Trading the stockmarket (NO Referrals)

Soldato
Joined
18 Aug 2006
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10,034
Location
ChCh, NZ
Gosh this thread moves quick.

Ended up selling my GME at a small profit after buying in around the 230 mark from memory. Glad I did now.

Upped my holdings of BB to 300 shares and will leave it now for a few years.

Been looking at marijuana stocks recently and might do a small flutter there.

Otherwise, just been feeding the index trackers as per usual
 
Associate
Joined
25 Aug 2008
Posts
947
Out of curiosity, excluding pensions and stuff, what are peoples thoughts on a core investment. For me its a blend between the Lifestrategy 100%, and a HSBC FTSE All World Index tracker fund.

I generally follow the rule most investors cant beat an index long term, so only have about maybe 10% of my other investments in self picked funds, and stocks.
 
Associate
Joined
15 Oct 2015
Posts
1,480
I'm sitting here and exploring possible future funds to invest in to diversify my risks. At the moment I have 2 funds aimed at technology and 1 Baillie Gifford American fund.

What should I look at to diversify a bit more? I'm thinking about some funds towards renewable/sustainable energy and health care. I'm also thinking about adding a fund aimed at China. Any suggestions or ideas otherwise?
 
Soldato
Joined
14 Oct 2009
Posts
9,541
Location
UK
Out of curiosity, excluding pensions and stuff, what are peoples thoughts on a core investment. For me its a blend between the Lifestrategy 100%, and a HSBC FTSE All World Index tracker fund.

I generally follow the rule most investors cant beat an index long term, so only have about maybe 10% of my other investments in self picked funds, and stocks.
I am pretty 'vanilla', FTSE All Cap and Ballie Gifford Positive Change :)
 
Soldato
Joined
19 Jan 2006
Posts
15,970
I'm sitting here and exploring possible future funds to invest in to diversify my risks. At the moment I have 2 funds aimed at technology and 1 Baillie Gifford American fund.

What should I look at to diversify a bit more? I'm thinking about some funds towards renewable/sustainable energy and health care. I'm also thinking about adding a fund aimed at China. Any suggestions or ideas otherwise?

It's fine to diversify, but a lot of it depends on how much you have invested.

Honestly no point in diversifying £5/10k or something in reality.....two/three funds is enough to spread around. Larger sums yes - but sometimes people diversify too much. I have a client who had around 200k in ISA's - he'd self managed them for years himself - but got to the point he wanted some advice/help with them. After getting the details and reviewing his investments, turned out he had 32 funds and 18 individual shares. Diversifying had been rammed down his throat by press/Sunday Times etc but he'd gone way over the top.

My SIPP has around 11 funds and 1 individual share (Firstgroup)

ISA has 7 funds, similar to SIPP.

I do my 6 monthly review around the end of this month. Don't chop/change much as it's all long term holdings/growth I'm after.

If I buy individual shares, it's for long term holding - I rarely "trade" them (apart from GME situation)
 
Soldato
Joined
27 Dec 2005
Posts
17,284
Location
Bristol
I'm sitting here and exploring possible future funds to invest in to diversify my risks. At the moment I have 2 funds aimed at technology and 1 Baillie Gifford American fund.

What should I look at to diversify a bit more? I'm thinking about some funds towards renewable/sustainable energy and health care. I'm also thinking about adding a fund aimed at China. Any suggestions or ideas otherwise?

Here's mine, I was about to type them out and realised it's basically all of them:

1nFhQfF.jpg

As you can see it's my UK-focused funds that have been dire, so if I was to cull any it'd be those. I'm sure there's some overlap too but running HL's portfolio analysis it's pretty diverse; discounting Tesla my weightings are 2-8% each in 14 sectors with every underlying share holding under 1% (top 10 are Unilever, Diageo, LSE, Apple, Nintendo, Heineken, Microsoft, Amazon and Disney).
 
Associate
Joined
20 Mar 2003
Posts
88
Out of curiosity, excluding pensions and stuff, what are peoples thoughts on a core investment. For me its a blend between the Lifestrategy 100%, and a HSBC FTSE All World Index tracker fund.

I generally follow the rule most investors cant beat an index long term, so only have about maybe 10% of my other investments in self picked funds, and stocks.

I tend to agree. I hold both as my core along with an L&G variant...however Vanguard 100% is more UK heavy allocation, so has been a bit of a drag on performance (will UK continue to drag?). The HSBC FTSE All World is still U.S. / tech heavy (so you may consider looking at a small Emerging Markets index fund?). On another note I've split between platform and fund company too.

Sold small ARGO last week + and now Musk tweets - :rolleyes: Interesting that Tesla and Bitcoin may now be linked - the future...but risky? hmmm
 
Caporegime
Joined
20 May 2007
Posts
39,676
Location
Surrey
Well, so far i think im going to rent myself out as a Stock predictor to the hedge funds, because if a stock is going up, you can garauntee that as soon as i buy it, that is the high point and then it goes back down.

Like...almost to an uncanny level :p
 
Caporegime
Joined
22 Nov 2005
Posts
45,249
kinda funny ELON promoted doge so much then buys BTC.

it's like he knew people would convert BTC to doge and drop the BTC price a little so he could try to buy at a discount :O
 
Soldato
Joined
20 Dec 2004
Posts
15,834
Well, so far i think im going to rent myself out as a Stock predictor to the hedge funds, because if a stock is going up, you can garauntee that as soon as i buy it, that is the high point and then it goes back down.

Like...almost to an uncanny level :p

Stick to Buffet's advice, if you like the stock, at least wait until it has a red day before you buy it....usually avoids the risk of an immediate reversal!
 
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