All stock investors out there......

Chunkylad said:
Ooops sorry.

Cloudbreak I bought In at 6p and sold out at 11.9 so doubled my money (they call it a bag if you double your investment)

I wasn’t heavy in there and for once timed it well.
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A bag (in the sense bag holder) is when you are left holding it and it's down over 20%?
 
Is anyone looking at Genedrive GDR at the moment?
They’ve never managed to sell anything yet (hence price) but have clinical trials under way with the NHS for a testing kit that stops antibiotic induced deafness in babies.

I am hovering on this one as the upside is massive although it will depend on commercialisation
 
Chunkylad said:
Is anyone looking at Genedrive GDR at the moment?
They’ve never managed to sell anything yet (hence price) but have clinical trials under way with the NHS for a testing kit that stops antibiotic induced deafness in babies.

I am hovering on this one as the upside is massive although it will depend on commercialisation
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I’ve had them before. Very erratic and high risk. Can’t see the NHS spending much on antibiotic induced deafness in babies. Wasn’t even aware it was a thing. Personally I’d look elsewhere tbh.
 
Interesting (and predictable) that stocks like Netflix and Peloton etc have returned to pre pandemic sp values. It was never sustainable outside of lockdown and artificially forced market conditions. People have largely reverted to their normal routines.
 
tangerine_neil said:
Interesting (and predictable) that stocks like Netflix and Peloton etc have returned to pre pandemic sp values. It was never sustainable outside of lockdown and artificially forced market conditions. People have largely reverted to their normal routines.
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Netflix I think is a bit different.

The world is moving towards streaming and Netflix is years ahead of its competitors and investing heavily in content.

If you look at their accounts they class all their content as worthless after 4 years which is simply not true.

As Netflix expands around the world and they stop password sharing it should grow massively - they are already monetising this in South America as a trial.

If you remove Russia from the latest figures Netflix grew by another 500k subscribers last quarter and they typically slow down the Qtr after a price rise.

The stock market isn't rational and I am betting that within 2-3 years Netflix will be 600 plus again.

It's not advice, it's just my opinion after research.
 
seasideone said:
Netflix I think is a bit different.

The world is moving towards streaming and Netflix is years ahead of its competitors and investing heavily in content.

If you look at their accounts they class all their content as worthless after 4 years which is simply not true.

As Netflix expands around the world and they stop password sharing it should grow massively - they are already monetising this in South America as a trial.

If you remove Russia from the latest figures Netflix grew by another 500k subscribers last quarter and they typically slow down the Qtr after a price rise.

The stock market isn't rational and I am betting that within 2-3 years Netflix will be 600 plus again.

It's not advice, it's just my opinion after research.
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Netflix's biggest issue is that they have been incredibly successful in normalising paid streaming services.

Now that they have done it, the content owners want a slice of the pie for themselves, hence the launch of competitors like Disney+

The reality is that people don't really subscribe to netflix to watch their original content (which is mostly hot garbage) but to be able to watch old favourites like friends, the office etc.

They can't keep hold of them. Even star trek has gone now.
 
I never thought owning a block of money in a personal pension would be so much hassle.

We are all trying to read a market and take in the news.

Most of my investment is with Aviva 90 % Medium Risk Pension Equity Fund & 10% in a cash ISA that I am drawing off to preserve my pension fund as long as possible as I’m still 6 years away from drawing my state pension.

When war broke out I (late February) I stayed in the markets for a 3 days but went cash.

After 3 weeks (mid March) I went back in as markets seemed to be stabilising.

About 5 weeks ago I went cash again as talks of a “Global Crash” emerged.

Two weeks ago I put 50% back in and am currently “comfortable” I have a mix of not missing a market upturn but also acknowledging it’s STILL a very volatile situation.

Last year I refinanced my small property portfolio coupled with taking 20% out of my cash investments and bought a holiday let in Bowness-On-Windermere.

After much hard work refurbing it it’s showing a promising return.

I really I would like to get in a situation where I could “survive” on my collective rental returns and take the pressure of the need to “make money work”.

I’ve an “affordable punt” in crypto, (Ethereum) which I’m prepared “to go to dust”.
I invested mid June last year (all Bitcoin) and was almost immediately 23% down) switch the mix to 50/50 Ethereum/Bitcoin.
Ended up 17% up on original investment and did cash some out to pay for a trip to Singapore GP.
After February I went 100% Ethereum and I crashed 35%.
Made 9% back this week & “sitting tight.

My advice to all investors is “spread your risks” watch the markets “like a hawk” and all the very best of luck.

I still think equities are a better bet than bonds as interest rates despite recent rises are still “very low” compared to pre-2005.
I think equities will recover in the medium term as there really “isn’t anywhere else for the money to go” it’s just a case of “steering the ship through these current rough seas”

Good luck everyone!! 🤞☘️
 
Good 18mths so far in oil - increase in dividend - fast tracking multi drills in Canada and a NS drill/spud in September. (I3e) Dividend upgrade with lots, lots more to come.

My other speculative Oiler/Gas has delivered excellent returns since first posting on here - Mgmt have agreed a sale for some of those assets and I/we just await the agreed sale price.

Minerals steady away - Battery technology steady away - no ups no downs since posting.

75% Cash - 25% equities.
 
Don't know what my pension is invested in but I've had a month where it's fallen dramatically In value but in the last few days has bounced back.
 
the_dog said:
Don't know what my pension is invested in but I've had a month where it's fallen dramatically In value but in the last few days has bounced back.
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That's the market as a whole, but your pot should not be subject to such fluctuation. If you don't know here your pension is invested, and more to the point who is investing it for you, better find out quick.
 
I'm in arcm. Deal soon to be signed off. Have a look at AET also. Deal backdated to April 22. Aggressive management team too
 
seasideone said:
This is my opinion and not financial advice....

A global correction in the markets has started and will continue for a while.

I have liquidated most my positions and am now 95% cash.

If I am right I will dive in when it’s happened.

Good luck whatever you do 👍
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Thanks seaside. We are in a not dissimilar situation as after liquidating most of my positions I am left with £95 cash 👍
 
Hoping to get a return of capital on HUR from start of Feb. Would almost return what I paid for them, and also keeping my fingers crossed for a takeover in the next couple of months.
 
GrahamwantshisOates said:
Seasideone, Are you still living in Singapore?
We will be there from 20th Feb for a few days.
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Sadly not - we officially left in November and currently traveling around Thailand for a couple of months.

Looking for somewhere to live to be honest as officially of NFA at the moment🤣

If you let me know exactly what you want from Singapore I will happily send you recommendations 👍
 
seasideone said:
How’s everyone doing?

I have had a bit (well rather major) recovery - thankfully!!!
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Glad you’ve had the start of a recovery Mike.

I’m still “boring-Joe” on the city, I have yet to cash in any money from my “modest” personal pension fund but on the back of the recent rally I have converted an element to cash to accommodate my “Forecasted annual spending to December 2024.

I think global markets generally are firm at the mo, all the bad news is out there bar Ukraine which is still a “tinder-box” for world markets in my opinion.

My Airbnb & property investments are returning a steady income, I‘ll never get the “massive windfalls” of dealing in single stocks and/or crypto that you boys who invest in will get but I think “time of life” considered I’m in a relatively happy position without taking anything for granted.

Good luck everyone🍀
 
Torycorner said:
Glad you’ve had the start of a recovery Mike.

I’m still “boring-Joe” on the city, I have yet to cash in any money from my “modest” personal pension fund but on the back of the recent rally I have converted an element to cash to accommodate my “Forecasted annual spending to December 2024.

I think global markets generally are firm at the mo, all the bad news is out there bar Ukraine which is still a “tinder-box” for world markets in my opinion.

My Airbnb & property investments are returning a steady income, I‘ll never get the “massive windfalls” of dealing in single stocks and/or crypto that you boys who invest in will get but I think “time of life” considered I’m in a relatively happy position without taking anything for granted.

Good luck everyone🍀
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Ash mate, you should only do what you’re comfortable with - nothing more.

I still only have about 30% of my pot in the markets as I am still expecting a reasonable drop!!!

That said, I am dollar cost averaging a further 50% of my pot in over the next two years or so and keeping 20% in cash for daily needs and to react if the market does go down big time.

The Shares that have bounced heavily for me are….

Netflix (my biggest holding and bought at about 250)
Rolls Royce (paid about 70)
IAG (aka British Airways paid about 110)
Hii. (Paid 180)
Boeing (paid 190)
Alibaba (paid 80)

Down on
Meta - can’t remember what I paid but 20% down
Alphabet - paid 110

…but not worried

Level on Bank OZK
…but convinced that is priced at about 50% of real value

Trackers - a relatively small amount in the ishares S&P 500 tracker.

I also bought a lot in Microsoft yesterday after it dropped, again convinced they will be back.

I don’t hold anything else as I sold my Sprouts shares a few months ago for a tidy profit and wanted the extra dollars to buy more Meta and Alphabet

I tend to buy a lot in shares I think will return and not buy too many companies.

When I started I was a bit more scatter gun but as Warren Buffet says - you should approach an investment as if you are only allowed to buy twenty positions in your life.

Anyway, I hope all do well - and it would be interesting to know what is in everyone else’s portfolio?????
 
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seasideone said:
Ash mate, you should only do what you’re comfortable with - nothing more.

I still only have about 30% of my pot in the markets as I am still expecting a reasonable drop!!!

That said, I am dollar cost averaging a further 50% of my pot in over the next two years or so and keeping 20% in cash for daily needs and to react if the market does go down big time.

The Shares that have bounced heavily for me are….

Netflix (my biggest holding and bought at about 250)
Rolls Royce (paid about 70)
IAG (aka British Airways paid about 110)
Hii. (Paid 180)
Boeing (paid 190)
Alibaba (paid 80)

Down on
Meta - can’t remember what I paid but 20% down
Alphabet - paid 110

…but not worried

Level on Bank OZK
…but convinced that is priced at about 50% of real value

Trackers - a relatively small amount in the ishares S&P 500 tracker.

I also bought a lot in Microsoft yesterday after it dropped, again convinced they will be back.

I don’t hold anything else as I sold my Sprouts shares a few months ago for a tidy profit and wanted the extra dollars to buy more Meta and Alphabet

I tend to buy a lot in shares I think will return and not buy too many companies.

When I started I was a bit more scatter gun but as Warren Buffet says - you should approach an investment as if you are only allowed to buy twenty positions in your life.

Anyway, I hope all do well - and it would be interesting to know what is in everyone else’s portfolio?????
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Cheers Mike,

Sounds like there is some good stuff in there👍 & some good turnaround too👍👍

My Aviva is mainly medium/high risk about 20% FTSE 30%S&P 35%Dow 15%Asia (Mainly China)

I do envy those with occupational final salary pension schemes, whilst you keep your personal pension fund it’s a bit of a “roller coaster” knowing “when it’s gone it’s gone”🤣🤣🤣
 
Torycorner said:
Cheers Mike,

Sounds like there is some good stuff in there👍 & some good turnaround too👍👍

My Aviva is mainly medium/high risk about 20% FTSE 30%S&P 35%Dow 15%Asia (Mainly China)

I do envy those with occupational final salary pension schemes, whilst you keep your personal pension fund it’s a bit of a “roller coaster” knowing “when it’s gone it’s gone”🤣🤣🤣
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Lower your risk tolerance as you head towards retirement and stick to the 4% rule and you'll be fine!
 
Is the market on the cliff edge?

If Credit Suisse goes then in my opinion all bets are off - or rather down considerably!!!!

How big are you gonads - do you short the S&P 500 massively???

Interesting times!!!

If it does go over the edge - I’m going all in and will not sleep for a while.

Thoughts, and what are you doing??
 
seasideone said:
Is the market on the cliff edge?

If Credit Suisse goes then in my opinion all bets are off - or rather down considerably!!!!

How big are you gonads - do you short the S&P 500 massively???

Interesting times!!!

If it does go over the edge - I’m going all in and will not sleep for a while.

Thoughts, and what are you doing??
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Much more fun than Cheltenham this!
 
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