Rit Capital Partners Share Discussion Threads

[1nf3rn0] 23/5/2013 11:17

The Japanese exposure will be taking a hit. Biggest daily fall in over 2 years on the Nikkei.

[madengland] 16/5/2013 16:07

Indeed, am happy to keep adding :-)

[haydock] 16/5/2013 08:43

There is your figure, out yesterday.
You can buy for nearly £1 less than NAV, a fund that has always been at a premium in the past.

DYOR.

[madengland] 15/5/2013 18:48

Yes happy also, still a 7.3% discount which seems silly given nav likely higher since 10th.

[elmfield] 15/5/2013 07:35

Not quite as good as hoped but I am happy, ESP with 14p out of dividend in period.

[madengland] 15/5/2013 06:36

Hfel is a nice little fund IMO worth a look if you are interested.

[madengland] 15/5/2013 06:35

Hope he/she is right hej!

[a1samu] 14/5/2013 15:49

iii an analyst called the share price to £1740, on the 7 May 2013!

[elmfield] 14/5/2013 15:14

Hope so fingers crossed, we could be due a good few months run.

[madengland] 14/5/2013 15:10

Hmm guess the nav.... Good US exposure, and Japan and short yen. I will take 1400 to 1420.....

[elmfield] 14/5/2013 14:55

Asset value, any guesses, mine is 1380-1400,

[elmfield] 14/5/2013 14:53

Latest asset value, any guesses, I reckon 1380-1400.

[1nf3rn0] 13/5/2013 22:09

Ha - yes that video was truely awful! I've only just watched it as I couldn't view it on the device I was using earlier. That's 45 seconds of my life I'll never get back.

[elmfield] 13/5/2013 21:16

Lol!
Ic did a page on this a week or so ago, wonder what the discount will be at next update.

[madengland] 13/5/2013 20:45

Always nice to read and see video, although its gotta be said it was weak wasn't it! Not sure it would inspire me to buy....... But then again I don't need persuading especially how well it's positioned, long term performance and discount. Had another big chunk today

[1nf3rn0] 13/5/2013 12:59

Article on the telegraph website today recommending the fund.

[madengland] 12/5/2013 13:38

Not as if it did any harm in the Weimar Republic or Zimbabwe hej!

[elmfield] 12/5/2013 11:21

A new thread for a new dawn.
An old horse for a new time as the great experiment of QE continues.

[mangal] 10/5/2013 17:49

Makes sense to me; hopefully, will remember in future to post on the other thread instead of here.

[strollingmolby] 10/5/2013 16:16

mangal - not sure tuffbet is still around. Why don't we move the conversation over to the other thread which does have charts?

[elmfield] 10/5/2013 16:06

Has to be a top pick.

[mangal] 10/5/2013 16:05

topped up today.
tuffbet, can u please add charts to the header? tia

[elmfield] 10/5/2013 11:44

I agree, been adding here as funds free up, has to tick the boxes.

[madengland] 10/5/2013 07:48

Our exposure to the Japanese stock market increased in the last quarter of 2012. We felt that the impact of reflationary policies against an undervalued stock market provided us with an exceptional investment opportunity. Equally these policies were negative for the currency and we took a net short Yen position.Looks a great position to have taken as we hit dollar yen 100 and the nikkei rally rolls on. As does the 48% US exposure as the Dow hits new records. Yet we trade at a sizeable discount? For how long? Nav today or Monday you would hope. Gla

[madengland] 08/5/2013 10:54

Not yet, will be good imho