We would love to hear your thoughts about our site and services, please take our survey here.
Oh dear. My personal stalker Stairgate is now berating me across 3 boards. ADM, LGEN and BATS. I guess he's unemployed and sitting in his mum's spare room to have all this time to monitor me daily. I'll just repeat what I wrote yesterday on the ADM site and not reply again. I apologise to serious posters for this distraction.
"More gobbledegook from Stargate.
I didn't go in to "great length" on the LGEN forum. I asked for people's opinions and recieved some wise words. In the end i sold 50% of LGEN and expect to exit completely soon.
I know when to buy and sell ADM thanks (a GBP 30k entry @ GBP 19.72 August '22 exit GBP 27.15 Dec '23 was particularly lovely) and I don't have "excessive focus" on them. GBP 55k in a GBP 605k portfolio so about 9%. A little high but manageable.
My region split is 50% USA, 35% UK and 15% other. Any problems with that oh wise one?
Like I said before, if tea leaf reading (sorry charting) worked you wouldn't spend one second on these boards. You'd spend 18 hours a day following dozens of stocks around the world and timing your entry/exit to perfection. But it doesn't work so you don't do that."
More gobbledegook from Stargate.
I didn't go in to "great length" on the LGEN forum. I asked for people's opinions and recieved some wise words. In the end i sold 50% of LGEN and expect to exit completely soon.
I know when to buy and sell ADM thanks (a GBP 30k entry @ GBP 19.72 August '22 exit GBP 27.15 Dec '23 was particularly lovely) and I don't have "excessive focus" on them. GBP 55k in a GBP 605k portfolio so about 9%. A little high but manageable.
My region split is 50% USA, 35% UK and 15% other. Any problems with that oh wise one?
Like I said before, if tea leaf reading (sorry charting) worked you wouldn't spend one second on these boards. You'd spend 18 hours a day following dozens of stocks around the world and timimg your entry/exit to perfection. But it doesn't work so you don't do that.
Don't listen to Stargate - he's either a malfunctioning bot or just useless at predictions/commentary.
Here is a post I placed on the ADM board:
"Stargate
Just go away with your lame predictions. On August 3rd you said it(ADM) was going down to GBP 19.73 and it rose to GBP 24.90 over the next 4 weeks and on to GBP 28.01 by early December.If you were making money from looking at tea leaves (sorry charting) why would you spend one second posting it here?"
Stargate
Just go away with your lame predictions. On August 3rd you said it was going down to GBP 19.73 and it rose to GBP 24.90 over the next 4 weeks and on to GBP 28.01 by early December.
If you were making money from looking at tea leaves (sorry charting) why would you spend one second posting it here?
I only think your hypothesis works (smaller crash in UK) in a purely US tech crash scenario.Some black swan event that is catastrophic for tech. In that case the FTSE will look very jucy.
I'm sitting here with my finger on a GBP 37k sell order for LGEN. Made me 3.9% total (inc divis) in this round of 8 purchases since March 2021. 1.4% per year total return.
Finger dropping slowly towards that return button...................
Do you know of a year the FTSE outperformed the S&P 500 let's say since 1980? I genuinely dont.
I have figures showing comparison since 1984. FTSE 5.6% per year, S&P500 11.4% per year.
If the S&P "corrects" one way how can the FTSE 100 "correct" in the other direction?
It's nonsense to talk of value. If the FTSE has been undervalued for (let's say) 30 years then that's the value the world gives it. It's not going to fundamentally change from a low growth, good divi market.
But it's been relevant for............forever.
The FTSE did 7% last year and S&P500 20%. Do you truly believe the FTSE will outperform the S&P500 this year? If the FTSE doubles last year's performance do you think it will do this in isolation and the S&P500 have a tough year?
I KNOW that USA will outperform my FTSE divi payers over 1 year, 5 year, 10 year etc. etc. So do you. So does everybody.
But we don't sell.
But the question is why don't we all sell every FTSE share and track USA and sell our profits every quarter to replace the divis.
I hold ADM, LGEN, BATS, PSN, IMB and RIO for the income. I also hold ETFs and ITs which track the US S&P500 and NASDAQ.
Since 2016, my divi and growth return for my UK shares is
-14% (IMB)
5.5% (BAT)
35.8% (PSN)
43.1% (LGEN)
133% (ADM)
344% (RIO)
However, my USA IT and ETF return is
iShares S&P500 Tech IT (IITU) - 468%
JPMorgan American IT (JAM) - 225%
Vangaurd S&P500 ETF (VUSA) - 198%
We ALL know that we are lsoing money by keeping it in the FTSE. Why do we keep doing it? Why don't we sell all our non-USA shares and just track the S&P500, NASDAQ etc?
We ALL know that the US is the stock market. If USA completely fails and these indices collapse, the whole finance world collapses, including the FTSE.
Why do we keep doing it???
I get what your'e saying but I've heard "it is time the FTSE made a comback" for 15 years!!
I don't think it ever will (compared to USA)
FTSE since April 2018 - up 15%
S&P 500 since April 2018 - up 112%
The majority of my money is in USA ETFs and ITs
I've got ADM, LGEN, PSN, MNG and RIO for divi
I buy and hold all my shares except RIO where I have bought under 45 and old over 60 for several years now.
The cycle is very consistent and I normally sell around March/April each year.
I'd like to hear from fellow churners if they have a sell price in mind for the current cycle and do they expect it to overshoot the 62 mark which is my sell price.
Thanks
12 month trailing divi of 5.84%
https://dividenddata.co.uk/dividend-yield.py?epic=RIO
What bagger do we need to get back to my 10,750 shares at 20.75 pence from Jan 2019?
My calcualtor hasn't got that many 0000s
Whoops!!
My wife mentioned pizza earlier and that's usually our go-to Friday take-out.
Her fault obvs.
7 minutes to get in...............
Dividendddata.co.uk is your friend
Warren Buffet doesn't think the US stock market is overvalued. You are quoting a measure called the "Warren Buffet Indicator" which is one of hundreds of ways of evaluating the US stock market. It measures the ratio of total US MCAP to GDP.
Currently it stands at 170% suggesting the market is overvalued. However, Buffet himself wrote in 2001:
"The ratio has certain limitations in telling you what you need to know,"
It's a tool and if you have an investment horizon of 1-2 years, worth taking note of. If your investment horizon is "the rest of your life", then buy S&P500 wheneer you can and over a decade or more, you'll be ok.
The US stock market has risen (on average) by 10% every year since WW2. The shares you are buying won't give you 10% per year in divis and will struggle to give you a capital gain. Why not buy an S&P 500 tracker (VUSA maybe) for the 10% growth and then a global growth/income tracker. I use JP Morgan Global Growth (JGGI) which is up 58% since the beginning of 2019 including a nice 4% divi?
UK PLC is dead and the companies you are buying are all UK. The China fund is risky. The world is turning agsinst China right now as we speak and every effort will be made to ensure they don't have years like 2019/2020 ever again.
How's that 44 quid entry point looking? I've been buying RIO under 48 and selling over 58 for 3 years now. Great cyclical share which gives a good divi whilst you make 20% every cycle.
3.18% or 4.34% with Special
https://dividenddata.co.uk/dividend-yield.py?epic=ADM