Allianz Technology Share Discussion Threads

[tonio] 12/6/2021 15:35

More Diageo, Unilever, ICGT, RMG, BT, NG -nothing particularly clever -just ones I've held shares in for years which for different reasons I hope may now see some growth.
All just my opinion, wouldn't suggest them as suitable for anyone else - I'm a very steady long-term buyer of shares as a hobby, not to support a lifestyle :-)

[ali47fish] 12/6/2021 13:18

how do you mean tonio by reducing the ratio- which other shares arte you buying do youmean other investment trusts if so which? many thanks

[tonio] 12/6/2021 11:48

Yes they seem to have a much larger discount to nav than SMT and at the closing auction the ATT price always seems to go down on the 16.30 price.
It is what it is.
Myself, I've reduced the dominant ratio ATT shares had reached in value compared to other shares by buying more other shares

[ali47fish] 11/6/2021 13:46

more than 7pc discount -is it time to add here anyone following this closely?

[lozzer69] 25/5/2021 09:55

Looking through full list of holdings I was pleased to see that Tesla was only at .51 percent.

[arja] 24/5/2021 13:11

yes dekle, last time I looked PCT had 42% of it's NAV in the UK . It is why it moves more modestly thann SMT when nasdaq takes off . NAS futures edging up today and let's see what happems after 2.30pm

[bmel] 21/5/2021 21:56

Look at the ATT holdings. More established large tech, less higher risk ‘ new’ companies.

Hence less volatile. If you believe apple, Amazon, Microsoft etc are good longer term and large scale plays. This is where to be.

I hold both att and smt. Like to cover both ends of the tech opportunity.

[dekle] 21/5/2021 16:24

I believe PCT has a wider global spread.

[arja] 21/5/2021 16:16

not really charteris1 as trades at a small discount to NAV and PCT trades at a much bigger discount I think .

[charteris1] 21/5/2021 00:40

Anybody else here feel that ATT is criminally overlooked in comparison to SMT and PCT??

[bdog51] 20/5/2021 16:24

Nice rise so far today, 5.60% at the current time.

[arja] 18/5/2021 16:09

ATT lagging PCT and SMT today although I am a tad surprised they are doing so well with stronger cable and nasdaq not doing much ! hard to figure !