We'd like to remind Forumites to please avoid political debate on the Forum... Read More »
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
Is the stock market over heating?
Options
Comments
-
Today was a great day, i have a newly created SIPP with 90k cash transfered from a stake holders pension. I was like a kid in a sweet shop. 20k invested so far, plenty left for further drops.
I've just put 55k into an all share ftse tracker, but it has more to do with balancing my portfolio than a belief that the ftse is about to take off. My revised portfolio now stands as:
Property 59.7% (excl. home)
cash 19.1%
pension 10.8%
shares 10.4%
I'd like to get another 45k into the ftse but don't want to invest just now in case it falls again and also that 45k is the last of my available (penalty free) cash until a 50k fixed rate bond matures in Nov.
EDIT: I don't have anything in bonds or commodities and I don't feel inclined to do so, anyone got a good argument why I should invest in them?Chuck Norris can kill two stones with one birdThe only time Chuck Norris was wrong was when he thought he had made a mistakeChuck Norris puts the "laughter" in "manslaughter".I've started running again, after several injuries had forced me to stop0 -
Commodities are an important asset class, it's mainly an inflation hedge. It's very important for me because I have a frozen final salary pension which would get decimated by high inflation. Right now commodities are performing badly because the global growth and inflation outlook looks weak but things can change quickly.0
-
A_Flock_Of_Sheep wrote: »Anyone reckon the ftse will nose dive to 4000?
Any professional investor or adviser or broker who recommends piling into equities now runs the risk that if his guess turns out to be wrong then it'll be very hard to justify.
Given that nobody knows which way markets will go, pros with backs to cover will tend to go for whichever policy seems less likely to look stupid with hindsight.
So will they buy or sell?"It will take, five, 10, 15 years to get back to where we need to be. But it's no longer the individual banks that are in the wrong, it's the banking industry as a whole." - Steven Cooper, head of personal and business banking at Barclays, talking to Martin Lewis0 -
Commodities are an important asset class, it's mainly an inflation hedge. It's very important for me because I have a frozen final salary pension which would get decimated by high inflation. Right now commodities are performing badly because the global growth and inflation outlook looks weak but things can change quickly.
They might be something that I look at later but right now I am concentrating on investing in my pension (additional contributions to the teachers pension fund) and shares.Chuck Norris can kill two stones with one birdThe only time Chuck Norris was wrong was when he thought he had made a mistakeChuck Norris puts the "laughter" in "manslaughter".I've started running again, after several injuries had forced me to stop0 -
When I invest in commodities it normally is buying shares. Miners and oil companies are a good way to get commodity exposure. Even tracking the FTSE 100 gives you a fair bit.0
-
Food and petrol are commodities. Own what you use, same as a house except much harder to do. I also opt to go with businesses also, its hard to store alot of the raw stuff
I think options expire tomorrow which may bring us back up for a while. This is smoke and mirrors anyway, Fed might do something in future so now we sell - riiight
Bonds are future cash, some need that most often those no longer earning. My take is UK and USA import massively, its more prudent to own cash in future to pay for those imports then dabble in our QE poisoned lot.
I own non western bonds and asian infrastructure, seems to be they need more investment then us and do more with itIf it happens, by September or October.
It'll be ready to bounce by autumn, thats when we return to play. This is just an intermission play0 -
I dont know - I guess maybe one way to view the worst case is the FTSE will drop to the level it was before QE kicked in. Thats said I would have thought people carpet bagging on QE would have been a gradual run up - not QE announced and then everyone immediately piling in.
I think there will be some good buying times ahead though. Plus don't forget the dividends!
The burning question is at what level will it drop due to the tree being shaken by Bernanke and all the QE investors dropping from the branches leaving everyone else.0 -
When I invest in commodities it normally is buying shares. Miners and oil companies are a good way to get commodity exposure. Even tracking the FTSE 100 gives you a fair bit.
Most of my shares investment is in trackers, so as you say I do actually have some commodity investment.Chuck Norris can kill two stones with one birdThe only time Chuck Norris was wrong was when he thought he had made a mistakeChuck Norris puts the "laughter" in "manslaughter".I've started running again, after several injuries had forced me to stop0
This discussion has been closed.
Confirm your email address to Create Threads and Reply

Categories
- All Categories
- 351.2K Banking & Borrowing
- 253.2K Reduce Debt & Boost Income
- 453.7K Spending & Discounts
- 244.2K Work, Benefits & Business
- 599.2K Mortgages, Homes & Bills
- 177K Life & Family
- 257.6K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.1K Discuss & Feedback
- 37.6K Read-Only Boards