corto
Member of DD Central
one-syllabistic
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Post by corto on Jul 12, 2019 7:30:38 GMT
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Post by Deleted on Jul 12, 2019 8:25:49 GMT
Google formally moved out of that sort of information about 5 years ago. I use Trustnet a lot as corto suggested it has a great search engine but it has hidden it very well in its "tools" zone.
ii not bad and if you join ii you can get some good tools inside the portal.
londonstockexchange is also a useful tool
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macq
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Post by macq on Jul 12, 2019 9:38:02 GMT
Morningstar has the free site or sign up free for more portfolio tools etc(there's also a premium part if wanted)
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Post by Deleted on Jul 12, 2019 10:46:52 GMT
I've tried to use Morningstar over the years and find the results are inconsistent, I also find that the logging-in system regularly fails and when I paid to access to better tools I didn't really benefit. Others may do well with their tools but I find them poor quality.
I have used Stockopedia which costs a reasonable amount but the data is generally good, but again check the details of any asset that comes up, they don't manage the data very well (well but not perfectly) so when converting it into information you can become unstuck. In terms of low cost, they are the best.
But even here you will find they cover Trusts badly and Funds not at all. Ed tells me they are working on a Funds tool but when?
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Post by Deleted on Jul 17, 2019 13:06:29 GMT
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hazellend
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Stocks
Jul 17, 2019 13:36:13 GMT
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Post by hazellend on Jul 17, 2019 13:36:13 GMT
Don’t look for the needle just buy the bloody haystack!
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Stocks
Jul 18, 2019 16:10:37 GMT
Post by moneyfrr on Jul 18, 2019 16:10:37 GMT
An interesting debate this. I have the majority of my investible assets in equities (as opposed to property and P2P). I believe we are in a secular bull market which is being driven by automation and the switch by companies to using debt as capital. I know lots of people who won't touch equities as they say they are well overpriced...the same people have sat out the huge market rally over the past few years and were quick to say "Told you this was coming" when we had the 15% correction last year (which has now more than reversed). When these people start buying in, maybe that's when I lighten up my positions a little. I can see the merits of passive investing and agree its probably suitable for most people. I however have an entirely active portfolio which allows me to invest in the themes I feel are changing the world and driving growth/profit. These are technology, an ageing population, automation and rise of the east/emerging markets. I also favour smaller companies which I don't think can be hit effectively using a global tracker. I refuse to invest in bonds. I don't day trade, i'm long term buy and hold. My portfolio is made up of 85% investment trusts with the rest in a few self select stocks and a couple of specialist ETF's. The attached screenshot shows my return relative to global large caps. I'm happy with my approach, the results and have no plans to switch to passive. excellent stats. Could you name a few of the investment trusts you use?
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bg
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Stocks
Jul 19, 2019 12:02:44 GMT
Post by bg on Jul 19, 2019 12:02:44 GMT
An interesting debate this. I have the majority of my investible assets in equities (as opposed to property and P2P). I believe we are in a secular bull market which is being driven by automation and the switch by companies to using debt as capital. I know lots of people who won't touch equities as they say they are well overpriced...the same people have sat out the huge market rally over the past few years and were quick to say "Told you this was coming" when we had the 15% correction last year (which has now more than reversed). When these people start buying in, maybe that's when I lighten up my positions a little. I can see the merits of passive investing and agree its probably suitable for most people. I however have an entirely active portfolio which allows me to invest in the themes I feel are changing the world and driving growth/profit. These are technology, an ageing population, automation and rise of the east/emerging markets. I also favour smaller companies which I don't think can be hit effectively using a global tracker. I refuse to invest in bonds. I don't day trade, i'm long term buy and hold. My portfolio is made up of 85% investment trusts with the rest in a few self select stocks and a couple of specialist ETF's. The attached screenshot shows my return relative to global large caps. I'm happy with my approach, the results and have no plans to switch to passive. excellent stats. Could you name a few of the investment trusts you use? Towards the end of last year I actually made a reasonable switch into UK trusts as I thought the UK had too much bad news priced in (the likes of HSL, SCP, SLI). I also missed off the list above green technology. I think there will be a continuous push towards that in the coming years so I have holdings in the likes of IEM, JLEN and GSF. Aside from that some of my larger long term holdings are things like SMT, EWW, FGT, JPS, HRI, WWH etc. I appreciate some of these trusts have had big gains in the last few years so I would be wary of piling a lot of new money into some of them as a correction could occur at any point but I'm a long term buy and hold investor and I think in 10-20 years prices will be substantially higher (just my view). The biggest risk/fear I have is political.
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Stocks
Jul 20, 2019 22:07:03 GMT
via mobile
Post by Deleted on Jul 20, 2019 22:07:03 GMT
Don’t look for the needle just buy the bloody haystack! I love the idea but prefer to be in the top 20% of the haystack where the needles are rather than in the average of the haystack. Your strategy is a sensible one I just can't afford to follow it.
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nummo
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Stocks
Jul 26, 2019 7:33:12 GMT
Post by nummo on Jul 26, 2019 7:33:12 GMT
excellent stats. Could you name a few of the investment trusts you use? Towards the end of last year I actually made a reasonable switch into UK trusts as I thought the UK had too much bad news priced in (the likes of HSL, SCP, SLI). I also missed off the list above green technology. I think there will be a continuous push towards that in the coming years so I have holdings in the likes of IEM, JLEN and GSF. Aside from that some of my larger long term holdings are things like SMT, EWW, FGT, JPS, HRI, WWH etc. I appreciate some of these trusts have had big gains in the last few years so I would be wary of piling a lot of new money into some of them as a correction could occur at any point but I'm a long term buy and hold investor and I think in 10-20 years prices will be substantially higher (just my view). The biggest risk/fear I have is political. bg This is very timely for me, am seriously considering investment trusts for some more diversification. Planning to drip feed some funds in as pointless trying to time the market imo. Will have a look at the ones you mention. Thanks.
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hazellend
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Posts: 2,361
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Stocks
Jul 26, 2019 7:38:11 GMT
via mobile
Post by hazellend on Jul 26, 2019 7:38:11 GMT
Towards the end of last year I actually made a reasonable switch into UK trusts as I thought the UK had too much bad news priced in (the likes of HSL, SCP, SLI). I also missed off the list above green technology. I think there will be a continuous push towards that in the coming years so I have holdings in the likes of IEM, JLEN and GSF. Aside from that some of my larger long term holdings are things like SMT, EWW, FGT, JPS, HRI, WWH etc. I appreciate some of these trusts have had big gains in the last few years so I would be wary of piling a lot of new money into some of them as a correction could occur at any point but I'm a long term buy and hold investor and I think in 10-20 years prices will be substantially higher (just my view). The biggest risk/fear I have is political. bg This is very timely for me, am seriously considering investment trusts for some more diversification. Planning to drip feed some funds in as pointless trying to time the market imo. Will have a look at the ones you mention. Thanks. Technically drip feeding is timing the market. Passive investing purists would say chose your asset allocation global equities:global bonds then lump sum. I’m always all in, although I feel much better putting new money in when mr market is in a panic
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hazellend
Member of DD Central
Posts: 2,361
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Stocks
Jul 26, 2019 7:39:58 GMT
via mobile
Post by hazellend on Jul 26, 2019 7:39:58 GMT
Don’t look for the needle just buy the bloody haystack! I love the idea but prefer to be in the top 20% of the haystack where the needles are rather than in the average of the haystack. Your strategy is a sensible one I just can't afford to follow it. You can’t afford not to follow it! Passive almost always outperforms active over 10 years. Are you aware of the 10 year bet warren buffet won against a hedge fund manager? SP 500 outperformed hedge managers 5 hand selected top hedge funds. If hedge funds with all their experts can’t outperform what chance does an amateur have?
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nummo
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Post by nummo on Jul 26, 2019 7:43:18 GMT
bg This is very timely for me, am seriously considering investment trusts for some more diversification. Planning to drip feed some funds in as pointless trying to time the market imo. Will have a look at the ones you mention. Thanks. Technically drip feeding is timing the market. Passive investing purists would say chose your asset allocation global equities:global bonds then lump sum. I’m always all in, although I feel much better putting new money in when mr market is in a panic Yes I guess its more psychological crutch than investing theory!
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Stocks
Jul 26, 2019 7:48:48 GMT
via mobile
ozboy likes this
Post by dan1 on Jul 26, 2019 7:48:48 GMT
Monkey With A Pin by Peter Comley (was a free download, not sure now) provides an easy to read intro to the tricks of the trade (that trade being extracting as much profit from your client base as possible). Very easy to criticise the book, probably out of date with the advent of RDR and the new fee disclosure rules (at least the EU are listening) but you get the gist.
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macq
Member of DD Central
Posts: 1,923
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Stocks
Jul 26, 2019 8:00:35 GMT
Post by macq on Jul 26, 2019 8:00:35 GMT
I love the idea but prefer to be in the top 20% of the haystack where the needles are rather than in the average of the haystack. Your strategy is a sensible one I just can't afford to follow it. You can’t afford not to follow it! Passive almost always outperforms active over 10 years. Are you aware of the 10 year bet warren buffet won against a hedge fund manager? SP 500 outperformed hedge managers 5 hand selected top hedge funds. If hedge funds with all their experts can’t outperform what chance does an amateur have? i never argue passive V active (to much like religion or politics) but there is a certain irony in the fact that Buffet would have won the bet using his own active fund instead of the S&P 500(and beaten that as well i would guess)
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