Gday In the Black,
Appreciate your posts in the LIC threads they are always an interesting read for us similarly boring investors. Just wondering if you have any opinion on CIN since it is left out of your analysis here? I appreciate it may have a less than desirable weighting in one company (AHD) but unless I'm missing something it is otherwise of the same LIC flavour.. low fee, buy and hold, diversified. AHD itself is somewhat sector diversified with what I consider fairly defensive assets which I have reasoned with myself is enough to justify its existence in my portfolio alongside the rest you have listed. Since its media sector heavy I guess you may not consider it overly compatible with your SEVPC holding... any other reason?
aui leading the charge for calendar year 2009, page-4
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