Trading the stockmarket (NO Referrals)

tangey said:
I understand that generally that is good advice. However most of the major drops in the market on the chart relate to a single major unexpected events. There are exceptions like covid, which was an ongoing story, lasting several years and was a worldwide issue.

but I can not recall a time when worldwide markets are on tenterhooks each workday morning to see what a single individual has said or not said, with no end in sight as to his ability to disrupt and sow financial chaos. What we do know is his stated aim to MAGA, and financially that currently appears to mean becoming isolationist and having policies that encourage US manufacturing and discourage US imports.

Geopolitically, other than Israel, he has freely expressed that the US to no longer going to be the worlds police force. Add in that he has made public commentary about the US acquiring other countries, and providing allies somewhat toned down military equipment. That is potentially a LOT of impact in a LOT of areas that will affect the markets.

IMO, we haven't been here before, and we are only a couple months into a 4 year agenda.
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I posted this on Monday. The US markets have since lost several trillion (and looks like doing the same today), and other markets similarly, but in terms of Trump, nothing has changed, The world is wondering what he is going to do each morning.
 
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Well my s/s isa ended the fiscal year on -4.04%

My overall portfolio ended the year on 2.91%

I still have to wait to see how much this mutual fund is worth…
 
I started investing at the start of the year as a resolution.

I'm down 21% across my holdings :cry:

Still throwing in tenner a day though, it will go back up again, I hope...
 
The FTSE 100 has suffered the biggest one day fall since the beginning of Covid five years ago.The UK index closed 4.9% lower - that's the biggest drop since 27 March 2020
 
Been out enjoying the sunshine today. Checking phone. Absolute lols.

The Trump Crash is going to be spectacular. Incredible so many stupid people have managed to get into positions with this much responsibility. MAGA cult are gonna own this.
 
Irish_Tom said:
It will eventually, you’ve just got to be patient. It’s times like this when the real money is made. But it’s a long game.
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You know, with previous crisis I'd say that this was good advice.

However, I fear that the US has done serious and long lasting damage to it's reputation, to the point that the appetite for investment in the US is almost none existent. If you're invested in a US-leaning fund, like many of us are, it may be a much slower recovery than what we've seen in the past. This, coupled with the uncertianty of the Mr Orange still being in power.

I'm sure there have been nay-sayers during other crisis, but this feels different. We're currently staring the collapse of NATO in the face - and it's no joke.
 
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Fubsy said:
I started investing at the start of the year as a resolution.

I'm down 21% across my holdings :cry:

Still throwing in tenner a day though, it will go back up again, I hope...
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I reorganized some finances and changed some of my planning at the New year, dropped about 50k across standard portfolio (VT all world, some local swiss tracker, and BOXX). Down 12% on a relatively low risk portfolio. I'll complain in 5 years time if it is still down, and 10years time i'll be surprised and angry but it isn't critical money.
 
tangey said:
I posted this on Monday. The US markets have since lost several trillion (and looks like doing the same today), and other markets similarly, but in terms of Trump, nothing has changed, The world is wondering what he is going to do each morning.
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Indeed, but if you get closer to the mid-terms and it looks mike a blue tsunami then you could easily see tariffs reversed and some garbage about the objectives achieved and now Trump made America great. He'll get 10-15% stock bump in a day and shout from the hill tops.

Otherwise next POTUS will simply reverse it all. Trump might not even mast that long.
 
If you look at the bigger picture

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It's still up 2,977%!
 
75-80% cash atm. I do have a bit of AMD and Intel which is down single digits at the moment as I only bought recently. I can't see an upturn in the next 2-3 years if these tariffs stand. Think I'll see how the weekend plays out and consider fully exiting.

Although I do have my Peter Thiel backed biotech punt that I'll continue swing trading.
 
Minstadave said:
Trump looks on track to be worse for the US economy than a global pandemic.
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hostile enviroment, xenophobia seems to be the enviroment being created based on changes. which will have a nock on effect
Fubsy said:
I started investing at the start of the year as a resolution.

I'm down 21% across my holdings :cry:

Still throwing in tenner a day though, it will go back up again, I hope...
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DCA my friend its the best way
 
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