Leslie48
15 Jun 2017
Recommended by FT superstar Merryn Somerset Webb Merryn post election, FT Money 10/6) post Brexit , post everything ...says " there is one default fund out there for all of you feeling wrongfooted by our endless elections and uncertain about the future - RIT capital partners. .hugely diversified portfolio...and excellent long term performance..."
cimbom
24 May 2017
Re: Protection Comparison of graphs of all three from 2004 is clearly favouring RCP, I have no doubt that with a 3-5 year horizon all three would fare better than cash. I note that RCP was worst affected with the downturn in 2008. However, I believe in 2008 the writing was on the wall and considering the state of financial sector, cash and UK gilts looked safest and saw me through with zero loss, this time there may be a correction but there is no basis for a serious collapse of the markets or any sector.
marktime1231
23 May 2017
Protection Reading into what are described as protection investments, designed to preserve capital when there is a downturn, discussions centre on RCP, PNL and RICA where Ruffer is making the news for hedging a crash.I already have good slices in bonds and proxy/debt trusts, gold (miners) and an international equity spread. My cash pile is now over 10% from realising gains. With a 3-5 year horizon I'm wondering should I hold the cash, re-invest in what look like value stocks, or feed into one or more of these protection trusts.They seem to be a valid option for preserving capital, income at 1-1.7% is a small net loss to RPI, and they trade at a premium (RCP is 6%, RICA is about 3%, PNL about 1%).Any suggestions?
daft hare
20 Mar 2017
Re: No news is .... Well if no other reason you would collect the next dividend - ex div on 6th April.
LK Hyman
20 Mar 2017
Re: No news is .... IoooNo,Yes, I'm here, m8. Why do you ask?LKH on the flybridge nothing gets past hi
IoooNo
20 Mar 2017
No news is .... .... worth a top up.Anyone out there?
RtheHawk
05 Jan 2017
Re: Reviewing my stock holdings.... I view this one as a keeper on the basis that if it is good enough for the Rothschild family I am grateful to take part and will hopefully do well . It hasn't failed me so far
LK Hyman
05 Jan 2017
Re: Reviewing my stock holdings.... IoooNo,"Depends of course when you bought them"True enough. I'm a "buy and hold" cove mesen and, on 31 December every year, regardless of what I actually paid for summat I reset my "cost" to the price prevailing on that day. I then use a mark one eyeball over the following year to see how my wad is doing against my benchmark.Each year I promise mesen that I'll set a stop loss (measured against the 31 December price) but I never follow up on that promise. This is because I cannot believe that I have ever bought a real dog so that, if a share falls by, say, 15%, I usually feel that that chust makes it even BETTER value.Foolish of me, I'm sure, but there you go.LKH on the flybridge it's hellish difficult to get one's timing perfectly right
IoooNo
05 Jan 2017
Re: Reviewing my stock holdings.... A little unfair? ULVR is up 12% and GSK up 10% over the yearDepends of course when you bought them .... in my case on the upside, although i did top up when going down, BUT still saw an overall fall.
caesat
31 Dec 2016
Re: Reviewing my stock holdings.... And in US$ terms? If you haven't made 20% this year you are down.
LK Hyman
30 Dec 2016
Re: Reviewing my stock holdings.... IoooNo,".dogs of the year ..... Unilever, Glaxo"A little unfair? ULVR is up 12% and GSK up 10% over the year ... and you've had the divis on top. That's not too bad. If someone offered me a total shareholder return of 15% (including the divis) every year I'd bite his hand off.I've got 2.9% of my shrunken wad in RCP, 5% in ULVR and 7.1% in GSK and am happy with that. Don't intend to change anything (as regards them three) in 2017 unless some unanticipated event changes my mind, which is always possible.LKH on the flybridge
IoooNo
30 Dec 2016
Reviewing my stock holdings.... ....dogs of the year ..... Unilever, Glaxo, Saga, BT .... winners ....Tesco, RIT and most Funds. Should i press the sell button on the doggies and go total RIT hovering over new year.
IoooNo
30 Dec 2016
ello ello ..... ..... whats going on eer then. I was waiting for a substantial drop in the last couple of weeks but its relentlessly upward.
pike fisherman
14 Nov 2016
Re: Price rise Bought back a few days later so now have substantially more shares and only lost a small amount of dividend. So all is well. RCP still over 40% of my portfolio.
steveggiles
10 Nov 2016
Re: Price rise Hi - comment (tongue in cheek such as it was) was really aimed @pike fisherman (the OP for this topic) as he sold out (of some) when they previously made quite a bit of headway.
