Trading the stockmarket (NO Referrals)

moon man said:
Bonds have performed like junk the last year, I was in lifestategy 60% bonds and was so pleased to exit, maybe as inflation eases they will do better?
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In my case I'm talking fixed rate bonds.
Put a few k in at 4.75pc

Its not much but I thought it was at least sensible to have a bit with a steady income.
 
My view is that any incoming recession is going to be similar to covid, in that it is an inequality recession that hammers the lower paid hard, but leaves middle and higher earners carrying on largely as usual. That's certainly my personal experience so far.

I think good solid businesses in tech, EVs, luxury goods, renewables have bottomed already. Money supply is tighter than previous years so you're not going to get massive gains from holding basically anything like we've see in the last few years, but the money in the system isn't disappearing so I don't see markets cratering again, unless some black swan event rears it's head.

I shoved all my trading money in Intel last year, it dropped a fair bit, but paid >5% divs and fell much less than the growth stocks. I've now been rebalancing into a spread of growth stocks, particularly EV which I think is oversold (TSLA aside).
 
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mid_gen said:
My view is that any incoming recession is going to be similar to covid, in that it is an inequality recession that hammers the lower paid hard, but leaves middle and higher earners carrying on largely as usual. That's certainly my personal experience so far.

I think good solid businesses in tech, EVs, luxury goods, renewables have bottomed already. Money supply is tighter than previous years so you're not going to get massive gains from holding basically anything like we've see in the last few years, but the money in the system isn't disappearing so I don't see markets cratering again, unless some black swan event rears it's head.

I shoved all my trading money in Intel last year, it dropped a fair bit, but paid >5% divs and fell much less than the growth stocks. I've now been rebalancing into a spread of growth stocks, particularly EV which I think is oversold (TSLA aside).
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Seems fair. I've (so far) seen no impact of the recession on jobs market (I recently needed a new job) or on anecdotal evidence (friends have said nothing of difficulties beyond mortgages and most have mitigated this by remortgaging early etc as they have the funds to do so). Also just going out, local board game cafe was rammed full on a mid week night and the gaming center too. Much busier than before covid. Again these are probably well paid nerd types.


I suspect its much harder for other demographics
 
mid_gen said:
My view is that any incoming recession is going to be similar to covid, in that it is an inequality recession that hammers the lower paid hard, but leaves middle and higher earners carrying on largely as usual. That's certainly my personal experience so far.

I think good solid businesses in tech, EVs, luxury goods, renewables have bottomed already. Money supply is tighter than previous years so you're not going to get massive gains from holding basically anything like we've see in the last few years, but the money in the system isn't disappearing so I don't see markets cratering again, unless some black swan event rears it's head.

I shoved all my trading money in Intel last year, it dropped a fair bit, but paid >5% divs and fell much less than the growth stocks. I've now been rebalancing into a spread of growth stocks, particularly EV which I think is oversold (TSLA aside).
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You dont need a black swan event, you have earnings season over the next couple of months. What happens when EPS is declining, equities will be re-rated
 
It's times like this I wish I had a load of free cash.
Think there are a number of opportunities that are going to be less attractive in a few months.
I'd like to buy more house builder shares. But I'm already maxed in regards to proportion of my portfolio

Or
This could be a false dawn! Probably this
 
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413x said:
It's times like this I wish I had a load of free cash.
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This is why the rich get richer... they have the bankroll to make the most of these opportunities!

I am looking at some things ultra long term. There are some cannabis companies that have taken a total beating (I have a whole pie on T212 of them) but I still think the long term 10yr play they could see a huge push. I'm just now trying to get my entry cost as low as possible on them, but that involves mass bankroll too.

It's that balance of those opportunities vs. my regular payments to ETFs each month.

Each month I contribute to:

- S&P500
- VanEck Video Gaming & eSports ETF
- iShares Clean Energy ETF

On top of that I top up my REIT investments, they pay some decent dividends, too (i.e. 1 pays $10 per quarter, I have like $288 of their shares, not bad)

Then depending on the month and cashflow will try and DCA some of the other pies in my T212

Need to increase cash flow so I can make the most of the market :P
 
randomshenans said:
I don't get people who use this strategy, but you're a lot older and not using stocks in the same way so whatever floats your bucket.
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I basically followed advice for an old duffer and went high bonds but then couldn't cope with the dire performance so switched to VUKE and vwrl, thought I'm not dead yet will take a punt
 
randomshenans said:
This is why the rich get richer... they have the bankroll to make the most of these opportunities!

I am looking at some things ultra long term. There are some cannabis companies that have taken a total beating (I have a whole pie on T212 of them) but I still think the long term 10yr play they could see a huge push. I'm just now trying to get my entry cost as low as possible on them, but that involves mass bankroll too.

It's that balance of those opportunities vs. my regular payments to ETFs each month.

Each month I contribute to:

- S&P500
- VanEck Video Gaming & eSports ETF
- iShares Clean Energy ETF

On top of that I top up my REIT investments, they pay some decent dividends, too (i.e. 1 pays $10 per quarter, I have like $288 of their shares, not bad)

Then depending on the month and cashflow will try and DCA some of the other pies in my T212

Need to increase cash flow so I can make the most of the market :p
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Indeed.

In last couple. Of years having more "free cash" you can really see how the wealth divide works.

I now feel I live on the right side of the line. Ie I have spare money to invest. And enough to make it worth while.

But I still wish I had more (I guess that's greed right there".

Its frustrating to see opportunities and not be able to make the most of them.
Ploughed every penny into S&S after covid. Unfortunately I only had 2k after buying first house. But it's the piece of cash that's more than doubled now.

It was a time when it felt obvious to pile everything you had in to basically anything as so many oversold huge companies were trading at a huge discount.

But alas. I was poor

Reit. I've only just come across this and was thinking of trying this spce. To date I just pick individual stocks. Most people say that's silly for smaller sums. But I find it better to learn.
I have a ridiculous proportion of my portfolio in AV simply due to the gain since covid and not selling
 
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