Share Name Share Symbol Market Type Share ISIN Share Description
Personal Assets Trust Plc LSE:PNL London Ordinary Share GB0006827546 ORD �12.50
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 41,750.00p 41,650.00p 41,750.00p 41,800.00p 41,650.00p 41,800.00p 1,191 12:24:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 17.3 12.8 497.0 84.0 1,083

Personal Assets Share Discussion Threads

Showing 226 to 249 of 250 messages
Chat Pages: 10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
19/6/2019
06:47
Summary of their strategy: https://citywire.co.uk/investment-trust-insider/news/personal-assets-hits-1bn-as-public-buys-bearish-tale/a1236608?ref=investment-trust-insider-latest-news-list
jonwig
06/6/2019
13:25
Thanks for posting. Yes, it proves that they got it right in 2008, but then a tad wrong in 2009. Being 45% cash in Feb 2009 was a poor call. Feb and March 2009 was a once in a decade opportunity and they should have been more aggressive. Easy to say. When I look at my own portfolio, some of my equity buys in early 2009 (of investment trusts like Scottish Mortgage and Rights and Issues, were fantastic entry points.
topvest
06/6/2019
11:31
Their results to 30/04/09: https://www.investegate.co.uk/personal-assets-tst---pnl-/rns/final-results/200906111409197598T/ An interesting table showing their exposure to gold and equities. Just looking at the table, they seem to have called it right. May 2009 was the bottom, wasn't it?
jonwig
06/6/2019
11:15
From memory I think they called the bottom in the summer of 2008, invested more in equities, and got burned so they went back to being full-time bearish.
backwoodsman
06/6/2019
10:01
Yes, a very good trust indeed. I'm 25% cash, but they are 65% or so. Maybe a good strategy is to be c50% their strategy, as I do think they have been overly cautious at times. I must admit to getting a bit depressed at their never ending doom and gloom, but I'm sure they will be proved correct in the end! I totally agree with them that we are currently peak cycle and so investors need to be very cautious. I'm continuing to clean-up my portfolio, so its as well positioned as possible, without going anywhere near as far as Personal Assets trust (who have missed out on 10 years of return). Correct me if I'm wrong, but I don't think Personal Assets Trust were a big equity investor in 2008/09, so sometimes i'm concerned as to whether they are just way too cautious.
topvest
06/6/2019
08:02
FY results: https://www.investegate.co.uk/personal-assets-tst---pnl-/rns/final-results/201906060700052856B/ I was encouraged into this four years ago (and to sell Alliance Trust) - excellent advice!
jonwig
04/6/2018
12:25
Yes, quite a change.
topvest
04/6/2018
07:50
FY results include notice of some retirements at the top: https://www.investegate.co.uk/personal-assets-tst---pnl-/rns/annual-financial-report/201806040700060841Q/ Continuity will be prioritised, though.
jonwig
24/6/2016
07:09
EI, you here still.
elmfield
24/6/2016
07:05
Citywire has some ITs for a "leave" vote - PNL, CMHY, PIN included.
jonwig
12/4/2016
07:25
Is US inflation rising? Some commentators think so, and think the FED really will be back on the rate hiking path soon. PNL has over 20% of its assets in TIPS and UK Linkers, another 10% in bullion.
jonwig
29/2/2016
22:12
Maybe but they may be better at it than I!
elmfield
29/2/2016
19:52
Same old doom and gloom from the fact sheet. Their newsletters are really depressing. I don't disagree with what they say, but not always convinced they buy when the time is really right....2009 was an obvious example.
topvest
29/2/2016
13:37
NAV at all time high?
elmfield
29/1/2016
20:15
Hmm...wish I had had the funds to add..just a few here and everything else is committed and going in the right direction...not been a bad start to the year :)
badtime
28/1/2016
18:42
Will add when funds permit
badtime
28/1/2016
13:14
It is now! Good place to park.
elmfield
26/1/2016
15:17
NAV may be above 350 now.
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.
essentialinvestor
22/1/2016
16:54
Ohhhh Elm u flatterer :)
badtime
22/1/2016
15:34
Question is, Is their timing better than yours EI?
elmfield
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.
essentialinvestor
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