is holding CBA,
it’s grossly overpriced in my view.
Only have to sell WAR and it’s goodbye MR
Wilson for good.
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- Ann: Appendix 4E and Annual Report
I don’t like the new monthly reporting format. The top 20...
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