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”
Pressure has been mounting on many ASX LICs this year to address issues of sub-par performance and widening discounts to NTA. In some cases this has led to corporate activity in the sector that has subsequently seen strong returns in the shorter term for such LICs.Continue reading “5 FACTORS FOR PROFITING FROM ASX LIC TAKEOVERS AND WIND UPS”
Some strategies / aspects of investing that may feature more often here are deep value, activism, ASX LICs, special situation, FIRE, dividends, & global asset allocation. Continue reading “VALUE INVESTING READING LINKS FROM THE LAST FEW MONTHS”
This blog post topic came to mind after I read a post from another blogger. The post I refer to discusses whether fund managers are doing a good job communicating their ideas to attract retail investor demand. Continue reading “What do retail investors want to hear from their fund manager?”
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.
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.”
Is WAM a good investment?
Previously I couldn’t see much difference between Century Australia (ASX:CYA) and WAM Capital (ASX:WAM) (apart from WAM costing 30% more!) although today’s announcement has clarified things to some extent.
In my last blog update I shared my concerns about the number of new LICs that have come to the market of late. Not long after this I read another story to add to the supply picture.