cwah
Member of DD Central
Posts: 949
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Bonds
Sept 22, 2019 17:26:00 GMT
via mobile
Post by cwah on Sept 22, 2019 17:26:00 GMT
I have to admit that only earning 12%
and
Russian risk
just seems a poor value bet to me. Now if you said 32% I'd be more comfortable.
Where's cwah when you need him ? I'm sure he'd be as bullish about Russian bonds at 12% as he was about the banking sector in Georgia, or Thomas Cook. I didn't buy anymore thomas cook as I don't have the skill to estimate the survival likelihood of the company. However I still believe in Bank of Georgia and it feels undervalued. The GDP is still growing at 5% even with russian's restriction and new flights route to tbilisi are going to open next year. So i doubled my position in BGEO And no, I'm not into bonds. But this is mainly for tax reason as I have much better benefit with capital gain tax and dividend tax.
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Bonds
Sept 23, 2019 13:14:15 GMT
Post by Deleted on Sept 23, 2019 13:14:15 GMT
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macq
Member of DD Central
Posts: 1,924
Likes: 1,192
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Bonds
Sept 23, 2019 13:47:47 GMT
Post by macq on Sept 23, 2019 13:47:47 GMT
if you look at the portfolio for the L&G multi index income 4 (and 5) which are the newer income versions of their growth funds which are aimed at the novice/time pushed etc investor while claiming to be at the safer end of investing(their words not mine) they use something like 16% of EM Govt bonds and i think was a bit higher at One point
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Bonds
Sept 23, 2019 13:52:05 GMT
Post by Deleted on Sept 23, 2019 13:52:05 GMT
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macq
Member of DD Central
Posts: 1,924
Likes: 1,192
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Bonds
Sept 23, 2019 15:15:23 GMT
Post by macq on Sept 23, 2019 15:15:23 GMT
yeah - but its about half that the fee on most platforms and the so called lower risk index 4 has more slightly more EM Govt bonds
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