Trading the stockmarket (NO Referrals)

Just about to start engaging in some stocks trading for the first time ever and am planning to put 5k in each to diversify. Current good propositions mid-long-term look like:

Thoughts on these? Also any others that look good? :)
 
That's a healthy pot to start with. Are you trading or investing? What are you looking for from those companies?
 
Maccapacca said:
Can you buy those three through an ISA pot?
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That a general question or one directed at Richdog (does he have enough allowance left)? Either way yes, with a Stocks & Shares ISA.

What are people's thoughts (*cough* silversurfer *cough*) on the Japanese market. Obviously a volatile time thanks to their neighbours but has the market already adjusted for this or still yet to?
 
gord said:
That's a healthy pot to start with. Are you trading or investing? What are you looking for from those companies?
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I'm basically looking to invest a total of around £20k to start with this year and will ideally be looking at getting a 10% per year return with a view to keeping them long-term. Certainly seems better than keeping it in a low interest 1% savings account!
Maccapacca said:
Can you buy those three through an ISA pot?
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Russinating said:
That a general question or one directed at Richdog (does he have enough allowance left)? Either way yes, with a Stocks & Shares ISA.

What are people's thoughts (*cough* silversurfer *cough*) on the Japanese market. Obviously a volatile time thanks to their neighbours but has the market already adjusted for this or still yet to?
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I'm not UK based so no ISA. :)
 
Richdog said:
I'm basically looking to invest a total of around £20k to start with this year and will ideally be looking at getting a 10% per year return with a view to keeping them long-term. Certainly seems better than keeping it in a low interest 1% savings account!

I'm not UK based so no ISA. :)
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Gotcha. Have you considered looking at funds to spread that out a bit?
 
I use HL for all my trading and their research and prices are pretty good, including the Wealth 150+ lot: www.hl.co.uk/funds/wealth150. I only invest in funds because I simply don't have the time, knowledge or insight to personally pick individual stocks (I used to, including spread betting) and I'd rather pay a small percentage to have far more intelligent people working full-time/overtime to do that instead :p. Plus your exposure is spread even within one fund, let alone if you invest in a variety of funds across different markets.

Although, obviously, past performance is no indicator of future performance, some of the funds are crazy. The two popular ones below average over 25% across the last 2 years, and still near that over the last 4:

http://www.hl.co.uk/funds/fund-disc...l/lindsell-train-global-equity-class-d-income
http://www.hl.co.uk/funds/fund-disc...e-inv-global-smaller-companies-s-accumulation
 
Russinating said:
I use HL for all my trading and their research and prices are pretty good, including the Wealth 150+ lot: www.hl.co.uk/funds/wealth150. I only invest in funds because I simply don't have the time, knowledge or insight to personally pick individual stocks (I used to, including spread betting) and I'd rather pay a small percentage to have far more intelligent people working full-time/overtime to do that instead :p. Plus your exposure is spread even within one fund, let alone if you invest in a variety of funds across different markets.

Although, obviously, past performance is no indicator of future performance, some of the funds are crazy. The two popular ones below average over 25% across the last 2 years, and still near that over the last 4:

http://www.hl.co.uk/funds/fund-disc...l/lindsell-train-global-equity-class-d-income
http://www.hl.co.uk/funds/fund-disc...e-inv-global-smaller-companies-s-accumulation
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Ok thanks mate. I also saw a good article here on tech funds: http://www.investopedia.com/investing/top-technology-mutual-funds/

Can you only buy funds like this direct with the people who have them? For example I tried to find Fidelity Select IT Services Portfolio (FBSOX) on my trading platform but it didn't come up...
 
I've been thinking about putting some money into a fund recently and given the HL links provided above I was wondering about this:

"Your Stocks and Shares ISA can be set up to treat income in one of three ways:

  • Reinvested: We will automatically reinvest income for funds, shares and other investments when it reaches £10 per holding. A dealing commission of 1% will apply (£1 minimum, £10 maximum).
  • Held on account: Income will be held on your account pending your further investment instructions.
  • Paid out as income: Income will be paid out directly to a nominated bank/building society account. This payment will be made within ten working days of the end of each month."
I'd be interested in an accumulation type fund with any growth automatically reinvested to (hopefully) compound year on year. However does the above note on 'reinvested' income mean that they will charge every time this happens? In which case having income 'held on account' and buying more of the fund myself would cost me nothing with no dealing charge?
 
It sounds like I should look in to HL. I invested in the Brewin Dolphin managed fund at the start of this year on advice from my IFA, and have barely seen 2% - and that's before fees.
 
Richdog said:
Just about to start engaging in some stocks trading for the first time ever and am planning to put 5k in each to diversify. Current good propositions mid-long-term look like:

Thoughts on these? Also any others that look good? :)
Click to expand...


Im apprehensive about buying once in a market. The companies are most important but also today could be the highest price for years, this was even true of google. So there the 2007 price wasnt bested till 2012, so long as you are ok with that thats ok.

I always post too long but I will just say I've realised investment trusts are far less liable to risk then some stocks and the gains can still be large. So a technology trust, I know someone who held PCT since the 90's and we all know tech prices spiked in 2000 or so (look at Cisco for extremes).
Even so, with all that the PCT price is well up so long as the investment is good then its fine. A trust of many shared stocks is going to leave you as a 'small' investor more liquid and able to manoeuvre. Its just something I've observed reoccurring and I have no idea to be calling a top here, mostly as I cant guess interest rates (actual real inflation, debt cost, etc).

Questor mentioned Ecofin Water & Power Opportunities plc investment trust. Unit trust cannot be at discount ( to assets in this case stocks held) but investment trust can and this is -15% with 5% yield.

Fidelity Select IT Services Portfolio (FBSOX) on my trading platform but it didn't come
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Fidelity have their own platform yep. Not sure if others list that or not. You should be able to list the contents of it though and then find similar perhaps

http://portfolios.morningstar.com/fund/holdings?t=FBSOX&region=usa&culture=en-US

29% in visa and mastercard wow

Fidelty is american thats mostly why I think. I did deal with them in uk but that was directly. List of brokers

http://citywireselector.com/fund/fidelity-select-it-services-portfolio/c115172
http://www.hl.co.uk/funds/fund-disc...lity-global-technology-a-gbp-income-inclusive
 
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MoRT489 said:
Does anyone invest in funds through St James's Place?
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no - please god no....

Just don't!! Returns are average at best, fees/costs are ridiculously high compared to the rest of the market, sales patter all the way. Stay well clear......

http://www.telegraph.co.uk/investing/news/st-jamess-place-accused-misleading-clients-costs/
http://www.thisismoney.co.uk/money/...mes-s-Place-accused-muddling-costs-probe.html
https://www.moneymarketing.co.uk/sjp-fire-charges-exit-fees/
 
Richdog said:
Just about to start engaging in some stocks trading for the first time ever and am planning to put 5k in each to diversify. Current good propositions mid-long-term look like:

Thoughts on these? Also any others that look good? :)
Click to expand...

Nvidia is a good shout.

Netflix. You need to think about this one. Could go either way. They're investing massive amounts of money into content but they're not making it back. Will they? That's the real question.

Photo Labs I don't know much about so won't comment.

Have a look at SHOP, SQ, BABA, V, AAOI and MU.
 
silversurfer said:
Im apprehensive about buying once in a market. The companies are most important but also today could be the highest price for years, this was even true of google. So there the 2007 price wasnt bested till 2012, so long as you are ok with that thats ok.

I always post too long but I will just say I've realised investment trusts are far less liable to risk then some stocks and the gains can still be large. So a technology trust, I know someone who held PCT since the 90's and we all know tech prices spiked in 2000 or so (look at Cisco for extremes).
Even so, with all that the PCT price is well up so long as the investment is good then its fine. A trust of many shared stocks is going to leave you as a 'small' investor more liquid and able to manoeuvre. Its just something I've observed reoccurring and I have no idea to be calling a top here, mostly as I cant guess interest rates (actual real inflation, debt cost, etc).

Questor mentioned Ecofin Water & Power Opportunities plc investment trust. Unit trust cannot be at discount ( to assets in this case stocks held) but investment trust can and this is -15% with 5% yield.



Fidelity have their own platform yep. Not sure if others list that or not. You should be able to list the contents of it though and then find similar perhaps

http://portfolios.morningstar.com/fund/holdings?t=FBSOX&region=usa&culture=en-US

29% in visa and mastercard wow

Fidelty is american thats mostly why I think. I did deal with them in uk but that was directly. List of brokers

http://citywireselector.com/fund/fidelity-select-it-services-portfolio/c115172
h9ttp://www.hl.co.uk/funds/fund-discounts,-prices--and--factsheets/search-results/f/fidelity-global-technology-a-gbp-income-inclusive
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.
Thanks for the good info mate I need to do more research into the larger funds I guess and find out how to get access to them.

bignev72 said:
Nvidia is a good shout.

Netflix. You need to think about this one. Could go either way. They're investing massive amounts of money into content but they're not making it back. Will they? That's the real question.

Photo Labs I don't know much about so won't comment.

Have a look at SHOP, SQ, BABA, V, AAOI and MU.
Click to expand...

Yeah to be honest Netflix is much less of a sure thing in relative terms than Nvidia, I will think more about that..

Also, AMD stocks just seem very low and I can't help but think the new CPU platform may cause a resurgence... https://www.google.com/finance?q=amd&ei=wNSuWdHlDYPYswH2noPoBw
 
NVDA was good 6-12 months ago IMO, but its sitting quite high at the moment some might say over valued. I would like to see a drop to get back in.

AMD is a tough stock. I've held it a couple of times and it doesn't seem to respond well to news. If you can hold for a long time I think its a good pick though.
 
booyaka said:
no - please god no....

Just don't!! Returns are average at best, fees/costs are ridiculously high compared to the rest of the market, sales patter all the way. Stay well clear......

http://www.telegraph.co.uk/investing/news/st-jamess-place-accused-misleading-clients-costs/
http://www.thisismoney.co.uk/money/...mes-s-Place-accused-muddling-costs-probe.html
https://www.moneymarketing.co.uk/sjp-fire-charges-exit-fees/
Click to expand...

:D :D :D That ^^^ !!!


HL have some of the highest fees around not just on going, but exit fees too. I'd steer clear from them as well.
 
PAz said:
NVDA was good 6-12 months ago IMO, but its sitting quite high at the moment some might say over valued. I would like to see a drop to get back in.
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Market analysis experts seems to disagree, there are a lot of articles like this one... https://seekingalpha.com/article/4079930-nvidia-far-overvalued

AMD is a tough stock. I've held it a couple of times and it doesn't seem to respond well to news. If you can hold for a long time I think its a good pick though.
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Yeah, does look like a looong term investment on this one presuming they get their ct together and get competitive again.
 
Don't pay too much attention to articles like that. It's usually just one analysts opinion and they generally (not always) have their own interests or bias even if they aren't invested in it. I always laugh when a stock jumps 10-20% and then suddenly all analysts increase their price target for said stock, which if they really had any idea they would do it before the massive jump lol

Wouldn't bother with Netflix, and Nvidia just from my trading in tech stocks is more likely to drop a decent amount than go up by the same - it depends on how long you want to stay invested, if short term 1 day to a couple of weeks you might make some some money on pops and dips but for longer term investing i'd just look at your typical funds that spread your money about. But everything really is just everyone's own opinions and most of the professional analysts don't have much more of a clue than anyone doing their own decent amount of due diligence.

Edit: Just seen the AMD mention, I traded it today and went short for a quick £150 but wouldn't really recommend it unless it breaks and holds above $16 as its been trading in a very small $11-$15 dollar range for a long time now and the company still isn't turning a profit despite good results (it surged to its highest point of the year the day of its earnings report and dropped right back down the next day).
 
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