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Great British Invest off or Passive V Active Portfolios
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The only snag is that much a lot of UK digital tech cannot be held with UK traded shares. ISTM that if you want to invest in UK tech you probably need to invest in Google etc or UK private equity.Thrugelmir said:
Did you know the UK sucked in more foreign investment into the Tech sector in 2020 than France and Germany combined? The UK ranked third behind only the USA and China in term of total investment. It's estimated that the digital tech sector now employs around 3.1 people in the UK. Greater than construction 1.9 million and financial services 1.2 million. There's a world of opportunity outside the FTSE.Bobziz said:
Indeed, but I'm interested in the detail behind the 'clouded' bit. Is it market sentiment as a result of uncertainty and associated reduction/stagnation of investment, and if sentiment is now changing is that because the uncertainty has reduced ? Feels like early days in terms of understanding whether the opportunities for growth in FTSE listed companies will improve from where they were before the clouds descended. Are those overweighting UK taking a punt ?Thrugelmir said:
When many investors judgement becomes clouded. That's the time to invest. The negative mantra towards the UK over past months simply provided opportunities to invest for the long term.Bobziz said:@Prism that's a fair bit in UK. Consensus seems to be that it represents good value and has been held back by uncertainty. I guess the strengthening pound is also positive unless the companies held earn a fair chunk overseas. What's your reason for overweighting ? Thanks.0 -
Herald Investment Trust has been around for some decades. Other vehicles exist as well. I merely give tech as an example. As to the clouded judgement (complete lack of knowledge?) towards UK companies and the obvious lack of comprehensive as to what has driven other markets upwards.Linton said:
The only snag is that much a lot of UK digital tech cannot be held with UK traded shares. ISTM that if you want to invest in UK tech you probably need to invest in Google etc or UK private equity.Thrugelmir said:
Did you know the UK sucked in more foreign investment into the Tech sector in 2020 than France and Germany combined? The UK ranked third behind only the USA and China in term of total investment. It's estimated that the digital tech sector now employs around 3.1 people in the UK. Greater than construction 1.9 million and financial services 1.2 million. There's a world of opportunity outside the FTSE.Bobziz said:
Indeed, but I'm interested in the detail behind the 'clouded' bit. Is it market sentiment as a result of uncertainty and associated reduction/stagnation of investment, and if sentiment is now changing is that because the uncertainty has reduced ? Feels like early days in terms of understanding whether the opportunities for growth in FTSE listed companies will improve from where they were before the clouds descended. Are those overweighting UK taking a punt ?Thrugelmir said:
When many investors judgement becomes clouded. That's the time to invest. The negative mantra towards the UK over past months simply provided opportunities to invest for the long term.Bobziz said:@Prism that's a fair bit in UK. Consensus seems to be that it represents good value and has been held back by uncertainty. I guess the strengthening pound is also positive unless the companies held earn a fair chunk overseas. What's your reason for overweighting ? Thanks.0 -
AXA Framlington Global Technology Z Acc 8171 32.81%
Fundsmith Equity I Acc 7042 24.81%
LF Blue Whale Growth R Acc 25601 28.68%
Smithson Investment Trust ORD 1P 1321 13.7%
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Don't let your Granny Loose at the Dogs portfolio holdings @ 30-04-2021
A number of changes in the portfolio during the month. Have detailed at the bottom below.ACORN INCOME AIF 3.23% ATLANTIS JAPAN AJG 1.54% Canadian General Investments Ltd. CGI 2.97% CITY OF LONDON INVMENT GROUP CLIG 2.02% CONTOUR GLOBAL PLC GLO 8.06% THE EDINBURGH INVESTMENT TRUST EDIN 3.08% GCP ASSET BACKED INCOME FUND GABI 5.78% GORE STREET ENERGY FUND GSF 13.72% GRESHAM HOUSE ENERGY STORAGE FUND GRID 6.80% ISHARES II PLC ISHARES BARCLAYS CAPITAL GBP INDEX LINKED GILTS INXG 7.25% JARVIS SEC JIM 19.50% LEGAL & GENERAL LGEN 4.10% MOBIUS INVESTMENT TRUST. MMIT 3.02% STANDARD LIFE PRIVATE EQUITY SLPE 2.50% STRIX GROUP KETL 2.16% TOTAL ORD TTA 6.58% TRIPLE POINT ENERGY EFFICIENCY INFRASTRUCTURE COMPANY TEEC 2.86% UIL LIMITED UTL 1.96% XPS Pensions XPS 1.52% Cash Held and Accrued Income 1.35%
New Holdings in Month
Canadian General Investments Ltd.
THE EDINBURGH INVESTMENT TRUST
Total Sales in Month
EDP ORD
SIRIUS REAL ESTATE
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As usual I've done nothing.......“So we beat on, boats against the current, borne back ceaselessly into the past.”1
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Don't let your Granny Loose at the Dogs portfolio holdings @ 31-05-2021
A number of changes in the portfolio during the month. Have detailed at the bottom below.ATLANTIS JAPAN AIF 1.46% BMO UK High Income BHI 2.97% Canadian General Investments Ltd. CGI 2.94% CITY OF LONDON INVMENT GROUP CLIG 2.06% CONTOUR GLOBAL PLC GLO 7.93% THE EDINBURGH INVESTMENT TRUST EDIN 3.17% GCP ASSET BACKED INCOME FUND GABI 5.90% GORE STREET ENERGY FUND GSF 14.46% GRESHAM HOUSE ENERGY STORAGE FUND GRID 7.19% ISHARES II PLC ISHARES BARCLAYS CAPITAL GBP INDEX LINKED GILTS INXG 7.64% JARVIS SEC JIM 17.46% LEGAL & GENERAL LGEN 4.38% MOBIUS INVESTMENT TRUST. MMIT 3.34% STANDARD LIFE PRIVATE EQUITY SLPE 2.40% STRIX GROUP KETL 2.33% TOTAL ORD TTA 6.75% TRIPLE POINT ENERGY EFFICIENCY INFRASTRUCTURE COMPANY TEEC 2.96% UIL LIMITED UTL 2.25% XPS Pensions XPS 1.67% Cash Held and Accrued Income 0.76%
New Holdings in Month
BMO UK High Income
Additions to Existing Holdings in Month
Jarvis Securities
Total Disposals in Month
Acorn Income Fund
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Don't let your Granny Loose at the Dogs portfolio holdings @ 30-06-2021
A number of changes in the portfolio during the month. Have detailed at the bottom below.ATLANTIS JAPAN AIF 1.45% BMO High Income BHI 3.03% Canadian General Investments Ltd. CGI 3.00% CITY OF LONDON INVMENT GROUP CLIG 1.99% CONTOUR GLOBAL PLC GLO 7.76% CQS NEW C.H.Y.F NCYF 2.97% THE EDINBURGH INVESTMENT TRUST EDIN 2.96% GCP ASSET BACKED INCOME FUND GABI 5.91% GORE STREET ENERGY FUND GSF 15.00% GRESHAM HOUSE ENERGY STORAGE FUND GRID 7.02% ISHARES II PLC ISHARES BARCLAYS CAPITAL GBP INDEX LINKED GILTS INXG 7.43% JARVIS SEC JIM 17.44% LEGAL & GENERAL LGEN 3.87% STANDARD LIFE PRIVATE EQUITY SLPE 2.41% STRIX GROUP KETL 2.41% TOTAL ORD TTA 6.65% TRIPLE POINT ENERGY EFFICIENCY INFRASTRUCTURE COMPANY TEEC 3.08% UIL LIMITED UTL 2.23% XPS Pensions XPS 1.69% Cash Held and Accrued Income 1.70%
New Holdings in Month
CQS NEW C.H.Y.F
Total Disposals in Month
MOBIUS INVESTMENT TRUST.
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I bought this in mid January in my ISA. At the time I thought it would be something I would hold for a good while but after a 30% rise in less than 6 months and a complete removal of the discount I reluctantly parted ways with it today after a great short term return. Maybe again in the future...Thrugelmir said:
Total Disposals in Month
MOBIUS INVESTMENT TRUST.0 -
Was an unexpected bonus. Investing in in IT's and other Investment Companies when they are trading at a discount/are unloved. Can be a profitable activity. Though often requires a high degree of patience to reap the rewards.Prism said:
I bought this in mid January in my ISA. At the time I thought it would be something I would hold for a good while but after a 30% rise in less than 6 months and a complete removal of the discount I reluctantly parted ways with it today after a great short term return. Maybe again in the future...Thrugelmir said:
Total Disposals in Month
MOBIUS INVESTMENT TRUST.1 -
Don't let your Granny Loose at the Dogs portfolio holdings @ 31-07-2021
A number of changes in the portfolio during the month. Have detailed at the bottom below.ATLANTIS JAPAN AIF 1.44% BMO High Income BHI 2.89% Canadian General Investments Ltd. CGI 2.79% CITY OF LONDON INVMENT GROUP CLIG 1.79% CONTOUR GLOBAL PLC GLO 7.46% CQS NEW C.H.Y.F NCYF 2.80% THE EDINBURGH INVESTMENT TRUST EDIN 2.75% GCP ASSET BACKED INCOME FUND GABI 5.60% GORE STREET ENERGY FUND GSF 13.72% GRESHAM HOUSE ENERGY STORAGE FUND GRID 6.63% JARVIS SEC JIM 21.60% LEGAL & GENERAL LGEN 3.70% POLYMETAL MMIT 2.82% STANDARD LIFE PRIVATE EQUITY SLPE 2.04% STRIX GROUP KETL 2.46% TOTAL ORD TTA 6.00% TRIPLE POINT ENERGY EFFICIENCY INFRASTRUCTURE COMPANY TEEC 2.78% UIL LIMITED UTL 2.15% XPS Pensions XPS 1.70% Cash Held and Accrued Income 6.85%
New Holdings in Month
POLYMETAL
Total Disposals in MonthISHARES II PLC ISHARES BARCLAYS CAPITAL GBP INDEX LINKED GILTS
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