Proposal to merge with PM Capital Global Opportunities Fund, page-8

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cutty

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31/03/24

22:46

Post #: 73132529
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Originally posted by Chris60: ↑

every year there are a couple of single shares l buy that go arse up loose 30-40% of the value.

l tend to focus on these couple but forget the others. at the end of the day, month, year l measure the performance of my stuff to the index.

I find that the shares l was focused on seems to make stuff all difference to the return against the index.

if this was a large holding and had gone this far think l would focus on the NTA not the share price. if it was a holder under 5% of portfolio and it was not making much difference to portfolio maybe l would slowly reduce.

at the end of the day these guys are charging a truck load in fees at 1.5%...

dunno, every situation is different

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Truck load indeed.

It's bad enough paying a base 1.5 when the fund manager is delivering.

VGI never delivered, and now we find ourselves reliant on Regal.

Hopefully, they can justify this investor's loyalty for the last 6-7 years of utter misery.

VG1 Price at posting: $1.89 Sentiment: None Disclosure: Held
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(20min delay)
Last $1.75		Change -0.005(0.29%)		Mkt cap ! $433.9M

Open	High	Low	Value	Volume
$1.75	$1.75	$1.74	$7.17K	4.113K

Buyers (Bids)

No.	Vol.	Price($)
3	33716	$1.74

Sellers (Offers)

Price($)	Vol.	No.
$1.75	1101	1

View Market Depth

No.	Vol.	Price($)
3	33716	1.740
1	8000	1.735
1	12000	1.730
1	10000	1.725
1	32000	1.720

Price($)	Vol.	No.
1.750	24989	3
1.755	3500	1
1.760	10000	2
1.765	10000	1
1.770	9638	2

Last trade - 10.14am 29/07/2025 (20 minute delay)

VG1 (ASX) Chart

Proposal to merge with PM Capital Global Opportunities Fund, page-8

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