Investment Thread

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JustJack
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Re: Investment Thread

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A4Jack wrote:
11 Jan 2021 21:12
When it drops to 27k that’ll be the point to go in big. Still think it’ll hit 100k by Christmas?
The big institutions are players now, they know how to play the game and will squeeze the weak hands into selling, and buy big when it comes to the price they want.

I read JP Morgan and Citi have targets between 150k and 200k, I think it will get to 50k, but 100k seems a bit too much at this point.

Then again when I started this thread, it was at 13k and I talked of hitting the all time high at 20k as the height of optimism.



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Squarebear
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Re: Investment Thread

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I'm not going to buy crypto so maybe this thread isn't old school enough for me.

My portfolio has grown in value quite quickly since about September and continues to grow and frankly it's going up so fast I'm starting to fret about a market reset.

At the start of the week I read some negative stuff from Sunak, checked my portfolio and it had risen another 1%.

I confess I don't really know what I'm doing but it feels like it's time to plan a move to a more defensive position (I'm quite heavily invested in equities, FTSE). But what to do?



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JustJack
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Re: Investment Thread

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Squarebear wrote:
12 Jan 2021 15:02
I'm not going to buy crypto so maybe this thread isn't old school enough for me.

My portfolio has grown in value quite quickly since about September and continues to grow and frankly it's going up so fast I'm starting to fret about a market reset.

At the start of the week I read some negative stuff from Sunak, checked my portfolio and it had risen another 1%.

I confess I don't really know what I'm doing but it feels like it's time to plan a move to a more defensive position (I'm quite heavily invested in equities, FTSE). But what to do?
There is no better proven strategy than accumulating, and cost averaging/ drip feeding regularly, if you have the long term in mind

The great overlord Mr Buffet, supposedly doesn't even look at the share price when making his decisions.

Portfolio relabancing is something that has really worked for me.

You place your percentages to each holding, and then rebalance potential profit however often you like, along with your continued investment, thus the overall pie increases

Trading 212 have a great feature that does this automatically

Smarter investors than us have failed to understand reasons behind big pushes and falls, but alas, to withdraw and regret it moving up, is nothing compared to the regret of not withdrawing and seeing it go down.
Last edited by JustJack on 12 Jan 2021 16:39, edited 1 time in total.



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Squarebear
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Re: Investment Thread

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Re: Investment Thread

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Squarebear wrote:
13 Jan 2021 09:27
No pressure...none whatsoever...

https://www.theguardian.com/technology/ ... in-account
That's the beauty of a finite supply

It's quite evil of me to hope he never gets it, which makes mine more valuable.



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Longlostjack
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Re: Investment Thread

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JustJack wrote:
13 Jan 2021 16:48
Squarebear wrote:
13 Jan 2021 09:27
No pressure...none whatsoever...

https://www.theguardian.com/technology/ ... in-account
That's the beauty of a finite supply

It's quite evil of me to hope he never gets it, which makes mine more valuable.
Maybe I‘m being a bit dull here but I don’t understand why there is a finite supply if computer power has the potential to grow fantastically.

Edit: Just googled it and it‘s limited to 21 million but they could change the protocols - who is they?
Last edited by Longlostjack on 13 Jan 2021 17:21, edited 1 time in total.



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Re: Investment Thread

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Longlostjack wrote:
13 Jan 2021 17:16
JustJack wrote:
13 Jan 2021 16:48


That's the beauty of a finite supply

It's quite evil of me to hope he never gets it, which makes mine more valuable.
Maybe I‘m being a bit dull here but I don’t understand why there is a finite supply if computer power has the potential to grow fantastically.

Edit: Just googled it and it‘s limited to 21 million but they could change the protocols - who is they?
They is the community, who have to vote to change the fundamental rules/operations. I believe there are co-owners, and administrative people I guess, but largely it's the network of miners that run it.

There are 2.6 million left, but with the halving protocol, and other mumbo jumbo tech stuff, they think it will take 120 years to mine the rest.



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Re: Investment Thread

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https://www.bbc.co.uk/news/business-55817918

While I do find the power of Hedge Funds being clipped amusing, I don't think it's wise for retail traders to be playing such a risky game with their own money, as opposed to the traders in Wall Street, who are working with big corporate $
Last edited by JustJack on 27 Jan 2021 22:11, edited 1 time in total.



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Best_loser
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Re: Investment Thread

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JustJack wrote:
27 Jan 2021 22:09
https://www.bbc.co.uk/news/business-55817918

While I do find the power of Hedge Funds being clipped amusing, I don't think it's wise for retail traders to be playing such a risky game with their own money, as opposed to the traders in Wall Street, who are working with big corporate $
[/quote

Crispin Odey won't like the look of that, at all


I always tell the truth, even when I lie

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Re: Investment Thread

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Best_loser wrote:
28 Jan 2021 09:47
JustJack wrote:
27 Jan 2021 22:09
https://www.bbc.co.uk/news/business-55817918

While I do find the power of Hedge Funds being clipped amusing, I don't think it's wise for retail traders to be playing such a risky game with their own money, as opposed to the traders in Wall Street, who are working with big corporate $
Crispin Odey won't like the look of that, at all
It's truly bonkers

Short squeezing is not a new tactic, but i's not something that usually happens on this scale, but there are people jumping in now with no understanding of the situation, and they are gonna get burnt.
Last edited by JustJack on 28 Jan 2021 14:50, edited 2 times in total.



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Re: Investment Thread

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If they’d bought a few call options on Tuesday and sold them for put options on Thursday morning........



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Longlostjack
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Re: Investment Thread

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My share tip for the medium long term - Fresenius. Directors buying. Don’t come looking for me if they nosedive!
Last edited by Longlostjack on 28 Jan 2021 19:15, edited 1 time in total.



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Pegojack
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Re: Investment Thread

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Squarebear wrote:
12 Jan 2021 15:02
I'm not going to buy crypto so maybe this thread isn't old school enough for me.

My portfolio has grown in value quite quickly since about September and continues to grow and frankly it's going up so fast I'm starting to fret about a market reset.

At the start of the week I read some negative stuff from Sunak, checked my portfolio and it had risen another 1%.

I confess I don't really know what I'm doing but it feels like it's time to plan a move to a more defensive position (I'm quite heavily invested in equities, FTSE). But what to do?
If you want to stay invested in equities but want to reduce risk, look at buying investment trusts. Have a look at Brunner, Witan and Scottish American for example. I'm also in a specialised one which is going to do extremely well on the back of the massive rise in online shopping (and Brexit!), Aberdeen Standard European Logistics Inc.



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waynekerr55
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Re: Investment Thread

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Pegojack wrote:
28 Jan 2021 19:46
Squarebear wrote:
12 Jan 2021 15:02
I'm not going to buy crypto so maybe this thread isn't old school enough for me.

My portfolio has grown in value quite quickly since about September and continues to grow and frankly it's going up so fast I'm starting to fret about a market reset.

At the start of the week I read some negative stuff from Sunak, checked my portfolio and it had risen another 1%.

I confess I don't really know what I'm doing but it feels like it's time to plan a move to a more defensive position (I'm quite heavily invested in equities, FTSE). But what to do?
If you want to stay invested in equities but want to reduce risk, look at buying investment trusts. Have a look at Brunner, Witan and Scottish American for example. I'm also in a specialised one which is going to do extremely well on the back of the massive rise in online shopping (and Brexit!), Aberdeen Standard European Logistics Inc.
I'm potentially looking at alternative investments rather than a pension when I next change employers- has anyone done this or is it too much of a risky strategy?



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Pegojack
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Re: Investment Thread

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waynekerr55 wrote:
28 Jan 2021 20:29
Pegojack wrote:
28 Jan 2021 19:46


If you want to stay invested in equities but want to reduce risk, look at buying investment trusts. Have a look at Brunner, Witan and Scottish American for example. I'm also in a specialised one which is going to do extremely well on the back of the massive rise in online shopping (and Brexit!), Aberdeen Standard European Logistics Inc.
I'm potentially looking at alternative investments rather than a pension when I next change employers- has anyone done this or is it too much of a risky strategy?
That was my policy for the first 30 years of my career. I used the money to build up a large share portfolio, but you need to know what you're doing. Always re-invest the dividends. Don't invest in companies or markets you don't understand. I decided to contribute to the employer's pension for the last ten years as a bit of extra insurance. Of course you will also have the state pension, assuming the government hasn't done away with it by the time you retire, or moved the starting age to 95!
Last edited by Pegojack on 28 Jan 2021 20:59, edited 2 times in total.



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