Funds Insider - Opening the door to funds

Welcome to the Citywire Funds Insider Forums, where members share investment ideas and discuss everything to do with their money.

You'll need to log in or set up an account to start new discussions or reply to existing ones. See you inside!

Notification

Icon
Error
Transactions v2
+ Reply to discussion
Options
ANDREW FOSTER
Posted: 07 March 2025 21:39:20(UTC)
#4810

Joined: 23/07/2019(UTC)
Posts: 8,096

Thanks: 11334 times
Was thanked: 18192 time(s) in 5964 post(s)
Peanuts;336871 wrote:
ANDREW FOSTER;336857 wrote:

Sold a whole big chunk of MMF today.

Want cash ready to potentially take advantage of the turnaround, if or when it comes.

I'm reckoning sooner or later Trump will quietly get his knuckles wrapped and there will be something to stem the general global decline. If it happens I want to be ready with dry powder.

If it doesn't happen, I will just reverse this a little later.

Since there is no dealing fee or spread, the cost of being prepared is trivial.


I’m in a bit of a similar dilemma. Sold approx 30% of our portfolios to cash in January as we will need it at some point soon for a house project. At the time of selling I was pissed as the funds (mainly VWRP) went approx 2-3% higher the following week. It’s currently sat in MMF’s but tempted to put at least half of it back in now (I think) the short term bottom is in. The gamble is a black swan event. It’s risky but I feel another ATH is calling.


I'm not itching to buy back in...

But I sold hedged S&P and that is down a little over 5% since I sold. Combine that with a falling dollar and buying back unhedged can give a double win. Probably about 8+%

That's a pretty good trade considering market timing doesnt work ;-)

Things can go up or down from that point, but the 8% asset gain is banked and outperforms "sitting there and doing nothing" over the same period. Add to that the gains while the cash has sat in Fixed Income, about another 0.9%

The risk though,, is that some other craziness is coming that will further batter the global indexes.

Decisions, decisions...
Back to top Quote
3 users thanked ANDREW FOSTER for this post.
Peanuts on 07/03/2025(UTC), Johan De Silva on 07/03/2025(UTC), Sheerman on 08/03/2025(UTC)
Andrew59
Posted: 07 March 2025 21:58:55(UTC)
#4812

Joined: 20/10/2020(UTC)
Posts: 532

Thanks: 834 times
Was thanked: 901 time(s) in 339 post(s)
Money came in today from 5% Treasury Stock 2025.

Given the amount of money that many countries (included the German €900bn announcement earlier this week) are putting in / going to put into defence I bought £2k of Van Eck Defense ETF in my 'fun' portfolio.
I wanted the HanETF Future of Defense ETF really because it has a wider set of holdings (60 v's 28) than the Van Eck fund, but II don't offer that (and slightly lower fee).

I know there has been a big increase in sp over the last 3 months but I'm pretty confident (famous last words) that there's still more to go and a longer term gain.
We'll see.
Back to top Quote
3 users thanked Andrew59 for this post.
Sara G on 07/03/2025(UTC), Phil 2.0 on 08/03/2025(UTC), Sheerman on 08/03/2025(UTC)
S Dobbo
Posted: 08 March 2025 07:41:20(UTC)
#4813

Joined: 24/01/2013(UTC)
Posts: 169

Thanks: 489 times
Was thanked: 242 time(s) in 103 post(s)
Andrew59;336881 wrote:
I bought £2k of Van Eck Defense ETF in my 'fun' portfolio.
I wanted the HanETF Future of Defense ETF really because it has a wider set of holdings (60 v's 28) than the Van Eck fund, but II don't offer that (and slightly lower fee).


I’ve held both of those funds on ii for over 18 months now and the returns have been outstanding. HanETF Future of Defence ticker is NATP on ii.


I like having NATP alongside DFNG as it offers more cyber defence than DFNG for great diversity.
Back to top Quote
 |  Edit by user
2 users thanked S Dobbo for this post.
Phil 2.0 on 08/03/2025(UTC), Sheerman on 08/03/2025(UTC)
480 Pages«Previous page478479480
+ Reply to discussion

Markets

Other markets