investing aoe funds, page-13

Not much in it, I agree.

I looked at it this way overnight. If I had sold out at $5.30,(ie picked the peak to sell at) I would have got $X.

On yesterdays close where I get $4.70 for the AOE times my holding (y) and my DTE allocation is worth $0.78 times my one for two AOE (Z) overnight,
then y + z =96% of the sell out figure of $X, by my calculations.
(The iap is up over 5% today, so that's even better.)

So I'm within about 4% of the cash I could have got if I'd sold at the top.

1. The depth queue on DTE is 14 million buy/0.6 million sell. Looks like it will rise in the near term.
2. I dont think I pay tax on the DTE demerger share allocation
3. I figure a lot of AOE cash will go back into DTE when it gets paid and the price will get pushed up.
4. Same board running DTE who know their business as is proven by AOE history.

I'm confident I can pick up the 4% and move well beyond that as long as the market holds together and glad I didnt sell out, at this stage.