Trading the stockmarket (NO Referrals)

413x · 30 Jan 2026 at 17:36

Americans do not like financial pain. Remaining support for trump could evaporate quickly within anyone who isn't extreme maga

413x · 30 Jan 2026 at 17:37

mattyfez said:
Problem is, the USA is fast becoming a joke...

Overvalued tech stocks aside, that's a seperate subject really... the Trump regime is a basket case and that's not helping at all.

It's a double whammy of overcooked stock prices and a rogue government, so it's easy to see why USA stocks in general are taking a hit relative to their peers such as Europe and the far east.

Trumps latest wheeze about decertifiying Canadian airplanes is just bonkers... He's just totally demented... Randomly starting trade wars will only do one thing... And that is cost the USA.

He hasn't learned that you can't just bully people to get your own way. It might work a little bit for a little while, but sooner or later your gonna get a smack in the teeth.

Lends more credit to the claims he's mentally compromised.

Nasher · 30 Jan 2026 at 17:55

mattyfez said:
Might be anecdotal but my European fund is doing better than my all world fund at the moment (as that's very heavy on USA)..

Only a few % but come April and new ISA allowance I'm currently thinking I'll shift bias a little bit more to Europe.

Maybe not 50/50 but I'm certainly thinking my Europe fund will get the lions share of my new 20k allowance.

Yep, US tech is holding back all-world at the moment.

Broken Hope · 30 Jan 2026 at 18:01

Nasher said:
Yep, US tech is holding back all-world at the moment.

It's more the poor dollar is holding it back since 60% of the all world is priced in dollars, if that improves, which today at least it has been that would help. It's the reason why the S&P 500 did something like 15% last year but we as UK investors only saw like 9%

Broken Hope · 30 Jan 2026 at 18:03

mattyfez said:
Might be anecdotal but my European fund is doing better than my all world fund at the moment (as that's very heavy on USA)..

Only a few % but come April and new ISA allowance I'm currently thinking I'll shift bias a little bit more to Europe.

Maybe not 50/50 but I'm certainly thinking my Europe fund will get the lions share of my new 20k allowance.

Any reason why you went VEUA over VUKG? the FTSE 100 generally seems to have performed better and will all be in GBP.

Return per risk etc all seem to be better for VUKG too.

Detailed Comparison for ETFs | justETF

Compare and analyse a selection of ETFs in detail.

www.justetf.com

ci_newman · 30 Jan 2026 at 18:51

Jokester said:
Silver particularly could crash quite severely, dropped 75% in 1980, 60% drop in 2011-2013. Gold has had similar timed but smaller drops (about 40% from it's 1980 high).

radderfire said:
It has traditionally been volatile, but as there's currently a supply shortage I think any short term drop is quite unlikely. Plus it's arguable that previously the price has been manipulated and now that's becoming harder to do.

Guess which one was right? (Hint - it wasn't radderfire).

Hedge · 30 Jan 2026 at 18:59

This is a good channel for some discussions regarding financial state of the world.

D.P. · 30 Jan 2026 at 19:01

Broken Hope said:
It's more the poor dollar is holding it back since 60% of the all world is priced in dollars, if that improves, which today at least it has been that would help. It's the reason why the S&P 500 did something like 15% last year but we as UK investors only saw like 9%

And I only saw something like 6%,, damn CHF!

radderfire · 30 Jan 2026 at 19:21

ci_newman said:
Guess which one was right? (Hint - it wasn't radderfire).

This is just volatility and not a sustained drop. I would expect it to regain the high within weeks. However, I am also of the opinion that the silver market is highly manipulated.

delta0 · 30 Jan 2026 at 20:53

That’s a crash for silver.

Calpol · 30 Jan 2026 at 21:22

delta0 said:
That’s a crash for silver.

@413x gonna be happy as he leverage shorted it yesterday

The rotation continues. Most of the tech and software stocks are down yet the index has only dropped 30 points. This is quite a controlled re-balancing vs the much anticipated AI led bubble bursting.

D.P. · 30 Jan 2026 at 21:28

Calpol said:
@413x gonna be happy as he leverage shorted it yesterday

The rotation continues. Most of the tech and software stocks are down yet the index has only dropped 30 points. This is quite a controlled re-balancing vs the much anticipated AI led bubble bursting.

The rally will continue when investors digest this more. I don't think there will be an AI bubble at this rate. Biggest risk is still Trump

DJMK4 · 30 Jan 2026 at 23:01

Finally setup vanguard FTSE all world VWRP with a small deposit. Need to wait in until April

Simon · 31 Jan 2026 at 01:02

delta0 said:
That’s a crash for silver.

Zoom out

mattyfez · 31 Jan 2026 at 02:06

Broken Hope said:
Any reason why you went VEUA over VUKG? the FTSE 100 generally seems to have performed better and will all be in GBP.

Return per risk etc all seem to be better for VUKG too.

Detailed Comparison for ETFs | justETF

Compare and analyse a selection of ETFs in detail.

www.justetf.com

VUKG is only UK stocks, VEUA is European stocks including UK.
So basically I don't want over exposure to the UK, I'd rather have a broader European fund as a hedge against the USA heavy VWRP.

barmyllama · 31 Jan 2026 at 08:17

Broken Hope said:
It's more the poor dollar is holding it back since 60% of the all world is priced in dollars, if that improves, which today at least it has been that would help. It's the reason why the S&P 500 did something like 15% last year but we as UK investors only saw like 9%

This

I bought £500 of Apple at the end of 2024 for my granddaughter at $257.84. It's now at $258.90 after a rough 2025, yet my total invest has dropped to £457.04.

delta0 · 31 Jan 2026 at 12:53

Broken Hope said:
It's more the poor dollar is holding it back since 60% of the all world is priced in dollars, if that improves, which today at least it has been that would help. It's the reason why the S&P 500 did something like 15% last year but we as UK investors only saw like 9%

The new fed recommendations from Trump seems to have caught the market off guard. They had assumed it would be someone that would drop interest rates and devalue the dollar. It appears Kevin Warsh is a very respected candidate and isn’t likely to push the dollar down. This is causing the dollar to rise.

Simon · 31 Jan 2026 at 13:17

What’s the deadline for commodity index rebalance and 20% max. Isn’t this causing the forced selling ?

~Mike~ · 1 Feb 2026 at 13:44

Starting to get annoyed by T212 and the new verifying device/trusted device with a camera business.

I sometimes use the desktop (as well as the mobile app) but it doesn't have a camera so gets annoying as it keeps asking me to verify with a camera.

DJMK4 · 1 Feb 2026 at 18:45

DJMK4 said:
Finally setup vanguard FTSE all world VWRP with a small deposit. Need to wait in until April

Couple of questions .

1)
Would it be safe to dump around the value of an ISA yearly limit on this In April?.

2) before the new tax year starts is it worth shifting some of what I have in cash isa to the s&s ISA well as dropping a fresh new load in April?