Monthly Archives: November 2014

Update No. 190 – 21/11/14

A savage 2.74% drop in our benchmark this week. Fortunately, we only felt roughly half that with a 1.38% drop. We dipped into negative territory for the first time since the July 1 beginning of FY2015, but I remain very positive about the long-term prospects of our holdings and convinced value is building like a coiled spring waiting only on the right circumstances to materialise.

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