I don't have problem with it at this stage. I'm prepared to wait and see, and in the meantime bank the dividends. The post-Covid recovery will likely lift all boats. I've thrown caution to the winds with AYS, though. My portfolio will end up about 17-20% WAM, but the latter is an excellent LIC with an excellent track record. If their reserves run a bit low they just take over a few companies. Very canny.
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I don't have problem with it at this stage. I'm prepared to wait...
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