Hi Greginjapan. "The World's Most Boring Portfolio" belongs to Intheblack...although mine is pretty similar.
I would like to own some AFI but as you mentioned it's got one of the highest premiums to NTA. Might wait for an opportunity to buy in if the margin closes or if the market dips.
After a quick glance at DUI, it seems to have performed relatively strongly over the years and I like it's portfolio and stock weighting.
I like MLT because it has no debt and a market cap over $1 billion, making it one of the larger LICs. Higher market caps usually mean slightly lower management expense ratios although I haven't directly compared MLT and DUI for administrative costs.
As I mentioned I am looking forward to comparing the dividends for all of the LICs once they are announced in the next month.
Appreciate the discussion
Dreamcatcher
MLT Price at posting:
$2.85 Sentiment: ST Buy Disclosure: Held
