Liquidate entire portfolio until virus is over?

worldtraveller

For what it's worth, as planned, and posted earlier, I started to buy back in yesterday, with some of my accumulated cash over the past 6 months, at 27% from peak, into a Fidelity FTSE All Share Index fund. 

At this time my next planned tranche investment is now waiting for the markets to hit around -35% from peak, which I'm pretty confident we'll hit in the next week or so.

GLA

Thrugelmir

worldtraveller said:

For what it's worth, as planned, I started to buy back in with some of my accumulated cash, over the past 6 months, at 27% from peak, into a Fidelity FTSE All Share Index fund. 

Why buy the crud that's in freefall? Time to be selective. Active fund management is back in play. 

EdGasketTheSecond

tropic_of_Username011 said:

I haven't bought or sold a single investment since 10 February. OTOH, my holdings include COST — have a look at the recent chart of that if you fancy a laugh

I have COST as well unfortunately. They are living up to their ticker 'COST'ing a fortune

JustAnotherSaver

I should look at my Cavendish and Vanguard accounts to see what has happened to them since December. 

I picked funds as a buy-it-&-leave-it for the long term which is exactly what I’m been doing throughout all this madness. 

Though i I am now curious as to how much my pot has dropped since December. I’ll try and remember to have a look tonight. 

First off id need to find out how to actually do that

Alistair31

Thrugelmir said:

worldtraveller said:

For what it's worth, as planned, I started to buy back in with some of my accumulated cash, over the past 6 months, at 27% from peak, into a Fidelity FTSE All Share Index fund. 

Why buy the crud that's in freefall? Time to be selective. Active fund management is back in play. 

Any suggestions ? 

worldtraveller

Thrugelmir said:

worldtraveller said:

For what it's worth, as planned, I started to buy back in with some of my accumulated cash, over the past 6 months, at 27% from peak, into a Fidelity FTSE All Share Index fund. 

Why buy the crud that's in freefall? Time to be selective. Active fund management is back in play. 

Maybe because I wan't simplicity right now, in a realtively small part of my overall investments, and maybe it'll be the first to recover. Let's exchange notes, and returns, at the end of the year!   

Thrugelmir

Alistair31 said:

Thrugelmir said:

worldtraveller said:

For what it's worth, as planned, I started to buy back in with some of my accumulated cash, over the past 6 months, at 27% from peak, into a Fidelity FTSE All Share Index fund. 

Why buy the crud that's in freefall? Time to be selective. Active fund management is back in play. 

Any suggestions ? 

In general terms. Food, telecoms. energy generators, waste and water, renewables spring to mind. Sort of stocks you'd hold forever whatever the market conditions. Never be the greatest performers but constantly generate cash. 
I'd suggest researching well and tracking for a while before jumping in though!

Alistair31

Thrugelmir said:

Alistair31 said:

Thrugelmir said:

worldtraveller said:

For what it's worth, as planned, I started to buy back in with some of my accumulated cash, over the past 6 months, at 27% from peak, into a Fidelity FTSE All Share Index fund. 

Why buy the crud that's in freefall? Time to be selective. Active fund management is back in play. 

Any suggestions ? 

In general terms. Food, telecoms. energy generators, waste and water, renewables spring to mind. Sort of stocks you'd hold forever whatever the market conditions. Never be the greatest performers but constantly generate cash. 
I'd suggest researching well and tracking for a while before jumping in though!

I don’t trust myself to pick individual stocks at the best of times, so won’t be starting now. I do have a few £ spare that I could dedicate to a gamble on an active fund, though, if there was a decent suggestion of someone who’s actively looking to make the most of the COVID crisis. 

worldtraveller

worldtraveller said:

Thrugelmir said:

worldtraveller said:

For what it's worth, as planned, I started to buy back in with some of my accumulated cash, over the past 6 months, at 27% from peak, into a Fidelity FTSE All Share Index fund. 

Why buy the crud that's in freefall? Time to be selective. Active fund management is back in play. 

Maybe because I wan't simplicity right now, in a realtively small part of my overall investments, and maybe it'll be the first to recover. Let's exchange notes, and returns, at the end of the year!   

Sorry, I should add to that, that I'll probably do just some of your selective investment, but only in to the Asian markets, as they'll also, IMHO, be one of the first to recover, especially China. They went in first, and it looks like they'll probably come out first, and, unlike most western economies, they have the huge 'cash' reserves to prop up their economy going forward from the current crisis.

Thrugelmir

worldtraveller said:

Thrugelmir said:

worldtraveller said:

For what it's worth, as planned, I started to buy back in with some of my accumulated cash, over the past 6 months, at 27% from peak, into a Fidelity FTSE All Share Index fund. 

Why buy the crud that's in freefall? Time to be selective. Active fund management is back in play. 

Maybe because I wan't simplicity right now, in a realtively small part of my overall investments, and maybe it'll be the first to recover. Let's exchange notes, and returns, at the end of the year!   

Part of my portfolio (proportion of the active) is up on the Passive vs Active debate thread. Currently around 25% liquid. Will be interesting to see how everything pans out. Though current my aim is to find good value without overpaying! Not easy when prices are so volatile.