01-12-2020, 01:45 PM
Your annual total port 10% income growth is going to be next to impossible to sustain without new money. That requires most of your port growing earnings, or at least FCF near there. You know that of course. You may have to cash out the rest of your APPL and buy some SIX. Just kidding, I don't want you to take anymore beatings on SA lol, but you may have to meddle some to keep it going. Even if you dial back the goal a bit you still have a winning port long-term. That's all that really matters. Even something as modest as "double the annual rate of inflation" would result in a port very much worth owning.