I try to keep in mind the type of asset that they, they exposure they give me are and how they fit into overall portfolio at risk.

The NTA and SP is reflective of the core holdings (and sentiment for the stock and markets overall)

So, I ask myself are they investing wisely in underpinning Companies that have a long term future? What's their rationale, does it stack up? There is always going to up and downs as equity shifts between sectors and growth and value...so how are the managing this? What's the largest holdings? why?

In the latest March update they've strengthened holding in Microsoft, PayPal, Salesforce on the SP dips. So, do I agree...is this a wise use of my money? Meta/Paypal have been smashed with market aversion to growth and regulatory risks, is this fair or an over-reaction? Will they bounce?

On par, will continue to hold and add on weakness - provided the answers above meet my personal investment mid-long term thesis on Orgs and sectors.