IFT - Infratil

[kiora]

MAC versus IFT
https://nz.finance.yahoo.com/chart/M...hhcnQifX19fQ--

Returns?
I know what which one I'd rather invest in.

[huxley]

Looks like the $10 IFT deal is back for a limited time.

[Azz]

Looks like the $10 IFT deal is back for a limited time.

I might downgrade to aligning to the medium combo.

[BlackPeter]

Looks like the $10 IFT deal is back for a limited time.

How limited? - and where do you think it will go afterwards ?

[huxley]

How limited? - and where do you think it will go afterwards ?

It’ll either get cheaper or more expensive! And maybe like Countdown, it’ll be this price for “weeks and weeks”

[BlackPeter]

It’ll either get cheaper or more expensive! And maybe like Countdown, it’ll be this price for “weeks and weeks”

I agree - and I am glad you put it this way ;

[kiora]

I was wondering mate so thought I shud ask u ....

U have two stock portfolio with CURRENT ratio being 80% IFT and 20% FPH as per your last disclosure .

Did u start with these ratios OR over the period of time it became like this keeping in view IFT doing much better then FPH at present ...may had been different when FPH was flying high above $ 36 ?

PS : Aim is to know how to manage such simple portfolios ...keep rebalancing at regular intervals or let them run as they go ?

Did you know when people talk about "portfolio risk" its not just the risk of going lower its also the risk of going higher

From Google
"Is it a good idea to rebalance your portfolio?
https://www.google.com/search?q=port...hrome&ie=UTF-8
It may reduce the volatility of your investment portfolio and keeps the asset allocation in sync with your risk tolerance. If you don't rebalance, a diversified portfolio will maintain a higher return on investment with only slightly greater volatility"

Time is your friend if the portfolio is not rebalanced

From Forbes
"Investment risk tends to increase as the return on investment increases"
https://www.forbes.com/sites/markkan...h=4c05491b3f36

[kiora]

Work in progress
Console Connect transaction
https://www.nzx.com/announcements/414461
https://gurinenergy.com/wp-content/u...arbon-elec.pdf
https://kaodata.com/news/infratil-an...form-expansion
Longroad Energy Investor Day
https://www.nzx.com/announcements/417947
In September One NZ – now 99% owned by Infratil, following our June purchase of the stake previously owned by Brookfield Asset Management - launched the first of its new ‘resilient’ retail stores. The new Napier store has an uninterruptable power supply battery backup and its own small cell (think mini cell tower), meaning should grid power fail, as happened in February’s Cyclone Gabrielle, the store can continue to operate – offering customers a way to reach loved ones, and charge their phones, tablets, and other connected tech. The need to focus on resilience and connectivity, as well as having the local store, was highlighted by locals during One NZ's cyclone response and support in the region.

During the quarter our Australian radiology business, Qscan, opened two new clinics - Qscan Newstead in Brisbane, and Qscan Maroochydore on the Sunshine Coast.
RetireAustralia received approval to develop a retirement village at Parkside Yeronga which will bring much needed age-friendly living options to the south of Brisbane. Plans for the new village include 159 independent living apartments, a boutique 10-suite care hub, and indoor and outdoor communal spaces

[maclir]

Work in progress
Console Connect transaction
https://www.nzx.com/announcements/414461
https://gurinenergy.com/wp-content/u...arbon-elec.pdf
https://kaodata.com/news/infratil-an...form-expansion
Longroad Energy Investor Day
https://www.nzx.com/announcements/417947
In September One NZ – now 99% owned by Infratil, following our June purchase of the stake previously owned by Brookfield Asset Management - launched the first of its new ‘resilient’ retail stores. The new Napier store has an uninterruptable power supply battery backup and its own small cell (think mini cell tower), meaning should grid power fail, as happened in February’s Cyclone Gabrielle, the store can continue to operate – offering customers a way to reach loved ones, and charge their phones, tablets, and other connected tech. The need to focus on resilience and connectivity, as well as having the local store, was highlighted by locals during One NZ's cyclone response and support in the region.

During the quarter our Australian radiology business, Qscan, opened two new clinics - Qscan Newstead in Brisbane, and Qscan Maroochydore on the Sunshine Coast.
RetireAustralia received approval to develop a retirement village at Parkside Yeronga which will bring much needed age-friendly living options to the south of Brisbane. Plans for the new village include 159 independent living apartments, a boutique 10-suite care hub, and indoor and outdoor communal spaces

For the nerds among us this article about Kao, with the appt of the new chair last month, is very interesting. Not least because of the name. The UK's approach to tertiary/tech company synergy has been an oft profitable one.

https://kaodata.com/news/kao-data-ap...s-new-chairman

[Gerald]

https://www.nzx.com/announcements/419591

Hmm, risk free rises from 3.65 to 3.75%. I guess we are using the Swiss risk free rate for that one 🤔