Trading the stockmarket (NO Referrals)

dwarf said:
I am remaining invested. I'm switching it to other funds that are not so exposed to the "magnificent 7". I'll reinvest in them once they're generally 20% below the ATH. Or cut my losses when Tesla finally launch full unsupervised self driving or Optimus is a viable product. Both of which will never happen.

I keep doing it as it's fun trying to time the market. I'll get it right one day, and I've not lost out on too much previously.
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No one is going to do badly out of selling up and liquidating this year's profits. Might do better staying in? Maybe. But bird in the hand and all that.

Depends what you're trying to do with your money. If it's for retirement 10+ years away then just leave it. If it's trading money (like mine), I think it's worth having a bit of fun.

I've successfully timed things several times throughout the year and been able to re-enter below my last exit and skimmed off extra profits.

I think this bull market could well push through into next year before something gives.
 
Fed FOMC meeting announcement tomorrow, with expected 0.25% rate cut, probably bullish for stocks.

A number of US Big Tech companies reporting this week, including Google and Microsoft tomorrow.
 
Finally, been waiting for CYBIN to pop, one of the few equities I've got left, as I have been in the red on it for ages and don't like crystallising losses. Will hold on for a bit more though.
 
dwarf said:
I’m pulling out of most of the major U.S. stocks for now. Valuations have gotten absurd, and I’m increasingly concerned about circular financing risks. I’ve tried timing the market before and been wrong every single time, so I know this could be another mistake but it just feels too frothy to stay in right now.
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but why are valuations high.

Trading the stockmarket (NO Referrals)

Bit of a shame we cant update post 1 mcast123 has been seen for a long while so the usefull info is one location
forums.overclockers.co.uk forums.overclockers.co.uk
 
arknor said:
and like half as expensive as beyond meat, not that great either.
its a highly completive market and they aren;t priced attractively.
rarely you see them on sale for £2 a pack in morrisons, I guess they have to clear stock no one is buying
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Well I am up £200 on bynd that was my point really, I do like them but it's just an investment vehicle with enough hype to get it going again
 
Two AI infrastructure rollout plays for consideration, DYOR:

Aecom (ACM) - Infrastructure consulting for government and businesses. Share price up more or less in a straight line over the last 6 years.

Comfort Systems USA (FIX) - Mechanical and electrical installation. Long term chart looks good. 24% jump in share price over last 6 days.
 
Workshares reached a 24 years all time high today, god knows how many share splits has occured during that time period.
all the old timers were cashing out none stop this afternoon and it just keep going up.

most of us have share options to call on next week so I'm expecting a drop in price as people cash in on them.

if I keep buying them on the share plans.. I should have enough in work shares to pay off my mortage when it comes to renewling in two years time. It's just a matter of not getting sacked for doing something stupid.
 
Looking to diversify my portfolio a little as I have most of my spare cash in my S&S ISA account tied up on only a couple of companies. The 3.x percent my savings account is offering feels a little low compared to what I can potentially get in ETFs and was looking at VWRP, would this be one of the better funds to go with as it's all world rather than S&P focussed?
 
brendy said:
Looking to diversify my portfolio a little as I have most of my spare cash in my S&S ISA account tied up on only a couple of companies. The 3.x percent my savings account is offering feels a little low compared to what I can potentially get in ETFs and was looking at VWRP, would this be one of the better funds to go with as it's all world rather than S&P focussed?
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I'd certainly choose VWRP over an S&P500 tracker, it's much more diverse and it still contains all the big hitters from the S&P500, but that just like, my opinion, man.

Although if you go that route.. There are some very similar non vanguard global ETFs with slightly lower management fees.. I think VWRP is 0.2% but some are more like 0.1%

I made £400 quid today just by sitting on my ass lol.
Choo! Choo! Thomas!

Although a lot of the big hitters are doing financial statements this week so that's sqeweing the average trend.

 
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D-wavbe red, but other wise green at the moment :)

quantum as a whole
nvidianews.nvidia.com

NVIDIA Introduces NVQLink — Connecting Quantum and GPU Computing for 17 Quantum Builders and Nine Scientific Labs

NVIDIA today announced NVIDIA NVQLink™, an open system architecture for tightly coupling the extreme performance of GPU computing with quantum processors to build accelerated quantum supercomputers.
nvidianews.nvidia.com nvidianews.nvidia.com

GWTM seems to have weathered it well though oddly.

IRBT might be worth a punt at the moment.
 
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Well the 2025 fail investment strategy Im back in the green by 50000sek. Babbbbbbty to the moon.
After a tariff rollercoaster.

I should really sell and rethink my life choices
How long till trump Vs China on REEs that'll tank me again...
 
dwarf said:
I’m pulling out of most of the major U.S. stocks for now. Valuations have gotten absurd, and I’m increasingly concerned about circular financing risks. I’ve tried timing the market before and been wrong every single time, so I know this could be another mistake but it just feels too frothy to stay in right now.
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remove duplicate rows in text file


Their valuations don't matter, the future returns matter. And at least in the short term the companies driving A&P500 growth are healthy, generating record profit.
 
mattyfez said:
I'd certainly choose VWRP over an S&P500 tracker, it's much more diverse and it still contains all the big hitters from the S&P500, but that just like, my opinion, man.

Although if you go that route.. There are some very similar non vanguard global ETFs with slightly lower management fees.. I think VWRP is 0.2% but some are more like 0.1%

I made £400 quid today just by sitting on my ass lol.
Choo! Choo! Thomas!

Although a lot of the big hitters are doing financial statements this week so that's sqeweing the average trend.

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What holdings do you have in your pie? I currently have the Vanguard S&P500 and all world. Is it worth adding NVIDIA, AMD etc.? I'm in it long term ofc not looking to make a quick buck, even though that would be nice :p
 
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D.P. said:
Their valuations don't matter, the future returns matter. And at least in the short term the companies driving A&P500 growth are healthy, generating record profit.
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Future returns are often dictated by valuation. The expected future (earnings) returns are already in the price so at high valuation you are setting a higher bar for performance. There are many studies out there using historical data, when valuation is high future returns over the long term is historically lower.

Handy chart although its a little out of date, valuation is higher now.

 
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Jenson sure did change his mind quickly on Quantum when he realised he could sell them GPUs to do the error checking!

Would be interesting to see how much of Nvidia revenue growth are these almost self funded deals, Nokia being latest.

DCF valuation (discounted cash flow) is a black art and can be wildly off especially over 10 years so PE is still a good indicator. Everything does look expensive currently.
 
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