RE: Let’s hope it is going to be good year for me and you 😊8 Jul 2024 14:27
BETTERLIFE.
All Travel will come good, it's just a matter of time. That includes Carnival as well.
Easyjet are struggling a lot more than TUI or IAG. The problem now in owning TUI is that it is on the German DAX, so you will need to pay a 1% exchange fee so you can't really "trade it", but eventually TUI will double, easily.
IAG is so undervalued, but that is the problem when you have no large Institutional holdings.
You need to realise that all travel companies have huge debt though, so the investment is not a year, it's a five year investment, and luckily for you, you are young.
You look at RR now, but imagine owning it in 2020, or 2021. The same will happen for other Travel companies, including Carnival, IAG, EZJ, TUI etc. It's just time.
Persimmon, the same as Taylor Wimpey, Barratts etc. they pay between 4 to 6% dividends as well, and the potential now in a Labour government who is mandating the building of new homes could be awesome..... but again, it will be 1-5 years.
You have quite a good spread, but you are missing a bank and ideally a tech fund.
My "Advice" steal a bit from each pot, and put into a bank and a Tech Fund..... but, do your own result and invest at your own advice and opinion.