For those who recall B&B was an underperformer for a long time...

For those who recall B&B was an underperformer for a long time but over the past 2 months, everything changed, not because BBOZ recovered but the selected stocks did extremely well and gains were locked in.

Now it has outperformed the XJO over 5 months by about as much as XJO gained over that timeframe.

The stay the course approach on carefully selected stocks and sectors is proving to be the best approach even in an increasingly bipolar market environment.

	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6	Column 7
0	BEAR & BARGAIN	B&B
1				18/4/20		18/9/20
2	SHORTS		Mkt Cap(m)	Entry Price	Weightage	Curr Price	YTD return
3
4	BBOZ			$   11.40	40%	$   8.57	-24.8%
5
6
7	LONG
8			Mkt Cap(m)
9	CODAN [closed]	CDA	$ 1,096	$ 6.09	5.8%	$ 10.87	78.5%
10	M7T[closed]	M7T	$ 111	$ 0.58	5.8%	$ 1.105	74.3%
11	MASTERMYNE [closed]	MYE	$   71	$ 0.69	5.8%	$ 0.930	34.8%
12	CLOVER [closed]	CLV	$ 342	$ 2.06	5.8%	$ 2.360	14.6%
13	SYDNEY AIRPORT[closed]	SYD	$   14,192	$ 6.28	0.0%	$ 5.440	-13.4%
14	CHALICE GOLD MINE	CHN	$ 337	$ 1.23	5.8%	$ 1.755	42.7%
15	SWIFT MEDIA [closed]	SW1	$    18.9	$   0.022	5.8%	$ 0.054	145.5%
16	OPTHEA [closed]	OPT	$ 630.0	$   2.370	5.8%	$ 2.780	17.3%
17	FISHER & PAYKEL [closed]	FPH	$   15,486	$ 27.570	5.8%	$   30.040	9.0%
18	NRW HOLDINGS	NWH	$ 896	$   2.120	5.8%	$ 2.170	2.4%
19	PENTAL [closed]	PTL	$    53.8	$   0.425	5.8%	$ 0.470	10.6%
20
21					98%	Composite	15.5%
22							64.4%
23					XJO since 18/4	5887.70	7.3%
24					Relative to XJO	Outperform by	7.7%