lookingforclues’ Activity

Thu Mar 26

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Boards Post

lookingforclues replied to the Bert's Investor Sanctuary board. 15:28

Re: Forever blowing bubbles

Meanwhile, in reality (i.e. outside of this board), most people do not see cash as simply shares-in-waiting, nor do they see holding cash as being anti-shares or anti-anything else.

Actually, from the pov of economics, money pretty [more]

Fri Mar 13

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lookingforclues replied to the Investment Strategies board. 07:12

Re: Stoozing returns

So a 2 yr fixed rate mortgage to buy a BTL property is also a gamble?

Yes if you are putting yourself in a position where you would be forced to sell if rates went up. If you have allowed for, and can afford, a rate rise then, no, not [more]

Thu Mar 12

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lookingforclues replied to the Investment Strategies board. 14:17

Re: Stoozing returns

Are you really saying that anyone that buys into a fund of 40 diversified uk blue chip companies is a gambler?

Yes if it's for only 2 years.

Tue Mar 10

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lookingforclues replied to the Investment Strategies board. 14:31

Re: Net worth

quite interesting reading – but I note this doesn’t include the other factors that the OP and I’d have thought most of us here mean by net – things such as taxation, fees and of course, the markets at the time which for certain asset classes can [more]

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lookingforclues replied to the Bert's Investor Sanctuary board. 14:22

Re: Time to sell? The sequel

A rising share market automatically means that a larger percentage of your assets are now held in shares, so it's really whether that needs to be rebalanced to what it was before, which seems to make logical sense. Just to illustrate the point, if [more]

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lookingforclues replied to the Investment Strategies board. 06:47

Re: Net worth

Steveam

Net worth in the UK is periodically reviewed and I think this is the latest version;

[more]

Mon Mar 9

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lookingforclues replied to the Bert's Investor Sanctuary board. 18:15

Re: Time to sell? The sequel

More generally for investing, it seems sensible to me to wait for the next dip before committing any new money to shares – running the risk that the FTSE will never dip again!
The FTSE graph over the last 5 years looks to show that you
[more]

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lookingforclues replied to the Bert's Investor Sanctuary board. 07:59

Re: ring ring

From a long-only perspective, a 96% cash allocation which is a 4% allocation to risk IS a high-conviction bet on nil return earned per unit risk

This is where I have a problem. If you are in cash then you are not making a bet so it [more]

Fri Mar 6

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lookingforclues replied to the Bert's Investor Sanctuary board. 16:13

Re: ring ring

The way I think is as follows: What portfolio would make sense if I had no edge? I think the answer isn't 100% cash.

I agree and I wasn't proposing all cash. In fact I didn't mention cash at all. One option that a lot of UK investors [more]

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lookingforclues replied to the Bert's Investor Sanctuary board. 09:38

Re: ring ring

The point I was trying to make was that for a 4% allocation to equities at any one time to make sense when the average allocation is somewhere in the 30-70% range (I don't know where), your edge must be absolutely enormous.

Not [more]

Thu Mar 5

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lookingforclues replied to the Bert's Investor Sanctuary board. 10:12

Re: ring ring

My concern, as I have posted elsewhere, is with US valuations. These are high compared both to other markets and historically for the US itself. This is an interesting breakdown of PE10 values Globally showing just how out of kilter the US is in this [more]

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lookingforclues replied to the Investment Strategies board. 09:26

Re: Lump sum early retirement investment

I'd personally be wary of putting a large sum of money into equities at the minute

Me too, mostly because US market valuations look stretched and we know that if the US corrects then it takes us down with it.

I'd also not be [more]

Sat Feb 28

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lookingforclues replied to the Bert's Investor Sanctuary board. 07:44

Re: Quantitive Easing

ps I saw earlier some comment trying to distinguish between direct monetisation of government deficits and the indirect effects of the same when the central bank buys government bonds. Economically, the distinction is irrelevant because the cash [more]

Fri Feb 27

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lookingforclues replied to the Bert's Investor Sanctuary board. 07:00

Re: Quantitive Easing

http://en.wikipedia.org/wiki/Quantitative_easing

Quantitative easing has been nicknamed "printing money" by some members of the media,[99][100][101] central [more]

Wed Feb 25

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lookingforclues replied to the High Yield - HYP Practical board. 17:37

Re: First share purchase

In the aftermath of pyads attack on Unilever as first purchase I guess I should have a go at explaining why I picked it.

I see FMCG (fast moving consumer goods) as a sector. In that sector, listed on the LSE, there are two companies that [more]

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lookingforclues replied to the Bert's Investor Sanctuary board. 06:30

Re: Finally!

And the interpretation of the Total Return chart?

Oh, I realise FTSE TR passed its high some time ago as did FTSE 250, FTSE all-share, US indices, gold, gilts, bitcoins and so on and so forth. But this is all about psychology. The [more]

Tue Feb 24

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lookingforclues replied to the High Yield - HYP Practical board. 20:33

Re: First share purchase

Unilever

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lookingforclues posted to the Bert's Investor Sanctuary board. 17:13

Finally!

https://uk.finance.yahoo.com/news/britains-ftse-sets-record-...

Will this prove a breakout?

Will we see 7000 before the end of the [more]

Mon Feb 23

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 06:43

Re: Stocks as an Inflation Hedge

Equities are a leading economic indicator whilst inflation is a current one. It is therefore misleading to conclude anything from a comparison of the performance of equities with concurrent inflation rates.

lfc

Fri Feb 20

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 08:41

Re: Sky fall or opportunity knocks?

Spiderbill,

When I saw the title of this thread my immediate thought was 'oh god that's another one of my shares taking a pounding!'

Please be careful with your thread titles ;-)

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