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FTSE100 is 10% higher than 1 month ago



dazzer6666

Well-known member
NSC Patron
Mar 27, 2013
55,533
Burgess Hill
Not a bad idea.



Any ideas where?
JPMorgan have a few funds concentrating on specific countries or areas. My Indian one has gone up well but over 10% of that was from the drop in sterling. Despite that and the global economic future not looking roses I may stick more on that and some on JPM China.
Any more tips? When's oil coming back?

This has been pretty spectacular for me.........wish I'd put more in it.......

https://www.fundsmith.co.uk/about-us/fund-factsheet
 




warmleyseagull

Well-known member
Apr 17, 2011
4,386
Beaminster, Dorset
Not a bad idea.



Any ideas where?
JPMorgan have a few funds concentrating on specific countries or areas. My Indian one has gone up well but over 10% of that was from the drop in sterling. Despite that and the global economic future not looking roses I may stick more on that and some on JPM China.
Any more tips? When's oil coming back?

My best success has been Blackrock Gold and General - up 80% in 6 months. IMO, anyone with significant investments should hold gold in some form (ETF, fund or physical). It earns nothing but it is contra cyclical when things go wrong. Just ignore it when goes south as chances are your other investments are going north. Have some turkeys to compensate, mind you.

Housebuilders look good on current valuation. I have Redrow and tempted with Bovis, yielding 6.8%. Even if divi is halved, still reasonable.
 


knocky1

Well-known member
Jan 20, 2010
13,108
Not a bad idea.



Any ideas where?
JPMorgan have a few funds concentrating on specific countries or areas. My Indian one has gone up well but over 10% of that was from the drop in sterling. Despite that and the global economic future not looking roses I may stick more on that and some on JPM China.
Any more tips? When's oil coming back?

Oil price up 4% today. I miss out again......
 




cirC

Active member
Jul 26, 2004
452
Tupnorth
City Natural Resources High Yield Trust plc has done me proud over the last couple of months,decent divi too. It's at an near 18% discount to nav.
 




Mattywerewolf

Well-known member
Mar 7, 2012
894
Saff of the River
Emerging markets would be worth a play at some stage soon. Also think that at some point nuclear energy will make a big recovery. Perhaps best played through ETF on Plutonium although you take the USD risk unless ETF based in GBP
 




Biscuit

Native Creative
Jul 8, 2003
22,319
Brighton
FTSE250 now at a 14 month high.!

A high that occurred just after Carney basically hinted rates are going nowhere,

Worth noting that we are currently experiencing an unprecedented period of zero % rates. That means you'll be lucky to find 0.5% on your savings, so naturally investors at all levels are turning to stocks and housing at the expense of commodities - hence the inflated FTSE's.
 




BigGully

Well-known member
Sep 8, 2006
7,139
A high that occurred just after Carney basically hinted rates are going nowhere,

Worth noting that we are currently experiencing an unprecedented period of zero % rates. That means you'll be lucky to find 0.5% on your savings, so naturally investors at all levels are turning to stocks and housing at the expense of commodities - hence the inflated FTSE's.

If as you say it is 'inflated' that would suggest that those investor's would be getting less than 0% (a loss) when it, in your eyes finds its 'true' value, if they dont then it clearly isnt inflated.

It also interests me that you stated shortly after Brexit when the FTSE 100 showed some gains that the FTSE 250 was the REAL indicator of the nations economic prosperity, now that the 250 is at a 14 month high you dismiss this due to historic low interest rates as if we didnt already have historic low interest rates when you made that originally comment.
 


portslade seagull

Well-known member
Jul 19, 2003
17,948
portslade
If as you say it is 'inflated' that would suggest that those investor's would be getting less than 0% (a loss) when it, in your eyes finds its 'true' value, if they dont then it clearly isnt inflated.

It also interests me that you stated shortly after Brexit when the FTSE 100 showed some gains that the FTSE 250 was the REAL indicator of the nations economic prosperity, now that the 250 is at a 14 month high you dismiss this due to historic low interest rates as if we didnt already have historic low interest rates when you made that originally comment.

You know we are not allowed good news related to Brexit
 








warmleyseagull

Well-known member
Apr 17, 2011
4,386
Beaminster, Dorset
Suspect this is better judge of how things are:
Capture.JPG

FTSE 100 is poor statistic to use for anything except how well the FTSE 100 is doing because it includes mainly international companies and is weighted heavily to miners, whose share price a) fluctuates; b) has rock all to do with Brexit.
 








vegster

Sanity Clause
May 5, 2008
28,272
There is no point in saving since the interest rates have been cut so there is a ridiculous amount of money going in to shares in the hope of better returns. Sadly this bubble will burst.
 












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