Sold 50% of portfolio at the bottom, want to reinvest but how?

Malthusian

Type_45 said:

kuratowski said:

But what investments did she hold that fell by 75% in Q1 2020?  Because the overall fall in the markets was much less than 75%.  Even looking at two of the worst affected businesses, Ryanair and Intercontinental Hotels, they only fell by 50%.  A diversified portfolio should have not performed that badly.

Read the thread.

Anyone reading the thread will conclude that your lady and her 75% fall doesn't exist.

Extraordinary claim + request for explanatory details + no details = made up. Aka "pics or it didn't happen". Or in this case, holdings or it didn't happen.

I'm trying to spook the markets so that I can buy more stock at a reduced price.

There have to be better ways to spook the markets than making up random pensioners whose investments fall by 75% on a forum where the possibility of anyone believing your your tall tale or taking any action with their investments is nil. Have you ever considered converting to a pangolin-based diet?

QrizB

Carnival fell 80%. That's all I've got to contribute to this thread.

Type_45

Malthusian said:

Type_45 said:

kuratowski said:

But what investments did she hold that fell by 75% in Q1 2020?  Because the overall fall in the markets was much less than 75%.  Even looking at two of the worst affected businesses, Ryanair and Intercontinental Hotels, they only fell by 50%.  A diversified portfolio should have not performed that badly.

Read the thread.

Anyone reading the thread will conclude that your lady and her 75% fall doesn't exist.

Extraordinary claim + request for explanatory details + no details = made up. Aka "pics or it didn't happen". Or in this case, holdings or it didn't happen.

I'm trying to spook the markets so that I can buy more stock at a reduced price.

There have to be better ways to spook the markets than making up random pensioners whose investments fall by 75% on a forum where the possibility of anyone believing your your tall tale or taking any action with their investments is nil. Have you ever considered converting to a pangolin-based diet?

You seem upset. And if by saying "taking action with their own investments" you are referring to adjusting your own portfolio based on the anecdote I told, then it would also appear that you are insecure about your own investment choices.

Either up your bond allocation or speak to an IFA. 

Type_45

QrizB said:

Carnival fell 80%. That's all I've got to contribute to this thread.

I haven't looked into it, but as VLS100 fell by about 45%, I find it hard to believe that no individual stocks fell by more than that, and indeed, as you say, a LOT more.

Either way, it's clear my anecdote has given some over-invested posters cold sweats. 

coyrls

Type_45 said:

QrizB said:

Carnival fell 80%. That's all I've got to contribute to this thread.

Either way, it's clear my anecdote has given some over-invested posters cold sweats. 

In your dreams

grumiofoundation

Type_45 said:

QrizB said:

Carnival fell 80%. That's all I've got to contribute to this thread.

I haven't looked into it, but as VLS100 fell by about 45%, I find it hard to believe that no individual stocks fell by more than that, and indeed, as you say, a LOT more.

But as said above the chance of a (reputable) IFA, or even FA, portfolio being comprised of a few individual stocks, concentrated in one of two sectors, is pretty unlikely don't you think?

Either way, it's clear my anecdote has given some over-invested posters cold sweats. 

Considering you have started multiple threads in the past couple months which mostly seem to be along the lines of "a crash is coming" do you think it is possible you may be projecting here?


Although I will agree with you if anyone is remotely worried by your fanciful (at best) anecdote about something that happened (or more accurately probably didn't happen) a year ago then they are 'over-invested', and should probably stay off the internet!

Type_45 said:

Malthusian said:

Type_45 said:

kuratowski said:

But what investments did she hold that fell by 75% in Q1 2020?  Because the overall fall in the markets was much less than 75%.  Even looking at two of the worst affected businesses, Ryanair and Intercontinental Hotels, they only fell by 50%.  A diversified portfolio should have not performed that badly.

Read the thread.

Anyone reading the thread will conclude that your lady and her 75% fall doesn't exist.

Extraordinary claim + request for explanatory details + no details = made up. Aka "pics or it didn't happen". Or in this case, holdings or it didn't happen.

I'm trying to spook the markets so that I can buy more stock at a reduced price.

There have to be better ways to spook the markets than making up random pensioners whose investments fall by 75% on a forum where the possibility of anyone believing your your tall tale or taking any action with their investments is nil. Have you ever considered converting to a pangolin-based diet?

You seem upset. And if by saying "taking action with their own investments" you are referring to adjusting your own portfolio based on the anecdote I told, then it would also appear that you are insecure about your own investment choices.

Either up your bond allocation or speak to an IFA. 

But what if the IFA then invests them in a portfolio that will drop 75%....? 

Type_45

grumiofoundation said:

Type_45 said:

QrizB said:

Carnival fell 80%. That's all I've got to contribute to this thread.

I haven't looked into it, but as VLS100 fell by about 45%, I find it hard to believe that no individual stocks fell by more than that, and indeed, as you say, a LOT more.

But as said above the chance of a (reputable) IFA, or even FA, portfolio being comprised of a few individual stocks, concentrated in one of two sectors, is pretty unlikely don't you think?

Either way, it's clear my anecdote has given some over-invested posters cold sweats. 

Considering you have started multiple threads in the past couple months which mostly seem to be along the lines of "a crash is coming" do you think it is possible you may be projecting here?


Although I will agree with you if anyone is remotely worried by your fanciful (at best) anecdote about something that happened (or more accurately probably didn't happen) a year ago then they are 'over-invested', and should probably stay off the internet!

Type_45 said:

Malthusian said:

Type_45 said:

kuratowski said:

But what investments did she hold that fell by 75% in Q1 2020?  Because the overall fall in the markets was much less than 75%.  Even looking at two of the worst affected businesses, Ryanair and Intercontinental Hotels, they only fell by 50%.  A diversified portfolio should have not performed that badly.

Read the thread.

Anyone reading the thread will conclude that your lady and her 75% fall doesn't exist.

Extraordinary claim + request for explanatory details + no details = made up. Aka "pics or it didn't happen". Or in this case, holdings or it didn't happen.

I'm trying to spook the markets so that I can buy more stock at a reduced price.

There have to be better ways to spook the markets than making up random pensioners whose investments fall by 75% on a forum where the possibility of anyone believing your your tall tale or taking any action with their investments is nil. Have you ever considered converting to a pangolin-based diet?

You seem upset. And if by saying "taking action with their own investments" you are referring to adjusting your own portfolio based on the anecdote I told, then it would also appear that you are insecure about your own investment choices.

Either up your bond allocation or speak to an IFA. 

But what if the IFA then invests them in a portfolio that will drop 75%....? 

Yes, they should stay away from the internet. Let's focus on our point of agreement on that. 

I told an anecdote and the responses have been rather emotional and downright weird - ie, "go and eat some pangolins". 😆

eskbanker

Type_45 said:

QrizB said:

Carnival fell 80%. That's all I've got to contribute to this thread.

I haven't looked into it, but as VLS100 fell by about 45%, I find it hard to believe that no individual stocks fell by more than that, and indeed, as you say, a LOT more.

Either way, it's clear my anecdote has given some over-invested posters cold sweats. 

Are you misinterpreting all the 'LOL, I call BS' posts as 'OMG, time to panic'?

Speaking of BS, VLS100's spring 2020 drop was no more than about 27% from top to bottom, but even those selling at the (brief) bottom would be unlikely to have bought at the (brief) top a month earlier, so it's vanishingly improbable that anyone would actually have crystallised a real loss of 27%....

masonic

This is a bizarre thread. If this lady really did lose 75%, then she would have no problem raising a complaint against her adviser for unsuitable advice and would almost certainly be compensated for her loss. The adviser wouldn't have a leg to stand on when it can be demonstrated through back-testing that anything remotely sensible would have held its value better than whatever she was invested in. Why not help her get her money back?

Type_45

eskbanker said:

Type_45 said:

QrizB said:

Carnival fell 80%. That's all I've got to contribute to this thread.

I haven't looked into it, but as VLS100 fell by about 45%, I find it hard to believe that no individual stocks fell by more than that, and indeed, as you say, a LOT more.

Either way, it's clear my anecdote has given some over-invested posters cold sweats. 

Are you misinterpreting all the 'LOL, I call BS' posts as 'OMG, time to panic'?

Speaking of BS, VLS100's spring 2020 drop was no more than about 27% from top to bottom, but even those selling at the (brief) bottom would be unlikely to have bought at the (brief) top a month earlier, so it's vanishingly improbable that anyone would actually have crystallised a real loss of 27%....

Show me your evidence that VLS 100 only dropped by 27%.

The rest of your post is strawman drivel, which seems to be your speciality.