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Nigel G
Posted: 08 October 2023 18:47:33(UTC)
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Micawber wrote:
As forum members are curious about what others are buying or selling, I thought it worth starting an experimental thread for the purpose.

A number of forum members have suggested starting a new transactions thread, so I thought I might as well bite the bullet.
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13 users thanked Nigel G for this post.
ANDREW FOSTER on 08/10/2023(UTC), Hilda Ogden on 08/10/2023(UTC), Peanuts on 08/10/2023(UTC), SF100 on 08/10/2023(UTC), Newbie on 08/10/2023(UTC), MartynC on 08/10/2023(UTC), stephen_s on 09/10/2023(UTC), Guest on 09/10/2023(UTC), Phil 2 on 09/10/2023(UTC), Mr Bean on 11/10/2023(UTC), Chalky W on 13/10/2023(UTC), dlp6666 on 24/10/2023(UTC), Guest on 19/12/2024(UTC)
andy mac
Posted: 08 October 2023 19:03:01(UTC)
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agreed
I bought some LTI have sold LT North America last week
LTI on almost -10% discount
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2 users thanked andy mac for this post.
Phil 2 on 09/10/2023(UTC), Raj K on 13/10/2023(UTC)
Peanuts
Posted: 08 October 2023 19:39:36(UTC)
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As the last page of the old transactions page is borked..

Vanguard: switched some mmf into LS60. Across all 4 portfolios (mine & missus’s) now currently approx 40% mmf, 55% passive global (VWRL / FTSE Global All-Cap / FTSE Developed world ex-UK) and 5% LS40/LS60. Plan is to slowly switch at least half of mmf’s into LS, or just a regular Vanguard bond fund (no idea which,yet).
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2 users thanked Peanuts for this post.
ANDREW FOSTER on 08/10/2023(UTC), Phil 2 on 09/10/2023(UTC)
SF100
Posted: 08 October 2023 20:58:42(UTC)
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this weekends accounting concludes that, despite my earlier-gilt-buying-efforts-this-year, I've still amassed £5k in interest unwrapped (> £1k personal savings allowance). FFS.

so £15k away to OH's ISA for TN25 Gilt tomorrow and
£50k or so probably TG24 Gilt on Tuesday

I am itching to go the Index-Linked Gilt route but I'm twitchy about those; need to do some legwork to know what i'm actually buying, also not sure of which maturity to go for.

The good news (if there is any...) is I won't be a higher rate taxpayer this year because the SIPP is getting the full £60k...
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3 users thanked SF100 for this post.
Phil 2 on 09/10/2023(UTC), Guest on 22/09/2024(UTC), John Bleke on 06/11/2024(UTC)
Jay P
Posted: 08 October 2023 21:34:46(UTC)
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Joined: 25/08/2023(UTC)
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I'd love to know what Andrew Foster reported at 1211 today.
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SF100
Posted: 08 October 2023 21:38:05(UTC)
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Jay P;281710 wrote:
I'd love to know what Andrew Foster reported at 1211 today.
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1 user thanked SF100 for this post.
Jay P on 08/10/2023(UTC)
Raj K
Posted: 10 October 2023 15:00:24(UTC)
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This mornings regular SIPP contribution has gone into Vanguard FTSE 250 tracker


1 Fundsmith Equity I Acc 19.78
2 Vanguard FTSE 250 UCITS ETF GBP Accumulation13.83
3 Vanguard FTSE Developed Asia Pacific ex... 13.42
4 Vanguard FTSE Emerging Markets UCITS ETF... 13.18
5 Smithson Investment Trust plc 12.99
6 CFP SDL UK Buffettology Fund General... 12.17
7 Lindsell Train Global Funds plc - Lindsell... 9.23
8 WS Blue Whale Growth Fund R Sterling... 5.28
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4 users thanked Raj K for this post.
Phil 2 on 10/10/2023(UTC), L.P. on 11/10/2023(UTC), BigLoss on 27/10/2023(UTC), ravedeath on 04/11/2024(UTC)
ANDREW FOSTER
Posted: 10 October 2023 15:16:12(UTC)
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SF100;281712 wrote:
Jay P;281710 wrote:
I'd love to know what Andrew Foster reported at 1211 today.





Very happy to oblige...

My purchase pricing date was 06/10... Note I tried to post the transaction on the day but the transactions thread was broken. It took some jiggery pokery to post. Note that this fund follows MCSI not the Nikkei.

Quote:

FIDELITY INDEX JAPAN FUND P-ACCUMULATION (GB00BHZK8872)
Your Instruction received: 6 October 2023 9:28 am
Investment bought on: 6 October 2023 1:20:40 pm Settlement date: 11 October 2023
You bought xxxx units at £1.9906 each (transaction reference: 831979217) £xxxxx.00
Total paid, including charges £xxxxx.00


Today's price is:-

Quote:

Last buy/sell price
202.90p Change +3.93p (+1.98%)


So I'm up 1.92% on my latest buy. I'm very happy... Maybe I will sell again tomorrow.
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3 users thanked ANDREW FOSTER for this post.
Jay P on 10/10/2023(UTC), Peanuts on 10/10/2023(UTC), Helen L on 11/10/2023(UTC)
uphill swimmer
Posted: 10 October 2023 15:20:03(UTC)
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Joined: 10/12/2012(UTC)
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Bought back Odyssean, NCC and XP Power sell offs dented their recent performance(they added more of both on dips) .Always worth a read of their updates for honest assessment of the UK small cap universe.
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3 users thanked uphill swimmer for this post.
Raj K on 10/10/2023(UTC), Phil 2 on 10/10/2023(UTC), Auric on 10/10/2023(UTC)
Harry Trout
Posted: 10 October 2023 16:03:53(UTC)
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Have placed sell orders for around £7k proceeds of various OEICs in my Hargreaves Lansdown GIA as follows:

- River & Mercantile UK Smaller Acc
- Jupiter UK Mid Cap Acc
- Schroder UK Dynamic Smaller Acc
- Stewart Investors Asia Pacific Leaders Acc

I've held these for many years and they have built up decent gains in that time. I'm selling because

- I want to use up my annual CGT allowance of £6k (these sales today use up around half of the allowance)
- The funds are underperforming now, they once were good
- I prefer passive now, these are active
- OEICs are expensive to hold in HL
- I want to increase passive income, these are Accs
- I can use the funds raised to part fund my Vanguard ISA and also sort the annual £2,880 into my HL SIPP

Once the sales go through I will transfer units in each of the same OEICs to Mrs Trout's GIA and then sell there to use up her CGT allowance.
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8 users thanked Harry Trout for this post.
ANDREW FOSTER on 10/10/2023(UTC), Helen L on 11/10/2023(UTC), L.P. on 11/10/2023(UTC), Mr Bean on 11/10/2023(UTC), Dexi on 11/10/2023(UTC), SF100 on 11/10/2023(UTC), Guest on 11/10/2023(UTC), Phil 2 on 20/06/2024(UTC)
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