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Easyrider
Posted: 14 January 2023 09:41:24(UTC)
#1

Joined: 09/11/2020(UTC)
Posts: 1,951
Is it my imagination or has the Footsie 100 hit an all time high?
Perhaps I'll buy another Double Pylon.
https://www.bing.com/sea...46cb4d6b8376102f7cc0f571
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ANDREW FOSTER
Posted: 14 January 2023 10:07:46(UTC)
#2

Joined: 23/07/2019(UTC)
Posts: 8,128

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Easyrider;253760 wrote:
Is it my imagination or has the Footsie 100 hit an all time high?
Perhaps I'll buy another Double Pylon.
https://www.bing.com/sea...46cb4d6b8376102f7cc0f571


It's due to Brexit ... ;-)
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1 user thanked ANDREW FOSTER for this post.
Easyrider on 14/01/2023(UTC)
Stephen B.
Posted: 14 January 2023 10:08:19(UTC)
#6

Joined: 26/09/2012(UTC)
Posts: 795
Wow, 10% higher than it was in 1999!
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ANDREW FOSTER
Posted: 14 January 2023 11:06:24(UTC)
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Stephen B.;253764 wrote:
Wow, 10% higher than it was in 1999!


130% Total Return.

Though in 20+ years I guess that's not stellar.
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Robert D
Posted: 14 January 2023 11:31:15(UTC)
#3

Joined: 06/11/2016(UTC)
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ANDREW FOSTER;253763 wrote:


It's due to Brexit ... ;-)



You're right (for once). UK stocks are cheap in large part because of the Brexit catastrophe and its effect on the economy.
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2 users thanked Robert D for this post.
Easyrider on 14/01/2023(UTC), Tyrion Lannister on 15/01/2023(UTC)
Aminatidi
Posted: 14 January 2023 11:49:25(UTC)
#8

Joined: 29/01/2018(UTC)
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ANDREW FOSTER;253770 wrote:
Stephen B.;253764 wrote:
Wow, 10% higher than it was in 1999!


130% Total Return.

Though in 20+ years I guess that's not stellar.


I know you could have done better elsewhere but 6.5% annualised doesn't seem absolutely terrible over 10 years (dividends reinvested).

2.5% without so goes to show what a big part divis are with the FTSE!
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4 users thanked Aminatidi for this post.
Easyrider on 14/01/2023(UTC), ANDREW FOSTER on 14/01/2023(UTC), Tim D on 14/01/2023(UTC), Nigel Harris on 15/01/2023(UTC)
Easyrider
Posted: 14 January 2023 11:55:12(UTC)
#9

Joined: 09/11/2020(UTC)
Posts: 1,951
I wonder what it will reach?
8500?
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Johan De Silva
Posted: 14 January 2023 11:58:07(UTC)
#10

Joined: 22/07/2019(UTC)
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From what I understand, right now there is an investment case for everything depending on variable unknowns. The consensus view seems to be a high-rate environment. For this reason, investors have been positioning for yield because that will drive total return and this can be found in the FTSE 100 as well as the Pacific, Latin America and even high-yield bonds on REITs. Even Europe had a high divi ETF yielding over 5% has recovered. Many of these have already rallied and should fall again soon... hopefully IUKD and AEI two stunning wins thanks to Liz Truss and Kwasi Kwarteng.

But do look to other high divi regions via BRLA still trading at a nice discount all thanks to Lula da Silva.

Many of us have been positioning for dividends for some time... and now thinking about 2023 ahead of the fund managers and the smart money. There really are so many macro outcomes... active management in particular by experts with the largest amounts of data could be back.... the JP Morgans and BlackRocks of this world. Why?... because money is now expensive and is no longer a case of outperformance by holding the FANGS.
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William P on 15/01/2023(UTC)
SF100
Posted: 14 January 2023 12:11:02(UTC)
#11

Joined: 08/02/2020(UTC)
Posts: 2,260
the FIFO yanks are flooding in, looking for their (long) inflation hedges

equal & opposite effect in S&P this year or next?
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ANDREW FOSTER
Posted: 14 January 2023 12:11:32(UTC)
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Robert D;253772 wrote:
ANDREW FOSTER;253763 wrote:


It's due to Brexit ... ;-)


You're right (for once). UK stocks are cheap in large part because of the Brexit catastrophe and its effect on the economy.



But they aren't cheap. They are at their highest level ever. That's what 'record high' means...

It was 'cheap' at 6800 a few months back....

Only a Remainer could describe a record high in terms of 'catastrophe' of course. While being overweight in that area. It appears Brexit has made you richer ;-)
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3 users thanked ANDREW FOSTER for this post.
Alfa 2 on 14/01/2023(UTC), Jimmy Page on 14/01/2023(UTC), Guest on 15/01/2023(UTC)
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