Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Silver has not been an effective inflation hedge since the 1970s. From 1980 to 1984, annual inflation averaged 6.5%, but silver prices fell by nearly 23%. There was average annual inflation of around 4.6% from 1988 to 1991, but average annual silver prices fell 12.7%.
Since April 2021, the monthly U.S. consumer price index reading has averaged an annual gain of nearly 7%, but the price of silver is down 25%.
Over extremely long periods of time, measured in decades, silver has proven to be an effective hedge against inflation. In shorter time periods, silver may not be the best way to protect your portfolio from price rises.
https://www.forbes.com/advisor/investing/silver-price/
I think trend changed with FTSE 100 stocks.
US investors not shorting FTSE 100 much IMO
With FED not likely to cut the rates till the near end of the year, money is coming into FTSE 100.
can't see BARC going to 180s again anytime soon unless war escalation start again
Revshep,
"I was always taught that to invest wisely, it was better to invest in serveal different companies and in different sectors of the market, to speard ones riak and to get a blanced portfolio. I must have been doing it wrong all of these 60 years that I have been investing?
"
I had nearly 15 companies just before pandemic struck and all 15 were down and couldn't avg down much in all 15 companies as you can imagine need to double the investment in all 15 companies. Even now I have 15 companies in my portfolio. Few go down and few go up and it feels like my investments did not move much as I do not sell when in profit and that profit erodes eventually due to the macro factors.
I'm thinking to change the strategy this year and have maximum 3-5 companies and top up when they go down but still not clear when to bank profit as the moment I sell there is a fear that it might go higher after I sell. With RR sold early after nursing loss for nearly a year and now lost big profit on that although have £4k profit on it currently. Again not sure if I should bank profit on RR yet but will leave it for now.
I dont have any in trusts and funds. All in stocks.
Would be good if others can comment on their strategies.
Https://news.sky.com/story/pension-funds-brace-for-30bn-hit-from-gove-leasehold-reforms-13118737
Don't know how market reacts if the reforms introduced next week as mentioned in the article
I sold today on the bell after seeing news about Israel attack on Iran. Surprisingly Iran did not come up with any retaliating comments. Surprisingly markets picked up. Considering Iran not getting provoked by the Israel attack this time means that it is time to buy back again. I don't want to buy at higher price than I sold but this time I may have to unless there is some nasty news in the weekend.
Monday morning will buy back all that I sold. Wishing for a drop but 70p is fine with me. 80p much before June unless this bloody war escalates.
Few things to remember -
Silver price at multi year high but SP not reflecting that
Low free float so any drop is buy panicked investors and is a buying opportunity considering silver price
China's industrial growth picking up so that should help push PM prices
US interest rates predicted to be staying high for next 6months so gold will move up and FRES produced gold too
Silver Supply low but demand is high with net zero being the goal so silver price to go high
SP is not reflecting any of the above!
I sold out yday after waiting for years to see 75p and now it looks like it is going there as I sold?
It is much easier to hold when in loss than trying to get in when it is rising!Well let's see what happens at the end of the week. Still Israel looking to retaliate and that is my concern.
Agreed that free to air is dead but all the ads are now on ITVX too. People are now watching ITVX and less terrestrial tv. As a media company they can only invest in studios and streaming with investment in ITVX is almost done. Just need the streaming numbers to match with what dame protected at the start of the investment in ITVX. These numbers are getting there as per the last update so overall not bad in my opinion with the progress and there is also cash now for buybacks. 80p easily by June, which is another 8 weeks away.
I thought China news on their improving outlook of their economy will boost metals combined with ban on Russia. Is the drop just temporary due to the Israel/Iran war?
With Powell signalling today saying they are not in a rush to cut the rates so will this also help FRES?
Fog, I like your sarcasm. I have seen some trend with SP rising before ex dividend and then it falls more like you said after ex div. My bet is that interest rates will come down and demand will pickup like Pokerchips said. It is all ifs and buts. You need to take chances but never go all in at once.
That's Great BigEgo!
Recently I was researching to invest around £100k into funds but your approach with investing in dividend stocks is making me think about my investments. FTSE companies are way too undervalued and US top tech companies are always a concern considering their high valuations. Safer play is FTSE 100 companies as we get dividend and valuations are low but they remained low now for several years! Atleast they can't go too low than what they are now? ITV, Lloyds, BT, GLEN,RR,EZJ,IAG etc
If ITV can do RR this year then that would definitely bring more investors back to FTSE. RR last year rose by 200%! I think this year it is IAG turn AIMHO
GL