I am being a smart arse. But there is a serious point l would not use their portfolio as a definitive guide.
FDA = FDV
you can get some good insights, but what is the benchmark for the portfolio? How does it track to its benchmark? Do the portfolio percentages ever change? Are we talking a real portfolio or pretend?
Appreciate never finding SOL compelling but we are referring to a portfolio that has holes l reckon.
l have not done it but graph a 10 year return of SOL to TPG, URW, AGL SHL etc. I reckon CSL will probably be better than SOL maybe a couple of others but over time it’s been ok
Ann: Soul Patts Shareholder Briefings, page-21
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Last
$34.73 |
Change
0.290(0.84%) |
Mkt cap ! $12.77B | |||
| Open | High | Low | Value | Volume |
| $34.27 | $35.03 | $34.27 | $8.719M | 251.0K |
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| No. | Vol. | Price($) |
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| Price($) | Vol. | No. |
|---|---|---|
| $34.79 | 1103 | 1 |
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| Last trade - 16.10pm 19/11/2024 (20 minute delay) ? |
| SOL (ASX) Chart |