RE:Due for a one-two punchhard to understand the performance, i look at 5 years and it looks like a declining asset. less volatile than the bromptons, but with the financial exposure, it should have been well above pre pandemic levels, what happened? look at SBC, went to all time highs by a huge % along with the banks to sky high prices until early this year. not so with dfn
to mention the energy exposure
makes no sense, its like a declining asset base, with a low beta, unless the portfolio completely changed since 2018, its down 25% from there, other splits are still up 25% from there, were 50%. thant's a huge gap, and distribution is also 10 cents,