Temple Bar Investment Share Discussion Threads

[topazfrenzy] 27/11/2020 10:52

Excellent share to be holding medium to long term this one, great divi paid quarterly

[chc15] 16/11/2020 13:04

Just surging ahead now, just shows to to add on the dips and hold. I bought this all the way down to 6 and held. Divi reinvested too. Website not updated yet, want to see that portfolio!

[chc15] 11/11/2020 08:36

Indeed, could the shift to value be happening now, glad to be proved wrong, and happy to hold.

[vacendak] 11/11/2020 07:56

UK centric value ITs seem to have been on the up over the past couple of days, as well as commercial property. Basically what had been the most horribly savaged is perking up the most.

Not complaining mind you!

[andycapp1] 10/11/2020 23:03

Good so far!!

[chc15] 10/11/2020 18:47

Another good day, bring back ninety one! Also spotted one of my funds, tb wise multi asset income, has this in their top 10 holdings, new.

[chc15] 02/11/2020 12:56

RWC now on. Can't see them doing much here, their performance of their other funds, rwc uk equity income, has been awful from the start, really poor stock pickers. I believe value investing to be over now.

[poikka] 18/10/2020 10:59

Seeing as the new management won't be signing on until end October, the present portfolio is meaningless. So, basically, we're hanging on to a yield of 5.5% and reducing reserves in the hope that they'll last out the virus.

[aurelius5] 13/10/2020 12:43

It's now much more diversified, both geographically and in terms of asset classes. Many more UK equity income trusts are likely to follow. It's certainly a more interesting proposition than the re-vamped Edinburgh.

[goblin99] 09/10/2020 10:33

Talking of value plays, and a top 10 including gilts, silver, easy j, travis and RR - I now see this as diverse enough to significantly benefit when we return to sone sort of 'new norm'.

[panshanger1] 08/10/2020 17:54

Telegraph today covering this in a fairly positive analysis

[essentialinvestor] 08/10/2020 14:17

I hold KIT, so bloody hope so!!, KIT is on a 17% NAV discount
which I expect to close to a nice degree.

[chc15] 08/10/2020 14:08

Yes the FT article on Sat really helped. Pushed value investing to come back.

[essentialinvestor] 08/10/2020 13:40

That would hardly move the needle.


Sentiment shift on attitude towards the Trust, perhaps.

[panache1] 08/10/2020 13:37

They have a 3% holding in RR which is up another 25% today - maybe something to do with that ?

[essentialinvestor] 08/10/2020 13:09

What the hell is going on here?.

[chc15] 08/10/2020 13:07

Make that up over 15%! Sorry for the bloke who sold few days ago.

[vacendak] 08/10/2020 12:02

't would still need close to 2x or 100% to be back to "normal" though!

[chc15] 08/10/2020 10:55

Had a great past few days, up over 10%

[chc15] 06/10/2020 10:58

Always happens eh, u sell and it goes up lol.

[chc15] 05/10/2020 18:13

Cheers, that defo helped! I'm holding long term on this now, adding on any big dips.

[bingham] 05/10/2020 16:23

Was tipped by M S W back page of FT Money on Sat.

[orinocor] 05/10/2020 16:01

I've sold out into this 7% rise. This trust moves in mysterious ways.

I've invested in VUKE. FTSE100 tracker

[chc15] 05/10/2020 14:45

Boosted today, any ideas..