Allianz Technology Share Discussion Threads

[arja] 25/2/2021 11:59

studying masdaq chart again I notice there has not yet been a lower low on pullbacks in the medium term uptrend which is good news . So technically still in uptrend IMO .

[arja] 25/2/2021 11:40

risky as chart suggests nasdaq index is struggling to recover and overnight rally on futures has petered out . But PCT is safest one i guess as always has a wide discount to NAV

[dekle] 24/2/2021 10:19

I'm holding ATT & PCT but chose to add more PCT yesterday as they are priced at a discount to NAV and a wider spread of investments including Asia. Hopefully not to early getting back into PCT. Had EWI but Sold too early sadly.

[lozzer69] 24/2/2021 09:29

Topped up today as hoping the rout is over. Still have faith in these guys to pick the right stocks. ?

[ali47fish] 10/11/2020 15:19

thank you lozzer-i made the mistake of having sliced smt

[lozzer69] 27/10/2020 08:35

I read the report but happy to hold for long term. Great track record and I hold this together with PCT and EWI .

[ali47fish] 25/10/2020 18:23

stifel broker has suggested inverstors should take profits- valuation, elections and sector caveats - any views please

[ali47fish] 12/8/2020 11:29

Att rns about issuing shares and placing programme- is this any good? no idea wheter the placing is good?


any comments from investors familiar with this mattrer please!

[arja] 15/7/2020 12:15

a pity the nasdaq is not taking part in the strong rally for the dow and other US indices . Hopefully it will catch up later today or tomorrow and showing signs of improving

[ali47fish] 14/7/2020 14:29

at least we know the pullback follows the increase of deaths in california and the reimposition of lockdown- so it all depends ontheir ability to flatten the curve

[ali47fish] 14/7/2020 11:12

robi the share price is pulling back today- so what do you mean with your comment?

[robizm] 14/7/2020 08:37

The wise money is on the train leaving the station. Those late to the party will be burnt

[dekle] 08/6/2020 12:16

I think since people are getting nothing in terms of interest on cash they are looking to the market to provide that return

[lozzer69] 08/6/2020 10:56

Getting vertigo with my tech stock holdings at the moment so have taken some profit today. Still confident it's in a sweet spot along with healthcare and renewables.

[shavian] 11/5/2020 08:13

And here we are. ATH over £20

[typo56] 22/4/2020 19:55

ATT gets promoted to the FTSE 250 on Monday (27th April).

[robizm] 15/4/2020 11:05

I cannot believe this is trading at a premium in these markets.

[eh9] 02/3/2020 08:40

Investment trusts are also faster to rebound as you can see today. They need to be much more buy and hold investments due to huge buying and selling costs: stamp duty, bid offer spread and dealing costs.

[basstrend] 29/2/2020 13:46

I hold six investment trusts in my SIPP, including ATT and they all took a severe bashing last week. ATT fell by a whopping 18.95% !!

In just one week the average drop was 17%, which is quite a bit higher than the global markets dropped in the last week. ATT was the worst hit. Not sure I understand why ITs suffered worse (other than travel related stocks) compared to other stocks and indices.. clearly tech was certainly out of favour.

Anyway, here's the drop I observed on the 6 trusts mentioned above, in the last 5 market days only -

18.95% ATT - Allianz Technology Trust
18.28% THRG - BlackRock Throgmorton Trust
18.85% MNL - Manchester & London Inv Trust
14.86% PCT - Polar Capital Trust
13.69% SMT - Scottish Mortgage Trust
17.39% SSON - Smithson Inv Trust

NB the average 5 day drop across these 6 IT's is: 17% - quite shocking really!

[psync] 05/2/2020 17:38

Seeing Tesla at #6 in the top 10 holdings this month made me chuckle. It was way down the list in the half year report. Wonder if it will still be there next month. Hope they took some profits at $900!

[bdog51] 27/1/2020 16:51

A drop today of 5.3%, what's that about?