OCA - Oceania Group - retirement villages

[Maverick]

The sleep test is a great way of figuring out if you are investing (and you know your investment- and in OCAs case that is very difficult without a load of effort) or you are gambling.
If you can roll your Covid dice for another few weeks (after all , there's been no community transmission for 3 months now) then why not wait to see what the directors do now they have a buying window.

I`ve particularly got an eye on what Greg T does , He`s been with the company from what it was way back then to where it is currently sitting at this stage of its transformation. I've met him only once but and he really impressed me that he knows this puppy inside and out.

Boom !!!!.there's your answer Bottom Feeder when you were wondering if you should reduce your holdings. The above was posted 2 weeks ago and there we go , Greg T sneaks' in another cheeky mill right on cue. ( and we`ve got Covid back)

[Shareguy]

Yep . Will just have to top up myself.

[bottomfeeder]

Boom !!!!.there's your answer Bottom Feeder when you were wondering if you should reduce your holdings. The above was posted 2 weeks ago and there we go , Greg T sneaks' in another cheeky mill right on cue. ( and we`ve got Covid back)

Topped up to 145k when it dropped to 95. Onward and Upward,

[Waltzing]

https://www.interest.co.nz/property/...ing-two-thirds

well if this keeps up....

[winner69]

https://www.interest.co.nz/property/...ing-two-thirds



well if this keeps up....

Thanks

So good I’ll put on Summerset thread as well ...good news for them

[Blue Skies]

https://www.interest.co.nz/property/...ing-two-thirds

well if this keeps up....

I know a young couple trying to buy a house in Auckland at moment saying the bidding has been incredibly strong at every auction. i.e. above Real estate agents & vendors expectations.

[Baa_Baa]

https://www.interest.co.nz/property/...ing-two-thirds

well if this keeps up....

Most will know I’m a big fan of OCA, I think it’s one of those reasonably rare opportunities to accumulate a sizeable holding (relatively) In a great company while under valued imho, but this time I’ve broken every rule of diversification. Except maybe the Couta Rule which is there are no rules and go hard or go home! 😳🤩

[percy]

Most will know I’m a big fan of OCA, I think it’s one of those reasonably rare opportunities to accumulate a sizeable holding (relatively) In a great company while under valued imho, but this time I’ve broken every rule of diversification. Except maybe the Couta Rule which is there are no rules and go hard or go home! ����

Investing you have two choices.
1] Don't put all your eggs in one basket.Spread your investments around.
2] Put all you eggs in one basket, and watch it carefully.

[Baa_Baa]

Investing you have two choices.
1] Don't put all your eggs in one basket.Spread your investments around.
2] Put all you eggs in one basket, and watch it carefully.

Wise words as always, could I suggest:

2a] Put a lot of eggs but not quite all of them in one basket and watch them like a hawk
2b] put the rest into other baskets that hopefully cover your rear in case you’ve screwed up with 2a

lol 😂 whatever eh, when you’re in deep your focus is like a laser

[Cyclical]

Investing you have two choices.
1] Don't put all your eggs in one basket.Spread your investments around.
2] Put all you eggs in one basket, and watch it carefully.

Not sure I'm following any particular rule book, but for me atm it's about 60% OCA, 25% HLG, both of which I think provide a great foundation for my portfolio. The remaining 15% I'm a bit more loose with, higher risk/return perhaps while checking the diversification box just a little. I'm trying to expand on that 15% of other stuff, but at the same time it's hard not to keep topping up on the other two as dips present themselves.