Per Newing’s post today he likely bought AEI in his Superfund portfolio. Looking at both Superfund and Trust portfolios (not sure if he has others), AEI is probably an insignificant portion and falls into the 7% or 4% across these portfolios.
Newing’s states “... frankly do not understand why this coronavirus stock is so cheap” and he has assigned an insignificant portion on his portfolio.
I have one portfolio and AEI is currently 32% (highest) by cost and 23% by market value for me. Who has more conviction?
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