@egl626, agree. GC1 has made some great stock picks, but the SP and the after Tax NTA seems to have hit a concrete ceiling despite the SP discount to NTA. I note today that many of my LIC holdings have increased, whilst GC1 has fallen. My holding in the SMSF is slightly ahead, my personal holding is still sucking water. Hopefully an improvement in SP is in sight.
Ann: June Monthly NTA and Investment Report, page-4
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