alioua
21 Jul 2015
Re: Back on Track So why people are either recommending to hold or take a slice- if the shares keep rising- why not buy as i am tempted to do!
trivaskus
21 Jul 2015
Re: Back on Track At last a agree with one of Uncle Doug's posts!
PIE-EATER
21 Jul 2015
Re: up Good to see not only discount tightening again but NAV up.....not going to make any rash predictions but not selling as see this as one for the long term...just keep collecting the divisPE
texasslim
23 May 2015
up should rise from here in the medium term..and back to 380 quickly IMO. Was unfairly punished due to untimely death of the manager and uncertainty of election. NAV performance picked up a while ago. UK equities looking a good bet now the election result is in (and favourable). Interest rates should stay low for some time to come, helping the fixed income portfolio.
Uncle Doug
22 May 2015
Re: Back on Track PEThought about top slicing but I didn't expect to get to my target of 360+ until Oct 2016 so I bailed out the lot and hope (as you say) I can buy in at 320-330 at some time later. Ah - I will miss those divis though 
PIE-EATER
22 May 2015
Re: Back on Track After a 20% increase in the last 6 months or so, it's a reasonable option to sell, but it does depend on the size of holding as top slicing would also be an option (merely commenting NOT enquiring) I suspect you will be able to buy in again at 330 - 340ish at some point over the late summer.My time frame is nearer 6 years than 6 months and so am happy at the rise, happy with the divi and happy to hold on. Not sure I would be buying at the moment, but at the year end I do expect to see it nearer £4 than £3.PE
Uncle Doug
22 May 2015
Re: Back on Track I must be mad, sold the lot. Glad it turned around these last few months and that I made a small profit but last year's trend was too risky for me so I'm out.
trivaskus
21 May 2015
Re: Back on Track Don't forget Zelfg increase in divi = decrease in Ex income NAV therefore NAV will be very close to share price.at some point soon if they continue to go up. having said that I note they are 2% of of todays high at the moment.I have always been very relaxed about the 10/20% discount to NAV especially when buying more shares.
Zel1g
21 May 2015
Re: Back on Track AIF is still trading at a 7.2% discount to NAV.It has a healthy dividend and seems to have recovered from the death of John McClure.I have held this IT through thick and thin and it is one of my best performing investments. It would be madness to sell it.If the price falls, I'm a buyer.
trivaskus
21 May 2015
Re: Back on Track With dividend up by 7% I'm hanging on until there is a definite downturn.Hi Uncle Doug - with dividend up 7% I'm hanging on until there is a definite downturn.
PIE-EATER
20 May 2015
Re: Back on Track Uncle Doug......I have a strong suspicion you are correct that AIF would be down in 3 months.....in the same way I suspect the ftse tracker will be ....... I just don't intend to try and time the market - I do believe in the managers though so will stick with AIF ( as I will with SMT and MIDD - a ftse250 tracker)PE
Uncle Doug
20 May 2015
Re: Back on Track Triv me old mate Thought you'd be gloating ... Acorn are still down 7% against cheapo FTSE tracker over 1 year so don't get too smug Trivvy Boy. They've had a good quarter but can they sustain it? I doubt it. It's just a short term blip upwards. Get out at 345 while you can is my advice. Pride usually comes before the inevitable fall - I reckon we'll be back down at 300 in 3 months.
trivaskus
20 May 2015
Re: Back on Track Looks like you should have kept these and bought SMT as well like PIE-EATER did!
trivaskus
20 May 2015
Re: Back on Track Agreed, but I'm not sure that the current price is justified so have sold some at 335p but still hold 10k.Uncle Doug should be back soon - I hope his stop loss didn't kick in!
PIE-EATER
20 May 2015
Re: Back on Track Interesting that over last 6 months AIF performance DOUBLE that of SMT.......I own bothReally does show how both these can play an active part in a portfolio, and how chasing shorter term performance may not always work as plannedPE
