mogish
Member of DD Central
Posts: 1,105
Likes: 527
|
Post by mogish on Apr 9, 2023 9:05:03 GMT
In light of the recent Chinese action in Taiwan, is anyone changing thier investments, ie china funds,etc. After russia I'm keen not to lose any more. I long ago wrote some basic rules
Don't invest in Russia China South America Africa Gold mines
so far so good
Apart from the moral issues, has this affected your returns by deciding not to invest in the regions?
|
|
|
|
Post by Deleted on Apr 9, 2023 14:27:39 GMT
Really great question and I don't know.
What I did do, some 12 years ago was spend a whole spring (I took early retirement) surfing in the garden and looked back at that one year with some good data looking at the year before's "what looks good" and what actually happened. Working on the basis of there are a lot of places to invest the deselection of areas is useful.
That year, the worst companies and biggest failures were in those fields.
|
|
mogish
Member of DD Central
Posts: 1,105
Likes: 527
|
Post by mogish on Apr 11, 2023 19:19:32 GMT
I'm (forced)out of russian fund.
About to ditch the gold mining fund.
China I'm on the fence but dont like the recent Taiwan military muscle flexing.
Dont think I've anything in Africa, maybe global tracker?
Although cash is frowned upon, I'm thinking this years isa may go to cash.
|
|
benaj
Member of DD Central
N/A
Posts: 5,591 
Likes: 1,735
|
Post by benaj on May 19, 2023 13:55:09 GMT
I bought some fragments of MBG on Trading212. Bought it on 3rd May and cashed out today. IRR is 227% and realised profit is 5.3%. Only if I could carry on picking fragments like this.
|
|
|
|
Post by overthehill on Jul 13, 2023 12:09:39 GMT
Torpid share portfolios with typical US exposure of 50% are not being helped by the strong pound. Hit a low of 1.10 last Oct and is now 1.31, makes a big dent in returns.
|
|
firedog
Member of DD Central
Posts: 367
Likes: 461
|
Post by firedog on Oct 17, 2024 8:48:31 GMT
As at 31 March (2022 percentages in brackets) P2P: 15.2 (10.8) Equities: 65.5 (63.2) Cash/PBs: 19.3 (26) Just thought I'd bring mine up to date (2023 percentages in brackets): P2P: 23.5 (15.2) Equities: 63.9 (65.5) Cash/PBs: 12.5 (19.3)
|
|
