ALF
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0.00% 85.0¢ australian leaders fund limited

Ann: Change in Portfolio Value, page-6

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  1. jazir1979
    888 Posts.
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    07/01/17
    14:40
    Post #: 21740090
    No overall exposure isn't really an excuse to flatline, it just shows their picks haven't been great. But I agree they're well poised to profit as/if the Trump Rally pulls back in the next month or two. I'm wondering how the first few months of WGF will pan out post-IPO. It doesn't seem all that differentiated from ALF.
    ALF Price at posting: $1.43 Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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