Allianz Technology Share Discussion Threads

[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 10:29

Att rns about issuing shares and placing programme- is this any good? no idea wheter the placing is good? https://www.investegate.co.uk/allianz-tech-trust--att-/rns/notice-of-gm/202008121055139276V/ any comments from investors familiar with this mattrer please!

[arja] 15/7/2020 11:15

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 13:29

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

[erogenous jones] 14/7/2020 11:49

Glad it was you that asked the question - I too have no idea what ROBIZM is wittering about; suggest that he hasn't much of a clue either.

[ali47fish] 14/7/2020 10:12

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

[robizm] 14/7/2020 07:37

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

[dekle] 08/6/2020 11:16

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 09:56

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 07:13

And here we are. ATH over £20

[erogenous jones] 28/4/2020 10:01

Elder son has taken half his holding off the table today, FWIW. We are close to an all time high and there might be a pullback..... but, of course, there might not!

[typo56] 22/4/2020 18:55

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

[erogenous jones] 15/4/2020 11:09

I can - look at the underlying assets - holdings in technology equities will be one of the first indicators that the worst is behind us. The market is forward looking. EDIT 16/4. Amazon and Netflix have hit new highs.

[robizm] 15/4/2020 10:05

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

[erogenous jones] 03/4/2020 09:22

In the past, the share price has performed in line with the NAV of the underlying assets. We seem to be at a larger discount than is normal do I have taken the opportunity to add on weakness. Broad exposure to top class assets. I'll have another look in a few months time.

[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?

[ceaserxzy] 01/11/2019 19:54

This has under-performed its peers like pct, mnl, smt anf hri on three and six months. It has also missed out the the very good recent apple performance as apple was not on its top ten list of the last month (of course they may have added their apple position just before the recent good apple results. It has to wait for their October top ten list to be released perhaps next week to see).

[ali47fish] 31/10/2019 09:28

hopefully thi is going back up

[dekle] 05/7/2019 13:17

In John Baron's growth & income portfolios yet since it hasn't paid a dividend since 2002 why is it in his income portfolio??