Tuesday, February 15, 2022

New Investment: WAM Leaders

I bought some shares of WAM Leaders (WLE.AX) in our SMSF. The position is only 0.16% of the total portfolio so far but I will likely add to it. This is because the allocation model says that we need more Australian large cap shares. Previously, I held Argo (ARG.AX) but that is trading at more of a premium and seems that this performs better. Here is a comparison of WAM Leaders with an ASX200 ETF (A200.AX):

On top of this, WLE has a higher dividend yield...

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