Quite late in the game on this. Only enter the game in Feb'17 but never late than never. One of my deliberation is due to the influence of Reit yield on my estimation of GLP value. Well, I am not exactly right considering GLP potential and Strategic assets especially so when they have international importance.

In the end, revised my estimation and arrive a fairer value of $3 at minimum which I then entered my positions. Nevertheless not much. Hindsight is so great ....

Here's my XIRR roughly 36 % inclusive of dividends. Absolute 22 % return ...