I am hanging around as I also want to reenter but it is too early for me (others risk appetite may be greater than mine)
Here is the performance of the top 10 holdings over the last week - which will be reflected in the NTA announcement next week
5 Day Performance of Top 10 Holdings
Alphabet -4.75%
Block -4.63%
Champion Iron Ore -4.16%
Danaher -6.34%
F1 Group -5.10%
IDP Education -4.96%Microsoft -7.02%
ON semiconductors -10.45%
Spotify -12.62%
Zillow -10.91%
Average decline for their top 10 holdings is -7.1% for the week
Over the same period ASX is down -4.24% Dow -4.96% and Nasdaq -7.05% so their top 10 on average underperformed all these indexes
Their 15% cash holding at end of May hopefully wasn't invested so that may lessen the blow to NTA
But when I am hoping the fund manager didn't invest there is a problem...
Hopefully things will turn around soon.
I am hanging around as I also want to reenter but it is too...
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$2.60 |
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