Member Info for moneybox007

Yes really. Looking at share prices for both companies since 2020 in front of me. 2025 performance has been similar but little or no correlation prior to that.

e.g

2024. AHT down 9.1%, United up 22.7%

2023 AHT up 15.7, United up 61.5

Should I go on?

In no way, shape or form do AHT "follow United Rentals".

Share performance over the last 5 years completely different.

Market uninterested so I guess they're not.

Merger will put JGGI about 12th/13th largest IT. Long way to go to catch 3i at 38 billion SMT at 13.5 billion

Edit - should say "According to Sharepad, SpaceX is 9.9% of EWI currently, not 9.1%"

"Where does the 56 in 56/190 000 *100 = 0.3% come from?"

MaxJB literally spells this out in his post. I can't see how he (or anybody else) could explain it more clearly

According to Sharepad, SpaceX is 6.8% of EWI currently, not 9.1%.

Just buy BRWM. Has all the miners and 6.2% divi.

6.87%

https://dividenddata.co.uk/dividend-yield.py?epic=RIO

I would say it's my "simplest" share. I only own a few shares as I mostly buy trackers like JGGI, VUSA, IITU and RTWP.

Currently only own RIO and MNG from FTSE stock. I've been tracking Terry Smith's filings in the US (which he doesn't disclose here in the UK) He's been buying a lot of Mettler Toledo and Fortinet so they are my only individual stocks in the US.

His next filing comes out in about 3 weeks and a very interestinf read it is.

https://fintel.io/i13fs/fundsmith-llp

Buy around 50, sell around 60. Rinse. Repeat.

Try and time it to include the divi and I make 12% a year over the last 5 years using this method.

Divi impact is 7.51% today so take that in to account before you get your knickers in a twist.

No. I'm saing UK divi stocks are uninvestable. You know the S&P500 goes up 100% every 10 years. Do you know a UK divi stock that has done that?

Just sell everything that is "UK" faced (I keep RIO but not a "UK" stock) and buy JGGI or VUSA or IITU and see your wealth (like I have) grow at 3 times he rate it used to.

Honestly? After 3 decades of doing this just buy JPMorgan Global Growth & Income (JGGI) and nothing else. 3% divi and up 100% since 2019. I'm sure you can work out for your self how much wealthier you would be if you had done this 1,3 or 5 years ago. I used to be 50% in UK divi shares similar to yours and it's a mugs game. Huge comparable losss year after year compared to JGGI.

It was when the company was called Arian Silver and it was one bloke with one spade in Mexico. They changed their name to Alien (UFO) in Oct 2018 and i reckon I bought in to Arian around 2015??

I'm in for 2.35 million now at 0.5 so let's keep everything crossed eh?

My first Buy of these was 10,750 at 20 pence a looooooong time ago. Anybody paid more?

I can get quotes to buy 3.5 million but not 350,000. Hmmmmmm

I sold at all at 234 on 21st march.

Waiting for 180-190 which it hits regularly e.g Dec 2022, Mar 2023, Jul 2023, Aug 2023, Ost 2023.

Terry Smith lost it? Well, I'll keep my holding with 333% return in 10 years, 68% in 5 years and 28% in 3 years and look forward to many years of about 15% per annum return compunded.

I would advise any serious investor to watch the video and see his tip for 2024 and then review his SEC filings to see what he has been loading up on in the last quarter. Information that he doesn't have to publish here in the UK but does in the US.

Very interesting.

https://fintel.io/i13fs/fundsmith-llp

Divi raise you say? Last year Interim 2 was 13.4p this year 13.2p.

Tom78

You state: "Plenty of good IT’s with big discounts around so I struggle to see why this is as loved as it is right now"

It's "loved" because it is the best performing Global Equity income trust over 1, 3, 5, 7 and 10 years. For that kind of performance, the premium at 1.56% is ridiculously low. Find me a Global IT with better performance.

Up 103% (with divis) over last 5 years. Better than the S&P500. Better than SMT and better than Fundsmith Equity (to use 2 well-known global trusts/funds)

To add another popular trust comparison, Murray International, they are up 26% in last 5 years. In your world they must be "better" because they have a 10% discount to NAV?