Tag: Platinum Asia Investments Limited

A good reminder on some themes to consider in LIC’s over the next year.

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. 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.”

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Investing in global LICs at IPO stage & brief thoughts on WAM Global.

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.”

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.”

2017 MEANS US SHARES OUTPERFORM EMERGING MARKETS, HIGHER BOND YIELDS, STRONG US DOLLAR, MORE VOLATILITY IN MARKETS. OR DOES IT?

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.

Continue reading “2017 MEANS US SHARES OUTPERFORM EMERGING MARKETS, HIGHER BOND YIELDS, STRONG US DOLLAR, MORE VOLATILITY IN MARKETS. OR DOES IT?”

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.”