NSC 1.19% 42.5¢ naos small cap opportunities company limited

My "quick-guide" Top 20 NTA for this month.Mar: $94,398,488.Feb:...

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    My "quick-guide" Top 20 NTA for this month.

    Mar: $94,398,488.
    Feb: $91,863,840.

    It includes dividends received of $600k.

    The 3.25c paid to shareholders needs to be taken out ($4,735,510).

    Total portfolio is probably down around 4% after divi.

    Remember its a guide only, the Top 20 is never the same month to month and its only roughly 35% of the portfolio.

    For those that are following IDM, it should come in at around 13th.

    Pep
 
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