Monday, September 07, 2026

Changed My Mind on AIX but Not on Charter-Hall

Given how bullish everything is and Anthropic is supposed to imminently file for its IPO, I decided to make a small allocation to AIX in the SMSF. I am investing the distribution from the Regal Investment Fund in it. In hindsight, I should have tried to participate in the SpaceX IPO and flipped the shares after a few days. Yesterday, I thought again about investing in the Charter-Hall fund investing in the Sonic Healthcare lab. It is attractive to get an almost certain 7.5% yield with the potential for upside. And I like direct real estate (as opposed to listed real estate). But I really don't want to lock up my money for five years, when there are so many other opportunities.

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