If I was truly fearful, I'd have sold
As it is, I did my monthly SIPP buy, but put my ISA money aside as cash for now. Hedging my bets.I think its too early for a sustained rally personally.
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- Thread starter mcast123
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As it is, I did my monthly SIPP buy, but put my ISA money aside as cash for now. Hedging my bets.I think its too early for a sustained rally personally.
It's a bit of a lottery. No one can really predict what's going to happen in Ukraine.
For me it's all down to putin now.
At some point it will be resolved. I see the outcome as binary. One is normal running resumes. Other is very very bad.
I dont see anything in between
For me it's all down to putin now.
At some point it will be resolved. I see the outcome as binary. One is normal running resumes. Other is very very bad.
I dont see anything in between
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If nukes start flying you wont be worried about your investments falling in value, you'll probably be dead
This. I hope I'll be dead. Because I doubt I'll become an x-men member!
I do not want to be riddled with cancer with no health care to help out. Grim!
Pretty much this, if you cash out now due to the fear the markets implode due to a nuclear exchange I don't think cash will help you even if you survive. Unless you're buying guns and lots of ammunition with it!If nukes start flying you wont be worried about your investments falling in value, you'll probably be dead
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Soldato
- Joined
- 13 Aug 2004
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Got a nice little dividend payment from $CHNG yesterday. Everything is back in VWRP for now, or under my mattress.
i got more Dividends from vuke and vwrl ,already reinvested manually as they are not accumulating etfs ,I've become very good at not being bothered about big drops ,the last time i crystallised my losses was dumping a high bond fund and that was absolutely the right thing to do ,what did Kenny Rodgers say, "know when to hold em ,know when to fold em"
bridge repair companies should do well though.
Bunker building companies too
How do you guys work out "priced in down turns"?
For example during this bear phase I'd love to pick up some house builders. Obviously this is very much "catch a falling knife" territory.
With interest rates widely predicted to hit 5pc and house price falls of 0-30 percent already predicted. Is this priced in.
I know this is very very speculative. But its obviously how people pick up bargains.
Just wondering if anyone uses any specific measures rather than... "Looks like the bottom"
For example during this bear phase I'd love to pick up some house builders. Obviously this is very much "catch a falling knife" territory.
With interest rates widely predicted to hit 5pc and house price falls of 0-30 percent already predicted. Is this priced in.
I know this is very very speculative. But its obviously how people pick up bargains.
Just wondering if anyone uses any specific measures rather than... "Looks like the bottom"
I just think about what the last bit of bad news is going to be before a turnaround.
We haven't even had the energy or mortgage prices start to properly destroy consumer spending. We haven't had the blackouts. We have had the nukes (or other escalation).
So much more bad news to come, before we hit the bottom in general. Although markets will start to recover as soon as inflation shows signs of cooling off.
Feels like an opportunity not to be missed.
One of those rare chances where, if you cant/don't want to buy a property to let turn to stocks.
I agree. There's more to come. I'm actually surprised the fall for house builders isn't more. But maybe it's because people know they will come back? And the falls are substantial.
Looking back at chart data for 2008 is difficult and probably not wise due to different factors.
But yes. Seems like a golden opportunity is waiting in the wings
You cant time the bottom, nobody knows its the bottom until years later really. I don't think housebuilders are compelling right now, so much more potential downside. Personally I don't really buy individual stocks, too much risk of even a decent company falling 50+%. Many investment trusts are on wide discounts looking cheaper though, but personally I'd avoid those all out growth ones, they may have worked for the last decade of easy money but going forward, I doubt it.
Oh yeah I know. Played around in crypto long enough to know that.
Covid was easy. A sharp drop that was always going to recover.
This is much more natural. But hard to find any sort of 'opportunity'.
Maybe a trickle feed into some funds might be sensible? But still building up cash in an easy access savings account is wise?
Because I have a low mortgage rate seems silly to put it in there.
Not sure why you're avoiding growth.
Its "growth, growth, growth" and for the next 2 years right?
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Not game to touch AMD, Nvidia or intel for a long while because their earnings are going to be dreadful for a good time to come
Soldato
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- 13 Sep 2005
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Buy more. Wait. Profiteroles?