@FinanceTiger Great post JW, seems to me most people here are jumping on the AI bubble crash talk but think you are right - this is a repricing period and not a bad thing at all - unless you are heavy tech and especially AI!
@KevBuschhold Kev I like how you mark these anniversaries and appreciate things that are important. That's part of what makes you stand out from many accounts that are just talking shop only. Good also that you enjoyed your work life chapter and not one of the people that slates it!
@KevBuschhold I was one of the five and can only say it is so good for you to get out and meet new people, especially Kev who is just such a great guy in real life as much as he is on here. If you are able to get there, definitely do it!
@KevBuschhold@aidan_codtello @DarrylCook50264 I was one of the five and can only say it is so good for you to get out and meet new people, especially Kev who is just such a great guy in real life as much as he is on here. If you are able to get there, definitely do it!
@RidyardMike Sad news Mike, are there other similar funds we may also need to trim/keep an eye on or do you think this is a one off, TRIG, FGEN, NESF etc?
@gmorson Thanks, I will just be happy if it continues tbh but yes the acquisition helps that possibility as should be cost savings and Assura seemed a bit weaker in certain aspects so think #PHP management can improve things even further:)
Only just noticed a favourite #REIT#PHP (Primary Healthcare Properties) has had a flurry of BIG buys from many directors inc the CEO and CFO. I've added giving me projected extra annual income of £145 in dividends (hopefully)!
https://t.co/BTnMD94lIj
I need to publicly confess to an addiction so I stop...
I will not buy anymore #PHP shares this week.
I will not buy anymore #PHP shares this week.
I will not buy anymore #PHP shares this week.
Etc.
Primary Healthcare Properties - each time board members buy, it triggers me!
I'm doing regular monthly investing in a variety of funds but the Orbis Global Balanced Fund is one of my favourites as they are contrarian investors giving me something different to balance the others. Great interview with Alec Cutler the fund manager... https://t.co/3dJuhGEgC0
@FinanceTiger I've been mulling over adding to my #PHP position, wondering how people see the possible merger with #AGR (Assura) - better opportunities elsewhere? Personally love the PHP dividends and 29 year record:)
@FinanceTiger I've backed off this fund the last few months, it has just seemed weaker than ther funds but good article, maybe I need to rethink. Sounds like they are readjusting and possibly bouncing back.
Looking at 1 year returns from some popular funds...
#IGET +32.73
ARTEMIS GLOBAL INCOME 28.56%
#FSV +22.98%
#TMPL +25.19%
#CTY +20.58%
ORBIS GLOBAL BALANCED FUND 17.13%
#TDGB +11.66%
#VHVG +5.81%
#VHYL +3.66%
#JGGI -1.68%
Looking at adjusting my regular monthly investment amounts so reviewing year to date returns from some popular funds...
Interesting results!
#IGET +16.60%
#FSV +15.59%
#TMPL +15%
#CTY +11.61%
#TDGB +5.98%
#VHYL +0.55%
#BUT -3.93%
#ALW -4.03%
#JGGI -8.58% what's going on here?
@FinanceTiger Agreed JW, I bought a much larger chunk yesterday to add to my existing starter position, good interviews with manager Alex Wright on YouTube, he talks a lot of sense and instills confidence.
If I could go back in time I would have started my small crypto exposure buying $BTC but I didn’t 🫤. Still I did at least pick $QNT in 2021 thinking this is a company that actually does something with REAL potential and use. Slowly it is happening🙂!!!
Buying at all-time $BTC highs isn't easy but my target is $150,000+ then I will look to take some profits in stages. If it goes up just 10% this year then I'm happy with that. I am treating it as if is a growth stock in my portfolio. Position size around 3%.
After stopping my $BTC buying in 2024 I restarted with a pledge to buy £250 every Friday. Why? I greatly respect @MarketMobsterUK the video made me think my BTC allocation is too low + I believe it will increase more than the 4% I am getting in the bank. https://t.co/fGawtWgAVm
After stopping my $BTC buying in 2024 I restarted with a pledge to buy £250 every Friday. Why? I greatly respect @MarketMobsterUK the video made me think my BTC allocation is too low + I believe it will increase more than the 4% I am getting in the bank. https://t.co/fGawtWgAVm
I've been on the #GGP bus for a few years now and have no intention of getting off yet!!!
I am very much enjoying the view from the window and as a result of today's RNS I bought some more 1st class seats.
Heavily invested in this as for me it is my gold exposure/allocation.