Suggestions for a speculative punt?

eatmyshorts

bowlhead99 said:

coachman12 said:

kinger101 said:

Deleted_User said:

If the conversation comes to electric cars, the market may come down to a few players, but if you think more broadly the infrastructure to provide power to the cars may only come down to one player.
Who will that be? At work we (well they) are theorising (is that even a word) about the massive changes that this may bring, the end of petrol stations? Maybe having libraries or pubs as high current charging points? Now that's the punt.

But where would husbands buy their wives flowers on anniversaries if all the petrol stations closed?

Another hilarious gem. But of course you'd buy them while you were plugging in to the national grid.

But the Grid already feeds your house and office and pub car park and cinema car park and library and supermarket etc, and the streetlights down your street, so once the infrastructure is in place there is no need to pull into a dedicated 'filling station' for a 30 minute boost. 

Instead you'll just have to make a quick stop off at the graveyard on the way home, the one near me usually has loads of spare flowers lying around on top of a bunch of old rock slabs.

Money saving ninja

csgohan4

Why not punt into the National Grid, someone's got to power those electric hungry Tesla?

83705628

What's wrong with a global or UK equity index fund?
Or, if you really, really want to speculate, EM or small cap.
Why throw money away?

csgohan4

tcallaghan93 said:

What's wrong with a global or UK equity index fund?
Or, if you really, really want to speculate, EM or small cap.
Why throw money away?

It's a speculative thread after all, although SMT seemed a good bet a few months ago, sadly that boat has sailed,

Prism

tcallaghan93 said:

What's wrong with a global or UK equity index fund?
Or, if you really, really want to speculate, EM or small cap.
Why throw money away?

Investing in single companies isn't always throwing money away. Its certainly a bit of a gamble, and the closest I get to it are some smaller infrastructure trusts and a high convictions private equity fund, but some people do pretty well from single company shares. Maybe a small % of the total invested? I'm not convinced its classed as fun though.

coachman12

Prism said:

tcallaghan93 said:

What's wrong with a global or UK equity index fund?
Or, if you really, really want to speculate, EM or small cap.
Why throw money away?

Investing in single companies isn't always throwing money away. Its certainly a bit of a gamble, and the closest I get to it are some smaller infrastructure trusts and a high convictions private equity fund, but some people do pretty well from single company shares. Maybe a small % of the total invested? I'm not convinced its classed as fun though.

I agree, Prism.  Investing in a diversified portfolio of single companies is far better than any of the trusts, equity funds etc. It takes more work, and later on, more management----but it is hugely engrossing and can make more money than one ever imagines at the start of the journey and far more than trusts and funds.

grumiofoundation

coachman12 said:

Prism said:

tcallaghan93 said:

What's wrong with a global or UK equity index fund?
Or, if you really, really want to speculate, EM or small cap.
Why throw money away?

Investing in single companies isn't always throwing money away. Its certainly a bit of a gamble, and the closest I get to it are some smaller infrastructure trusts and a high convictions private equity fund, but some people do pretty well from single company shares. Maybe a small % of the total invested? I'm not convinced its classed as fun though.

I agree, Prism.  Investing in a diversified portfolio of single companies is far better than any of the trusts, equity funds etc. It takes more work, and later on, more management----but it is hugely engrossing and can make more money than one ever imagines at the start of the journey and far more than trusts and funds.

*potentially far better (and conversely of course potentially far worse). 

csgohan4

coachman12 said:

Prism said:

tcallaghan93 said:

What's wrong with a global or UK equity index fund?
Or, if you really, really want to speculate, EM or small cap.
Why throw money away?

Investing in single companies isn't always throwing money away. Its certainly a bit of a gamble, and the closest I get to it are some smaller infrastructure trusts and a high convictions private equity fund, but some people do pretty well from single company shares. Maybe a small % of the total invested? I'm not convinced its classed as fun though.

I agree, Prism.  Investing in a diversified portfolio of single companies is far better than any of the trusts, equity funds etc. It takes more work, and later on, more management----but it is hugely engrossing and can make more money than one ever imagines at the start of the journey and far more than trusts and funds.

Trouble is, how much time have you got to spare, alot of the  index funds have shares in hundreds of companies, , re balancing each and every company in your portfolio is going to be a pain 

coachman12

I agree with both of the last two posts on this thread ie grumiofoundation and csgohan.

adindas

csgohan4 said:

"Trouble is, how much time have you got to spare, alot of the  index funds have shares in hundreds of companies, , re balancing each and every company in your portfolio is going to be a pain "

Well, if you are just doing it the same way to what your index fund is doing than what is the point of investing in individual stock if you could get someone else to do it for you for a small fee ?

But I do not think people who are investing for a speculative punt are doing it that way. They are more likely to be a momentum investor rather than an index investor. A speculative retail investor who does not want to expose himself to too much risk might pick one or few high quality stocks available in the index fund, but will only do it during the dip and sell it again when they have recovered or in long time high making some gain and ready for the next punt. Otherwise they will invest in a new stock is not currently available in their index fund where they believe it will have a much better risk/reward ratio.

An investor who are willing to take more risk considering risk/reward ratio might want to take advantage of COVID-19 stay/working from home stock. Risk/reward investing in this sort of stock during COVID-19 is working in your favour.

Relying only on your index you can not take advantage of this momentum.

grumiofoundation said:

*potentially far better (and conversely of course potentially far worse). 

Every investor should be aware of this. So, if you are not comfortable with the level of risk (but also possibly higher reward) than better to stick only to your index fund. Normaly, People will only invest in particular stock if they believe the potentiall of upside is much higher than the downside.