Member Info for Realist1

Well, maybe this draws a line under most of the negatives and there are better days ahead:

https://quoteddata.com/2024/11/henderson-far-east-income-capitalises-on-strong-asian-returns/

No Trump-Bump here. I agree with porsche, FTSE 100 up 12.5% in 5 years and S&P 500 up 87% in 5 years.

Well, Prudential have posted good results in the Far East so let us hope that this bodes well all round:

https://www.sharecast.com/news/news-and-announcements/prudential-posts-rise-in-q3-new-business-profit--17936402.html

Maybe a 'Trump-Bump' is coming?

Ade2a, Fair enough. Thanks for your response. I will take comfort from the fact that the new manager has at least steadied the ship and hope the economies the fund invests in improve.

In addition to the below, The daily NAV reports can be found here:

https://www.janushenderson.com/en-gb/uk-investment-trusts/trust/henderson-far-east-income-limited/announcements/

Ade, Do you really think that capital performance is competent? At a NAV of -2.53% over the past 5 years, I wonder if capital appreciation is being sacrificed for dividends? At £411 million in assets, the fund is almost dry.

The only saving grace for me at least is, the dividends I have received have now exceeded my capital loss.

Well, HFD is holding onto its gains with no sudden reversal so far. It will be interesting to see where we are at the end of the year. Looking fairly positive in my opinion.

Driftking, Mainly VUSA, BRWM, and EQQQ. I swing trade with VAPX because it just cycles up and down. It is like shooting fish in a barrel. And anything else that I consider is on sale, preferably ETFs.

Well, today, we have seen an increase in the share price of almost 11% on news that growth has stalled. So, hopefully, we will see a decent increase in the share price when growth resumes.

Well, at least it looks like it is starting to turn positive. Up almost 6% today. Better than my Post Office savings account.

https://www.sharesmagazine.co.uk/news/shares/why-halfords-shares-rallied-5-despite-flat-first-half-sales

Driftking, If you want to make life easy for yourself with Ameican shares, just buy the JP Morgan Global Growth and Income (JGGI). It is up 76% in 5 years plus dividends or VUSA which is up 93% in the same period.

Well, for its worth, here is relatively optimistic article:

https://www.fool.co.uk/2024/10/15/down-35-this-year-is-the-worst-performing-ftse-100-stock-of-2024-an-unmissable-bargain/

Well, the RBC Capital Markets target of 2400 is now starting to look a bit off the mark. But, what do they know?

Vietnam now America's second largest trade partner:

https://www.dw.com/en/what-is-behind-vietnams-economic-success-story/a-70501290

The chart shows that this fund has increased 68% over the past 5 years and then you have the dividends on top of that. The value has increased almost 20% this year alone. I wish my house had gone up by the same amount. You could probably get more elsewhere but for security of investment, this one is hard to beat. For me, at least, it is the type of fund I could put all of my money into and sleep at night.

While I do not doubt that Gritstone is correct, there seems to be quite a few 'blue chip' UK shares that are down around around 50% from their recent highs including Prudential, Diageo, Burberry, etc. for various reasons. Some say UK shares are undervalued and maybe there is money to be made in the long term. Who knows? Like many, including the banks, insurance companies and pension funds and that is to stay away from investing in the UK.

Over the past 5 years, the S&P 500 is up almost 96%. The FTSE 100 is almost up almost 14% in comparison.

With Labour's projected 39% capital gains tax, this one will be a good candidate for a capital loss.

So the next trading update is on 22 October. Looks like they are starting to keep their site current now.

One step forward, two steps back.