I'm currently holding the following:
PGF: Bought sheet loads down to 85 cents, I believe these will outperform next few years.
PAF: Only a relative small holding here, but happy to hold.
APL: Should have bought more, but holding for the long term.
CYA: Hold lots and lots, looking for an exit if Wilson can take them to a premium to NTA.
PIC: I believe these will provide solid returns over the long term.
NAC: Done well out of these in the last 12 months, considering selling and putting the money into a discounted international LIC.
FGG: Should be solid over the long term.
FGX: Long term hold.
GC1: Solid manager in my mind, small cap specialist.
MA1: Not travelling so well, but i'm patient
BST: Very illiquid, but like the manager.
In the last 12 months, sold out of WAA, WAX, WMK, GVF.
Looking for more LIC's trading at significant discount and also trying to find more capital to buy more.
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I'm currently holding the following: PGF: Bought sheet loads...
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