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NigelV
Posted: 10 January 2022 15:53:14(UTC)
#1732

Joined: 24/11/2017(UTC)
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Ecofin Global Util has unsurprising held up with one of the very few holdings not in red over a 3 month return period.
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Nickc on 10/01/2022(UTC), ALAN P on 10/01/2022(UTC)
MarkSp
Posted: 10 January 2022 16:03:39(UTC)
#1734

Joined: 02/02/2020(UTC)
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before we all get too excited

Will the 10 year bund get to a nominal yield of zero?

Oooooo


Anyone smell a loss of perspective?
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Aminatidi on 10/01/2022(UTC), ANDREW FOSTER on 10/01/2022(UTC)
Robert D
Posted: 10 January 2022 16:15:52(UTC)
#1735

Joined: 06/11/2016(UTC)
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Nasdaq now in official correction territory
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ALAN P on 10/01/2022(UTC), xiang zou on 10/01/2022(UTC)
ANDREW FOSTER
Posted: 10 January 2022 16:33:22(UTC)
#1736

Joined: 23/07/2019(UTC)
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I am a bit surprised the S&P being battered today, after Asia had a positive overnight.

I've no idea what to do so will just do nothing. Not quite at the point of selling CGAR to buy discount IT's just yet, though watching now..

Reasonably content in my defensive fortress.
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3 users thanked ANDREW FOSTER for this post.
MBA MBA on 10/01/2022(UTC), Jesse M on 10/01/2022(UTC), J-san on 10/01/2022(UTC)
MarkSp
Posted: 10 January 2022 16:45:27(UTC)
#1737

Joined: 02/02/2020(UTC)
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ANDREW FOSTER;202553 wrote:
I am a bit surprised the S&P being battered today, after Asia had a positive overnight.

I've no idea what to do so will just do nothing. Not quite at the point of selling CGAR to buy discount IT's just yet, though watching now..

Reasonably content in my defensive fortress.



I did say last week that Tuesday will be the day.

I dont know who noticed but 15:30 seems to have been the pit. ATT was 298 and it closed at 307.
there was a lot of volume today...some of this was "first day back" for a lot of traders. the FTSE auction took forever tonight
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ANDREW FOSTER on 10/01/2022(UTC), Elland Road on 10/01/2022(UTC)
MBA MBA
Posted: 10 January 2022 16:52:25(UTC)
#1738

Joined: 16/12/2012(UTC)
Posts: 1,725
fundsmith appears to be holding its own
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Valley31
Posted: 10 January 2022 16:53:23(UTC)
#1730

Joined: 27/01/2021(UTC)
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Aminatidi;202389 wrote:
So is anyone rushing out to sell their Fundsmith or SMT or whatever and plough the proceeds into VHYL?



Nope. My SMT has just nudged into loss territory, as for my EWI, hmm sbout 20% loss. Not rushing to sell, tempted to top up if they fall much more. I did top up Fidelity Index World P on Friday. Mostly as I had II credit running out and couldn't think what else to do.

Interesting about the tech overweight comments above, I actually opened a small (3.2k) position in L&G tech index to fully fund my isa after a drawn out transfer from iWeb. I figured it was low, and likely to improve, even if I have to wait months or years for that to happen.

The Moat type stuff seems interesting, in theory, however, the small position I have in this isn't holding up that well.
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4 users thanked Valley31 for this post.
Aminatidi on 10/01/2022(UTC), Robert Galbraith on 10/01/2022(UTC), PW2021 on 10/01/2022(UTC), Jesse M on 11/01/2022(UTC)
MarkSp
Posted: 10 January 2022 17:07:57(UTC)
#1739

Joined: 02/02/2020(UTC)
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ATT went from 370 a couple of weeks ago to 297 this afternoon
That is hell of a drop
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3 users thanked MarkSp for this post.
Tony Jewell on 10/01/2022(UTC), xiang zou on 10/01/2022(UTC), Guchi on 10/01/2022(UTC)
Bitter Scot
Posted: 10 January 2022 17:29:04(UTC)
#1745

Joined: 24/12/2015(UTC)
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And so the ongoing cycle of holding too much cash, then being paralysed by fear when markets tumble continues for me.... when will I ever learn?
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11 users thanked Bitter Scot for this post.
Aminatidi on 10/01/2022(UTC), Tim D on 10/01/2022(UTC), Martin Stafford on 10/01/2022(UTC), laang lee on 10/01/2022(UTC), kim shillinglaw on 10/01/2022(UTC), Gary J on 10/01/2022(UTC), PW2021 on 10/01/2022(UTC), ANDREW FOSTER on 10/01/2022(UTC), Guest on 10/01/2022(UTC), Jesse M on 10/01/2022(UTC), Bimble on 12/01/2022(UTC)
malc1111
Posted: 10 January 2022 17:48:59(UTC)
#1740

Joined: 02/12/2017(UTC)
Posts: 376
MarkSp;202568 wrote:
ATT went from 370 a couple of weeks ago to 297 this afternoon
That is hell of a drop


SMT is little better , if not worse.
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