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Post by rgs2001uk on Oct 17, 2016 23:04:14 GMT 7
My SabMiller money came through the other day, kept a cool head and didnt sell at 36 pommie pesos, finally sold for 45. Problem now is I have a spare 25k sitting in a stockbroker account, was thinking about putting it into this lot, any concerns? www.hl.co.uk/shares/shares-search-results/w/whitbread-plc-ordinary-76-122153pOtherwise it can go straight into Scottish Mortgage IT. Money not needed for at least 10-15 years.
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Post by Fletchsmile on Oct 25, 2016 22:53:32 GMT 7
I'm less and less interested in individual UK stocks these days. I just don't want to put in the time and effort keeping up to date on the individual companies. Digital Look gives some decent info in overview and then you can look at the various other tabs like Financials, Brokers views etc. www.digitallook.com/equity/WhitbreadHargreaves Lansdown gives similar www.hl.co.uk/shares/shares-search-results/w/whitbread-plc-ordinary-76-122153p?clickid=yYE3NP0ZcW8YSF7REEVXQRhoUkkRnwRh9xpL380&iradid=238599&theSource=AFVIG&utm_campaign=AFVIG_IMPR1&ir=1Both seem to show it in a positive light. Although many brokers seem neutral on it, the ones that have a strong view are on the buy side. For investing GBP, I prefer researching good active managed funds and letting them get on with it. For GBP, if buying thru UK I prefer unit trusts. If buying thru Singapore I tend more towards Investment Trusts. Scottish Mortgage as you mention is a very good solid global fund. It's around half invested in the US and 20% in China as you know. Worth a place in a portfolio, but if someone already had a heavy weighting in it, I'd be more tempted to look at other ITs. Neither US or China would be my favourite markets at the moment but would be solid long term bets as part of a diversified portfolio. www.trustnet.com/Factsheets/Factsheet.aspx?fundCode=ITSMT&univ=TIf someone was looking for dividend income then the yield on Scottish Mortgage is low at under 1%. But if indifferent between income and capital growth that doesn't matter. I'm not keen on the way it trades at a premium , although only a slight one of around 1%+. Many ITs are trading at a premium now. If and when a correction to markets happens there'll be the double whammy of NAV decrease and discount widening. It has traded at a premium for a year or so. Pre-2014 it was averaging around 5% discount for oer 5 years. We've had quite a long nice bull run on equities. So makes me a slightly concerned this increases the risks of buying near the top of the cycle www.trustnet.com/Factsheets/Factsheet.aspx?fundCode=ITSMT&univ=T&pageType=performancewww.hl.co.uk/shares/shares-search-results/s/scottish-mortgage-it-ordinary-shares-5p/share-chartsStill a very good IT though. I think the quality of the management outweighs the annoyance and risk of trading at a premium to NAV if you're holding longer term.
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Deleted
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Post by Deleted on Oct 26, 2016 0:27:52 GMT 7
Your portfolio sounds rather different to mine, all I have is pictures of sexy ladies, mainly in scantily clad clothing.
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Post by Deleted on Oct 26, 2016 5:34:06 GMT 7
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curtaintwitcher
Crazy Mango
Majestically enthroned amid the vulgar herd
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Post by curtaintwitcher on Oct 26, 2016 6:31:04 GMT 7
Your portfolio sounds rather different to mine, all I have is pictures of sexy ladies, mainly in scantily clad clothing. ...so: their clothing is scantily clad then...you're right to avoid something as tricky as stocks...
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Post by Fletchsmile on Oct 26, 2016 11:12:06 GMT 7
Your portfolio sounds rather different to mine, all I have is pictures of sexy ladies, mainly in scantily clad clothing. Oh... I have one of those as well. I try and save money on the clothing though.
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me
Crazy Mango Extraordinaire
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Post by me on Oct 26, 2016 11:31:08 GMT 7
Your portfolio sounds rather different to mine, all I have is pictures of sexy ladies, mainly in scantily clad clothing. Oh... I have one of those as well. I try and save money on the clothing though. One thing our friends in the middle east save money on.....they only need one photo of a girl at night....the one they took with the lens cap on. All the black full cover stuff looks the same.
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Post by Fletchsmile on Oct 26, 2016 17:49:03 GMT 7
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Post by rgs2001uk on Oct 26, 2016 22:34:38 GMT 7
Your portfolio sounds rather different to mine, all I have is pictures of sexy ladies, mainly in scantily clad clothing. Those Leo calendars are quite collectable these days.
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Post by rgs2001uk on Oct 26, 2016 22:39:14 GMT 7
For those interested.
I purchased 15k worth of Whitbread. 5k worth of Prudential. 5k worth of Worldwide Healthcare Trust.
The last two I already owned so was adding to the holdings. Whitbread was replacing like for like.
Like you Fletch I am less inclined to spend time pouring over performance charts and comparing benchmarks. I am getting lazy and am happy enough to let the IT fund managers do it for me.
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