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A new 'semi' core holding

Stocks and Shares ISA , Choosing funds for ISA's, risk factors for funds etc
Investment strategy discussions not dealt with elsewhere.
DrFfybes
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Re: A new 'semi' core holding

#635699

Postby DrFfybes » December 22nd, 2023, 9:21 am

Mememe wrote:31 year old, growth, looking for something different……private equity….

Hvpe
Pin
Hgt

I hold about 15% in PE now. Mostly hvpe. Some HGT. Have held Pin previously. I would say Pin and Hvpe could easily be core holdings. Sat on massive discounts too. When rates turn properly I suspect this will fly.



I bought PIN earlier this year when it was on roughly a 50% discount, and sold about 6 weeks ago when it broke 300p after the buyback offer. There may be more to come, but it seems to perpetually trade at a steep discount to NAV so I took my winnings and left.

Paul


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