We are in a period of euphoria in US markets, I wouldn't make any rash decisions.I'm considering moving all my SIPP+ISA investments from VHVG (Developed World) to VUAG (S&P 500).
Reasons:
- Much better performance (historically, but hard to see it changing)
- Not convinced that including UK+EU etc adds value.
- Lower fees, albeit trivial 0.09 vs 0.12
This post is a sense check, does this seem like a reasonable thing to do or not?
My goal is FIRE, amass enough wealth to retire at 50 or sooner, currently 38 and on track.
Links:
Vanguard Asset Management | Personal Investing in the UK | Vanguard UK Investor
www.vanguardinvestor.co.uk
Vanguard Asset Management | Personal Investing in the UK | Vanguard UK Investor
www.vanguardinvestor.co.uk
Trading the stockmarket (NO Referrals)
- Thread starter mcast123
- Start date
Soldato
about 69.46% of VHVG is the US market, but that does include a small percentage of shares in the S&P 1000 (mid and small cap companies)I'm considering moving all my SIPP+ISA investments from VHVG (Developed World) to VUAG (S&P 500).
Reasons:
- Much better performance (historically, but hard to see it changing)
- Not convinced that including UK+EU etc adds value.
- Lower fees, albeit trivial 0.09 vs 0.12
This post is a sense check, does this seem like a reasonable thing to do or not?
My goal is FIRE, amass enough wealth to retire at 50 or sooner, currently 38 and on track.
Links:
Vanguard Asset Management | Personal Investing in the UK | Vanguard UK Investor
Vanguard Asset Management | Personal Investing in the UK | Vanguard UK Investor
The S&P 500 is on a bull run at the moment, I think about once I've added up all the amounts I have in different funds, I'm heavy weighted to the US market anyway.
Soldato
SP500 looking close to breaking the 6k barrier. It's been an absolute monster this year. As others have pointed out, this magnitude of growth or hardcore speculative investment cannot last. I'm sure a few folk will be cashing in over the next few months.
Caporegime
I'm selling up steadily.
Soldato
To invest elsewhere or spending spree time?
Caporegime
Not fully decided, going to hold some cash earning interest and probably rebalance individual stocks for ETFs.To invest elsewhere or spending spree time?
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Soldato
Nice. I don't have the balls for significant sums in individual ETFs but good luck!
Oooh, SP500 broke the 6k ceiling!
Palantir's not stopped yet
Did you sell or unrealised gains?
I sold about 10% of my Palantir on the 4th at 41 $ but I was already up over 100% then I think.
but after the trump news it's like I never sold it anyway.
so sold another 5% at 57$
58$ right now and I have no clue as to whether it will flatten out, drop or keep going.
Ima keep holding for the long term though, just sell off what I need to main my profiles ratio
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My wondering atm is I was thinking of starting a mid cap holding for the USA as the 500 is getting more and more concentrated.
But if tarrifs and trumps other polices come in they benefit the mega corporation's far more so now I'm thinking the oredicted growth in small and mid cap isn't going to happen and its going tonremain mostly in the m7 and very large cap companies.
Soldato
I can just about parse this
but I agree, although it has been continually stated that small caps are undervalued, the movement in the Russell indices for example, appears quite gentle compared to the SP or even World indices in comparison over the long-term. That said, it never hurts to diversify but perhaps a stronger bet would be individual ETFs in small/mid as opposed to an index.
I have been riding the sofi and pltr wave up for a few weeks with gains over 40% and 60% respectively. Whilst I think sofi still has legs pltr getting a bit rich for me so have set a stop loss to protect the majority of my profits.
I really struggle with fomo once doing well so trying to be logical. I need to set some hard rules and live by then.
All in since I started in May I am up over 30% across the whole portfolio with only Google and Microsoft in the red as I bought at peak.
It’s not life changing amounts but it’s a considerable profit now and it would hurt to lose it so need to get those stops in and realise I can always buy in again later.
I really struggle with fomo once doing well so trying to be logical. I need to set some hard rules and live by then.
All in since I started in May I am up over 30% across the whole portfolio with only Google and Microsoft in the red as I bought at peak.
It’s not life changing amounts but it’s a considerable profit now and it would hurt to lose it so need to get those stops in and realise I can always buy in again later.
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I've managed to get 4 stocks over 100 percent of the in this run.
Upstart - this has grown to 10 percent of my isa.
Ionq
Nvidia
Coinbase
Disappointed missed out in kraken as I did put it on my watch list.
And plantir I did same as with tesla. Kept thinking they've risen too far.
There's a few 50pc ish as well.
Shopify
Soundhound
Duolingo
Ferexpo
Correro network security
As well as a few duds.. All the duds have been UK AIM stocks. I'm done with AIM now. Just too much corruption and lies really.
Upstart - this has grown to 10 percent of my isa.
Ionq
Nvidia
Coinbase
Disappointed missed out in kraken as I did put it on my watch list.
And plantir I did same as with tesla. Kept thinking they've risen too far.
There's a few 50pc ish as well.
Shopify
Soundhound
Duolingo
Ferexpo
Correro network security
As well as a few duds.. All the duds have been UK AIM stocks. I'm done with AIM now. Just too much corruption and lies really.
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I don't think you missed out it's still really early days for them and still a tiny company
I was buying a property so I had to sell half of my palantir while it was 22 lol. At some point I just want to sell everything except bitcoin and put it in QQQ. No stress and much safer!Palantir's not stopped yet
Did you sell or unrealised gains?
I sold about 10% of my Palantir on the 4th at 41 $ but I was already up over 100% then I think.
but after the trump news it's like I never sold it anyway.
so sold another 5% at 57$
58$ right now and I have no clue as to whether it will flatten out, drop or keep going.
Ima keep holding for the long term though, just sell off what I need to main my profiles ratio
I remember there was a guy in the Reddit page that put like 1 million usd in options for PLTR, I think they expired by now, he would be insanely rich if they hadn’t….
You don’t need to have balls for money in ETFs. Buying the SP500 is one of the safest investment there is. You are buying America’s innovation.
Soldato
I know and I am heavily invested in several indexes. I just don't touch individual stocks outside of a small amount which I treat as a losable distraction.
Soldato
goldman sachs are predicting that the s&p 500 is only going to grow an avg 3% per year for the next 10 years
like wise with vangaurd are predicting 4.7-6.7%
www.vanguardinvestor.co.uk
but what do they know?
like wise with vangaurd are predicting 4.7-6.7%
What’s in store for shares?
Global shares have had a strong run this year, but some areas are now looking overvalued. We look at what this means for a global portfolio.
but what do they know?
Historically buying stocks when they are this expensive leads to poor returns over the next decade. But stocks have been expensive for a while so who knows?
Soldato
the s&p 500 have out preformed the russell 2000 in the last ten years... before that the russell had out preformed the s&p 500... so swings and roundabouts... surely the thought would be if the s&p 500 is under preforming, it just means we are getting cheap stocks?
I really thought the s&p500 had ran out of steam last year, but I was wrong... lol.. who knows, if someone did; they surely they would hedge their bet..
anther good day so far
PLTR +5%
ACHR +12% (New holding too bought some at Pre market)
HOOD +10%
RKLB +10%
PLTR looks like it's still going up too can't believe it's almost 62$
it was about 22$ this time last year, and at the start of 2023 around 7$
old video
Wonder how much the shorts lost... can't say he didn't warn them
PLTR +5%
ACHR +12% (New holding too
bought some at Pre market)HOOD +10%
RKLB +10%
PLTR looks like it's still going up too
can't believe it's almost 62$it was about 22$ this time last year, and at the start of 2023 around 7$
Wonder how much the shorts lost... can't say he didn't warn them
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