CDM 0.72% 70.0¢ cadence capital limited

Profit Reserves, page-3

  1. 1,958 Posts.
    lightbulb Created with Sketch. 83
    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
 
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