JamesFrance
Member of DD Central
Port Grimaud 1974
Posts: 1,317
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Post by JamesFrance on May 8, 2021 8:58:03 GMT
I too bought several things last year as I exited P2P and sold a boat in Spain in October..
April 2020 Vanguard FTSE 250 now up 56.4% May 2020 Vanguard Dev Asia Pacific up 38.5% Oct 2020 Fundsmith Emerging Equities up 10.4% (was better before India Covid) Oct 2020 Lindsell Train UK equity up 12.8% Nov 2020 Vanguard FTSE 100 up 11.8%
I also bought Fundsmith Equity Income a few times over the past 18 months with average up 19.6%.
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Stocks
May 8, 2021 10:09:12 GMT
Post by Deleted on May 8, 2021 10:09:12 GMT
It certainly has been a very profitable 12 months, the last couple for me have been so so (+4%) but as always, when looking back, it is worth noting that it depends on where you start as well as where you finish.
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sd2
Member of DD Central
Posts: 621
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May 8, 2021 11:51:10 GMT
Post by sd2 on May 8, 2021 11:51:10 GMT
I too bought several things last year as I exited P2P and sold a boat in Spain in October..
April 2020 Vanguard FTSE 250 now up 56.4% May 2020 Vanguard Dev Asia Pacific up 38.5% Oct 2020 Fundsmith Emerging Equities up 10.4% (was better before India Covid) Oct 2020 Lindsell Train UK equity up 12.8% Nov 2020 Vanguard FTSE 100 up 11.8%
I also bought Fundsmith Equity Income a few times over the past 18 months with average up 19.6%.
Nice. Very nice
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hazellend
Member of DD Central
Posts: 2,361
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Stocks
May 8, 2021 20:12:29 GMT
via mobile
Post by hazellend on May 8, 2021 20:12:29 GMT
My networth has soared. One good piece of advice I have read is that you are not as rich as you think after a boom or as poor after a crash.
I’m a bit torn. I’ve got 7 - 13 years before my desired retirement age. I do have a DB pension, but my investments (100% equities except for legacy P2P) are high enough (thanks COVID) that I’m financially independent now. I find it difficult to reduce my exposure because I lack any emotion response to crashes.
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keitha
Member of DD Central
2024, hopefully the year I get out of P2P
Posts: 3,875
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May 9, 2021 9:12:57 GMT
Post by keitha on May 9, 2021 9:12:57 GMT
Going back just over a couple of years I started an investment based savings account for my granddaughter putting in £100 a month increasing by 2.5% a year. the idea being to pay part of her university costs in 10 years.
had the statement recently and the investment is up 1.2%, ok it beats bank rates but is nowhere near as good as my other funds all up between 8 & 50% over the same period.
or my stocks which are up nearly 30% over the same period. helped in part by some good buys ( and a couple of complete dogs ).
seriously debating switching out and into a managed fund it's a long term investment so can be a little less conservative.
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keitha
Member of DD Central
2024, hopefully the year I get out of P2P
Posts: 3,875
Likes: 2,313
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May 18, 2021 17:14:52 GMT
Post by keitha on May 18, 2021 17:14:52 GMT
Loath to mention this one again,
Have a small holding in Blackbird (Bird) purchased mostly at just over 8P I sold enough of my holding that I'm playing with profit on what's left. I can't for the life of me see what is driving the price increases over the last few weeks and months, can any of you experts enlighten me.
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michaelc
Member of DD Central
Posts: 4,888
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May 18, 2021 17:30:45 GMT
Post by michaelc on May 18, 2021 17:30:45 GMT
On the grounds that you're supposed to understand what you've invested in I don't put anywhere near as much as "financial advisors" like good ol' Wallstreet would tell you into funds or indeed anything that isn't a stock. I can't possibly understand all the fees and fund managers & their staffs' salaries and bonuses or anything else. I mean I know they are supposed to be well regulated but I've seen how poor FCA regulation is here so I simply limit the amount of trust I'm prepared to place into such entities.
I put some into international funds but most of my portrfolio has been individual stocks mostly in the UK. It somewhat offsets my pension which is largely far east and emerging markets based and property assets in eastern europe.
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james100
Member of DD Central
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Stocks
May 18, 2021 18:18:11 GMT
via mobile
Post by james100 on May 18, 2021 18:18:11 GMT
Loath to mention this one again, Have a small holding in Blackbird (Bird) purchased mostly at just over 8P I sold enough of my holding that I'm playing with profit on what's left. I can't for the life of me see what is driving the price increases over the last few weeks and months, can any of you experts enlighten me. I assume it's related to their supplier relationship with peloton. They have a couple of very good people at the top (I don't hold any shares btw).
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adrianc
Member of DD Central
Posts: 9,009
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Stocks
May 19, 2021 7:24:59 GMT
Post by adrianc on May 19, 2021 7:24:59 GMT
On the grounds that you're supposed to understand what you've invested in I don't put anywhere near as much as "financial advisors" like good ol' Wallstreet would tell you into funds or indeed anything that isn't a stock. I can't possibly understand all the fees and fund managers & their staffs' salaries and bonuses or anything else. I mean I know they are supposed to be well regulated but I've seen how poor FCA regulation is here so I simply limit the amount of trust I'm prepared to place into such entities. We're coming back to trackers vs managed funds, I s'pose... A monthly management charge of something like a quarter to a tenth of a percent on an index tracker is a rounding error - certainly compared to the dealing costs for attempting any kind of self-select trading unless you're talking very large numbers. How much trust do you place in the indices themselves? Given how integral they are, if you don't trust those, do you trust the markets at all?
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agent69
Member of DD Central
Posts: 5,614
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Stocks
May 20, 2021 9:30:18 GMT
Post by agent69 on May 20, 2021 9:30:18 GMT
Anyone heavily invested in Trainline?
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mogish
Member of DD Central
Posts: 1,017
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Post by mogish on May 20, 2021 10:12:44 GMT
why have they come of the rails
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sd2
Member of DD Central
Posts: 621
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May 20, 2021 10:33:00 GMT
Post by sd2 on May 20, 2021 10:33:00 GMT
why have they come of the rails Terrible
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sd2
Member of DD Central
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May 20, 2021 11:05:43 GMT
Post by sd2 on May 20, 2021 11:05:43 GMT
Must say value is having a good run. Bought Aberdeen standard equity income in May 2020 with the proceeds from the sale of City of London (18% profit). Up 40% discount presently 2% yearly average 11%. Bigger discount when I bought it. Dividend 7.2%. On the other hand i was up 96% on Smithson last month now 82%. Another growth smaller companies IT i bought in December 2020 is down 13%
Can it last? Lots of companies in the value sector are the ones most effected by the pandemic. Is this just them bouncing back or a real rotation into value?
Aberdeen standard (a bit of an extremists in the value sector) have yet to break even in terms of share price gain over 5 years. Bought Henderson high income in January this year up 17%. Already 6.1% dividend. Another dog although mainly due to high gearing.
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sd2
Member of DD Central
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May 20, 2021 11:13:34 GMT
Post by sd2 on May 20, 2021 11:13:34 GMT
Loath to mention this one again, Have a small holding in Blackbird (Bird) purchased mostly at just over 8P I sold enough of my holding that I'm playing with profit on what's left. I can't for the life of me see what is driving the price increases over the last few weeks and months, can any of you experts enlighten me. News items on Hargreaves Lansdown suggest there business is expanding. Some good names. But all /2019/2020 Looking down the side on announcements some more up-to-date information. Which would relate to recent gains. BT chooses Blackbird for cloud video production 29 March 2021 07:00 Blackbird wins 18 more US TV Stations 26 April 2021 07:00 www.hl.co.uk/shares/shares-search-results/b/blackbird-ord-0.8p/share-newsMost of the share price gain is recent doing nothing for years. Looks like a good purchase. A growth play which is doing well. Spread is far from unreasonable
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sd2
Member of DD Central
Posts: 621
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May 20, 2021 11:20:51 GMT
Post by sd2 on May 20, 2021 11:20:51 GMT
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