Great to see the significant increases in SP of lots of the holdings in GC1.. Redbubble however had a shocker! One thing about GC1 that concerns me is that it is SO thinly traded, and Altho we are updated about the recent additions and subtractions and the adds and reduces, we are unaware of the major stocks and the proportions or percentages held. I know this is to prevent others from copying the portfolio, but it also makes it difficult for the prospective investor to gauge the monthly performance of the top stocks held and if the discount is there make the determination to buy more. No complaints with the management of the fund, but if it continues to trade at a discount to NTA due to lack of visibility of the holdings, and, as a consequence is thinly traded, what chance have we of trading our holdings at anything but a discount to NTA. Holdings seem to be gr8, so how come there are not more SH clamouring to get in ?
GC1 Price at posting:
74.0¢ Sentiment: Hold Disclosure: Held
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