OxonianCambion’s Activity

Tue Mar 17

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 21:50

Re: A Shares

If you don't care about voting, get the A shares as they are at a bigger discount and are more traded. I follow Hansa and the spread between the two can vary quite a lot. I suspect it would be sound to buy HANA when the HAN shares are at a big [more]

Mon Mar 9

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 12:07

Re: Aberdeen Asian Smaller Companies (AAS)

Ok,

I've made the trade. Last discount level according to Morningstar is 11.2%, a level last seen 5 years ago.

Expected holding period is a few decades, but nothing ever quite goes to plan... :-)

Thanks for your thoughts [more]

Sun Mar 8

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 18:55

Re: Aberdeen Asian Smaller Companies (AAS)

Heh, I hold TEM too. :-) I don't think there is an unusual buying opportunity in it mind, unlike some of the others. I drip into it when I want to get my EM exposure back to may (massively overweight) target but don't have a good reason to add to a [more]

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 15:52

Re: Aberdeen Asian Smaller Companies (AAS)

Thanks for all your thoughts.

Does anyone have any negative opinions? I'd hate for everyone to agree with me! ;-)

@shawsdale:
I think ITs are much more suited than OEICs for small-cap investing, particularly so for an EMs which [more]

Sat Mar 7

NL

Boards Post

OxonianCambion posted to the Investment Trusts & Unit Trusts board. 15:00

Aberdeen Asian Smaller Companies (AAS)

Hi everyone,

I've noticed AAS has fallen to a 10% discount. I can't see any obvious reason for this and think it might be a good time for me to dip my toe in. I like the idea of holding an Asian smaller companies fund for the very long term [more]

Mon Mar 2

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 17:26

Re: Woodford Patient Capital Trust

Might it be staggable?

Mon Feb 23

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 13:35

Re: Temple Bar I.T

I see it has dropped to a (rare in recent times) discount. Could this be a sensible time to start building up a holding?

Thu Feb 19

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 13:47

Re: British Assets - BSET

In the short term, I'm tempted to take a tiny position as a gamble assuming the discount will close.

For more sensible investing, the concept seems sound to me, though I'd want a few years including a market wobble under its belt before I [more]

Sat Jan 17

NL

Boards Post

OxonianCambion replied to the Brokers and Share Dealing board. 22:47

Re: Cheapest way to purchase US equities?

IG have the best currency exchange spread: 0.3%.

Of course, you shouldn't bother doing all this and should stick with a big global tracker or two.

Fri Jan 2

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 10:06

Re: Smaller cos ITs - help please!

Stop fretting and just leave them alone - you are perpetuating your original analysis paralysis. You have done very well to have a big passive core and sensible auxiliary holdings.

Check back in a couple of years.

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Two stars, 250 posts
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Very First Post Irish Life Performance Bond (02/02/2012)
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