Which investment trust would you recommend for 2022?

csgohan4

Deleted_User said:

Without meaning to offend anyone, I don't think this is the best forum for investment advice. You tend to get a lot of generic stuff like "do your research" or "don't invest money you need in the next five years", which is all fine and valid, but I rarely see anyone stick their neck out and suggest specific investments. The justification for this is often that "there is no right investment for everyone" and "it depends on your goals", which again is perfectly valid, but it does tend to result in people saying absolutely nothing or just scoffing at others for not providing enough information.

There are other forums that go into specifics a bit more. I'd recommend the citywire forums for that. You have to take the advice on there with a pinch of salt as there are some odd characters who use it, but there is the odd gem in there. Investors' Chronicle (magazine published by the Financial Times) is well worth a subscription if you want something professional.

Perhaps the speculative thread is more your way. There have been gems in there over the years, such as TSLA when they were sub 500, SMT as well sub 800 as a few example. I've added my IAG and RR as well and their doing well. 

Thrugelmir

csgohan4 said:

Deleted_User said:

Without meaning to offend anyone, I don't think this is the best forum for investment advice. You tend to get a lot of generic stuff like "do your research" or "don't invest money you need in the next five years", which is all fine and valid, but I rarely see anyone stick their neck out and suggest specific investments. The justification for this is often that "there is no right investment for everyone" and "it depends on your goals", which again is perfectly valid, but it does tend to result in people saying absolutely nothing or just scoffing at others for not providing enough information.

There are other forums that go into specifics a bit more. I'd recommend the citywire forums for that. You have to take the advice on there with a pinch of salt as there are some odd characters who use it, but there is the odd gem in there. Investors' Chronicle (magazine published by the Financial Times) is well worth a subscription if you want something professional.

Perhaps the speculative thread is more your way. There have been gems in there over the years, such as TSLA when they were sub 500, SMT as well sub 800 as a few example.

SMT = TSLA.  TSLA = SP500.   TSLA story is far from over either. 

adindas

Thrugelmir said:

adindas said:

wiseonesomeofthetime said:

I know practically zilch about investing, however, the one mantra I have continuously picked up on in these threads is 

"It's all about time in the market, not timing the market"

Probably because if everyone could do the latter, we would all be millionaires by now

Well, it will depend on the context, depending on who are doing that. The vey active hedge fund managers, the active traders do time the market all the time. They buy the dip and sell the rip.

They also perform extensive research to filter and screen the market. Individual stocks don't neccessarily follow the same path as market indexes. 

I agree  they are not the same? But those who know the technical stuffs, do comprehensive research know how to pick up several individual stocks belong to a particular index and do “buy low sell high” will outperform the index itself.

The problem with index fund is that they are just doing the rebalancing a few times a year. That could happen when they add posirion at close position at particular stocks at ATL.

SharpShooter

Thrugelmir said:

csgohan4 said:

Deleted_User said:

Without meaning to offend anyone, I don't think this is the best forum for investment advice. You tend to get a lot of generic stuff like "do your research" or "don't invest money you need in the next five years", which is all fine and valid, but I rarely see anyone stick their neck out and suggest specific investments. The justification for this is often that "there is no right investment for everyone" and "it depends on your goals", which again is perfectly valid, but it does tend to result in people saying absolutely nothing or just scoffing at others for not providing enough information.

There are other forums that go into specifics a bit more. I'd recommend the citywire forums for that. You have to take the advice on there with a pinch of salt as there are some odd characters who use it, but there is the odd gem in there. Investors' Chronicle (magazine published by the Financial Times) is well worth a subscription if you want something professional.

Perhaps the speculative thread is more your way. There have been gems in there over the years, such as TSLA when they were sub 500, SMT as well sub 800 as a few example.

SMT = TSLA.  TSLA = SP500.   TSLA story is far from over either. 

Agree with Thrugelmir. And its that sort of thinking where if something is sub 500/800...it will probably never go back there unless they start making huge losses and profit warnings issued. 

adindas

SharpShooter said:

Thrugelmir said:

csgohan4 said:

Deleted_User said:

Without meaning to offend anyone, I don't think this is the best forum for investment advice. You tend to get a lot of generic stuff like "do your research" or "don't invest money you need in the next five years", which is all fine and valid, but I rarely see anyone stick their neck out and suggest specific investments. The justification for this is often that "there is no right investment for everyone" and "it depends on your goals", which again is perfectly valid, but it does tend to result in people saying absolutely nothing or just scoffing at others for not providing enough information.

There are other forums that go into specifics a bit more. I'd recommend the citywire forums for that. You have to take the advice on there with a pinch of salt as there are some odd characters who use it, but there is the odd gem in there. Investors' Chronicle (magazine published by the Financial Times) is well worth a subscription if you want something professional.

Perhaps the speculative thread is more your way. There have been gems in there over the years, such as TSLA when they were sub 500, SMT as well sub 800 as a few example.

SMT = TSLA.  TSLA = SP500.   TSLA story is far from over either. 

Agree with Thrugelmir. And its that sort of thinking where if something is sub 500/800...it will probably never go back there unless they start making huge losses and profit warnings issued. 

At one point Amazon was down 90%. See where they are now ... high growth stocks are making loss are not profitable most of the time in the early days all the time because the reinvest the revenue to to grow the business, rather than distributing is as dividends,

https://www.cnbc.com/2018/12/18/dotcom-bubble-amazon-stock-lost-more-than-90percent-long-term-investors-still-got-rich.html

talexuser

Amazin said:

Monk's returns are small compare to SMT

So are most others. If you think that SMT performance can be replicated by many other funds as the norm you will be sorely disappointed. That is unless derisory interest rates and money printing to support asset valuations can be carried on forever?

NedS

Thrugelmir said:

Audaxer said:

Thrugelmir said:

Recently I've been tracking HFEL.  Likely to be a solid performer rather than a star. 

@Thrugelmir, interested to know why you think HFEL will be a solid performer as it doesn't seem to have had very good returns in the last few years.  I also thought the high dividend yield of nearly 8% was maybe not sustainable?   

I'm tentatively increasing my exposure to Asia. Looking forwards rather than backwards. Asian stocks (and those with high exposure to the area) generally haven't recovered.  Currently on reasonable valuations. Always allocate a % of my portfolio to longer term contrarian investments, time to buy is when no one else is. 

Same here. I've added a good holding of HFEL over the last few months on share price weakness and am hoping the share price has bottomed out at around 290-300p. I see the downside as limited with potential upside to the 350p range, and am quite happy to take the 8% dividend yield whilst I wait for what looks like relatively low risk. I have a price watch set at 282p to add more to my holding.
I'm also watching JCGI and wondering at what point I'll be brave enough to take a position. Currently my only exposure to China is through HFEL, and JCGI is starting to look oversold. I'm thinking anywhere around 400p would be very tempting but I think the Evergrande situation has a way to play out yet so I'm watching from the sidelines for now. Same strategy as above really, I think the entry point will be key to achieving decent returns especially given the other risks associated with investing in China.