yes l treat as a LIC but an LIC actually managed very well (not a default Index Fund)
l count on the dividends (increase every year) to pay bills. my 2nd largest holding would be getting up to 10% (BKW & SOL). they divided policy favours investors. they will look after you.
two risks 1) Millner retires 2) you die of boredom holding it
... glad if the energy exposure during this latest trouble abet it's small (diversified beast it is). but has been too expensive to add 2/3 in BKW 1/3 in SOL
SOL Price at posting:
$27.91 Sentiment: Hold Disclosure: Held
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