Trading the stockmarket (NO Referrals)

[200sols]

Yeah but then you told me investing in the UK is foolish with graph attached but I went on to make thousands, life eh

Did I say that? Or did I in fact say the FTSE 100 which you invested in is a perpetual underperformer and over the last 10 year bull run has returned little? Every dog will have its day I guess but I personally don't measure investment performance in mere months. Stuffed full of financials and planet killers, its not for me.

 

[throwaway4372]

and breathe

 

[SPG]

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

Shush you will only get called out for doing well when people cant afford a gas bill

 

[413x]

Shush you will only get called out for doing well when people cant afford a gas bill

If it helps I've had some right duffers.
Usually (and this is my biggest issue) I've been guilty of chasing. See a stock start to pop. Get FOMO. Buy at what turns out to be peak.

My best ones have been slow burners and where I've looked at company, waited and planned and then bought.

Only made one bad choice this way.

I've learnt I like to buy and hold. Not sell.

Now try to find oversold companies. Especially ones that pay dividends but (for hopefully temporary reasons) have stopped due to falling on bad times hopefully to resume.
SYNT is my highlight for this but got a couple of others too.
Still hopeful for EZJ, PSN, FXPO who have all been good buys.

I probably put too much in to SYNT. But it's done really well. If it does start paying divs again it will be my best ever long term buy

Looking at Vodafone at the moment. Hesitant due to perpetual decline. But as far as I can see, I can't quite see why.

 

[200sols]

Looking at Vodafone at the moment. Hesitant due to perpetual decline. But as far as I can see, I can't quite see why.

Colossal debts, declining growth in its largest markets in Europe, no CEO, no direction.

 

[SPG]

My fingers got burnt well and truly on EZJ so took the loss, bought crypto with what was left and recovered the loss. Its very tempting to go back in but my head is telling me to wait until holiday airport chaos starts rather than my heart of buy now you idiot people want to go on holiday !!

 

[413x]

My fingers got burnt well and truly on EZJ so took the loss, bought crypto with what was left and recovered the loss. Its very tempting to go back in but my head is telling me to wait until holiday airport chaos starts rather than my heart of buy now you idiot people want to go on holiday !!

I'm going with the heart. I personally want a holiday. I think many will. Maybe a few IAG customers will drop to budget?
I'm quite content to ride the turbulence out on this one

Colossal debts, declining growth in its largest markets in Europe, no CEO, no direction.

Sign me up!
I know about the debt and CEO. Growth is a new one on me though

 

[mid_gen]

My punt on the smaller EV stocks is looking good atm.....expecting more volatility though. It wouldn't be the 2020s if we didn't have our annual black swan event turn up to dump on everything

 

[mattyg]

Been keeping an eye on TSLA. Thinking the boat may have gone.. Was looking for it to retest $100 again.

 

[silversurfer]

Did I say that? Or did I in fact say the FTSE 100 which you invested in is a perpetual underperformer and over the last 10 year bull run has returned little? Every dog will have its day I guess but I personally don't measure investment performance in mere months. Stuffed full of financials and planet killers, its not for me.

Whats the total return including dividends. I like the FTSE100 I think it'll do just fine going forward. last 10yrs +68% is that right, wont complain about that when its not too risky. Just took that figure checking on an index fund after costs, equates to over 5% a year

Colossal debts, declining growth in its largest markets in Europe, no CEO, no direction.

Yea its unfortunate, they were a good stock at one point with the expansion in USA. Hard to see why it can switch to such failure now. Activist investor leaves, the story now is maybe divestiture, split up or whatever can transform their operations efficently. In theory they can turn it around, I prefer them to BT and people think BT is a takeover target so I suppose that stock is more favoured.

 

[Cadder]

I am holding and still DCA on Lucid new SUV incoming that's really rather good.

Looks like you had the right idea!

 

[mid_gen]

Looks like you had the right idea!

Lucid have a good product, and they now have the financial backing of the Saudi PIF to get them over the money-burning phase. Up >20% on my holding now. I think they'll be a good hold over the next few years.

I deliberately avoided the EV hype train the last few years, and bought in end of last year. Be bold when others are fearful and all that.

 

[platinum87]

Now try to find oversold companies. Especially ones that pay dividends but (for hopefully temporary reasons) have stopped due to falling on bad times hopefully to resume.
SYNT is my highlight for this but got a couple of others too.
Still hopeful for EZJ, PSN, FXPO who have all been good buys.

I probably put too much in to SYNT. But it's done really well. If it does start paying divs again it will be my best ever long term buy

Looking at Vodafone at the moment. Hesitant due to perpetual decline. But as far as I can see, I can't quite see why.

Keep in mind if you are looking for oversold companies that this is a trading strategy for the short term, not long term investing.

I struggle to find data but for example, in 2013, Ford had a p/e of 3

Meanwhile the P/e Of netflix was between 100 and 300 or so, maybe more, for 2013, having tripled from january 2013, till the purchase time i selected of july ish.

The difference in return from then, till now, is 2.2% annual, vs the 28.6% of netflix.

Point being, buy a good company, not a cheap company.

 

[413x]

Keep in mind if you are looking for oversold companies that this is a trading strategy for the short term, not long term investing.

I struggle to find data but for example, in 2013, Ford had a p/e of 3

Meanwhile the P/e Of netflix was between 100 and 300 or so, maybe more, for 2013, having tripled from january 2013, till the purchase time i selected of july ish.

The difference in return from then, till now, is 2.2% annual, vs the 28.6% of netflix.

Point being, buy a good company, not a cheap company.

Its hard to find the next Netflix. I do find it difficult to

A) and even know about new companies
B) decide if they are worth it.

For all the Netflix's there are many block busters. And although thy 29pc on netflix looks great in sure if you invested in 10 Netflix only 1 or 2 might become moonshot.

At least with bombed out companies it's easier to see if the underlying company is solid.


I just have no idea to to identify the next Netflix. Too much noise. And I guess that's same for everyone. Otherwise it would be easy.


I seen to do better this way. Like buying easy jet during the pandemic. And hopefully persimmon before Christmas.

 

[mid_gen]

Its hard to find the next Netflix. I do find it difficult to

A) and even know about new companies
B) decide if they are worth it.

For all the Netflix's there are many block busters. And although thy 29pc on netflix looks great in sure if you invested in 10 Netflix only 1 or 2 might become moonshot.

At least with bombed out companies it's easier to see if the underlying company is solid.


I just have no idea to to identify the next Netflix. Too much noise. And I guess that's same for everyone. Otherwise it would be easy.


I seen to do better this way. Like buying easy jet during the pandemic. And hopefully persimmon before Christmas.

No hobby investor makes a fortune picking the 'next big thing'. Just buy decent companies that have a good offerings that you understand.

The next paradigm-shifting 'big thing' is AI, but firstly it's kinda *already* the next big thing, and secondly it's going to be dominated by existing big players such as Alphabet/MS/nVidia/Apple. I don't know that there are many publicly-traded AI outfits that'll last long enough to not get gobbled up.

 

[delta0]

No hobby investor makes a fortune picking the 'next big thing'. Just buy decent companies that have a good offerings that you understand.

The next paradigm-shifting 'big thing' is AI, but firstly it's kinda *already* the next big thing, and secondly it's going to be dominated by existing big players such as Alphabet/MS/nVidia/Apple. I don't know that there are many publicly-traded AI outfits that'll last long enough to not get gobbled up.

A lot of them know they are going to get gobbled up so very rarely do they list public. It means more money for the owners and a few investors but no chance for anyone else to get a piece of the pie.

 

[413x]

No hobby investor makes a fortune picking the 'next big thing'. Just buy decent companies that have a good offerings that you understand.

The next paradigm-shifting 'big thing' is AI, but firstly it's kinda *already* the next big thing, and secondly it's going to be dominated by existing big players such as Alphabet/MS/nVidia/Apple. I don't know that there are many publicly-traded AI outfits that'll last long enough to not get gobbled up.

A lot of them know they are going to get gobbled up so very rarely do they list public. It means more money for the owners and a few investors but no chance for anyone else to get a piece of the pie.

Yeah very much so.
You'd be spreading money so thin, may as well stick it in an index.

AI companies likely won't make a profit. Like you say the big tech will see a opportunity and swoop in.

I'll continue doing what I'm doing. Excluding covid when it was easy buying on dips (excessive dips) has been my best stable income method.

I keep putting 1-2k in individual companies when an opportunity presents itself. Then every now and again print 1k out less in a punt.



Next one I'm watching its fonix. Looks quite interesting. Basically treating mobile phone bill as a credit card. Going to look more into it. See what I think. Its not bombed out but they sound interesting.

Quote this post in 2024 and see how it does.

 

[200sols]

Whats the total return including dividends. I like the FTSE100 I think it'll do just fine going forward. last 10yrs +68% is that right, wont complain about that when its not too risky. Just took that figure checking on an index fund after costs, equates to over 5% a year

Trustnet shows me +79.3% for the FTSE100 and 208% for Fidelity index world over 10 years and I'm sure other world index trackers will be similar. I think you need to define risk, because in any drawdown it will crash just as hard (or harder) as the world indexes as covid showed us.

 

[413x]

Ezj is my star of the year so far. Up 50pc in a month. It was one I'm confident in though

 

[413x]

Ezj obviously could tank again. But personally, holiday is the last luxury I'd give up. So I'm going with same mindset for others. Retail will take the hit before holidays.

Wasn't expecting this much pick up so soon. Rather a slower, steadier rise, which I'd prefer