Recent content by tuckswood8

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    Blue Planet Investment Trusts

    BPFU are now up 11% and BPFV up 18% since I posted on 16th Sept. Discount is still above 20%. I went back in to both in July and am now showing a true profit overall of 18% after spreads and dealing costs. I would expect G&I to outperform any other trust over the next three years.
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    Blue Planet Investment Trusts

    Hi Split, Thanks for the link but rather a confused thread. I stopped using Motley Fool last year when they abandoned Portfolio. I find trustnet most useful for ITs. I am familiar with the structure of G&I and the history from Cairngorm BS days. One unit warrant (BPFV) now entitles the...
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    Blue Planet Investment Trusts

    Neither trust paid a dividend this year. EPS is largely irrelevant for investment trusts of this nature. (Perhaps the name of G&I is a misnomer). The current portfolio holdings of both trusts are very similar yet G&I currently trades at 26.8% discount to NAV whilst Worldwide is at 8.6%...
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    Blue Planet Investment Trusts

    Blue Planet Growth & Income is currently at a discount of 26.8% Blue Planet Worldwide Financials is currently at a discount of 8.6% The largest holdings of both trusts are almost identical so why the huge disparity in the discount? It seems to me that BPFU and the warrants BPFV have to be the...
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