LIC & LIT Listed Investment Companies (LICs) 2022

Discussion in 'Shares & Funds' started by RogTheBear, 1st Jan, 2022.

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  1. RogTheBear

    RogTheBear Well-Known Member

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    {Note from mods: this thread continued from thread Listed Investment Companies (LICs) 2021 }

    Happy new year all!

    8 hours into the year already. It's definitely a thing.

    I probably should say something about LICs... shouldn't I?

    This will be a big year for me, because, if all goes to plan, I'll be retrenched in 4 weeks and a big truck will back up my drive and dump a tonne of money on the lawn as reward for a gnat's testicle shy of 25 years of yeoman service. And I'll have to wait until July 1 to shovel it into my super account - so here's hoping for a thumping great correction the day after I do - to bring those sky high LIC prices back down to somewhere I feel like I'm getting a good deal. Looking at you AFI.:mad:

    Most likely I'll "retire" but will probably refer to myself as "long-term unemployed" in general conversation. And hang out here more, discussing coffee and chicken breast whilst practicing the correct enunciation, volume and inflection of "Get off my lawn!" as I slide inexorably into curmudgeonhood.

    Fingers crossed...:D
     
    Last edited by a moderator: 2nd Jan, 2022
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  2. SatayKing

    SatayKing Well-Known Member

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    I am guessing a particular poster is more :mad: with another share which happens not to be AFI.

    upload_2022-1-1_10-15-26.png
     
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  3. pippen

    pippen Well-Known Member

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    Don't even go there @SatayKing, don't even go there :(;)
     
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  4. SatayKing

    SatayKing Well-Known Member

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    I had already done so.

    And for all you spreadsheet pundits, a couple of days ago I offered @Big A the use of an asset performance template I developed. I'll put it here as well.

    Feel free to use as is or modify it to suit your requirements.
     

    Attached Files:

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  5. Isla_Nublar

    Isla_Nublar Well-Known Member

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    I downloaded it thinking there would be pearls of wisdom!!
     
  6. SatayKing

    SatayKing Well-Known Member

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    Kung Fu panda.gif
     
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  7. SatayKing

    SatayKing Well-Known Member

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    I do not know but maybe this approach (from 2021 Annual Report) has worked for AMH.


    upload_2022-1-1_11-16-12.png
     
  8. Ynot

    Ynot Well-Known Member

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    Thank you
     
  9. ASXGJ1

    ASXGJ1 Well-Known Member

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    spreadsheet is empty :(
     
  10. ASXGJ1

    ASXGJ1 Well-Known Member

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    I thought AMH isn't the best performer over long term and their dividend history isn't consistent either compare to AFI (obviously AFI is overpriced right now compare to the yield it provide). AMH mostly underperformed to the S&P 200 until 2019 when it started to perform better.

    upload_2022-1-1_20-31-35.png


    upload_2022-1-1_20-32-41.png

    upload_2022-1-1_20-33-35.png
     
  11. SatayKing

    SatayKing Well-Known Member

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    As per the following quote.

     
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  12. Islay

    Islay Well-Known Member

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    Lol @SatayKing, no modifications required-it looks just like mine! :)
     
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  13. SatayKing

    SatayKing Well-Known Member

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    Congratulations to @RogTheBear. Winner of "The First LIC Post" award in 2020 and 2022.
     
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  14. Big A

    Big A Well-Known Member

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    I feel your pain. He got me with that empty spreadsheet trick as well.
    Here I was expecting a spreadsheet with the formula for investing enlightenment and lifelong outperformance. I guess @SatayKing is keeping that spreadsheet all to himself. :D
     
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  15. monk

    monk Well-Known Member

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    Yeah, guess you get what you pay for :p
     
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  16. RogTheBear

    RogTheBear Well-Known Member

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    Why thank you, thank you... I'd like to thank the Academy....

    This year it was only because I didn't stay up until midnight for the first time in decades and had already read all the papers.
     
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  17. Redwing

    Redwing Well-Known Member

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    Satayking

    upload_2022-1-2_8-3-10.png
     
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  18. SatayKing

    SatayKing Well-Known Member

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    And the joke is @Islay it wasn't a joke. :D
     
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  19. Islay

    Islay Well-Known Member

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    hehe, @SatayKing neither was I :)
     
  20. SatayKing

    SatayKing Well-Known Member

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    Should keep a couple of posters anchored to the computer screen on the day wondering at what time it reports and why haven't they done before the next time they look.

    upload_2022-1-4_11-44-38.png
     
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