Trading the stockmarket (NO Referrals)

throwaway4372 said:
My thought process is pick one of these 3 depending what you believe in:
VWRP - World - Default choice
VHVG - Developed World - If you don't see the point in paying higher fees for emerging markets which don't seem to be good anyway [my current choice]
VUAG - S&P 500 - If you see owning uk/eu/jp as holding you back
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Having thought on this for a few days I'm leaning towards moving from VHVG to VUAG. My money needs to be invested where the growth is to achieve my objective (retire early). If other countries fix their growth problems nothing stops me investing in them at that time. I can't justify investing in countries that aren't growing, if they were stocks I wouldn't buy them so why do I do it with ETFs.
 
throwaway4372 said:
Having thought on this for a few days I'm leaning towards moving from VHVG to VUAG. My money needs to be invested where the growth is to achieve my objective (retire early). If other countries fix their growth problems nothing stops me investing in them at that time. I can't justify investing in countries that aren't growing, if they were stocks I wouldn't buy them so why do I do it with ETFs.
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FYI -
I'd also consider VDWXEIA as a replacement for VWRP, which is almost the same minus any UK equity (I know, we'll all be sent to the Tower). VDWXEIA offers an OCF at 0.14 v 0.22%. My investments, SIPP and S&S ISAs are split between that and SP500.

In truth, there is an overlap between world indices and SP500 as everything is US weighted.
 
Barks said:
Quantum computing stocks now a complete car crash, not surprised.
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Speculative markets move big in a bull market. Powell's comments and President Musk/VP Trump's first of many government shutdowns have pulled SPY back 5% in less than a week.
 
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arknor said:
Intel must be at a point now where if t
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Some would say well thats where the bonds rank over equity. I think the upside for INTC is being taken over and that is apparently more likely with this next administration then previously. Its a massive contrast to other chip production, TSMC finally saw a proper increase this year. Is intel not able to be redirected apparently the market sees little profit besides the last take over possibility, I know they have some contracts with TSMC for production.
F8Jm6MW.jpeg
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Like Ai Quantum I would guess gets absorbed into the economy of the biggest players who can actually make a profit from it or fund it properly til its feasible tech. Is ARM still cheap comparatively?
 
silversurfer said:
Some would say well thats where the bonds rank over equity. I think the upside for INTC is being taken over and that is apparently more likely with this next administration then previously. Its a massive contrast to other chip production, TSMC finally saw a proper increase this year. Is intel not able to be redirected apparently the market sees little profit besides the last take over possibility, I know they have some contracts with TSMC for production.
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From my understanding both Intel and AMD split the production of the processes across the same serveal factories.. some used to be actually owned by them; themselves to ensure mutual destruction if anything went wrong with the production of the CPUs. It doesn't really help Intel when their CPUs are seen as under-powered for the market cost of them.
 
throwaway4372 said:
Having thought on this for a few days I'm leaning towards moving from VHVG to VUAG. My money needs to be invested where the growth is to achieve my objective (retire early). If other countries fix their growth problems nothing stops me investing in them at that time. I can't justify investing in countries that aren't growing, if they were stocks I wouldn't buy them so why do I do it with ETFs.
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I'm heavily in VUAG, the volatility doesn't bother me tbh. UK has been a complete drag and I'd have made a lot more if the whole lot had been VUAG.
 
good day for me up 20% on rcat and achr 17%

PLTR still reaching new highs :D shame I sold some shares on the way up
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wondering where the top is, 80 could be it for along time now.
Think I'll keep holding for a few years though


Gotta laugh at the news on some stocks, the age really poorly
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Guess everyone saw the dip as a buying opportunity

www.streetwisereports.com

AI-Powered Navigation Aims To Revolutionize Drone Operations

Red Cat Holdings Inc. (RCAT:NASDAQ) has announced a strategic partnership with Palantir Technologies Inc. to enhance the capabilities of its Black Widow drones, integrating Palantirs Visual Navigation (VNav) software and Warp Speed manufacturing operating system. Read more to learn how this...
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PLTR already have access to loads of satellite data etc and all those military contracts.
Imagine tying all that data in with drones.

Rcat could be huge in some years time, they are already providing small Short Range Reconnaissance drones to the army.

The PLTR strategic partnership could be a sign of things to come, there's hundreds of drone companies but imo the partnership gives red cat the edge
 
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Recovered 70% of pullback losses. Still up by about 50% total since May. Palantir leading the charge and regret pulling some profits to put into Nvidia before earnings call. Looked at it as risk management but didn’t work out.

Need to diversify my SoFi holdings too as it’s grown to be over 50% of my total portfolio. Just can’t pull the sell trigger as it keeps rising and tbh 2025 looks really good for them.

Will start adding more cash from Jan as I have not put in since initial investment. Will either DCA some like Nvidia if it stays down or look for new holdings. I missed the SoundHound train despite watching it. Just had no cash left I was willing to put it. Want to keep cash reserves more stable and with Christmas coming seemed a bad idea to go all in.
 
I'm still easing myself in gently. I've got the Vanguard S&P 500 and the Magnificent 7 (custom pei in T212) for long term. For speculative investments I've got a few hundred in KULR and up 171% on that and a couple of hundred in MVST and up about 4% on that. In total I've only got about £1,800 invested at the minute but its sitting at £2,371 so not too bad for the first month.

As well as getting lucky with buying in at the dips, the next part is knowing when to get out!
 
I found these pages useful recently, good for reviewing if your platform choice is still good, and for giving to folks who ask about platforms:
financialinterest.com

The Best Stocks & Shares ISA for Investing in 2025

While we strive for the highest standard of quality, this page may contain errors or become outdated. Fee calculations are listed below. Please contact us if
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financialinterest.com

The Best SIPPs for 2025: Fees & Features Compared

Choosing the right SIPP depends on your specific needs and requirements. We'll help you narrow down your options and pick the best one for you.
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