eerrtt, we share the outlook for LICs and their NTAs. However, where you are selling I am holding for a better LIC entry relative to NTA, ie. dry powder building from late August.
I quite like your move into MNFs, a solid form of portfolio insurance against a market crash. That's the possible crash I'm looking to buy into once the crying stops.
Good Luck to you and to CDM holders alike.
OV
Profit Reserves, page-3
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