Tag: Forager Funds

Tweaks to my portfolio, Asia, addressing the LIC discount & being boring.

Firstly, I will just go over a few changes to some holdings of mine I had mentioned in the past, or some relevant news updates.

tweak

Continue reading “Tweaks to my portfolio, Asia, addressing the LIC discount & being boring.”

REPORTING SEASON WRAP UP, BUT FIRST SOME FURTHER THOUGHTS ON INTERNATIONAL LICs.

Please do not read these comments as advice for making decisions on the below stocks.

My financial goals and circumstances may be totally different to yours and my decisions could be totally irrelevant. And readers cannot be sure I have a clue what is going on anyway, or what my track record is!

 

Before I begin on some notes I made on some of my holdings (warning – this is a long post of individual stock comments), I thought I would just point out a link to an article about the latest offering from Magellan. Continue reading “REPORTING SEASON WRAP UP, BUT FIRST SOME FURTHER THOUGHTS ON INTERNATIONAL LICs.”

FUND MANAGERS CONTANGO, NAOS & FORAGER. THE BATTLE FOR MACMAHON, PROFT REPORTING SEASON.

Just a blog update on a couple of things I read over the weekend that I found interesting, and some notes on some trades over the profit reporting season. Continue reading “FUND MANAGERS CONTANGO, NAOS & FORAGER. THE BATTLE FOR MACMAHON, PROFT REPORTING SEASON.”