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Post by rgs2001uk on May 12, 2020 21:10:12 GMT 7
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chiangmai
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Post by chiangmai on May 14, 2020 8:24:06 GMT 7
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AyG
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Post by AyG on May 14, 2020 9:10:31 GMT 7
Not sure if your assertion is true or not, but that article doesn't support it. Look to the people quoted: Druckenmiller - Hedge fund manager Tepper - Hedge fund manager Singer - Hedge fund manager Tudor Jones - Hedge fund manager Cooperman - Hedge fund manager Icahn - Hedge fund manager and corporate raider specialising in hostile takeover and asset stripping Odey - Hedge fund manager It likely (or even probable) that they hold short positions, and so benefit from talking down the stock market to make massive profits if markets tank. I would add that hedge fund managers are normally highly secretive; they only talk to the media when it benefits themselves.
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chiangmai
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Post by chiangmai on May 14, 2020 11:21:44 GMT 7
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Post by rgs2001uk on May 27, 2020 22:04:06 GMT 7
Not a scientific survey, data analyis from my portfolio is too small, just a back of a fag packet engineers observation, for my portfolio only.
Stockbroker account, is now down 4.8%, Alliance Trust down 9%, overall down 6.4%.
It would appear, the ITs giving the smallest divis have recovered better, alright for people like me aiming for capital growth, not so good for pensioners relying on divis.
Toodle pip, at least my losses are now down into to 5 figures (sterling terms), I can live with that.
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chiangmai
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Post by chiangmai on May 28, 2020 5:41:54 GMT 7
Not a scientific survey, data analyis from my portfolio is too small, just a back of a fag packet engineers observation, for my portfolio only. Stockbroker account, is now down 4.8%, Alliance Trust down 9%, overall down 6.4%. It would appear, the ITs giving the smallest divis have recovered better, alright for people like me aiming for capital growth, not so good for pensioners relying on divis. Toodle pip, at least my losses are now down into to 5 figures (sterling terms), I can live with that. Well done! I'm now at August last year in terms of value, all in all I'm quite pleased.
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Post by rgs2001uk on May 28, 2020 21:05:06 GMT 7
Not a scientific survey, data analyis from my portfolio is too small, just a back of a fag packet engineers observation, for my portfolio only. Stockbroker account, is now down 4.8%, Alliance Trust down 9%, overall down 6.4%. It would appear, the ITs giving the smallest divis have recovered better, alright for people like me aiming for capital growth, not so good for pensioners relying on divis. Toodle pip, at least my losses are now down into to 5 figures (sterling terms), I can live with that. Well done! I'm now at August last year in terms of value, all in all I'm quite pleased. Its laughable, FFS, got to have a gallows pole sense of humour, its just numbers on a piece of paper that my mrs cant understand, all telephone numbers to her, 555. Good man, keep the faith.
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chiangmai
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Post by chiangmai on May 29, 2020 8:00:14 GMT 7
I have some spare funds to put into the markets and this is my long list of candidate funds:
Monks Scottish Mortgage Witan Bankers Trust F&C Inv. Trust Brunner IT Mid Wynd Int.
I'm looking at the detail currently and my jury is still out but thus far, Witan looks strong. Monks has recovered quickly so it's now at a premium thus it's probably a non-starter.
If anyone has comments...feel free! I shall report back in due course.
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Post by rgs2001uk on May 29, 2020 21:08:41 GMT 7
I have some spare funds to put into the markets and this is my long list of candidate funds: Monks Scottish Mortgage Witan Bankers Trust F&C Inv. Trust Brunner IT Mid Wynd Int. I'm looking at the detail currently and my jury is still out but thus far, Witan looks strong. Monks has recovered quickly so it's now at a premium thus it's probably a non-starter. If anyone has comments...feel free! I shall report back in due course. , has uncle rubl been helping you hack into my computer with the aid of mossad software? I am probably the last person you should be asking, I hold all of the trusts you mention. Taking them in the order you listed, this is how they rank in pure monetary terms of cash holdings. Monks, 2= Scott Mort, 1 Witan, 4= Bankers, 4= F&C, 7 Brunner, 4= MW, 2= The equals figures in pure monetarty terms arent exactly equal, but they are close enough for your question. I dont know what your aim is, adding to existing funds, exploring options? I still like the look of this. www.hl.co.uk/shares/shares-search-results/p/polar-capital-technology-trust-ord-25pTis a nice problem to have, awaiting input from Boltons Warren Buffett.
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Post by rgs2001uk on May 29, 2020 22:08:11 GMT 7
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chiangmai
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Post by chiangmai on May 30, 2020 2:32:08 GMT 7
A good choice, I already hold Fundsmith although it crosses over the LT Global fund in terms of holdings, that said it's been a better performer recently.
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chiangmai
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Post by chiangmai on May 30, 2020 2:41:11 GMT 7
I have some spare funds to put into the markets and this is my long list of candidate funds: Monks Scottish Mortgage Witan Bankers Trust F&C Inv. Trust Brunner IT Mid Wynd Int. I'm looking at the detail currently and my jury is still out but thus far, Witan looks strong. Monks has recovered quickly so it's now at a premium thus it's probably a non-starter. If anyone has comments...feel free! I shall report back in due course. , has uncle rubl been helping you hack into my computer with the aid of mossad software? I am probably the last person you should be asking, I hold all of the trusts you mention. Taking them in the order you listed, this is how they rank in pure monetary terms of cash holdings. Monks, 2= Scott Mort, 1 Witan, 4= Bankers, 4= F&C, 7 Brunner, 4= MW, 2= The equals figures in pure monetarty terms arent exactly equal, but they are close enough for your question. I dont know what your aim is, adding to existing funds, exploring options? I still like the look of this. www.hl.co.uk/shares/shares-search-results/p/polar-capital-technology-trust-ord-25pTis a nice problem to have, awaiting input from Boltons Warren Buffett. Let me say at the outset that Rubl is innocent, well, mostly! Source of Funds - accumulated cash plus excessive holdings in bonds that needs to be reduced as those funds come good. Plus, some cash in a temporary bond fund home that needs a final resting place. Objectives - reduce bond exposure, increase equities exposure, improve reliable dividend earnings, reduce potential risk of loss by some switching to IT's, increase global exposure.
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AyG
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Post by AyG on May 30, 2020 10:41:49 GMT 7
FWIW, I hold MNKS and MWY. Coincidentally, they're the only two of my ITs that are in positive territory YTD. Very close behind them is MINV (a global ETF). I've previously suggested that MINV would be a good solution for someone looking for a one stock portfolio.
I used to hold FCIT. Held it for many, many years. To be honest, the only reason I don't hold it now is emotional: I'd feel silly buying back something I used to own.
I don't like SMT because I believe companies such as Tesla, Alibaba, Tencent and Netflix are seriously overvalued. It also doesn't meet your dividend requirement with a yield of 0.4%. It's also at a significant premium to NAV.
For income you might consider SOI. It's been very badly beaten down this year, down 21.2%, but I'm confident it will bounce back. The discount to NAV is -7.9%, whilst it normally trades around par or at a premium. Yield is 5.1%. So, decent yield and strong potential for capital growth from this low point. What's not to like?
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Post by rgs2001uk on May 30, 2020 20:14:06 GMT 7
, has uncle rubl been helping you hack into my computer with the aid of mossad software? I am probably the last person you should be asking, I hold all of the trusts you mention. Taking them in the order you listed, this is how they rank in pure monetary terms of cash holdings. Monks, 2= Scott Mort, 1 Witan, 4= Bankers, 4= F&C, 7 Brunner, 4= MW, 2= The equals figures in pure monetarty terms arent exactly equal, but they are close enough for your question. I dont know what your aim is, adding to existing funds, exploring options? I still like the look of this. www.hl.co.uk/shares/shares-search-results/p/polar-capital-technology-trust-ord-25pTis a nice problem to have, awaiting input from Boltons Warren Buffett. Let me say at the outset that Rubl is innocent, well, mostly! Source of Funds - accumulated cash plus excessive holdings in bonds that needs to be reduced as those funds come good. Plus, some cash in a temporary bond fund home that needs a final resting place. Objectives - reduce bond exposure, increase equities exposure, improve reliable dividend earnings, reduce potential risk of loss by some switching to IT's, increase global exposure. Ok, so that answers my previous question, its not just having a few quid you are willing to have a punt with, sounds just like my mrs, moving the furniture around 555. As I mentioned earlier, I am the last person to ask, I hold all of them. Do you hold any of them already, eg adding to existing holdings, or will these be new buys? Thats a good spread of capital gains, eg SM, and regular income in the form of dividends with Brunner and Banker. If you told me you were investing in all of them, I wouldnt try to dissuade you.
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Post by rgs2001uk on May 30, 2020 20:33:41 GMT 7
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