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Rory Barr
Posted: 10 January 2022 18:11:38(UTC)
#1748

Joined: 18/11/2018(UTC)
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Bitter Scot;202578 wrote:
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?


There's 14 people here, admittedly with a vested interest in attracting new funds, but they seem overwhelming in favour of continued asset price appreciation. I was surprised at the consistency of message.

https://citywire.com/inv...ent+Trust+Insider+Daily

So now may just be the time make that move. Or may not of course.
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4 users thanked Rory Barr for this post.
Nickc on 10/01/2022(UTC), ANDREW FOSTER on 10/01/2022(UTC), Jesse M on 10/01/2022(UTC), Phil 2 on 10/01/2022(UTC)
Tim D
Posted: 10 January 2022 18:43:30(UTC)
#1741

Joined: 07/06/2017(UTC)
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MarkSp;202568 wrote:
ATT went from 370 a couple of weeks ago to 297 this afternoon
That is hell of a drop


No-one invests in this sort of thing expecting a smooth ride though, surely?
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6 users thanked Tim D for this post.
Guchi on 10/01/2022(UTC), TJL on 10/01/2022(UTC), Aminatidi on 10/01/2022(UTC), Robert Galbraith on 10/01/2022(UTC), Julianw on 10/01/2022(UTC), Jesse M on 10/01/2022(UTC)
OmegaMale
Posted: 10 January 2022 19:53:17(UTC)
#1733

Joined: 02/07/2020(UTC)
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NigelV;202543 wrote:
Ecofin Global Util has unsurprising held up with one of the very few holdings not in red over a 3 month return period.


L&G Global 100 up 7.5% in the last 3 months (as of mid-afternoon today). 75% of our holdings positive over the same period.

Just wondering ....

OM
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1 user thanked OmegaMale for this post.
Mr Spock on 10/01/2022(UTC)
TJL
Posted: 10 January 2022 20:15:11(UTC)
#1743

Joined: 14/03/2011(UTC)
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Tim D;202590 wrote:
MarkSp;202568 wrote:
ATT went from 370 a couple of weeks ago to 297 this afternoon
That is hell of a drop


No-one invests in this sort of thing expecting a smooth ride though, surely?


Exactly.
We are told time and time again that investments can go down as well as up.
It is a risk investors voluntarily agree to take when they buy.
And if they don't understand that, they should not be be investing in the first place.
We are going through a sticky patch at the moment (I am not even going to look), but in relation to long term investing, I don't feel that anything has actually changed.
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2 users thanked TJL for this post.
Robert Galbraith on 10/01/2022(UTC), Tim D on 10/01/2022(UTC)
PW2021
Posted: 10 January 2022 20:32:41(UTC)
#1746

Joined: 07/02/2021(UTC)
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Bitter Scot;202578 wrote:
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?


Yes. I've sat on cash so many times. Bought the 2020 dip but only a dabble. Tried to be bolder this time. Down a few percent but will average down.
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2 users thanked PW2021 for this post.
kim shillinglaw on 10/01/2022(UTC), Nickc on 10/01/2022(UTC)
Nickc
Posted: 10 January 2022 20:42:40(UTC)
#1747

Joined: 08/01/2021(UTC)
Posts: 135
PW2021;202608 wrote:
Bitter Scot;202578 wrote:
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?


Yes. I've sat on cash so many times. Bought the 2020 dip but only a dabble. Tried to be bolder this time. Down a few percent but will average down.


Same here. Lesson learnt from sitting on too much cash in 2021. I went into 2022 light on equity and have been buying the index today. Will buy more on further drops.
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MarkSp
Posted: 10 January 2022 20:52:59(UTC)
#1744

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TJL;202604 wrote:
Tim D;202590 wrote:
MarkSp;202568 wrote:
ATT went from 370 a couple of weeks ago to 297 this afternoon
That is hell of a drop


No-one invests in this sort of thing expecting a smooth ride though, surely?


Exactly.
We are told time and time again that investments can go down as well as up.
It is a risk investors voluntarily agree to take when they buy.
And if they don't understand that, they should not be be investing in the first place.
We are going through a sticky patch at the moment (I am not even going to look), but in relation to long term investing, I don't feel that anything has actually changed.



The reason for the excitement and I guess that the IT drop is actually NAV led is that something has changed
Goldmans are forecasting 4 rate rises this year.

After rates dropping fairly consistently for the last 15 years it looks like the tide may have turned. I would take the view that the reaction is a bit overdone but, the story is changing.
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1 user thanked MarkSp for this post.
Guest on 10/01/2022(UTC)
MarkSp
Posted: 10 January 2022 20:58:12(UTC)
#1742

Joined: 02/02/2020(UTC)
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Tim D;202590 wrote:
MarkSp;202568 wrote:
ATT went from 370 a couple of weeks ago to 297 this afternoon
That is hell of a drop


No-one invests in this sort of thing expecting a smooth ride though, surely?


Tim

Everyone expects bumps. 370==>297 in a few days is quite a bump especially when it is NAV led.

It has been a long time, in fact beyond my memory, when my portfolio has been so split between thumping losses and wild gains.

probably a good time to invest in IG Holding they must be making a fortune as the majority of their clients have been on the wrong side of the trade again :)
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2 users thanked MarkSp for this post.
Tim D on 10/01/2022(UTC), Bimble on 12/01/2022(UTC)
Joe C
Posted: 10 January 2022 21:47:28(UTC)
#1749

Joined: 21/06/2019(UTC)
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I’ve still got my 1̶0̶0̶k̶ 90k
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8 users thanked Joe C for this post.
Jesse M on 10/01/2022(UTC), Guest on 10/01/2022(UTC), J-san on 10/01/2022(UTC), Mike Stone on 11/01/2022(UTC), The Penguin on 12/01/2022(UTC), Bimble on 12/01/2022(UTC), Chalky W on 20/01/2022(UTC), countrymum on 21/01/2022(UTC)
Lindisfarne
Posted: 17 January 2022 16:07:27(UTC)
#1750

Joined: 27/06/2014(UTC)
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Any one know why Rathbone Global Opps is down 8%, and Mid Wynd about 6%
Is it the Pound and the tech sell off?

Thanks
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1 user thanked Lindisfarne for this post.
Ramondo on 17/01/2022(UTC)
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