Trading the stockmarket (NO Referrals)

The_Arbiter said:
Looking a bit green for me, just :eek:
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My stocks ISA is now outperforming my cash ISA by quite a margin... £170 gain in the last week and i've only got 6k invested, (2k in vanguard all world, and 4k in vangueard european ETFs) the other 14k is making 4.3% interest...

My cash ISA made £162 in the last month, and thats with double the money in it at just over 40k.
 
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Just been thinking… what’s stopping another country buying from china the packaging up with made from …. And shipping it to the US, while making a tidy profit as it would still be cheaper than the 145 or whatever tariff rate is on Chinese goods..

Some US companies have been doing it for years like Alpaka.. heck I know some UK companies that buy stuff from china that pretty much nearly all assembled, once the items are here, it gets QC’d and they slot/screw a few of the the items together and say it’s made in the UK.
 
slinxy said:
Just been thinking… what’s stopping another country buying from china the packaging up with made from …. And shipping it to the US, while making a tidy profit as it would still be cheaper than the 145 or whatever tariff rate is on Chinese goods..

Some US companies have been doing it for years like Alpaka.. heck I know some UK companies that buy stuff from china that pretty much nearly all assembled, once the items are here, it gets QC’d and they slot/screw a few of the the items together and say it’s made in the UK.
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Designer label Hermes got into bother doing that... Randomly saw a YouTube video about it last night night.

Luxury handbags 'hand made in France' .
Actually made in China and they just do a tiny bit of product finishing in France..
 
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I'm over exposing myself to the EU on purpose, as I suspect my all-world fund, which is so heavily weighted to USA, and USA tech in particular, it may as well be the S&P500, might take a big hit soon if trump keeps trumping.
 
mattyfez said:
I'm over exposing myself to the EU on purpose, as I suspect my all-world fund, which is so heavily weighted to USA, and USA tech in particular, it may as well be the S&P500, might take a big hit soon if trump keeps trumping.
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indeed, this is the problem with all world trackers is that they are about 65% S&P500.

I've been buying VXUS, i.e. world minus us and it has far beaten the US in the last month.
But beyond stock performance is FX. The dollar has tanked so US stocks are doubly impacted. Having more investment in companies with euro/gbo/chf helps even if the capital growth is not so high.

They are also somewhat anti-correlated. e.g US defense stocks nose dove because the Russian asset in the white house praises Putin, the euro defense stock jump up.
 
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D.P. said:
indeed, this is the problem with all world trackers is that they are about 65% S&P500.

I've been buying VXUS, i.e. world minus us and it has far beaten the US in the last month.
But beyond stock performance is FX. The dollar has tanked so US stocks are doubly impacted. Having more investment in companies with euro/gbo/chf helps even if the capital growth is not so high.

They are also somewhat anti-correlated. e.g US defense stocks nose dove because the Russian asset in the white house praises Putin, the euro defense stock jump up.
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I've only got £2k in VAUG, Im very tempted to pull a grand out and put it into something similar, but maybe with more weight in large-cap asia-pacific, Japan & china.
 
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platinum87 said:
You will underperform the market with your actions.

Stick to all world single etf, invest all the cash, if you are just investing for the long term.
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Nah..maybe in a year or two I'll reconsider and go 'all in' on 'all world'.

I'm hedging my bets for the time being, for better or worse.. I just don't have much faith in the USA under the current regime, Trump is just too much of a wild card.

I might miss out on some big dippers, but that's just my my personal attitude to risk... I'm happy making moderate gains if I can maintain 7% plus per year, I'm not searching for the jackpot, I'll leave that to the day-traders and the inside traders!
 
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mattyfez said:
Nah..maybe in a year or two I'll reconsider and go 'all in' on 'all world'.

I'm hedging my bets for the time being, for better or worse.. I just don't have much faith in the USA under the current regime, Trump is just too much of a wild card.

I might miss out on some big dippers, but that's just my my personal attitude to risk... I'm happy making moderate gains if I can maintain 7% plus per year, I'm not searching for the jackpot, I'll leave that to the day-traders and the inside traders!
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That’s the whole point of investing now in the US, getting in while it’s cheap…
The US dollar is weak at the moment, so every pound is getting converted to more dollars and cents.. allowing you to buy more shares.
 
slinxy said:
That’s the whole point of investing now in the US, getting in while it’s cheap…
The US dollar is weak at the moment, so every pound is getting converted to more dollars and cents.. allowing you to buy more shares.
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I see your point, but that's assuming the USA recovers long term... it's current spiral into facism suggests not. Or not for at least about 3 more years, or longer if trump secures an illegal 3rd term, then all bets are off.

I'm keeping my powder dry by diversifying for now -ask me again in at least 12 months or more! :D
 
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