My index fund or my actively managed fund

BLB53

Is this my sixth or seventh go at the question? I!!!8217;ve lost track

I guess sometimes we just get back what we have given out...with a little interest added if we are lucky...

aroominyork

d712, a good piece of advice is never to make an important decision while you are angry. Applying that to investing, I suggest you buy a very thick mattress, keep your money under there and put a note in your will so your executors know where to find it.

Thrugelmir

d712 wrote: »

About a year ago I invested in the Jupiter India fund and this had since gone down by over 10%.

I can't make up my mind whether to hold onto the Jupiter India fund and hope for it to go up again or to take a hit, sell up, accept the loss and transfer the funds into the S&P 500 index fund.

What do you think I should do?

Perhaps you need to read up a lot more on Warren Buffet.

This one springs to mind.

"“Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years.”

A_T

EJS_Superted wrote: »

The S&P500 on the other hand is at a peak. I would be more inclined to sell than to buy.

It may be at a peak but who knows how much further it will go? At times in the 20th Century the US stock market accounted for nearly 70% of the global investible markets (currently around 51%).

AnotherJoe

EJS_Superted wrote: »

The S&P500 on the other hand is at a peak. I would be more inclined to sell than to buy.

Its usually at a peak. Not investing in it just because its "at a peak" would not be a good strategy.

AnotherJoe

d712 wrote: »

Also I'm not sure how you can say I have lucked out when you don't know where I stand with my investments overall.

You've lucked out with regard to the S&P500 because its been a great place to invest over recent times, especially for a UK investor. That's all. I have no idea about your investments overall so "obviously" my comment was solely with regard to the S&P.

Chickereeeee

d712 wrote: »

I can't make up my mind whether to hold onto the Jupiter India fund and hope for it to go up again or to take a hit, sell up, accept the loss and transfer the funds into the S&P 500 index fund.

What do you think I should do?

Stick with the Jupiter India fund or transfer to the S&P 500 fund?

Thanks

India is volatile, and has been a bit out of fashion.
S&P is quite high.


Assuming this is 'money you can easily risk', leave it in India. High volatility usually means higher highs and lower lows.


K

george4064

I think you're asking the wrong question here.

Rather than Jupiter India or S&P 500 tracker?

It should be: Which mixture of funds/ETFs/investment trusts should I hold to build a diversified portfolio that align with my financial objectives and circumstances?