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JB, i notice that you've excluded two of the most popular, with...

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26/09/14

21:58

Post #: 14036710
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Originally posted by JUSTBOB ↑

eerrtt,

My largest holding is in WAM which is Geoff Wilson's signature stock. Geoff's personal following should have WAM slightly more expensive in relation to NTA than WAA or WAX but an expected 1 for 1 free option for WAA at some time in the future will also keep them looking reasonably expensive.

Buying WAM around $2.00 should prove to be a good investment as I expect their next two dividends to be 7 cents per share which makes for a 7% yield & grossed up after franking credits 10%.

I would suggest buying all three companies with the largest holding being WAM.

I also hold CTN but only because they give me exposure to microcap shares.

My preferred LIC portfolio in order of size of holding should include WAM, ALF, WAA, WMK, WAX & CTN.

I have included WMK because of their current price & the fact it is a neutral fund that will hold its value in a market slump. This is a stock where money can be parked instead of relying on bank interest which it should outperform.

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JB,
i notice that you've excluded two of the most popular, with mum & dad investors, AFI & ARG.
Any reason other than simply premium to NTA?
No criticism, simply interested in your viewpoint.
Thanks.

ALF Price at posting: $1.64 Sentiment: None Disclosure: Held
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