Is the stock market over heating?

A_Flock_Of_Sheep

Out of interest is the a way you can
save regularly in shares, not funds, in a more cost effective way. At £11.95 per deal makes saving monthly in raw shares a but pricy.

Srcandas my latest heavy reading has been looking at depth into Unilever as a raw share investment.

A_Flock_Of_Sheep

Oh the dog felt that today was a good buying opportunity. The general smell is tomorrow may sanguine.

srcandas I may be tempted to join you on investing in Aberdeen. BUT I feel cautious of financials as an investment since the financial crisis.

That said, it is interesting that the fund manager of the Artemis UK Equity income fund has recently purchased Lloyds banking group shares as part of the fund portfolio. His reason in his Vlog is that the bank is recovering in readiness for re privatisation and once it gets from here to there there is nothing more for it to do than start making a profit and ultimately with that comes a dividend.

srcandas

A_Flock_Of_Sheep wrote: »

Srcandas my latest heavy reading has been looking at depth into Unilever as a raw share investment.

Tx for that Flock. I looked at Unilever last year and then forgot all about them. Good solid animal that might do a job for me.

De la rue was the other one I quite fancied (4% div I think). Just needs the Euro to break and they would be in the money - literally

grizzly1911

A_Flock_Of_Sheep wrote: »

Out of interest is the a way you can
save regularly in shares, not funds, in a more cost effective way. At £11.95 per deal makes saving monthly in raw shares a but pricy.

Srcandas my latest heavy reading has been looking at depth into Unilever as a raw share investment.

Cheaper dealing-

http://www.x-o.co.uk/our_charges.htm

bigfreddiel

A_Flock_Of_Sheep wrote: »

Out of interest is the a way you can
save regularly in shares, not funds, in a more cost effective way. At £11.95 per deal makes saving monthly in raw shares a but pricy.

Srcandas my latest heavy reading has been looking at depth into Unilever as a raw share investment.

regular investments in shares only costs £1.50 generally

so that's that one sorted!

Thrugelmir

A_Flock_Of_Sheep wrote: »

Out of interest is the a way you can
save regularly in shares, not funds, in a more cost effective way. At £11.95 per deal makes saving monthly in raw shares a but pricy.

Until my SIPP reached a sizable value I focussed on IT's. As this enabled me to obtain global exposure across many different types of companies. Easier to choose trends then let fund managers choose the stocks.

A_Flock_Of_Sheep

srcandas wrote: »

Tx for that Flock. I looked at Unilever last year and then forgot all about them. Good solid animal that might do a job for me.

De la rue was the other one I quite fancied (4% div I think). Just needs the Euro to break and they would be in the money - literally

I know you can't go on past performance but if you chart Unilever with DRIP against IP High Income with DRIP Unilever have outperformed by a country mile.

A_Flock_Of_Sheep

My portfolio is now significantly reshuffled and quite small and consists of:

In ISA:

Edinburgh Investment Trust
Easyjet Shares
National Grid Shares

With cash on reserve as I am undecided how to allocate (no rush is there?)

Outside of ISA

600 Santander Shares (ex Abbey National Windfall)
Hyder plc
Halifax (can't find the share cert)
Associated British Foods (late husbands from ages ago)
500 BT Group Shares from Maggie T's Privatisation Years
500 United Utilities Shares (Ex Norweb Maggie T's privatisation years)

Yes I know this isn't balanced and lacks the Emerging Markets and so on and so forth but I haven't finished yet.

My Disposals were:

IP Japan Income
Newton Asian Income
Marlborough Multicap Income
Unicorn UK Income
HSBC Turkey
Threadneedle UK Equity Income
IP High Income
Troy Trojan UK Equity Income Fund
Tesco Shares
Tate and Lyle Shares

Thrugelmir

A_Flock_Of_Sheep wrote: »

I know you can't go on past performance but if you chart Unilever with DRIP against IP High Income with DRIP Unilever have outperformed by a country mile.

In which country does Unilever generate 20% of it's profit?

A_Flock_Of_Sheep

Thrugelmir wrote: »

In which country does Unilever generate 20% of it's profit?

27% Europe
40% Asia and Africa