Oh WOW! Seriously these updates cant get any worse! Now at -6.24% since inception!
And yet, AEG still trades at a premium!
I'm glad i dumped 95% of my AEG stock 4 months ago, for more HML, BAF, and NAC. All of which have dominated.
IF AEG begins to trade below $1, and at a discount. I may look to buy back in but no more than 10% of my portfolio until they show they can out-perform again.
Ann: Monthly NTA and Performance Update, page-2
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