I used to do some work (including assistance with due diligence for acquisition). They are a mixed bag. I currently do invest with...
A couple of quasi-LIC questions: - SOL v BKW. Yes, neither are really LICs, but SOL has been discussed here a lot. I really don't understand why...
I have also taken the opportunity to exit MLT in both my own name and the SMSF. A nice premium to NTA is a good opportunity, and I have enough...
The cross holdings in the Milner stable make my head spin, and I struggle to figure out all of the impacts. I own MLT, BKW and SOL in different...
Interesting discussion. I'm a self confessed numbers nerd, and have tracked my net worth and expended compulsively (every couple of days) since...
Is anyone reconsidering their hedging strategy with international ETFs? My preference was always for un-hedged. Partly because I saw hedging as...
I'm debating the same - the share price of ARG is getting close to my cost base, and depending on what happens today may end up close to even -...
Do people review their sequence of returns risk? I quit my main job a bit over two years ago, and had SORR in the back of my mind. Things have...
Interesting analysis. Not being able to get a clear answer on the cgt treatment was the final catalyst for me switching to a smsf about 6 years...
Agree with this reasoning. I acquired most of my CIN shorly after the GFC. It was trading at a big(ger) discount at that time, where you were...
We are currently living overseas in accommodation provided by my wife's employer, so the PPOR is leased out, and will be for the next 3 years or...
Direct shares that I own that have offered share purchase plans to their shareholders. For example, see the current share purchase plan on offer...
I sense the same. For me however, its realising I'm underweight international - asset allocation is currently: PPOR 26% Unlisted Aus commercial...
Fire is a funny thing. I pulled the pin when my first kid was born, age 35, a ppor and approx $2m portfolio. The finances have been fine - net...
Yes, there are cdi's listed on the asx under the ticker urw. It's also still an index constituent. I can sell my cdi's, but neither of my brokers...
I have some urw from a legacy Westfield holding. On current valuations, it looks like good value to me and I want to buy some more. However, due...
With the recent run-up to close to nta I've sold off my bki holdings. I have held it for years, and in the early days was happy with it. I'm a...
Thanks for the welcome! Yep, I've been active previously on ERE then MMM. My journal there (same username) has a whole lot of back story. I've...
I've been putting a little money into these sort of syndicates, but the last month have been loading up on VAS and vgs. Indeed I transferred some...
I'm currently invested with Quintessential (www.quintessential.com.au) and have used their individual property syndicates in the past. The fee...
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