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What are you buying on this dip?
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Rocky_W
Posted: 12 March 2025 13:42:32(UTC)
#1

Joined: 12/06/2018(UTC)
Posts: 135
I have some money to invest and I'm thinking what's best to buy to take advantage of this dip?

I'm thinking HSBC FTSE All World Index but is this a good choice right now due to the cap weighted method? The cap weight method wouldn't benefit as much I think from any rebound as a buy now would buy less of what has already gone down as I think the cap weights are calculated daily? Thinking a equal-weight s&p 500 fund may better take adavtaged of the correction and provide a value-overlay to my portfolio.

Anyway wondering what people are buying?
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Special Kloud
Posted: 12 March 2025 14:06:40(UTC)
#2

Joined: 01/09/2023(UTC)
Posts: 25
A global tracker also, but I think the better question is when. Buy in small amounts on the way down?

We have further to fall I expect throughout the year, a few relief rallies in between no doubt. Very early yet.
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ANDREW FOSTER
Posted: 12 March 2025 14:18:48(UTC)
#3

Joined: 23/07/2019(UTC)
Posts: 8,173

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Rocky_W;337339 wrote:
I have some money to invest and I'm thinking what's best to buy to take advantage of this dip?

I'm thinking HSBC FTSE All World Index but is this a good choice right now due to the cap weighted method? The cap weight method wouldn't benefit as much I think from any rebound as a buy now would buy less of what has already gone down as I think the cap weights are calculated daily? Thinking a equal-weight s&p 500 fund may better take adavtaged of the correction and provide a value-overlay to my portfolio.

Anyway wondering what people are buying?


"Never catch a falling knife"

We are only six weeks into the mayhem, with new problems almost daily. Four years ahead yet.

So Im buying MMF's, Fixed Income and Corporate Hiigh Yield Bonds.

Equities? Nope.. (though I did re-buy Taiwan a few days back)
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2 users thanked ANDREW FOSTER for this post.
Barzini on 13/03/2025(UTC), D T on 13/03/2025(UTC)
Mostly Retired
Posted: 12 March 2025 14:25:12(UTC)
#11

Joined: 24/04/2012(UTC)
Posts: 345

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Firmly tongue in cheek - reminds me of a response I got to a vaguely similar question I posed to someone not in the UK during the Pandemic - answer was "Whiskey and Ammo"

On the less tongue in cheek - I am not seeing the opportunity given my age and risk tolerance to dive in hard to equity areas other than defence related, but I suspect I have missed the boat there - so MMF, shorter end Gilts (hold to maturity) and, if there was a sensible dip in prices, maybe top up gold and even some additional investment wine. Alternative strategies are available :)
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2 users thanked Mostly Retired for this post.
Zach F on 12/03/2025(UTC), Dexi on 12/03/2025(UTC)
NPH
Posted: 12 March 2025 14:36:09(UTC)
#4

Joined: 26/01/2014(UTC)
Posts: 105
ANDREW FOSTER;337345 wrote:
Rocky_W;337339 wrote:
I have some money to invest and I'm thinking what's best to buy to take advantage of this dip?

I'm thinking HSBC FTSE All World Index but is this a good choice right now due to the cap weighted method? The cap weight method wouldn't benefit as much I think from any rebound as a buy now would buy less of what has already gone down as I think the cap weights are calculated daily? Thinking a equal-weight s&p 500 fund may better take adavtaged of the correction and provide a value-overlay to my portfolio.

Anyway wondering what people are buying?


"Never catch a falling knife"

We are only six weeks into the mayhem, with new problems almost daily. Four years ahead yet.

So Im buying MMF's, Fixed Income and Corporate Hiigh Yield Bonds.

Equities? Nope.. (though I did re-buy Taiwan a few days back)


Not a criticism as I am a bonds novice, but I'm concerned about CHY if rates stay higher for longer or we get recession and corporate earnings falter. But maybe I'm still scarred by 2022!
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Newbie
Posted: 12 March 2025 14:54:06(UTC)
#12

Joined: 31/01/2012(UTC)
Posts: 3,833

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Global Tracker/s
LWDB
PSH
Berkshire (with. his cash pile)
Gold
Google
Amazon
SPGI
Costar

No need for cash in the short term
Have circa 15% in cash/cash like holdings (MMF, CSH2 etc)
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6 users thanked Newbie for this post.
Sheerman on 12/03/2025(UTC), Zach F on 12/03/2025(UTC), dlp6666 on 12/03/2025(UTC), Markkus on 12/03/2025(UTC), Jon.Snow on 12/03/2025(UTC), Johan De Silva on 12/03/2025(UTC)
Hilda Ogden
Posted: 12 March 2025 15:17:32(UTC)
#13

Joined: 31/07/2023(UTC)
Posts: 899

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Nothing. Yet. Recently bought into Greggs and if that gets to the 16 or 1700s I'll buy more. But watching and waiting seems a good idea. Just now.
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1 user thanked Hilda Ogden for this post.
Taltunes on 12/03/2025(UTC)
Thrugelmir
Posted: 12 March 2025 15:24:20(UTC)
#14

Joined: 01/06/2012(UTC)
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Most recent purchases were Foresight Environmental Infrastructure Ltd (FGEN), having reached a full portfolio weighting. Turned my attention to JPMorgan European Growth & Income plc (JEGI). There's a huge investing universe to be explored.
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5 users thanked Thrugelmir for this post.
Hilda Ogden on 12/03/2025(UTC), Taltunes on 12/03/2025(UTC), dlp6666 on 12/03/2025(UTC), Jay P on 12/03/2025(UTC), ALAN P on 12/03/2025(UTC)
Hilda Ogden
Posted: 12 March 2025 15:27:08(UTC)
#15

Joined: 31/07/2023(UTC)
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Thrugelmir;337359 wrote:
Most recent purchases were Foresight Environmental Infrastructure Ltd (FGEN), having reached a full portfolio weighting. Turned my attention to JPMorgan European Growth & Income plc (JEGI). There's a huge investing universe to be explored.

Agreed. But I won't buy it so close to a 52 week high. Too many unknown unknowns out there presently.
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Dexi
Posted: 12 March 2025 15:27:40(UTC)
#16

Joined: 03/04/2018(UTC)
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JGGI has lost a fair bit recently . It`s my largest holding so not good news really . Too soon to buy more ? Probably .
A couple of left field ideas - CMOP ( Commodities ) . PCFT ( Global financials ) or one of the deeply discounted renewables ( when they get to a 50 % discount to NAV , surely there must be a bid / takeover offer soon ) .
All depends on your outlook I suppose .
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2 users thanked Dexi for this post.
Johan De Silva on 12/03/2025(UTC), Ian Eccles on 13/03/2025(UTC)
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