Trading the stockmarket (NO Referrals)

[slinxy]

People looking at all world funds… is cheaper to buy the fund separately I.e. 90% developed world 10% emerging market.

The downside is that you don’t get automate dev vs emerging balance, so there’s a little more work of rebalancing once every few years.

If you do split, make sure that you buy the funds from the same provider as different providers classify countries differently.

I'm still in a world ex UK fund though so still have some exposure.

FTSE 100 is at 12% for the year and just had a historical high… one of the young lads was dollar costing into it at work and I was like “why?”.. but he’s done well for himself.

 

[throwaway4372]

People looking at all world funds… is cheaper to buy the fund separately I.e. 90% developed world 10% emerging market.

That's true if looking at VWRP etf, you can get VHVG etf and whatever the emerging markets etf is.
But you can just get the HSBC FTSE All-World Index C Acc oeic for the same cost.

 

[D.P.]

thats based on a world eventy nothing to do with any signs of the USA markets at all...

TRump wants to pull the defence budget back,. which means Europeans need to start spending more of their own money.

it wasn't even unexpected hes been talking about it for ages now, it's likely absolute bluiff to make EU step up

whilst america keeps spending likely as much as it has been doing.

no doubt trump will want to modernise the armyt which means more drones and other tech and less big things like tanks

None of what you said counteracts my point at all, in-fact you are largely just agreeing with it. Trump's actions lowered US defense stock prices and increased European, therefore an all world tracker wasn't signifciantly impacted within the defense sector, but a US tracker like VTI would have been.

 

[LostCorpse]

Trump announces up to $500 billion in private sector AI infrastructure investment

President Trump announced billions in private sector investment by OpenAI, Softbank and Oracle to build AI infrastructure in the U.S.

www.cbsnews.com

small follow on

Report: OpenAI plans to shift compute needs from Microsoft to SoftBank | TechCrunch

OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The Information reported on Friday. By

techcrunch.com

 

[tangey]

small follow on

Report: OpenAI plans to shift compute needs from Microsoft to SoftBank | TechCrunch

OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The Information reported on Friday. By

techcrunch.com

I wonder if the news this morning that Microsoft is cancelling AI data centre leases is related to this.

Microsoft cancels leases for AI data centers, analyst says

(Bloomberg) -- Microsoft Corp. has begun canceling leases for a substantial amount of datacenter capacity in the US, a move that may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen said in a report.Most Read from BloombergTrump...

finance.yahoo.com

 

[LostCorpse]

I wonder if the news this morning that Microsoft is cancelling AI data centre leases is related to this.

would make sense, have to wonder at the time frame of it though.

 

[413x]

-3x on tesla and plantir going very well so far buffering the losses.

But overall still hold too much US stock despite selling a chunk.

 

[mid_gen]

-3x on tesla and plantir going very well so far buffering the losses.

But overall still hold too much US stock despite selling a chunk.

Mr "I'm not trading single stocks anymore, sticking to ETFs" over here trading on leveraged instruments. Never change

I think the only way is down for TSLA from here, but trading it ain't in my current risk profile with no job!

 

[RxR]

Palantir and intel are going cheap atm.

 

[nam]

Palantir and intel are going cheap atm.

Intel's new foundries in the US supposed to open this year ?

Intel foundry customers have successfully powered on 18A node engineering samples

Interim Intel co-CEO Michelle Johnston Holthaus announced that the first engineering samples of hardware manufactured with the company's 18A semiconductor node have been delivered to customers. Her...

www.techspot.com

 

[arknor]

Palantir and intel are going cheap atm.

it should probably be a 60-70$ stock imo, thats probably when I would consider buying again anyway



I wouldn't say intels cheap either, although it seems reasonable

 

[LostCorpse]

i guess the big questions is do people thing the us stock will tumble and what time frame do you give it?

18 months. mostly because i think in that time frame beause enough hanges will have accured to effect the US in general. were as at the moment its only just starting to effect people in "minor" ways.

 

[throwaway4372]

i guess the big questions is do people thing the us stock will tumble and what time frame do you give it?

Yeah in 2027-ish when China attacks Taiwan. Until then it's just noise.

 

[200sols]

Doesn't matter what people think, I'm not aware anyone has a crystal ball so..

 

[Efour]

Ive lost so much I might as well stay in forever now big oops.
I'm a fool :/

I hope some us tech stuff bounces back reasonably to the point where I can bail out and be a bit more risk adverse

 

[Calpol]

Interestingly BRK.B hit an all time high today. Days after Buffett allegedly sold up a lot of his S&P500 position to remain hugely in cash. It seems the bears are exerting a bit of control now. Will be interesting to see how long it lasts. Nvidia earnings on Thursday will be interesting. I have a suspicion that there will be a bit of a pull back on the whole AI sphere.

 

[lookitsjonno]

Gone from 40% up last Friday to 19% today All a bit silly really, should have taken profits instead of being greedy...

Still, better than having cash in the bank so can't grumble, you live and learn

 

[SmokeKingGun]

6 percent down from previous month high

Most stocks taking a beating, but Intel/nike/VW/bayer/coco cola just increasing enough to take the sting off.

LUNR taking a hell of a beating, sold a little (wish more) from 22-24 range. Was holding most for launch on 26th - even bought few more in 17-19 range (ruining average a bit). Average 8.92 now but getting a little worried! Going to be an interesting week.

 

[413x]

Gone from 40% up last Friday to 19% today All a bit silly really, should have taken profits instead of being greedy...

Still, better than having cash in the bank so can't grumble, you live and learn

Right now, I think cash in the bank is better. Glad I sold a lot off last few days. Not not all of it.

 

[Cavallino]

The advantage is the cost of trade, buying on vanguard is free, and you pay 0.15% account fee.

If you buy the same ETF on H&L you pay £11.95 per trade, and 0% account fee.

If you buy the fund version on H&L, you get the trades free + 0.45% account fee.

Vanguard has a minimum fee now so H&L is cheaper if you buy via fund, not ETF, for lower amounts.

As your portfolio/deposits increase, vanguard is cheaper

Then H&L is cheaper after you increase further

Thanks again for this, what is the fund version of VWRP/RL?

E: Is it this? Vanguard FTSE Global All Cap Index Accumulation (GBP)?
Whats the advantage of buying in the fund as opposed to ETF except for the price advantage above?