Trading the stockmarket (NO Referrals)

I sort of took the trump thing as a positive thing , a bit of bias towards them amongst the other chip stocks ? but also I wanted back in , fomo more than anything so after the news pump I got some on Wednesdays drop.
Tbh it's staying in the long term rather than messing about for a few quid although if news dries up who knows could be below $20 again

Screenshot-2025-08-23-12-06-59-37-b2821ec0506715f5c2cd059661654996.jpg
 
Yes, but Trump said they paid nothing for the shares. Poor Intel.
if that's then its probably paid some other way like 10bn of tax write offs or tax incentives spread across a number of years.
also trump says a lot of stuff that's untrue and we all know it.

INTC foundry will likely start getting government contracts in the near future I'd imagine.
 
Last edited:
Anyone wearing flipflops on London streets is a ****ING weirdo that's all that matters to me :p (or from some third world country, at a push some essex boy twit.)

The streets can be disgusting covered in who knows what.... Maybe he's safe around the palace and regents park.

What borough does he live in?
Say what?
 
Novo Nordisk has been doing well for me this week, I bought that dip. Sold my Nvidia/tech shares as they always nose dive at earnings.

Tech is currently a plaything for Trump and it's not good.
 
Last edited:
Yep, US government backing means it's basically immortal

I wonder though, with a 10% stake, what pressure the US government might put on the company to do things it might not have chosen to do otherwise... might not be great for intel, internationaly, in the long run?

For example they might get a bad rep like Huawei getting a rep for thier hardware/firmware being security compromised by the Chinese government?
 
Last edited:
I'm interested to see what my investments have done since friday which was a good day...tomorrow... both are FTSE etf's which has been closed all weekend and bank holiday....
 
Not sure if this is the place for this question but I'm going to be semi retired in 2 years time and I want to de-risk a proportion of my SIPP portfolio which is currently weighted about 70% towards equities.

Looking at setting up a gilt ladder to fund the few years until I fully retire - talking a 7 year span here so should be sheltered from interest rate changes, as I understand it because I'll be holding them through to maturity and will recoup the price I paid. My understanding is that yields have risen due to interest rate rises over recent years (which I understand won't drop any more this year due to higher than expected inflation) and I can get a yield to maturity of 4.2% on a 2 year gilt, for example.

Doesn't seem a bad strategy to me because I'm really worried about a crash just about the time I want to start taking some money out.

Anyone experienced in this kind of thing?
 
Not sure if this is the place for this question but I'm going to be semi retired in 2 years time and I want to de-risk a proportion of my SIPP portfolio which is currently weighted about 70% towards equities.

Looking at setting up a gilt ladder to fund the few years until I fully retire - talking a 7 year span here so should be sheltered from interest rate changes, as I understand it because I'll be holding them through to maturity and will recoup the price I paid. My understanding is that yields have risen due to interest rate rises over recent years (which I understand won't drop any more this year due to higher than expected inflation) and I can get a yield to maturity of 4.2% on a 2 year gilt, for example.

Doesn't seem a bad strategy to me because I'm really worried about a crash just about the time I want to start taking some money out.

Anyone experienced in this kind of thing?
You would have to go out to T31 gilts in order to get a yield of 4.2%. That's 6+ years.
Gilts look like a good way to de-risk a portfolio but it depends on what the rest of your investments are. I'm in a similar position but I have taken a slightly different approach.
I have approximately 70% in equities with the vast majority in global index funds.
I have about 25% in money market fund and 5% in UK gilts -TR27. The MMF has been yielding more than the gilts and I keep it as liquidity should I need to ride out a downturn or if I feel brave enough to buy a dip. I'm not yet in draw down but can be as of next year.

The downside of the bond ladder is that your capital is tied up in exchange for an almost guaranteed return.
Bond Yields

Global ETF tend to suffer less than say tech heavy indexes or US stocks in a crash. Yes you might dip 10-15% but the S&P500 might fall 30%. Personally I think there are other ways of hedging your portfolio risk vs a gilt ladder.

Decent video on Bond Ladders

 
Yep, US government backing means it's basically immortal
I wonder though, with a 10% stake, what pressure the US government might put on the company to do things it might not have chosen to do otherwise... might not be great for intel, internationaly, in the long run?

For example they might get a bad rep like Huawei getting a rep for thier hardware/firmware being security compromised by the Chinese government?
the 10% is just the subsidies though from what ive read, not anything additional

"Foreign governments may impose additional regulations on Intel due to US government ownership, the company warned in securities filings"
 
Back
Top Bottom