Personal Assets Share Discussion Threads

[essentialinvestor] 26/1/2016 07:46

Gold looking very perky, PNL have 10% of the fund in gold bullion.

[essentialinvestor] 24/1/2016 15:39

If you could buy here at around 335 that looks like a decent entry
point, if PNL traded that low again.

Most of their equity exposure is US and Friday saw many hefty % gains.
PM, KO, MSFT, BATS and Nestle are among their top holdings- equity exposure is approx 43-44% of the fund.

[essentialinvestor] 22/1/2016 18:15

elmfield, judging by the amounts of shares bought by PNL directors
recently they are considerably richer!.

Interesting week for markets, the mining sector sell of this afternoon
may suggest this bounce is temporary, the fascinating aspect to markets
is that you never quite know and are constantly surprised, well that is the case with me.

[badtime] 22/1/2016 16:54

Ohhhh Elm u flatterer :)

[elmfield] 22/1/2016 15:34

Question is,
Is their timing better than yours EI?

[essentialinvestor] 22/1/2016 15:32

Apologies late reply, tbh bt it ensures I don't do something stupid
with the cash.

Ptolemy has in the past mentioned just hold cash instead and appreciate what
he is saying.

These tend to do well entering in to a bear market, if that is what we are
now facing, on any really big down days even PNL can take a hit.

They look to have benefitted from $ strength recently, if that reverses it
may not be helpful - and there is also the 10% approx gold holding.

[badtime] 22/1/2016 13:16

EI For longer term?

[essentialinvestor] 22/1/2016 12:52

elmfield, you tempted to add here yet or waiting?.

What has happened with RICA btw.

[essentialinvestor] 22/1/2016 10:50

And a few more, probably my lot now.

[essentialinvestor] 22/1/2016 09:35

I could only get 30 and the price moved.

Worth keeping on a watch list imv.

[badtime] 22/1/2016 09:28

Inclined to as well...thinking about it over my toast and coffee

[essentialinvestor] 22/1/2016 09:24

Added a few.

[essentialinvestor] 07/1/2016 14:12

Thought the dividend was paid today, it's next week having just checked.

[essentialinvestor] 03/12/2015 11:22

Got the NAV right, 350, which is inclusive of the divi,
XD today.

Added.

[essentialinvestor] 02/12/2015 12:02

NAV may exceed 350 tomorrow hopefully, XD for 1.40 a share Thursday.

[essentialinvestor] 30/11/2015 12:17

NAV Up again.

Still qualify for the dividend if you buy before this Thursday.

[essentialinvestor] 25/11/2015 22:26

Always an option, nice to see the recent director buying in PNL
and in large quantity.

[elmfield] 25/11/2015 14:00

Well I am thinking putting my recent sale proceeds into this,
Then I ask myself why not just sit in cash?

[essentialinvestor] 25/11/2015 12:16

NAV ticked up again.


elmfield, are you adding here?.

[essentialinvestor] 25/11/2015 10:32

XD for 1.40 on the Q dividend next week.


NAV nearing 350 again.

[elmfield] 16/10/2015 18:30

Glad to have these as a ore holding, beats cash IMV.

[essentialinvestor] 16/10/2015 16:10

Lovely week )

[essentialinvestor] 13/10/2015 11:19

Yesterday's NAV is the highest for sometime and it may be nearing a short term peak,
still trading below NAV.

[essentialinvestor] 06/10/2015 11:14

NAV up to 344 now, that is the highest for sometime.