UK Stockmarket 2009 and beyond

JamesU

ses6jwg wrote: »

I am considering selling some of my holdings if the current rise continues a bit more, and waiting for a dip.I invest in a S&S isa, so don;t really want to withdraw the money while I wait. Is there a decent fund, or ETF, that I can dump the money into in the meantime, thaat will pay a little interest/ income but won't follow the market

If you do not want to follow a market, guess you just sell up and hold cash in the S+S ISA.

Alternatively as mentioned, go for an index that can provide an income but is more non-correlated relative to the current investment. Very useful tool below for portfolio asset allocation and assessing non-correlated assets/indices. Just compare your current investment market eg FTSE allshare with up to 136 alternative options over 1-5yrs, can be filtered by equity, fixed income etc. Once you have decided on an index, then have a look at funds or etfs that fit your criteria. Typical snapshot below (example only, some non-corrlelated indices vs some equity indices, 100% correlation=1):



http://www.etf.db.com/UK/ENG/Pages/Correlation+Matrix+Tool%2F263%2Ehtml

JamesU

sabretoothtigger

Asia index would be all part of the decoupling theory but until dollar loses its crown I guess that aint happening. Feb to now my India trust lost about 5% or similar to FTSE and I did buy on a low


I would say gold but I know that is going to be seen as slightly silly to say. But just transport yourself to 1960's or 50's we had cash linked to gold and it was flat, in a volatile market I see it as still good for staying even long term. Especially if you scale in, I think its had the wind taken out of it enough to consider


Holding cash seems stupid but if I had I'd be better off at this moment, really not right

LCTY commodity index etf probably not allowed in an ISA ? Same argument as gold, prices are not challenged by cash returns and company profits are linked to commodity and energy costs

JamesU

sabretoothtigger wrote: »

Holding cash seems stupid but if I had I'd be better off at this moment, really not right
LCTY commodity index etf probably not allowed in an ISA ? Same argument as gold, prices are not challenged by cash returns and company profits are linked to commodity and energy costs

LCTY, FAIG, XDBG commodity etfs all fine in an ISA as far as I know. But do not understand why SONIA index XGBP is not allowed in an ISA, would be cash plus interest, although not much use at present anyway with low interest rates.

JamesU

kaypetrie

Just thought I'd add to the poster who wanted uncorrelated returns to the stockmarket, have you thought about direct investment into timber? I know Darling Investments do a few with different time frames, so it might be worth a look if you want to stash your money away until the markets get back to 'normal' - if that's such a word anymore!

Ark_Welder

Is the timber used in a funky manner to frame replica paintings-by-masters?

kaypetrie

LOL i suppose it is yes, was thinking more of the plant, grow, harvest investments though.

lvader

Looks like we will be testing recent highs, FTSE 5645 in out of hours trading...

ses6jwg

gulf keystone ftw

gadgetmind

lvader wrote: »

Looks like we will be testing recent highs, FTSE 5645 in out of hours trading...

I still think we'll see sub 5000 again in the near future. Well, that's what I'm hoping as I have another wodge of cash coming to term soon and I'd have to think long and hard about equities right now, and choose my territories with care.

amictus

Following on from comments in another thread...

bobbyj wrote: »

so the two stocks for next week appear to be GKP and AGL.

owains wrote: »

Looks like it could be a good week for GKP....

http://www.bloomberg.com/news/2011-11-11/iraq-to-recognize-kurdish-oil-contracts-with-foreign-explorers.html

I have a very small holding. Anyone else following GKP?

I'm sure there will be a lot more news from the Kurdistan conference today.

I saw the Kurdish Oil & Gas Law as the big stumbling block, so was waiting for news on this before adding. From what I what I have read, it looks like next week would be the time. I'm thinking of setting an automatic buying instruction for Monday morning as, if the market believes all the hype, the price should continue to rise through the week. However I'm not sure if the opening price is deliberately exaggerated to take advantage of those who done just what I intend to.

I know this is basic stuff, so I guess I'm looking for general tips as much as anything. That said, I would also be interested to hear if other people have a specific strategy for GKP next week.

bobbyj wrote: »

I first mentioned AGL here at 30p and they've since tripled, they may well rocket next week on rumours of a tie up with a global pharma acc press. One for Monday early on.

owains wrote: »

Where can I find out more? I notice AGL have previously peaked at 170p... do you have a set exit price?

I don't have any experience in trading but would like to have a bit of a go, if only with dummy money at this stage. Do you have a strategy for AGL or is just a case of dipping in and out when it feels right? Anyone else fancy sharing?


Thanks for any advice!