Trading the stockmarket (NO Referrals)

I mostly focus on SMT, a tech-focused ETF. It's down around 40% from it's peak late last year....largely in line with the wider tech sector.

Putin has invaded now...this is probably as bad as it gets for this little drama as far as the markets are concerned.

If you don't see a 40% correction as a buying opportunity, I don't know what is. You don't need to nail the bottom of top of the markets, but if you can get in and out there or thereabouts in these movements, then you're winning.

I'm talking about the overall markets which are down a tiny bit. My stocks and shares ISA is down about 2-3% and the markets overall are down very little.

I would wager that a quite large part of your tech ETF has taken an absolute battering because of Facebook. I have no idea though.

The tech sector has been in a crazy crazy crazy bubble for a few years now as well. The larger the bubble, the larger the pop. Teslas valuation is quite frankly absurd and many other companies are the same.

Each to their own but I don't think we are near the bottom and when the US government has pumped trillions into the US economy, a lot of which has gone into the markets, I don't think its crazy to be somewhat bearish still.

What is Mr Buffet doing at the moment because the last time I looked he was hoarding money. Has he decided that the time is right to buy the dip yet I wonder.

Personally I am not going to be getting involved in trading again until I think things have settled a little more but I am very inexperienced and risk averse so my opinions are largely worthless :p

Each to their own.
 
As a platform i think it's quite good. Easy to navigate and easy to go through with transactions etc.

I suppose beyond that there's not a lot they can do. I know Crowdcube were looking to potentially add a market facility for existing shareholders to trade between themselves as obviously they're closed off. I guess the only thing to really think about is what's the end game and how are you going to get the money back out?

I invested in Brewdog back in 2012 and whilst paper profit has been excellent, beyond a few internal trading days there's not been much opportunity to realise any gains and IPO talk just always gets pushed back and back in favour of private share sales. It gets a little irritating after a while.

Similar with Curve, i put money in just as a punt more than anything that i forget about until i get an email about it. However i honestly have no idea what their goals are re: IPO's. From a rough estimation i think the "value" has tripled since my original investment based on the last offering, buy beyond that i'm clueless.


For a restaurant that's unlikely to see significant growth potential then i'd be wondering what the plan is. Will there be dividends, will there be a buyback at some point?
 
I'm talking about the overall markets which are down a tiny bit. My stocks and shares ISA is down about 2-3% and the markets overall are down very little.

I would wager that a quite large part of your tech ETF has taken an absolute battering because of Facebook. I have no idea though.

The tech sector has been in a crazy crazy crazy bubble for a few years now as well. The larger the bubble, the larger the pop. Teslas valuation is quite frankly absurd and many other companies are the same.

Each to their own but I don't think we are near the bottom and when the US government has pumped trillions into the US economy, a lot of which has gone into the markets, I don't think its crazy to be somewhat bearish still.

What is Mr Buffet doing at the moment because the last time I looked he was hoarding money. Has he decided that the time is right to buy the dip yet I wonder.

Personally I am not going to be getting involved in trading again until I think things have settled a little more but I am very inexperienced and risk averse so my opinions are largely worthless :p

Each to their own.

SMT is a pretty smartly managed fund and got out of Facebook a while ago.

https://www.ii.co.uk/analysis-comme...-facebook-and-trims-amazon-and-tesla-ii514077

It also has interesting private holdings such as SpaceX. Definitely a good time to buy in for the long term in my view. It's already bounced 3% since I bought in this morning mind...
 
For a restaurant that's unlikely to see significant growth potential then i'd be wondering what the plan is. Will there be dividends, will there be a buyback at some point?

Will be keeping an eye on this stuff, thanks. He's adding 3 new sites to their existing 6 apparently. In stark contrast to Brewdog, the guy in charge seems like a decent person and I know a few of his suppliers who corroborate that. Won't be putting in more than I'm happy to lose.
 
I invested in Brewdog back in 2012 and whilst paper profit has been excellent, beyond a few internal trading days there's not been much opportunity to realise any gains and IPO talk just always gets pushed back and back in favour of private share sales. It gets a little irritating after a while.

Same here. The whole thing is a bit weak. People have investing millions into the company and they seem to be being taken for a bit of a ride in a lot of ways.
 
Yeah, its performed very well over the last few decades for sure so its clearly well run.
The main manager James Anderson is leaving at the end of April so that increases the risk somewhat. SMT has also fallen by more than 50% during previous crisis periods, 2008 crash etc so could have further to drop yet!
 
Anyone got an up to date view on putting funds into something via Crowdcube? I've not used it before.

For info Gary Usher is looking to raise £2m for his restaurant business soon and I'm likely to chuck a few £ in. It's the first time they're doing it in exchange for shares so am keen to see full details when it comes out. He's an incredibly likeable bloke with a very good team behind him. To date he's done various Kickstarters and achieved £50k in an hour for one and £161k in under 24 hours for another. It sounds like a daft plan but I can see him pulling it off.

https://www.thecaterer.com/news/elite-bistro-events-hits-crowdfunding-target-less-24-hours

I've invested via Crowdcube twice now, both for the EIS benefits. They were both only within the last 12 months so haven't realised any closures yet but can't fault Crowdcube. Beyond that each opportunity will be unique.
 
I bought into the S&P500 as my first stock market venture in December, down 10% to date :(
Investing should be viewed over the long term or that’s what I keep telling myself as my Nutmeg ISA plummets towards the negative having been a couple of hundred up about two months ago! All explains why I’m too chicken to move the silly amount I have sat in a low interest savings account into stocks and shares!
 
Investing should be viewed over the long term or that’s what I keep telling myself as my Nutmeg ISA plummets towards the negative having been a couple of hundred up about two months ago! All explains why I’m too chicken to move the silly amount I have sat in a low interest savings account into stocks and shares!

Don't worry, it'll go back up. You weren't needing the money any time soon I hope.

It wasn’t a large amount by all accounts and no I don’t need it anytime soon, although it’s still irritating watching it decrease by 10% in quite a short space of time.
 
Some videos i watch about the s&p 500 say when your worried ,zoom out on that chart and see how small those dips really are .having said that it does seem the US pitches a fit every session now, with wild swings . As I've said in previous posts I've now biased towards the UK . I dont deny i am the definition of dumb money :) but learning all the time, i also like having etfs as opposed to mutuals as even though i am long term i can bail out in 20 seconds
 
It wasn’t a large amount by all accounts and no I don’t need it anytime soon, although it’s still irritating watching it decrease by 10% in quite a short space of time.

You should get involved in crypto. Your money can swing by 10% in a day quite easily. You eventually get used to it.

Long term (barring any serious longterm worldwide issue) you will make money in the markets with a diverse portfolio. The question of how much is related to when you buy in and which fund you buy into.
 
The question of how much is related to when you buy in and which fund you buy into.

And you can mitigate both those risks, firstly by buying in over time (the swings will average out), secondly by diversifying.

Dropped in the last few months? Not an issue if you're paying in every month and in it for the long run. Even if you did go all in right before a crash, you'll be back where you where in 5-10 years.
 
It wasn’t a large amount by all accounts and no I don’t need it anytime soon, although it’s still irritating watching it decrease by 10% in quite a short space of time.
Resisting panic when you see a red number is one of the hardest things about investing, some people just aren't cut out for it, nothing wrong with that. It's important to invest at a level of risk that's appropriate for you, so you don't end up undermining yourself. Everyone goes through this, for now just leave the money there - time heals all wounds.
 
Back
Top Bottom