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Anything which didn't go down in the Oct 2018 crash?
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On its worse day of October yes it did (which is still better than most global funds), but it finished off down only 4.5% and has completely recovered by November - which none of my other funds didRomfordNavy wrote: »L&G Pharma went down around 7% during the October "correction".0 -
No crash at the moment certainly a large correction but who knows what's next ? We are probably around two or three from the top on the link below .
https://pbs.twimg.com/media/DtF46tZW0AEZsha.jpg
Forward earnings forecast around P/E of 15 in the USA which is the cheapest in 5 years.
https://1.bp.blogspot.com/-UfijCaXv3JA/W-8wmxh93WI/AAAAAAAAr7A/VDVEjw8LgsgWI0U-KWaakb0DI6YChp2eACLcBGAs/s1600/PE%2B2.png
https://pbs.twimg.com/media/DtcmfAMWoAEZ66C.jpg
Even the UK market is looking reasonable and cheapest in 10 years.
https://www.ceicdata.com/en/united-kingdom/financial-times-stock-exchange-ftse-pe-ratio/pe-ratio-actuaries-share-index-ftse-all-share
No doubt rate rises in the US are having an effect. Job creation figures are a clue to what's next. Shaded areas are recessions.
https://bullmarkets.co/wp-content/uploads/2018/11/initial.png
With a bit luck we are in a topping process without the crash.
https://pbs.twimg.com/media/DpvF774VAAAZaog.jpg0 -
Very interesting, a compeling argument that in the short term we are looking at a topping process. UK market from that data looks to be returning 7.3% based on future dividend predictions, which is a good return.No crash at the moment certainly a large correction but who knows what's next ? We are probably around two or three from the top on the link below .
https://pbs.twimg.com/media/DtF46tZW0AEZsha.jpg
Forward earnings forecast around P/E of 15 in the USA which is the cheapest in 5 years.
https://1.bp.blogspot.com/-UfijCaXv3JA/W-8wmxh93WI/AAAAAAAAr7A/VDVEjw8LgsgWI0U-KWaakb0DI6YChp2eACLcBGAs/s1600/PE%2B2.png
https://pbs.twimg.com/media/DtcmfAMWoAEZ66C.jpg
Even the UK market is looking reasonable and cheapest in 10 years.
https://www.ceicdata.com/en/united-kingdom/financial-times-stock-exchange-ftse-pe-ratio/pe-ratio-actuaries-share-index-ftse-all-share
No doubt rate rises in the US are having an effect. Job creation figures are a clue to what's next. Shaded areas are recessions.
https://bullmarkets.co/wp-content/uploads/2018/11/initial.png
With a bit luck we are in a topping process without the crash.
https://pbs.twimg.com/media/DpvF774VAAAZaog.jpg0 -
Another thing I have noticed is that my individual share investments, based mainly on UK dividend payers, are generally rolling along nicely, it is the investments in global funds which have plummeted.
Maybe the better investment strategy is to invest ourselves in individual shares rather than placeing those decisions in the hands of Fund Managers?0 -
RomfordNavy wrote: »Another thing I have noticed is that my individual share investments, based mainly on UK dividend payers, are generally rolling along nicely, it is the investments in global funds which have plummeted.
Plummeted? I have 3 global funds and over the last year they are up 10%, 12% and 14%. Over the last 3 months only one has had a significant drop - the other two are about even.
There is certainly an argument that many fund managers don't add much value by stock selection. Best to consider the performace over 5 years + rather than the last few months.Maybe the better investment strategy is to invest ourselves in individual shares rather than placeing those decisions in the hands of Fund Managers?0 -
RomfordNavy wrote: »Another thing I have noticed is that my individual share investments, based mainly on UK dividend payers, are generally rolling along nicely, it is the investments in global funds which have plummeted.
Maybe the better investment strategy is to invest ourselves in individual shares rather than placeing those decisions in the hands of Fund Managers?
How are you going to choose your shares?0 -
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RomfordNavy wrote: »
Maybe the better investment strategy is to invest ourselves in individual shares rather than placeing those decisions in the hands of Fund Managers?
With a sizable portfolio overall. I run a portfolio of individual company shares as a sub portfolio within. Very much on a buy and hold forever principle. Helps add diversity and of course incurs no management fees.0 -
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