Peter Thornhill 2021

Discussion in 'Share Investing Strategies, Theories & Education' started by Aston Marersa, 2nd Jan, 2021.

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  1. Isla_Nublar

    Isla_Nublar Well-Known Member

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    Can someone please share My Say 67 in full? I have tried to add myself to the distribution list countless times yet I never seem to receive it directly. The website still hasn't been updated since Jan...
    @Redwing can you please help me out?
     
    Isla_Nublar, 19th Jul, 2021
    #201
  2. Redwing

    Redwing Well-Known Member

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    @Isla_Nublar

    upload_2021-7-19_11-2-3.png

    He usually publishes it on his site My Say hopefully it's there soon

    January was his last My Say update #66
     
    Redwing, 19th Jul, 2021
    #202
  3. Isla_Nublar

    Isla_Nublar Well-Known Member

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    Ok thanks will have to wait for him to update the website - thanks @Redwing
     
    Isla_Nublar, 19th Jul, 2021
    #203
  4. Redwing

    Redwing Well-Known Member

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    Moderators/Admin to Redwing

    [​IMG]
     
    Redwing, 19th Jul, 2021
    #204
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  5. monk

    monk Well-Known Member

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    Did it hurt ?
     
    monk, 19th Jul, 2021
    #205
  6. SatayKing

    SatayKing Well-Known Member

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    More than likely but the question "Did he enjoy it?" is yet to be answered.
     
    SatayKing, 19th Jul, 2021
    #206
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  7. Redwing

    Redwing Well-Known Member

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    I wasn't Thor

    upload_2021-7-19_17-31-26.png
     
    Redwing, 19th Jul, 2021
    #207
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  8. Redwing

    Redwing Well-Known Member

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    That was quick by PT, # 68 now out

    Hopefully, he posts to his site soon

     
    Redwing, 24th Jul, 2021
    #208
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  9. Redwing

    Redwing Well-Known Member

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    Redwing, 24th Jul, 2021
    #209
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  10. SatayKing

    SatayKing Well-Known Member

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    Cross thread confusion. Is there anything betterer?

     
    SatayKing, 24th Jul, 2021
    #210
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  11. Nodrog

    Nodrog Well-Known Member

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    Situation normal.
     
    Nodrog, 24th Jul, 2021
    #211
  12. Hockey Monkey

    Hockey Monkey Well-Known Member

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    What does that have to do about ETF structure?

    Last I checked WXHG is an ETF and didn’t suffer this issue on June 30. It is about registration for ToFA rather than being an ETF
     
    Hockey Monkey, 24th Jul, 2021
    #212
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  13. Redwing

    Redwing Well-Known Member

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    upload_2021-7-25_6-46-21.png
     
    Redwing, 25th Jul, 2021
    #213
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  14. Redwing

    Redwing Well-Known Member

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    VanEck jumps in also

    Avoid tax-time dinosaurs

     
    Redwing, 25th Jul, 2021
    #214
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  15. Nodrog

    Nodrog Well-Known Member

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    i'm out of touch with AMIT but isn't this article a bit deceiving? Ok a given unit holder is no longer impacted by other unit holders selling actions but if the fund generates CG through high turnover doesn't this still has to be distributed to the unit holder in that FY?
     
    Nodrog, 26th Jul, 2021
    #215
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  16. Isla_Nublar

    Isla_Nublar Well-Known Member

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    PT complains about a 7% reduction in share price in the hedged Vanguard fund, where do I go to complain about the -6.68% and -4.09% reduction in the value of my Whitefield holding over the past two weeks? At least with the hedged Vanguard fund, I received a distribution of 7% to offset the reduction (yes tax payable but at worse a 3.5% reduction after tax), with Whitefield, I don't receive anything to offset the ~11% reduction. Tell me again how LICs are better (note my comments aren't against the structure, rather the management team who chose not to undertake a renounceable rights issue).
     
    Isla_Nublar, 26th Jul, 2021
    #216
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  17. dunno

    dunno Well-Known Member

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    Peter who?

    Never hear about him anywhere else. Why the fascination on this site? Was he an old member or something.
     
    dunno, 26th Jul, 2021
    #217
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  18. Hockey Monkey

    Hockey Monkey Well-Known Member

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    Spot on, and given Vaneck’s whole business is niche and thematic products (they don’t have any broad cap weighted index ETFs), I’d bet their turnover is generally higher across the board.
     
    Hockey Monkey, 26th Jul, 2021
    #218
  19. kierank

    kierank Well-Known Member

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    I am not smart enough to work out which is better LICs or ETFs - so I own both.

    And I am so dumb I own direct shares as well.

    Same with property and shares - I am not smart enough to work out which is better.

    And I am so dumb I own REITs as well.

    I will leave it to smarter people than me to continue both debates :p.
     
    kierank, 26th Jul, 2021
    #219
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  20. SatayKing

    SatayKing Well-Known Member

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    ...Vanguard's tardiness in issuing the Annual Tax Statements.
     
    SatayKing, 26th Jul, 2021
    #220
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