My Investment Trust picks for 2005 and beyond....

deemy2004

This are the investment trusts I am picking not only for 2005, but also for the longer term

1. BRITISH EMPIRE SEC & GENERAL TRUST - A UK companies growth trust - This has been performign quite well for a number of years and delivers stable consistent growth, I expect it to continue to outperform the market, and class this as a long-term investment, i.e. over 5 years, as long as the stock market does not slump again, 5 years from now it will have probably more than tripled.

2. ABERDEEN NEW THAI INV TRUST - This is a more speculative investment, and so carries a much smaller position size. Now sooner rather than later, I'm expecting dynamic growth in Thailand, i.e. following the other asiatic countries which are at various stages of development. It may take several years, but again I expect an eventual growth in the multiple region.

3. JP MORGAN FLEMING INDIAN IT - India the NEXT China ! Simple as that, this is another trust that has deliveried consistent growth that I expect to continue into the longterm.

All of the above are long-term investments, i.e. minimum 3 years and preferably more than 5.

paul666

Nooo!!! Collective investments are so 1990's ;D ;D
HYP/income is the way to go.
Lloyds all the way.

deemy2004

Holding Lloyds too !

Still waiting for that damn bid !!!  :o

Talking about bids .... someones breathing life into the long-time drifter Bradford & Bingley ?

Thanks for the chance to get out at a healthy price ;D

Reaper

What Deemy? No property funds?

* sound of Reaper running for cover *

deemy2004

What Deemy? No property funds?

* sound of Reaper running for cover *

PROOOPERTY !!!  ;D

I'm snapping my last links with prooperty i.e. Bradford & Bingley

rangers_fc

Investment Trusts just seem to be so stagnent at the moment especially the big ones F&C no progress for over 2 years +

deemy2004

The performance is not uniform,

There are the crazy trusts i.e. up 1000%,
There are the steady trusts i.e. consistent growth.
There are the fly by nights, those that were good, but no more, i.e. tek & telecoms.
And then there are the dogs, that no matter what underperform.

Still its easier to pick and trust a trust, than individual stocks.

Look at Centrica, who could have guessed its relative underperformance when the funnymentals looked so good !

blinko

deemy no
Aberdeen Emerging Markets or
Rathbone Special Situations

anyway when do lloyds pay their dividend ir yield ? i want lloyds stocks but i just cant afford the damn buggers .

other than a great selection deemy i might let the property market fall some more before putting some money into it.

cloud_dog

other than a great selection deemy i might let the property market fall some more before putting some money into it.

I think you need to ensure you seperate out the two property sectors. THe housing market (and related companies) might be a 'iffy' at the moment (no one really knows where its going) but the commercial sector is looking to continue its positive growth.

All imho / dyor, etc, etc, etc.

The other thing to monitor will be my stock picking; if I buy something and you have it - sell. ;D

cloud_dog

deemy2004

Many property stocks are cheap at the moment, the problem is they could get cheaper

Ive learned the hard way, you don't buy weak stocks or falling stocks, stick to strong rising stocks based on sound fundementals that are more likely to continue being strong.

Still with individual stocks, even what look like good stocks can turnout to be bad, so a better risk adjustment would be to invest in an investment trust that has a portfolio of strong growing stocks.

blinko

agree on the property although scottish proerrty isnt looking bad, and i agree on the investment trusts.