Hi Shane, Thank you for the question! I would actually happily add to my SOL position if I thought it was offering good value. Between SOL and BKW I would be comfortable going as high as 40 percent of the portfolio and the only reason I hold far more BKW is they’ve traditionally traded at a bigger discount over the period I’ve been trying to accumulate the shares (since late 2016). I’ve actually got a better picture of the current BKW asset backing in my head than SOL so I’ll have to do some calculations and see what the premium is currently. I’ve always felt that the long history of portfolio outperformance can probably justify the SP being good value at a 10 percent premium to assets but nothing more than that.
SOL Price at posting:
$33.20 Sentiment: Hold Disclosure: Held
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