VG1 vgi partners global investments limited

Proposal to merge with PM Capital Global Opportunities Fund, page-7

  1. 3,324 Posts.
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    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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Last
$1.75
Change
-0.015(0.85%)
Mkt cap ! $432.7M
Open High Low Value Volume
$1.77 $1.77 $1.74 $365.1K 209.0K

Buyers (Bids)

No. Vol. Price($)
1 8000 $1.74
 

Sellers (Offers)

Price($) Vol. No.
$1.76 12000 2
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