After paying off most of my margin loan, I decided to redraw about half to buy 1/2 million shares in URF (US residential property fund listed on ASX). I already held that number in the SMSF, so I am doubling the position. The managers are in the final stages of selling down the portfolio, but the share price is still below the NAV, which already takes sales costs into account. The main thing that can go wrong is that the Australian Dollar could rise sharply, reducing the NAV in AUD terms, but I think this is a quite safe bet that should beat the margin interest I need to pay for the net 6 months or so till they wrap up.
I also bought 30% of a bitcoin in shares of the IBTC ETF listed on the ASX. Didi Taihuttu is saying to dollar cost average in and so that's what I am doing.
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