Gadgeisbackagain wrote:Hi Richfool,
Thanks. likewise, I tend to find what you are up to quite interesting as well.
Maybe this will help your thinking. This is what John Baron bases his IT portfolios on....
https://www.pimfa.co.uk/private-investo ... llocation/
Gadge
PS I just took a look at Mate and think their share selection looks fantastic. I may well buy some soon so thanks for the heads up on that one.
Hi Gadge,
There is a separate thread on MATE. It is quite a small trust:
viewtopic.php?f=54&t=15401&p=195844&hilit=MATE#p195844
Take a look at the fact sheet for MATE, as it shows the split between the various assets classes, such as fixed interest, currencies, infrastructure etc. It is also at a discount of 9.4%.
https://www.hl.co.uk/shares/shares-sear ... ary-shares
Is there anything particular you would suggest to increase global exposure? I am overweight with MYI & MCT, about right with JPGI, and slightly underweight with HINT. (Also overweight Asian trusts). My thoughts are to: add NAIT, or top up HINT or JPGI, noting that JPGI targets growth stocks including some technology, whilst still paying a dividend yield of 3.50 - 4.00% partly paid from capital, and so gives me diversification into 'growthier' stocks.
Or, I could just add a global growth trust like: Monks or FRCL. I did previously flirt with the latter two, but shied away as the dividend yield was so low and if I got caught in a correction or bear market, there wouldn't be anything to offset the likely falls in capital value. And of course they aren't defensive trusts.