Search found 445 matches

by OhNoNotimAgain
September 17th, 2019, 10:05 am
Forum: Investment Strategies
Topic: Private Equity Investments
Replies: 6
Views: 243

Re: Private Equity Investments

I am looking at investing in a private equity fund, Harbourvest Global Private Equity (HVPE) for three reasons. 1 - Correlation between HVPE and some of my larger holdings is either very low or negative (using the CORREL function in Excel) which is very good for diversification 2 - -Having worked f...
by OhNoNotimAgain
September 16th, 2019, 4:10 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Eisman shorts HSBC and STAN
Replies: 28
Views: 707

Re: Eisman shorts HSBC and STAN

I do not think though that is another Carillion. Dod Oh, well that's all right then, we can all relax. PS It's a bank, no one has a sodding clue about what is going on, has nobody read "The Big Short" or "Crashed" https://www.amazon.co.uk/Crashed-Decade-Financial-Crises-Changed/...
by OhNoNotimAgain
September 16th, 2019, 8:47 am
Forum: Investment Strategies
Topic: Bump in the road
Replies: 4
Views: 579

Re: Bump in the road

https://www.ft.com/content/f638a3ac-d4d9-11e9-8367-807ebd53ab77 The FTSE All-World equity index has rallied almost 3 per cent already this month, clawing back some of August’s losses. However, many highly popular stocks suffered a sudden and brutal sell-off this week, a reversal that analysts have ...
by OhNoNotimAgain
September 12th, 2019, 4:55 pm
Forum: Investment Strategies
Topic: Bump in the road
Replies: 4
Views: 579

Bump in the road

https://www.ft.com/content/f638a3ac-d4d9-11e9-8367-807ebd53ab77 The FTSE All-World equity index has rallied almost 3 per cent already this month, clawing back some of August’s losses. However, many highly popular stocks suffered a sudden and brutal sell-off this week, a reversal that analysts have a...
by OhNoNotimAgain
September 11th, 2019, 11:35 am
Forum: Investment Strategies
Topic: Share buybacks: a beautiful thing
Replies: 96
Views: 3333

Re: Share buybacks: a beautiful thing

I second Gengulphus' comments about the banks' share prices rising because of the removal of uncertainty regarding PPI. Markets hate uncertainty; ). Now that banks are all run by vicars and charity workers we can add them to the list of sectors where the future is clearly laid out and we know exact...
by OhNoNotimAgain
September 7th, 2019, 7:31 pm
Forum: Investment Trusts and Unit Trusts
Topic: Proportion of portfolio in Investment Trusts
Replies: 55
Views: 2717

Re: Proportion of portfolio in Investment Trusts

..and I can hand-on-heart say that changing tack and moving into income-IT's has been the single best investment decision that I've ever made. Can you tell us which has given the biggest increase in dividends over the last decade? I honestly can't... Perhaps I wasn't as clear as I could have been w...
by OhNoNotimAgain
September 7th, 2019, 8:03 am
Forum: Investment Trusts and Unit Trusts
Topic: Proportion of portfolio in Investment Trusts
Replies: 55
Views: 2717

Re: Proportion of portfolio in Investment Trusts

Itsallaguess wrote: and I can hand-on-heart say that changing tack and moving into income-IT's has been the single best investment decision that I've ever made.

Cheers,

Itsallaguess


Can you tell us which has given the biggest increase in dividends over the last decade?
by OhNoNotimAgain
August 26th, 2019, 1:55 pm
Forum: Investment Strategies
Topic: Share buybacks: a beautiful thing
Replies: 96
Views: 3333

Re: Share buybacks: a beautiful thing

I worked for many years for a US IT company that has spent a fortune over more than 20 years buying its own shares, at the same time as cutting costs to an extent that crippled any ability to deliver quality services. During this period the share price performance has been woeful, the revenue has p...
by OhNoNotimAgain
August 17th, 2019, 12:20 pm
Forum: Investment Trusts and Unit Trusts
Topic: ASEI - Aberdeen Standard Equity Income
Replies: 21
Views: 5765

Re: ASEI - Aberdeen Standard Equity Income

The aim of the Trust is:

To provide shareholders with an above average income from their equity investment
while also providing real growth in capital and income.


Judging by the 67% increase in the dividend since 2010 it's dividend growth has drastically lagged its passive competitors.
by OhNoNotimAgain
August 17th, 2019, 9:36 am
Forum: Investment Strategies
Topic: ETF's v Unit Trusts(or OEIC's) v Investment Trusts
Replies: 22
Views: 1613

Re: ETF's v Unit Trusts(or OEIC's) v Investment Trusts

The clue is in the name. An ETF is just an open ended fund you can trade on a secondary market. Unlike an OEIC where you invest directly in or out of the fund, usually once a day, an ETF trader has to find a counter-party. For investors with time frames in decades the ability to trade at any time of...
by OhNoNotimAgain
August 12th, 2019, 8:25 am
Forum: Retirement Investing (inc FIRE)
Topic: Considering early retirement
Replies: 71
Views: 5310

Re: Considering early retirement

Look for advisers who charge by the hour, not percentage of assets.
by OhNoNotimAgain
July 27th, 2019, 9:43 am
Forum: Investment Trusts and Unit Trusts
Topic: Personal Assets v Capital Gearing v RICA?
Replies: 140
Views: 11953

Re: Personal Assets v Capital Gearing v RICA?

Well if he didn't foresee the crash, why did he have a 6 figure sum in a fund that would substantially underperform the market in normal times? In which "normal times" has PNL substantially underperformed which market? http://mediacharting.digitallook.com/cgi-bin/digital/chart_image.cgi?c...
by OhNoNotimAgain
July 24th, 2019, 1:21 pm
Forum: Investment Trusts and Unit Trusts
Topic: Personal Assets v Capital Gearing v RICA?
Replies: 140
Views: 11953

Re: Personal Assets v Capital Gearing v RICA?

So you foresaw the crash, and put your money in a fund that would not lose as much as the market? Surely leaving it in cash would have been a much better strategy? Lootman is not saying that he foresaw the crash at all. Only that relatively he lost less money, and redeployed it to take advantage of...
by OhNoNotimAgain
July 24th, 2019, 10:04 am
Forum: High Yield Shares & Strategies - general
Topic: UK dividends smashed records in Q2!....
Replies: 15
Views: 2207

Re: UK dividends smashed records in Q2!....

They are trying to track the performance of the FTSE100 so I believe they are. The prospectus states "...intend to distribute all or substantially all of the net income (interest and dividends, less expenses) of the Fund..." VUKE's OCF is 0.09% so will have only a small impact on dividend...
by OhNoNotimAgain
July 24th, 2019, 10:00 am
Forum: Investment Trusts and Unit Trusts
Topic: Personal Assets v Capital Gearing v RICA?
Replies: 140
Views: 11953

Re: Personal Assets v Capital Gearing v RICA?

I'll cop some flack for this no doubt but honestly, I don't understand how it's considered "difficult" or "complicated" to throw money into PNL, CGT, RICA and simply see it as not putting all your eggs in one basket and trusting the managers reputation to hopefully do a reasonab...
by OhNoNotimAgain
July 23rd, 2019, 2:27 pm
Forum: Investment Trusts and Unit Trusts
Topic: Vanguard
Replies: 47
Views: 2906

Re: Vanguard

... Note the weasel words : In tracking the performance of the Index, the Fund attempts to replicate the Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index If it was ...
by OhNoNotimAgain
July 22nd, 2019, 6:51 pm
Forum: Investment Trusts and Unit Trusts
Topic: Vanguard
Replies: 47
Views: 2906

Re: Vanguard

Open Ended - Managed by a person. Not necessarily. "Tracker" OEICs that follow an index are almost certainly mechanised (although I suppose they could be done by hand, but that'd apply to ETFs too). Vanguard is a big player in tracker OEICs, indeed they have more of those than they have E...
by OhNoNotimAgain
July 22nd, 2019, 6:40 pm
Forum: Investment Trusts and Unit Trusts
Topic: Vanguard
Replies: 47
Views: 2906

Re: Vanguard

Once the proceeds of a house sale come, we'll have about 1/3rd of our equity investments in an actively managed Fisher Investments global fund (which we've held already for a couple of years, about 1/3rd in UK shares directly held, and about 1/3rd where I'm now looking for this global index fund wi...
by OhNoNotimAgain
July 22nd, 2019, 1:45 pm
Forum: High Yield Shares & Strategies - general
Topic: UK dividends smashed records in Q2!....
Replies: 15
Views: 2207

Re: UK dividends smashed records in Q2!....

No idea why the dividends are not flushing through. UK Companies can be somewhat lumpy in their distributions, given that most are half yearly. If they have a 31st December year end, they may distribute in the first quarter. Understand the lumpiness but I was responding to the original post which s...
by OhNoNotimAgain
July 20th, 2019, 10:31 am
Forum: High Yield Shares & Strategies - general
Topic: Citywire article: Weak pound gives false idea of UK dividends
Replies: 8
Views: 2067

Re: Citywire article: Weak pound gives false idea of UK dividends

Dividend growth is less important than dividends being maintained.

Just keeping payouts steady gives annual returns of 4 to 5% and if that is reinvested it generates its own, natural, dividend increases.

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