Investing after Brexit

Pincher

http://www.msn.com/en-gb/money/markets/how-to-invest-post-brexit/ar-AAhFOyj?ocid=spartandhp

You have to be there at the right time.

Right now, the webpage shows real time quotes for the shares mentioned in the article, and it's exactly the opposite to what it says in the article.

e.g. Taylor Wimpey is up 4.87% this morning, but the article, which was published around 7 hours ago, says it's 24.59% down.

Basically, if you were extra brave, and bought yesterday, you made money.

Keep_pedalling

We were planning to sell a sizeable quantity of our portfolios after the referendum (when we were thinking an in vote would give them a nice boast) to gift to our children, and was initially worried about it being a bad time to sell, however overall both portfolios were nearly 1% up by close of buisiness on Friday, so we have decided to go ahead with the original plan.

We are now retired and are no longer adding to our investments, but if a large lump of cash suddenly tuned up on our doorstep I don't think I would be that hesitant in investing more, although I would take advice from my IFA as he has not let us down over the last few years we have been with him.

bigadaj

Keep_pedalling wrote: »

We were planning to sell a sizeable quantity of our portfolios after the referendum (when we were thinking an in vote would give them a nice boast) to gift to our children, and was initially worried about it being a bad time to sell, however overall both portfolios were nearly 1% up by close of buisiness on Friday, so we have decided to go ahead with the original plan.

We are now retired and are no longer adding to our investments, but if a large lump of cash suddenly tuned up on our doorstep I don't think I would be that hesitant in investing more, although I would take advice from my IFA as he has not let us down over the last few years we have been with him.

Sounds good, shows the benefits of diversification.

[Deleted User]

I was 2/3 in cash prior to brexit. The holdings left were in defensive stocks like pharma. Friday and monday I invested in more stocks, such as banks, retail and house builders and a couple of other financials. Today my complete portfolio of 17 stocks is a mix of ftse 100 and 250 companies and all bar 3 are in profit. I am still 25% in cash with limit buys set but it could be months before any are triggered as all the limits are for more defensive stocks

Asset allocation is as follows: cyclical 34.7% sensitive 19.38% defensive 45.92%. At my age and my situation ie retired and widowed, I do normally like to be 60-70% defensive but I also like to be a contrarian buyer/seller. I took over running my husbands pension in 2006, transferred it to a sipp when he retired from his job

I didn`t just want to keep quiet in these uncertain times. I do have a real time stock screen and level 2 and am watching pretty actively at the moment. I would say to be on the ball is good now, if you want to increase or preserve the value of your portfolio, if in stocks and shares rather than funds. Tonight I will be chart gazing and preparing to analyse which stocks will be first to go when I see a downturn. When I am happy with numbers then I will put stop loss sell instructions forward on my account, this will preserve my portfolio in a worse case scenario

re funds, you just have to trust your fund managers

[Deleted User]

has no-one else traded the big swings in ftse 100 and 250? I cashed all my stocks in this morning, to wrap up profits and am now 100% in cash. I think I made overall 4.6% profit on the portfolio, in about a week. Going to sit back now and wait to an opportune time to re-invest.

stringer_bell

kittie wrote: »

has no-one else traded the big swings in ftse 100 and 250? I cashed all my stocks in this morning, to wrap up profits and am now 100% in cash. I think I made overall 4.6% profit on the portfolio, in about a week. Going to sit back now and wait to an opportune time to re-invest.

I'm thinking same with my US funds

American index is up like 8 percent in a week
american smaller companies similiar

I think this is due to fall of pound, I'm wondering whether to sell them now at a high, and then wait for an oppurtune moment

Ray_Singh-Blue

kittie wrote: »

has no-one else traded the big swings in ftse 100 and 250? I cashed all my stocks in this morning, to wrap up profits and am now 100% in cash. I think I made overall 4.6% profit on the portfolio, in about a week. Going to sit back now and wait to an opportune time to re-invest.

Yep. Bought VUKE on 12th June & sold today. Dividend payment of 40p per unit was made on 30th June too. Will look for something else to buy at an opportune moment.

This was lower drawer behaviour by the way. My upper drawer is strictly for index tracking, and that one has been left well alone.