ReallyVeryFoolish wrote:Interesting thread. The IT bargains of 6 to 9 months ago have pretty much evaporated. I agree about RGL but I wouldn't buy any more. I have been a fan of Law Debenture Trust the last 9 months, but it has perked up a lot recently. Nice capital appreciation and a generous dividend locked into my portfolio there. I have made a couple purchases of BERI this last 6 months and I think it could do well on the back of global economic expansion. Not one for those who moan about annual charges, mind. But we shall see if the management earn it or not over the next few months/years. I am hopeful and I may buy a bit more.
RVF
I and my wife own a good amount of RGL. I have recently started to take a close look at BioPharma Credit (BPCR).
As the name suggests, it’s a specialist credit fund. As it invests in loans, its yield (7% in USD) is treated as interest income not as dividends.
Any others hold?