OxonianCambion’s Activity

Sat Aug 22

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Boards Post

OxonianCambion replied to the Bert's Investor Sanctuary board. 14:42

Re: Printing our deficit

I think it is a perfectly reasonable idea in today's environment. When it has been done in the past, it has always been a desperate and doomed final attempt to stave off the end-game of a failing economy. Although there is moral hazard for [more]

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Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 09:29

Re: Absolute return funds

Trustnet have a pretty good setup:

http://www.trustnet.com/Investments/Perf.aspx?univ=O&Pf_...

Click "Custom Table" and select [more]

Thu Aug 20

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Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 20:07

Re: Investment trusts

I repeat my suggestion of RCP and a VLS-100 drip feed, then ignoring it. (RCP wasn't plucked from the air and I'm aware of its defensive characteristics - people always overestimate their tolerance to volatility.) While there have been no silly [more]

Wed Aug 19

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Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 12:44

Re: Murray International

ok I'm in.

Monthly drip started with first purchase today at 826p. (-4.5% discount).

Sun Aug 16

Recommendation

OxonianCambion recommended Courant's post on the Investment Trusts & Unit Trusts board. 22:36

Re: Correcting mistakes
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Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 22:33

Re: Investment trusts

I suppose for a very inexperienced investor such as yourself, I'l probably dump all £5k in RCP. (RIT Capital Partners.) It's a portfolio-in-a-box.
I'd then set the monthly amount to go into a Vanguard Life-Strategy 100% equities fund. (The [more]

Thu Jul 30

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Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 14:21

Re: trusts with negative market correlation

BACT: I don't really understand what the trust is supposed to be doing. It seems to be investing across various other trusts so presumably an extra layer of fees. It's currently also on a premium and plotting it against the market shows quite [more]

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Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 11:43

Re: trusts with negative market correlation

Having said the above, If I myself wanted a low volatility, low correlation bucket I would probably make one consisting of:

BACT (I should have mentioned this above, tbh - it's probably a perfect fit)
PNL
RICA
CGT

I [more]

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Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 11:38

Re: trusts with negative market correlation

I think BABS (BluCrest All Blue) is probably better if you want to line the hedgies' pockets.

I suppose Juridica (JIL) and Burford Capital (BUR) vary depending on them winning their cases rather than market sentiment.

Then there are [more]

Mon Jul 20

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Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 20:30

Re: Issue of Equity

Don't forget ITs typically don't suffer from platform fees. Plus, in a crisis, while they may fall to a discount, at least you can sell them and aren't locked in like some OEICs that hold stuff unsuitable for the format (e.g. [more]

Thu Jun 25

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Boards Post

OxonianCambion replied to the Brokers and Share Dealing board. 19:18

Re: TD Direct Regular Investing

I've made this list by seeing if the investment search autocompletes. I have never asked them to add an ETF. Perhaps you can phone them and get them to add a security to your regular investments, even if it doesn't then get added for everyone? I've [more]

Sun Jun 21

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Boards Post

OxonianCambion replied to the Investment Strategies board. 15:48

Re: Momentum strategy via ETFs

something like 5% XIV and accept the non UK reporting registered status (capital gains taxed as income)

Wouldn't a neat way of avoiding income tax be to have a spread bet on SVXY (a XIV equivalent), perhaps with a much smaller [more]

Sat May 2

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Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 09:30

Re: LMS - Time to BUY again...

Seriously guys, what's with the patronising deliberate ignorance? It only takes 5 seconds to paste a ticker into Morningstar.

Skyship is doing good work adding interesting and original ideas and I enjoy reading his posts.

OC

Boards Stats & Trivia

Two stars, 250 posts
Board Posts 268
Recs Received 573
People who have rec'd these posts 297
Recs to Posts Ratio (last 30 days) N/A
Threads Started 5
Threads Started Percentage 1.87 %
Most Frequent Board Investment Strategies
Very First Post Irish Life Performance Bond (02/02/2012)
Percentage of Posts Rec'd 51.87 %
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