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Author devonplay     View Profile     Add to favourites     Ignore
Date posted 2017-10-12 13:56
Subject Re: Inflation linked dividends?   View parent message
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I purchasesd after the Breixt vote and when prices started to recover.

I dont have much in this, but I've been happy to hold, but not add yet.

If we get some bad news I might add more, Ive been making cash for sometime, and so in many I'll be waiting on development towards the end of the year/early '18 before adding.

I like the fund, believe it's well run and the porffolio has lots of defensive qualities.

Myself I run a broad portfolio c50 stocks and invest monthly, but having a range gives me the oppotunity to add on weakness. That's what I'll be doing with this one.

I recently added CNA, HICL and RUS (on less weakness).

Political risk can be an invetors best friend if you can wait.

DL
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