Member Info for moneybox007

I'd wager Terry Smith knew about this when tipping ULVR at his annual meeting 3 weeks ago. Leaky leaky.

Exactly 8.5% divi going forward after 15% tax. Not sure how the market will see this. If large drop, may buy more.

Would help if i included the link

https://www.youtube.com/watch?v=PYXtFKFsI0U

Worth watching. Big bit on Unilever at 1.07:20 and tipping it as the most potential for 2024 at 1.19:50

ROCKETVI - the usual cycle is buy under 50, sell over 60. I've done this for a few years now. I have my finger over the buy button right now but today's big drop leaves me thinking 45/46 is on the cards soon. Let's see.

Gary,

I've bought RIO below 50 and sold above 60 for several years now. if you want to have "fun" and avoid funds, then you're geting very close (close enough maybe) to put something in to RIO right now.

Where's "my mum's Mystic meg" driftking27 then?

Another plonker filtered.

Why buy a fund of miners? Well, Gary tells us he is inexerienced so he will be guessing on any purchase of individual stock. Let's mitigate Gary's risk buy giving him the opportunity to buy a portfolio of stocks with a nice 7% yield and very low risk.

Maybe I spoke too soon!

https://www.proactiveinvestors.co.uk/companies/news/1040292/scale-of-blackrock-world-mining-trust-dividend-cut-may-surprise-investors-analyst-1040292.html

Gary. You could do a lot owrse than buy BRWM - Blackrock World Mining Trust. 7.9% divi with about 0.8% costs so 7% net. Top 10 holdings below.

BHP 9.6%

Glencore PLC 9.3%

Rio Tinto PLC 8.1%

Vale SA 7.6%

Freeport-McMoRan Inc 5.6%

Newmont Corp 3.9%

Barrick Gold Corp 3.5%

Wheaton Precious Metals 3.3%

Vale S.A. 3.1%

If you go on to Morningstar UK site thay have the returns as around 300% (LGIT) and 380% (JGGI) for 10 years if you use a comparison chart. Not sure how they reach those figures though.

No worries. I have the income fund which distributes 3.6% p/a. Not sure if this suits you but it's the top performing IT in the sector (Global Equity Income) over 1, 5 and 10 years. Low cost (0.22%) as well

Swap out your L&G Interantional Index for JPMorgan Global Growth and Income (JGGI)

That has returned 237% against 195% for the L&G offering over las t 10 years (Sharepad figures)

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.