Trading the stockmarket (NO Referrals)

Wheat spiking is whats getting me anxious about secondary repercussions, it could be as big as causing a revolution or great upset in Egypt which is a pivotal region in the middle east.

Looking at gold possibly breaking its 2000 region, leaving that behind would help quite a few miners. They suffer from higher oil costs greatly. Hurricane has had great performance since its sell off, expensive oil justifies their production costs also, etc.

marking oil price action today vs its rumour based spike yesterday could give a wider clue to its likely performance ongoing


RR

https://www.thetimes.co.uk/article/green-light-for-north-sea-projects-8r33kdzh0
 
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I'm thinking that some US companies look like good value right now for a medium/long term hold - tempted to invest a bit rather than just in funds.

Particularly PayPal, Visa, maybe Meta.
 
Tom_ed1987 said:
I'm thinking that some US companies look like good value right now for a medium/long term hold - tempted to invest a bit rather than just in funds.

Particularly PayPal, Visa, maybe Meta.
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Unlikely to be a better time to buy for a long term hold....short of nukes going off....but at that point your portfolio becomes kinda moot anyway!

Just opened a sipp for new job and been buying some this morning.
 
If anyone is looking at a sea of red in their portfolio currently, then hopefully my current losses might make you feel better:
  • EZJ (Easyjet). Invested with £2,300 and currently down 57%.
  • PATH (UIPath). Invested with £10,000 and currently down 64%
I guess this is a lesson why new investors like me, with limited knowledge, should put money into managed funds and not individual stocks. I don't need this money back in the next 5 years, and can probably afford to write it off, but I would like to at least break even rather than lose money.
 
caff said:
If anyone is looking at a sea of red in their portfolio currently, then hopefully my current losses might make you feel better:
  • EZJ (Easyjet). Invested with £2,300 and currently down 57%.
  • PATH (UIPath). Invested with £10,000 and currently down 64%
I guess this is a lesson why new investors like me, with limited knowledge, should put money into managed funds and not individual stocks. I don't need this money back in the next 5 years, and can probably afford to write it off, but I would like to at least break even rather than lose money.
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It's very hard to beat the market apparently, my money is mostly in cheap tracker funds, and even they're down quite a lot just now. I have a 10 year window though so I'm trying not to think about it.
 
Uther said:
It's very hard to beat the market apparently, my money is mostly in cheap tracker funds, and even they're down quite a lot just now. I have a 10 year window though so I'm trying not to think about it.
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Lots of traders who have never made a loss; going to be a lot of confused folk in the next few months/years.
 
caff said:
If anyone is looking at a sea of red in their portfolio currently, then hopefully my current losses might make you feel better:
  • EZJ (Easyjet). Invested with £2,300 and currently down 57%.
  • PATH (UIPath). Invested with £10,000 and currently down 64%
I guess this is a lesson why new investors like me, with limited knowledge, should put money into managed funds and not individual stocks. I don't need this money back in the next 5 years, and can probably afford to write it off, but I would like to at least break even rather than lose money.
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It's a tough gig for anyone right now. Looking ahead I don't see much upside for the remainder of 2022. The Russia/Ukraine conflict is going to drag on, then there's inflation and rising energy costs. And come the end of the year Covid will no doubt flare up during the winter months. If there is one thing the stock market hates it's bad news ... of any description. I'm seriously thinking of pulling out all my stocks before things get worse.
 
xaldub said:
It's a tough gig for anyone right now. Looking ahead I don't see much upside for the remainder of 2022. The Russia/Ukraine conflict is going to drag on, then there's inflation and rising energy costs. And come the end of the year Covid will no doubt flare up during the winter months. If there is one thing the stock market hates it's bad news ... of any description. I'm seriously thinking of pulling out all my stocks before things get worse.
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Luckily I pulled out of most of my investments with a small profit towards the end of last year. The profit roughly equated to what I've lost on those two stocks, so in reality I'm currently "breaking even" for the last 5 years overall.

I held onto these two stocks that were down because I didn't need the cash, and thought they might rebound - but nope, they look destined to plunge further.
 
caff said:
Luckily I pulled out of most of my investments with a small profit towards the end of last year. The profit roughly equated to what I've lost on those two stocks, so in reality I'm currently "breaking even" for the last 5 years overall.

I held onto these two stocks that were down because I didn't need the cash, and thought they might rebound - but nope, they look destined to plunge further.
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I'm still ahead overall but the gains I made over the last two years during the pandemic have been wiped out these last 4 weeks. And as you say, it does look as if things are going to deteriorate.
 
I down a ton in SMT but it'll bounce back (-40% in 3 months) - Nothing has changed in terms of the fund/investment style etc.

If it hits around 800p I'll be adding for sure - long term hold in my pension. Nothing I'm worried about.
 
I'm shifting all of my cash out of shares and into property. Good luck boys, see you in 5 years :D
 
booyaka said:
I down a ton in SMT but it'll bounce back (-40% in 3 months) - Nothing has changed in terms of the fund/investment style etc.

If it hits around 800p I'll be adding for sure - long term hold in my pension. Nothing I'm worried about.
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I dipped in and out on the way down with SMT, so only down 10%, and been buying more. Will be stuffing more in my pension at the end of the month too, good price for a long term hold.

xaldub said:
I'm still ahead overall but the gains I made over the last two years during the pandemic have been wiped out these last 4 weeks. And as you say, it does look as if things are going to deteriorate.
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xaldub said:
It's a tough gig for anyone right now. Looking ahead I don't see much upside for the remainder of 2022. The Russia/Ukraine conflict is going to drag on, then there's inflation and rising energy costs. And come the end of the year Covid will no doubt flare up during the winter months. If there is one thing the stock market hates it's bad news ... of any description. I'm seriously thinking of pulling out all my stocks before things get worse.
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My take is that we're at peak negative for this conflict...it currently looks like it's going to drag on and on being an economic mess, and that's what is priced in. Any sniffs of a some kind of resolution, either way, are going to be very positive for the markets.

With inflation running at current rates, there's not a chance in hell I'm sitting on cash for any length of time.

dLockers said:
I'm shifting all of my cash out of shares and into property. Good luck boys, see you in 5 years :D
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Using cheap debt to buy assets is probably as good as it gets....although you do have to factor in the possibility of quite serious interest rate hikes if inflation rates don't get tamed.
 
mid_gen said:
Using cheap debt to buy assets is probably as good as it gets....although you do have to factor in the possibility of quite serious interest rate hikes if inflation rates don't get tamed.
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Its an 8 grand insurance policy buy me out of my fix, but probably one I'll take.
 
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