Allianz Technology Share Discussion Threads

[arja] 26/5/2023 14:10

big boost in NAV up to 292 announced today being figure up to US close yesterday . I bought at 251.17 earlier and disappointed it is not now trading at about 255 ( wry smile ) . Hope nasdaq powers on at 2.30pm when US physical market opens . I guess a firmer cable has held ATT back today

[disc0dave45] 25/5/2023 15:04

Looks like the NVDA results are giving the tech space a boost today.

[arja] 22/5/2023 15:51

but PCT has performed better today and I bought ATT :) . Made a very modest profit though buying and selling using RSP quotes . I would not be surprised if nasdaq index takes off after UK close ( wry smile ) .

[disc0dave45] 22/5/2023 11:20

Thanks for the feedback.EI as you say ATT has about 10% more in US stocks, it also has about 10% more in the Tech sector than PCT.Although the discount to NAV at PCT is slightly better (about 1%) their historic performance isn't as good as ATT.

[essentialinvestor] 22/5/2023 07:58

ATT is approx 85% US listed stocks.

PCT, never looked at in any detail or held, so unable
to give a view on their relative merits.

[arja] 22/5/2023 07:34

similar discounts to NAV .

[arja] 22/5/2023 07:33

ATT is a pure play on the nasdaq indices in USA whereas PCT portfolio is in a number of countries I believe .

[disc0dave45] 19/5/2023 19:42

Hi EIAm thinking of accompanying my Fidelity Global Tech fund with an investment trust but is it ATT or PCT? Is there any significant difference as I can't really see one at the moment, views welcome.The following link was posted up on the PCT thread and folks may also find it if some use. Https://www.theaic.co.uk/aic/find-compare-investment-companies

[arja] 19/5/2023 15:31

funny market ! I closed out at 244.6 at a modest profit in my day trade ,. Then nasdaq index fell and ATT goes up which is unusual but markets not always logical :) . Could have doubled my profit :)

[arja] 19/5/2023 07:26

with nasdaq up a bit more since UK close, PCT and ATT could benefit again today although it is a FRIDAY .

[ali47fish] 18/5/2023 17:23

missed opp to add now my gain is over 15pc- what a shame

[essentialinvestor] 02/5/2023 08:54

Sold the last lot of my trading positions keeping my core holding.

[essentialinvestor] 28/4/2023 18:44

Cable at a 12 month high.

[arja] 28/4/2023 15:32

if cable had not continued to strengthen even with a firm $US , you might have got that 227.5 today sport . Nasdaq 100 now over 13200 again and I sometimes wonder whether it might be better to trade the index instead of ATT but it is so volatile and might take a hiding :)

[essentialinvestor] 28/4/2023 14:18

Just one trading lot left, the rest my core holding.

[arja] 28/4/2023 13:46

good point on strong GBP lately Essential . Yes , 227 was slightly optimistic I suppose as ATT moves like a snail but often good to trade as can almost always get between the spread with a RSP quote on CFD buy . Nasdaq could take off again after 2.30 pm although it is a FRIDAY :)

[essentialinvestor] 28/4/2023 12:16

FX has crimped the YTD NAV increase here
with GBP relative strength v USD.

arja, expected this would be around £2.27 at the open,
but a bit optimistic on that one!.

[arja] 28/4/2023 11:59

would have been a good buy in closing auction yesterday at 221.5 and wish i had had more courage but try to stick to day trades as always risky taking overnight but nasdaq 100 took off later and partly retraced . suddenly this is an active thread :)

[lozzer69] 28/4/2023 08:27

DT Questor column yesterday gave ATT a good write up buy recommendation .

[essentialinvestor] 27/4/2023 08:18

Nice bounce, sold a few over 2.24.

[essentialinvestor] 26/4/2023 11:49

Added back another small amount.

[essentialinvestor] 25/4/2023 16:22

Chairman is Robert Jeens, he must have a secretary or office.

[ali47fish] 25/4/2023 16:13

essential- that number is a general one and i was told you have to have a name of who you want to speak to- iwll wait having sent another email- but they are really irresponsible

[essentialinvestor] 25/4/2023 15:06

That's not good.


O20 7859 9000. London office.

[ali47fish] 25/4/2023 15:05

yes i used that email but no answer for several days