Member Info for driftking27

believe that this is the year for them to be on the January sales and must have some for 5-10yr time frame. Though only money I can't risk losing. Though, does anyone think you would be better of buying MYI rather than ADN? I think this year will be a blah year, when alternative assets proved the best bet. The best chance of good money in stocks and bonds, as I did a year ago, might be a gentle shift towards the stocks that look cheapest - in emerging markets. It didn't work last year, but I believe it will this year, as they are even cheaper, and EU assets are cheap, while US assets are no less expensive than a year ago. 7/1/15 MYI goes ex_dividend for 0.105p

I believe that this is the year for them to be on the January sales and must have some for 5-10yr time frame. Though only money I can't risk losing. Though, does anyone think you would be better of buying MYI rather than ADN? I think this year will be a blah year, when alternative assets proved the best bet. The best chance of good money in stocks and bonds, as I did a year ago, might be a gentle shift towards the stocks that look cheapest - in emerging markets. It didn't work last year, but I believe it will this year, as they are even cheaper, and EU assets are cheap, while US assets are no less expensive than a year ago.

Holdings 31/10/2015% of Assets Oversea-Chinese Banking Corp. Ltd.3.3 HSBC Holdings Plc HK3.3 Venture Corporation Limited3.3 SingTel3.3 Swire Pacific A2.8 Taiwan Mobile Co.,Ltd2.7 China Mobile Ltd.2.7 AusNet Services2.7 Canon, Inc.2.5 Singapore Technologies Engineering Ltd This I.T looks a good holding and trades at 6.5% to 31/12/15, has a divi of 5.45%. Though has stocks very similar to MYI which has a higher divi of 5.65%.

Thought SA had £90 to have there government breakeven, Venezuela for sure who MYI have a bond next month due need $160 a barrel. I at times forget inot buying directly into stocks with IT's, and its managers performance... So I suppose we can take bigger risks with these than stocks, as they're not going to go bust!! Haha. Atb both with your investments. MYI ex-div 8/1/15; CTY, CLIG, CYN ex_div 28/1/15 AAIF ex_div 22/1/15 Last question, how many stocks/funds/IT's do you both hold? I read that 30 is a good size to stay within.

Thanks for clearing that up... So your one of them! (Zillionaires)Lol Well, I started with £10,000 in 1998 I believe, and now is worth £212,500 Iv been in stockmarkets for 18yrs, and Iv had a stockbroker with r&d on hand with Speirsjeffrey for 17yrs, now flying my wings and using what iv learnt from both them and other due diligences. Best pick I made on my own was RIO & BT.A in last 6yrs, when the world was literarly collapsing around us. Iv got funds I'm moving and need to take some risk away from stocks and put in it's or funds for the future(though I'm only 36). Going to stay on sidelines till 3rd week in Jan and see what happens to oilies, then buy more MYI, possibly JEMI, AAIF, PLI and BRCI. £5000 in each, that's the plan. It trades around 11% discount or so. I'd rather buy this as the dividend isn't way up over 10% like BRCI is, but if it were chopped in half its still good... Happy New Year and nice chatting...

You want an 8% yield, and that it be a keeper. Personally, that's asking for trouble. We have many headwinds ahead of us low oil prices, low interest rates, market rigging, bankism. Any stock or IT/fund over 7% is a very short term investment. We have RDSB,BP, GLEN, AAL, BLT who have either said they will fufill it for another year, one who have cut or suspended... I'd look at PLI, MYI, STS, possibly CLIG(7.7%, though overvalued) & AAIF. Do not put all your eggs in one basket, as we are in a different type of stockmarket, one that hasn't got any give to help governments out. Theyv drop rates from 5-6% to near zero. Maybe Negative rates is something that might be used, as the Chinese have come and bailed us out the last time. I so can't see em doing it again... Atb.

Amasing!! Most IT boards are dead... I have £15k from 3 stocks made 95% from, so have been holding that cash for 2wks or so on anticipation of some sort of fall come January sales time... My views of commodities short term don't look good, with so many uncertainities and so many shorters/traders really just pulling the oil down for a laugh! What the heck is goingto happen Saudi's who need $100 to break even... Until I hear of any dividend cuts in oilies like BP, then I will buy this one and 2 or 3 others (maybe top-up MYI) PLI, AAIF, STS or JEMI. I will have a look at those IT's you have vouched... I usually have the FT paper and check for a good 4% discount, but not many at the 4.5-6%, for STS. Happy New Year to you as well as Kulabkhan...

This one has done very well, and outperformed the ftse. FTSE down 5% for 2015, and not sure to put the money as the world has lost capitalism, and we now have bankism for now and the years ahead. I have these on my watchlist to buy 2 or 3 of these and top_up MYI (PLI, CTY, MYI, AAIF, STS & BRCI). The question is; Will oil prices continue this dreaded rout and cause another global recession for 2016? What iv been thinking, maybe it couldv been better had the economies not reduced there interest rates to near 0%, thus giving us another tool to play with ( coz that's all there doing )! 2016, Might see the rise of gold to levels not seen since 2011, also we may see $1-£1 in 2016? Salmond for one would certainly have egg on his face if Scotland had become independant in 2014... Happy New Year all...

Would be good if there were pointers on IT's as there are for stocks in newspapers. This one has done very well, and outperformed the ftse. FTSE down 5% for 2015, and not sure to put the money as the world has lost capitalism, and we now have bankism for now and the years ahead. I have these on my watchlist to buy 2 or 3 of these and top_up MYI (PLI, CTY, MYI, AAIF, STS & BRCI). The question is; Will oil prices continue this dreaded rout and cause another global recession for 2016? What iv been thinking, maybe it couldv been better had the economies not reduced there interest rates to near 0%, thus giving us another tool to play with ( coz that's all there doing )! 2016, Might see the rise of gold to levels not seen since 2011, also we may see $1-£1 in 2016? Salmond for one would certainly have egg on his face if Scotland had become independant in 2014... Happy New Year all...

This bb is dead, but have an interest in buying some or topping up my MYI along with a couple others. On JEMI, looks a similar trust to MYI with smilar high dividend, just this seems to have a bigger discount.

Discount around 11.48% at todays price 83.33p http://tools.morningstar.co.uk/uk/cefreport/default.aspx?SecurityToken=E0GBR01PNO]2]0]FCGBR$$ALL

Blimey that was fast with response! Haha Weird, I don't even see my last reply, though you obviously can. Think its an IT glitch...haha I usually use morningstar.co.uk for data and factsheets. I'm 99% sure will be adding more MYI, start holding in JEMI and possibly CTY or BRCI? What are your average weightings with your IT's? And which two are on your conviction list for 2016? Thanks again...

Had a quick look and think be first glance I might take a position in 3 of AAIF( one I looked at 3yrs ago but didn't buy ), CTY, BRCI & MYI. CYN does have the biggest discount, but over 5years looks bad going forward into a possible bearmarket? 10yrs looks better. Will wait until mid January to see what happens with US earnings season and maybe hear more about the colossal RDSB & BG deal. Many thanks.

Hi Kulabkhan, Thanks for your reply. I have considered the resignation of Pollock and happens to every company at sometime, just have to hope its the right replacement? I'm 35, so my view might be a bit different in terms of risk aversion? I'd say I'm medium _ high risk. I'm buying 2 or 3 stocks, be it top up or new one/s. I'm tempted to top up MYI, and buy here and possibly either one of AAIF, CYN, SHRS or JEMI. Just going to check discounts to NAV and such. Would you stay clear of 'funds' with portfolio's of bonds included now like the one I mentioned? Big thanks. Happy New Year and hope you haven't been affected storms of the last fortnight! Storm Desmond has just hit us early this morning, and thank god I got home from my B'Day party before storm started at 4am.

That is the conundrum that is investing!! I hate it when this happens, know one knows where/when the catastrophy is going to end. Thus as this sector offers, and has always offered one of the best incomes its hard to know what to do when one has sold stocks in other sectors and wants to make their money work again _ risk free (haha)... If you were to invest now and let's say the dividend were to be chopped in half its still a good investment with future growth in the stocks they hold, Chevron, Exxon, RIO, Shell to name some. Could I have some views if anyone has any on buying funds over IT's that hold both Bonds and stocks like AXA Global High Income (6.91% yield). I also have my eye on Newton Asian Income(5.5%). Would be good to have views on what others hold in IT's and Funds. Merry Xmas and Happy New Year. I hold; MYI MUT TEM FRIC ALAI Threadneedle Glb Inc Newton Glb Inc My aim is to derisk from the number of stocks iv got and put into IT's and Funds. I have 32+10 AIM stocks. P.S I'm a young one(haha), who picked up a book about Warren Buffet when I was 20 and caught the bug...

31/10/15 MYI holdings: ASUR BATS TAIWAN Semiconductor UNILEVER Indonesia PHILIP MORRIS TAIWAN MOBIL NORDEA ROCHE FEMSA SING TEL TELLUS PEPSICO TOTAL VERIZON ZURICH INSURANCE DAITO JNJ KMB Mexico RDSB PUBLIC BANK Coupons Venezuela 5.75% redempt 26.2.16 Petroleos 5.5% redempt 27.6.44 South Africa 7% redempt 28.3.31 Brazil. 10% redempt 1.1.17 Bharti. 5.125% redempt 11.3.23 Indonesia. 6.125% redempt 15.5.28 Indonesia 7% redempt 15.5.22 Petroleos. 5.25% redempt 12.4.17 Hypermrcas 6.5% redempt 22.4.21 Vale Ltd. 6.875% redempt 21.11.36

As of 31/10/15 MYI holdings: ASUR BATS TAIWAN Semiconductor UNILEVER Indonesia PHILIP MORRIS TAIWAN MOBIL NORDEA ROCHE FEMSA SING TEL TELLUS PEPSICO TOTAL VERIZON ZURICH INSURANCE DAITO JNJ KMB Mexico RDSB PUBLIC BANK Coupons Venezuela 5.75% redempt 26.2.16 Petroleos 5.5% redempt 27.6.44 South Africa 7% redempt 28.3.31 Brazil. 10% redempt 1.1.17 Bharti. 5.125% redempt 11.3.23 Indonesia. 6.125% redempt 15.5.28 Indonesia 7% redempt 15.5.22 Petroleos. 5.25% redempt 12.4.17 Hypermrcas 6.5% redempt 22.4.21 Vale Ltd. 6.875% redempt 21.11.36

As Murray International still has bonds(Venezuela, Indian, Brazilian bonds), and with goverments possibly going to stop buying em, this presents a problem... http://www.murray-intl.co.uk/itmurrayinternational/ Think this is a BUY longterm, short term not really sure until next month...

Hi, thought I just observe what youv written "... It is priced on a PE of 11.2 times forecast EPS (set to grow 12%) to April 2017, with a yield of 4.2%." Today GNK would expect a yield 3.2%, though is currently ex-dividend for 8.45p, thus new shareholders are exempt from it. http://tools.morningstar.co.uk/uk/stockreport/default.aspx?SecurityToken=0P000090MK]3]0]E0WWE$$ALL With UK interest rates possibly rising year end of 2016, the SP would probably drop and yield rising to aid the difference. Just my view.

Hi NB, Good luck with the sale of your holding in REX. Anaylsts predict it could be agreed week prior to Jan22. Iv held REX I believe since 2001 (314.65p). I'm reinvesting proceeds into two funds MYI & STS/CTY, & hopefully rebuy JNJ or GILD later in April/May...that's the plan. Have you plans of what your doing with it? Maybe another extented visit to the 'Outback'...haha I never got the chance to go to Philips Islands, but Gold Coast, went back to see who was living in our house at the coast 'Aspendale', and Adelaide. Its actually cheaper to go now with FX for us $2-£1...