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

eskbanker

Audaxer said:
Just looked at the VLS funds and they are not updated yet - they tend to be updated the following day even on HL

The VLS valuation point is 9pm, so values are normally propagated via third party sites by the end of the day - a quick look just now (after 2am!) shows updated figures at Trustnet and Morningstar (and Vanguard Investor), but not HL yet....

Thrugelmir

Deleted_User said:

Thrugelmir said:

Deleted_User said:

Thrugelmir said:

Investors have been net sellers of UK equities since before the Brexit referendum in 2016.

Who did they sell them to?

How many companies have been acquired and delisted off the London exchanges in the past 20 years ?

OK, so we are talking about the cash value removed in takeovers exceeding the cash raised via new listings + rights issues + etc.

Are there other stock markets (than the UK) that have had the opposite process (i.e. more cash raised than taken out) in recent years? If so, which ones?

Number of US listed companies has likewise diminished. 

solidpro

I've got 5 figures to plough into my SIPP before the end of March. Do I get more VLS100 now, or wait? Someone here knows the answer. I know it.

Alexland

solidpro said:

Do I get more VLS100 now, or wait? Someone here knows the answer. I know it.

There isn't really an answer but if enough of us guess one of us will be right - that's the problem with trying to trade in/out the market on nearly random short term movements. Sure you can look at graphs and think about moving averages and you might do well but equally you might find yourself out the market for years while it goes up without you or sheepishly buying in later at a higher price. Even revision to the mean doesn't mean the investments have to crash they could just go up less spectacularly while earnings improve. Most capital market models working on revision to the mean have been wrong over both the short and medium term. That's why many of us have looked at the research suggesting the average investor gets a lower return timing the market and just invest our money when it is available and sit on our hands with a low cost diversified portfolio and let the market deliver it's long term superior returns.

Thrugelmir

solidpro said:

I've got 5 figures to plough into my SIPP before the end of March. Do I get more VLS100 now, or wait? Someone here knows the answer. I know it.

I'm currently back to 10% cash overall in my porfolio. Selling on the surges and ignoring the dips. Why the rush to invest the cash and impose date arbitary deadlines? The game has only just kicked off and the upside in the short term is somewhat limited. Time for a cool head and an emotional detachment. 

AlanP_2

Our investments were down 4.5% over all accounts as at end of January, with individual percentages ranging from slightly up (commodities and property) to 15% down (small caps and some 100% equity ITs) with the run-of -the-mill multi-asset elements down about 2.5%.

Never mind, another month has begun so all that is history (as at an arbitrary date) and not relevant to where we go from here.

Personally I don't really care whether it is the Ukraine situation, potential interest rate rises or Tory PartyGate I just keep on following the plan.

zagfles

solidpro said:

I've got 5 figures to plough into my SIPP before the end of March. Do I get more VLS100 now, or wait? Someone here knows the answer. I know it.

Nobody knows the answer. If anyone says they do, ask them what type of luxury yacht they have and where their private island is.

Nebulous2

solidpro said:

I've got 5 figures to plough into my SIPP before the end of March. Do I get more VLS100 now, or wait? Someone here knows the answer. I know it.

Some rash people will go all in on black, others will dither and wait, and wait. 

I like a more measured approach, bearing in mind I've less knowledge of markets than most people here.

With the current volatility I'd invest half and keep half in cash. 

george4064

My S&S ISA took a battering over January, -7.6%. Not as bad as Feb and Mar 2020 which saw back-to-back -10%s!

When people here say they were down x% over January, which performance metric are you all using?

Mine are unitised prices, so as if my ISA were a unit trust.

Audaxer

george4064 said:

When people here say they were down x% over January, which performance metric are you all using?

Taking the total value of investments as at the end of January and deducting the total value as at the end of December and showing the difference as a percentage of the value as at end of December. I would have thought most people would be calculating monthly percentage gains/losses that way?