I am pretty satisfied with the updates. They have outperformed the index and market despite the continued volatility. They are majority holding cash and waiting for a sensible time to invest that cash into undervalued and beaten down equities.
They are active regarding their equity positions, so I don't have to change my exposure.
The generous dividend that's coming up as well as the healthy profits reserve means there is leeway to continue to reward shareholders dividends - which is important in a volatile market.
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