Page 2 of 2

Re: High Yield Investment Trusts - AIC Sector and Yield table (February 2021)

Posted: February 25th, 2021, 4:39 pm
by monabri
Arborbridge wrote:
monabri wrote:I've made two purchases into BRNA, February 2018 and June 19. The XIRR has been 2.9%, so not very impressive considering ~80% N.America.


OOoh! I'm tempted to ask how they did so badly. Hasn't the american market done rather well? Dow Jones up 24% since Feb 2018.

Arb.


Yes, exactly! Explained simply by how the sp has moved since my buys. My purchases in LWDB at just over 430p in March 20 however have compensated!

Timing.