Trading the stockmarket (NO Referrals)

delta0 · 22 Mar 2022 at 09:25

Kreeeee said:
Be wary of falling into the trap of dividends being better than an equivalent increase in stock valuations. For my situation growth has no tax while dividends are taxed, and it is better for a company to use capital for growth than to give it away to stock holders in the long term. PWL Capital did a great white paper and podcast (Rational Reminder) on it.

For UK folk they will normally invest within a S&S ISA so avoid the £2k trigger for dividend taxes. My investment is a balanced between high growth and high dividend that is reinvested. The high dividend has been the most resilient and has been growing well.

moon man · 22 Mar 2022 at 11:16

The lifestratagy funds have a home bias, but when i just had vwrl the ftse would have a blimding day and my vwrl would be red again and again, so i thoght i wohld add vuke.
So far it has worked even if my reasoning may be flawed..

413x · 22 Mar 2022 at 13:14

It's interesting. I've been focusing on dividends about half time.
And often (too often) the subsequent drop on ex-div date seems over done.
So works out better to sell midday ish day before and buy back. I'm following other shares to see if this is better than just leaving it in

Kreeeee · 22 Mar 2022 at 13:26

413x · 22 Mar 2022 at 14:09

Kreeeee said:
If it was as simple as that then an algorithm would have been made to steal all the profit.

Agreed.
And my sample is small. But it's happened last 3 I've had.
I guess you'd have to know the top and bottom as well. (not just in hindsight)

Deleted User 298457 · 22 Mar 2022 at 21:09

moon man said:
I have some vwrl but they are an etf not an index fund like Vanguard FTSE Global all cap so vwrl can be traded live for £7.50 on vanguard or lumped together with others for free
Some more hawkish fed noises so may have a rocky ride again this week

Are you day trading funds lol?

moon man · 23 Mar 2022 at 07:28

dLockers said:
Are you day trading funds lol?

Not now just holding and adding ,its possible though ive had some decent volatility on vwrl ,its done 5 percent this week but i have had day after day of red also and thats really tested me (ive been advised to stop looking ) but yes i have paid for an unnecessary live trade on a long term investment for the price of a bottle of wine

mid_gen · 23 Mar 2022 at 07:49

dLockers said:
Are you day trading funds lol?

I have been. The market volatility at the moment makes it worthwhile as I don't believe we'll see much of a net positive over the course of the year. Obviously higher transaction costs than single equities, but less risk too.

Uther · 23 Mar 2022 at 09:00

Starting to move everything over to Vanguard from HL now, I've sucked up the increased costs at HL for a while, but as I'm mainly in Vanguard funds now it doesn't seem worth the extra choice any more.

Deleted User 298457 · 23 Mar 2022 at 09:04

moon man said:
Not now just holding and adding ,its possible though ive had some decent volatility on vwrl ,its done 5 percent this week but i have had day after day of red also and thats really tested me (ive been advised to stop looking ) but yes i have paid for an unnecessary live trade on a long term investment for the price of a bottle of wine

mid_gen said:
I have been. The market volatility at the moment makes it worthwhile as I don't believe we'll see much of a net positive over the course of the year. Obviously higher transaction costs than single equities, but less risk too.

Interesting! Fair enough.

I'm in VAFTA (Vanguard FTSE Global All Cap Index Fund GBP Acc) and it's delivering jack all at the moment. Wouldn't have thought the swings would be worth it.

mid_gen · 23 Mar 2022 at 09:13

dLockers said:
Interesting! Fair enough.

Depends on your appetite for risk too. The last few weeks I've made short trades on ETFs at between 5-10% profit each time. With an actual land war going on in Eastern Europe at the moment, I'm quite happy to just nip in and out and sit on cash most of the time.

I really don't feel like the consequences of this war are properly priced in yet. We're seeing the pain of energy prices immediately, but the fertiliser and food price increases potentially have a wider and more devastating impact on the global economy.

Egypt fixes price of bread as Ukraine war hits wheat supply | Egypt | The Guardian

Trig · 23 Mar 2022 at 11:34

Uther said:
Starting to move everything over to Vanguard from HL now, I've sucked up the increased costs at HL for a while, but as I'm mainly in Vanguard funds now it doesn't seem worth the extra choice any more.

Have I missed an email update somewhere, what cost increases are we looking at here?

Uther · 23 Mar 2022 at 11:40

Trig said:
Have I missed an email update somewhere, what cost increases are we looking at here?

I meant the general cost of being at HL Vs Vanguard.

Trig · 23 Mar 2022 at 11:58

Ahh, I do most of my stuff through monthly so its only when I am selling stuff that I get hit by their main fee's, and I don't really trade small stuff on HL, that's what my T212 account is for.

silversurfer · 23 Mar 2022 at 14:47

HL is ok so long as you are poor as its percentage based but IFA is best for anyone dealing the bulk of a pension as it should be far less vs your size, roughly true afaik

Apparently the market is having a bullish day. Never heard of this one but its EV related maybe up 100% ALLG https://finance.yahoo.com/news/allego-n-v-begins-trading-110000304.html

I would like INTC to repeat its range seen previous. They bought up massive amounts of TSMC production I think plus hopefully building capability elsewhere
48 key this year and +50 long term

11% div

Thungela said it was unable to take advantage of the growth in demand.

In 2021, Thungela exported 15 million tonnes, down 16% on the previous year due to logistics problems. The miner forecast exports of between 14 and 15 million tonnes for 2022, climbing to 16 million tonnes in 2023.

South Africa's state-owned rail and port company Transnet has been plagued by large-scale copper theft hobbling its freight operations and denting its finances.

https://www.reuters.com/world/afric...pportunity-european-demand-surges-2022-03-22/

arknor · 23 Mar 2022 at 22:00

if anyones really bored Intel and Micron testified before the senate

126:35 is interesting, some dood is asking where the return is for the american tax payer, I'm a ceo bla bla bla.
then the chair answers the question at 128:40 instead of Intels CEO, she starts reading off how much to the economy they add in each state.

seems likely they will get some $$ imo

EDIT 24th March and INTC is up 6.94% purely from NVDA saying they would consider using INTC foundries

Now just need MSFT, GOOGL, AMD and APPL to say the same :cry:

silversurfer · 28 Mar 2022 at 20:24

INTC doing well really, overall market is very bouyant

https://seekingalpha.com/article/44...m_source=seeking_alpha&utm_term=27181407.2545

Despite recently weighing down their share price, investors can ignore this noise because even a small $3 per barrel increase to oil prices should counteract their loss of Rosneft dividends.

Martynt74 · 30 Mar 2022 at 11:16

Dammit, unlike many on here i have absolutely no morals. I was eyeing up the shares in Polymetal but wasn't sure how swift any recovery would be and so held off for the time being.

I emailed my dad to discuss it and he bought a few grands worth and is now just sending me daily screenshots of his profits

sanaxe1 · 30 Mar 2022 at 13:33

Looks like polymetal stocks have been suspended?

Trading the stockmarket (NO Referrals)

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