ANOTHER NAV DOWNGRADE 4.3P4 Nov 2019 12:02
We certainly made an error buying in here. it is only 2.6% of our portfolio thank goodness . While FFWD is 12% We expect to add to other ITs, Namely TRG, BRFI BGS, FJV, IIT, PHI and a gamble on AAM Another AIM that has dropped a lot so just a small investment here.
We do keep telling ourselves that you only have to have one AIM company to take off and other losses are more than compensated for. Lets hope we have one that actually takes off.
The quicker Woodford has gone the better, we will all be better off with a new trusted name for the trust.