Indeed he may. VG1 goes XD in two days and looking at the decline again today (-2.6%) versus the ASX (+1%) it feels like most have forgotten this or could not care. Perhaps XD will be the trigger for immense selling though I truly hope not since it will be very painful for me. I wonder do they have any care in that regard? I think Inflation will continue in the long term and I suspect VG1 has the same thoughts though you would never know reading their newsletter. The companies within the VG1 portfolio have decent pricing power. It seems hard to believe VG1's holdings can continue this downward path in the face of everything going up. However, while they do decline, VGI partner fees erode our savings to no avail.
VG1 Price at posting:
$1.67 Sentiment: None Disclosure: Held
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