Update
Added 1% position to PGInviT at 91.1, thesis is interest rate cycle peaking out with reduction in next 1 year leading to bond like behaviour for Invit. With current yield of 13% and decrease in repo (expected) price should theoretically increase keeping everything else constant
Felt like no further downside, possibility of 20-25% return including yield in a years time. This position is more like a case study or for proving my hypothesis. Nonetheless a cash position with optionality
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