Vanguard FTSE Global/Dev World ex-uk, LS80/100, all down - is it Ukraine?

coyrls

solidpro said:

I know time in the market rather than timing the market, but if January is typically bullish, does anyone here habitually switch their ISA VLS100 or similar to cash ISA for 30 days on Jan 1st and switch it back on Feb 1st?

If January was typically bullish, that would be exactly the wrong strategy: bullish = share price rises.  Your strategy would work if January was typically bearish but as you can't predict equity prices by the time of the year, neither strategy would work.

eskbanker

coyrls said:
Your strategy would work if January was typically bearish

Returning to the question posed in the thread title, the current outlook probably looks pretty bearish for the good folk of Ukraine....

Audaxer

Billycock said:

Audaxer said:

ranciduk said:

My VLS60 is really suffering too...

VLS60 is only down 3.99% year to date. Just a blip.

On the other hand, how long you have been invested in the fund has some bearing. If you have held it for a matter of months compared to a matter of years then you wouldn't think it was 'just a blip'
My portfolio was 12+k gain during October 21, now at minus 139 quid, investing since mid March 21, certainly feels rather more than 'just a blip'.

It does have some bearing, but if you are in for the long term you shouldn't be too concerned with a 3.99% fall, especially if you are still at the accumulation stage, as it is an opportunity to invest more at a cheaper price.

It was worse between the end of Feb 2020 and the end of Mar 2020 where VLS60 fell by nearly 15%. Equity crashes like that will happen from time to time if you are invested for the long term.

solidpro

Billycock said:

Audaxer said:

ranciduk said:

My VLS60 is really suffering too...

VLS60 is only down 3.99% year to date. Just a blip.

On the other hand, how long you have been invested in the fund has some bearing. If you have held it for a matter of months compared to a matter of years then you wouldn't think it was 'just a blip'
My portfolio was 12+k gain during October 21, now at minus 139 quid, investing since mid March 21, certainly feels rather more than 'just a blip'.

That's how I'm feeling right now.

NorthernJoe

The recent market falls mean I have brought forward my planned investments - just invested the remainder of my ISA allowance for the year into LISA & S&S ISA 

If you thought the funds you were buying were good value 6 months ago, then they are an even better value investment now

Global economic fundamentals look positive to me - high employment in most developed economies, positive growth (particularly in US), supportive monetary policy in China, receding pandemic threat globally

Very good reasons to think inflation will be temporary & brought under control by year end just as supply chain issues will ease 

Of course all that could be wrong & we could be facing economic armageddon

MX5huggy

What funds are showing a profit for the last 3 months? 

threlkeld53

NorthernJoe said:

The recent market falls mean I have brought forward my planned investments - just invested the remainder of my ISA allowance for the year into LISA & S&S ISA 

If you thought the funds you were buying were good value 6 months ago, then they are an even better value investment now.

This is what I also did today with part of my planned S&S ISA investment. Kept back the remainder in order to invest on Tuesday because stocks may fall again on Monday. Problem is come Tuesday, I'll probably give it another day and see what happens. Repeat Wednesday, Thursday & Friday!

Thrugelmir

mears1 said:

Thrugelmir.  A shrewd investor - that's one of my aspirations - lots more to learn!  So, is  this the right moment to buy Global index trackers?

If I knew the answer to that question. I would have moved to Monaco a long time ago. 

There's no reason not to drip feed regular contributions and ride the rollercoaster. Providing you've a five year plus time horizon and the fund forms part of a broader diversified portfolio. The best years of performance may well have past though for the foreseeable future. The cyclical rotation into sectors unloved for many years such as financials, energy and mining. Will see the start of a levelling up. Less dependence on market returns from just a hundred or so companies. Institutional investors appear to be already focussing on companies with strong balance sheets and are cash generative. Buying into the dips. Daily index movements are hiding the fact on days the markets are rising. The number of shares prices falling exceeds that of those rising.  

bugbyte_2

MX5huggy said:

What funds are showing a profit for the last 3 months? 

FTSE All Share is my best performing and is actually 1% up over 3 months. 

masonic

bugbyte_2 said:

MX5huggy said:

What funds are showing a profit for the last 3 months? 

FTSE All Share is my best performing and is actually 1% up over 3 months. 

As well as a FTSE 100 tracker (looks like FTSE 250 is not contributing to the positive All-share situation), I also have a couple of REITs and a gold ETF that are marginally in positive territory over 3 months. Each of them could easily tip into the negative in the coming days.