The idea for this lazy portfolio experiment was for it to track a portfolio that required little thinking and tinkering. In keeping up with the lazy theme I shall try and make this post relatively brief (well only in comparison to my last blog post anyway), as it is nearing Christmas and time for a break! To those who are not familiar with this hypothetical portfolio experiment, here is a link to the background for how it started.Continue reading “LAZY 2020 ASX LIC BASED PORTFOLIO – & reflecting on 2019”
It has been a tough environment for active managers, so I thought I would take a look at a performance comparison of the most popular ASX LICs.Continue reading “ASX LIC Performance Comparison – Not A Happy FY19”
I realise many of the readers here may already have come across this article from Daryl Wilson at Affluence Funds Management but felt it was worth a mention. This fund manager specialises in ASX LICs. I tend to agree with many of their views in articles I come across and this was no exception. I thought I would just comment further down about how some of the themes they brought up in the article may be impacting my own decision making. Continue reading “A good reminder on some themes to consider in LIC’s over the next year.”
Author’s note: In compiling this article I have used data as at 25th April, 2018.
Recently I was checking out Morphic Ethical Equities Fund (MEC) and observed how fickle the premium / discount to NTA can behave. It is almost one year since listing and this type of pattern I see quite often in new LICs. Continue reading “Investing in global LICs at IPO stage & brief thoughts on WAM Global.”
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.
It is funny how in early January we see so many articles in the media from pundits predicting how the various asset classes will perform over the next 12 months. For these couple of weeks in the year, suddenly it is critical that we form an exact 12 months view of various asset classes, with often precise end of year targets.