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You're doing a fantastic job! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?

Why dont they merge it with DIVI given its both Gervais and will some crossover at least?

One possible reason is the dividend is a reasonable 3.7% with an average increase of 11% per annum over the last 5 years. Good for people in retirement.

Gore Street has released its full-year results, reiterating how internationalisation helped it weather falling revenues in the UK - though not enough to maintain its dividend level.

Bankers need to up the Div based on Nav like IGET and JGGi

Starts at 15:05

Who won the competition? 😃

Great presentation, thanks. Re the statement that governments and central banks will inflate their way out of debt... I'm not so sure. Central banks have been explicitly tasked with keeping inflation at 2% and electorates will not stand for a significant upward change to the target. So I don't see the 60s/70s repeating but goodness only knows what will happen instead!

Sebastian is a real sensible voice on markets and the performance of Personal Assets Trust speaks for itself over a long period of time.

Best question at the end - when is Franco planning on his retirement?

The £763m investment company is targeting an 8.9p-per-share dividend for the year to June 2025, a mere 1.1% increase on the 2024 payout of 8.80p which means income seekers will see their annual payout increase less than inflation’s 2%. Bluefield Solar’s net asset value tumbled 7.1% from 139.7p per share to 129.75p over the 12 months to 30 June, reflecting lower long-term electricity prices and lower inflation expectations, annual results showed.

great interview. One for the pension fund income seekers

Why not invest the portfolio in index funds and save the millions being paid to the fund manager?

Happy to be a shareholder.

3:24 UPS? is that an environmental markets company? package delivery? i guess they could electrify their whole fleet but i don't recall hearing anything about that.

What a pleasure to listen to such an experienced and successful tech investor. Absolutely fascinating. Thank you ❤

Helpful explanation of the Gore St situation thanks.

That was not inspirational for this trust

Just wish James would get a clearer microphone. I find some of his words slurred and have to relisten to quite a bit. Clearly a bright guy but diction is an issue.

What has this vid got to do with Alliance Witan

Very helpful discussion and explanation of the KPC situation. Thanks

Thank you - really enjoyed watching this!

Sort the editing out FFS

You state that now is a good time to buy SEQI however I've gone back through the RNS and the last time you bought shares was 23rd October 2023, and then it was only 12,049 shares, would you like to comment why you and other haven't purchased share for over 10 months?

People are tired of overpaid managers and poor performance ETFs continue to take a big slice

The speaker is right about AI, Microsoft and Alphabet are over-buying Nvidia chips in fear of losing out, trying to stop their competitors getting the chips. It will not end well.

I’m just revisiting your comments on Marble Point as I hold this trust in my ISA. I was informed by Hargreaves Lansdown that I had to make a decision on what action to take before the 19 September as the trust was to be delisted and I could not hold it in my ISA. I attempted to sell my holding of 10,000 shares last Thursday but was told that the only market maker Stifel had now stopped offering a price. I realise as an investor you take a risk, however it seems to be a fait accompli that there are no alternatives. I thought being an investment trust it would offer me somewhat more surety but I suppose yet again the smaller investor gets screwed.

I always wonder who puts money into these funds that they manage to get billions in???

While SMT's management remains optimistic about the long-term value creation potential of its private equity holdings, the market sentiment is not so much . Concerns persist about the risk of aggressive markdowns in the value of these unquoted assets, especially given the current economic climate and the trust's persistent discount to NAV

analysing in background

Discount there for a reason ....... People have had enough of lazy and out of sync fund managers not keeping up Why pay their fees when an ETF does just as well ..........sometimes better

What use is a "wealth preservation trust" that does not go up - a lot - during a market correction? CGT has done NOTHING over the past week except go DOWN! If it can't make you money in market rallies OR in declines, what possible use is it?

Excellent video, very insightful. Thank you.

seriously good performance by Chris Clothier. Made loads of sense.

Great interview with Nick Train.

thanks for sharing this vid from south korea cheeers

Companies buying their own shares mergers buy outs. I am moving money back to the UK and have some in Dan's trust.

Fantastic interview! Thank you ❤

Nick is out of sync like so many other fund managers

@30:51 appreciate the discussion on Burberry. It seems like a lot of the downside risk has been priced in now if you're holding for the long-term. Burberry is a company & brand that should still be around decades from now.

Lol "we don't do much"

I would like to know exactly how you value companies and what are the intended returns at the point of investment. You must have them but I’m not sure I’ve heard you talk about this. You mentioned the portfolio weighted average P/E but what are your projections for earnings growth for the FGT portfolio. When you add to existing holdings you must be doing so on some valuation metrics.

Well we learned little here, his portfolio rarely changes yet he still charges considerably more than other trusts but gives poor performance despite his fees. Look, for instance, at Murray Income ,which in their top10 holdings, have 5 of his top 6 holdings, charge considerably less in ongoing charges & also hold about 20% overseas. Their portfolio has given a much better return, certainly over 5 years, not to mention a decent divi, and they are active, not watching, say, Burberry, drop by more than 50% and sit there watching it then say "we bought them cheaper". Is 0.61% annual fee worth paying for someone who sits and watches, we can all do nothing, which he seems proud of, but sadly we are not paid to do so. One other aspect is other trusts do not give videos with someone speaking as if he is a special needs teacher in a junior school, perhaps the promoter of this advertorial could have been just a tad more inquisitive than "yes I guess you covered it there"...

Amongst a plethora of hindrances to the continued thriving of the investment trust industry is this: the next generation is buying ETFs, not trusts. They are not interested in ‘star’ managers: they want low charges, specifically targeted vehicles, no stamp duty, and tight bid/offers - trusts frequently do not offer some - or any - of these qualities.

Starts at 10:00 minutes in...

As of what date was that interview?

Very interesting, thank you ❤

Thank you James excellent.

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