The FTSE

  • Thread starter Thread starter worsleyweb
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jrb said:
My pension went up £1000 today. :-)

Choosing to spread my pension over 5 funds has really paid dividends. My FTSE linked pension fund is doing very well. I took a punt on it in April.

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Sounds good. My pension is spread over 20 funds including cash, gilts, bonds and stocks including European, US, Far East etc.
 
Any of the armchair economists and sipp / 401k holders on here getting edgy.

Markets at record highs.
USA economy has big red flags
Dollar value falling
Bonds should be strong but inflation worries
Gold at record highs.

Fed rate decision today. Theory says a cut should boost stocks. I suspect many people are primed to derisk their portfolios and the next few weeks might see the start of reset.
 
Gareth Barry Conlon said:
Any of the armchair economists and sipp / 401k holders on here getting edgy.

Markets at record highs.
USA economy has big red flags
Dollar value falling
Bonds should be strong but inflation worries
Gold at record highs.

Fed rate decision today. Theory says a cut should boost stocks. I suspect many people are primed to derisk their portfolios and the next few weeks might see the start of reset.
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My portfolio is 55-45 stocks to bonds. Up around 10% over the year so I'm happy with that. In fact I've just drawn down a sizeable chunk and happily-ish paid the tax, as it's apparent the balance I have will comfortably see me through the next 25-30 years. I've been in drawdown for 9 years and it's got 10% more than when I started.

I've got 3 years' worth of estimated income held in a cash fund (earning around 5%) in the SIPP so no need to de-risk as all drawdown comes from there.
 
V
Gareth Barry Conlon said:
Any of the armchair economists and sipp / 401k holders on here getting edgy.

Markets at record highs.
USA economy has big red flags
Dollar value falling
Bonds should be strong but inflation worries
Gold at record highs.

Fed rate decision today. Theory says a cut should boost stocks. I suspect many people are primed to derisk their portfolios and the next few weeks might see the start of reset.
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heavily tech stock oriented so I’ll see what happens with the fed before I make any moves. Probably keep my tech funds but will take profit and sell off pure play tech stocks I think…
 
DenisLawBackHeel74 said:
V

heavily tech stock oriented so I’ll see what happens with the fed before I make any moves. Probably keep my tech funds but will take profit and sell off pure play tech stocks I think…
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I sense a lot of people doing the exact same. This rate cut has been a long time coming and the markets have just been going up and up.

How high can they go is a legitimate question.

The price to earnings ratio is currently over 30x. It's only been that high twice before, 1929 and 2000.
 
It's all been going too well recently, seems to have come to an end, temporarily at least, this afternoon as Trump threatens to pull the plug on his proposed trade meeting with Xi. american markets down 2-3% and the rest of the world pulled down with them
 
Norbert D said:
Having just read/listened to “The Big Short” this news today’s looks eerily familiar.
Also Crypto/Tesla/AI all look like huge pump and dump schemes and ready for a correction…

www.theguardian.com

US regional bank stocks fall amid Wall Street concern over credit markets

Zions and Western Alliance reveal problems with bad loans as scrutiny of regional banks’ lending practices increases
www.theguardian.com www.theguardian.com
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I don't forsee AI stocks crashing as there's so much growth to come in this technology, although it may peak and trough
Nvidia shares can swing 8% in a couple of sessions

Crypto, I really don't understand
 
Reckon it's time to batten down the hatches again, Those who supposedly are in the know have been talking up a crash for a while now, it gets to the point it's a self-fulfilling prophesy and we might well be there with the help of shitgibbon and his manipulative moves and proclamations
 
I'm quids in on my tracker funds at the moment but I am 100% convinced all this AI shite is another dot com bubble and we're heading for a big crash as soon as the world wakes up to the reality that this tech is useless and the market is full of companies that make fuck all and are having insane valuations.

The trackers are so heavily weighted towards tech stock that it does worry me.
 
Johnny Mars Bar said:
I'm quids in on my tracker funds at the moment but I am 100% convinced all this AI shite is another dot com bubble and we're heading for a big crash as soon as the world wakes up to the reality that this tech is useless and the market is full of companies that make fuck all and are having insane valuations.

The trackers are so heavily weighted towards tech stock that it does worry me.
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So much circular investment going on between them all, can't believe Nvidia shot up yet again sods law I sold at 183 the other week.
 
FTSE 100 up over 2,000 points since Trump created carnage earlier in the year, yet I keep reading about retail woes, inflation, etc.
The swings in my pension this last year have been an eye opener.
 
Stockton Heath Blue said:
FTSE 100 up over 2,000 points since Trump created carnage earlier in the year, yet I keep reading about retail woes, inflation, etc.
The swings in my pension this last year have been an eye opener.
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Honestly, the stock market seems to be so detached from what's going on in the real world these days. But the reality is that stocks are overwhelmingly owned by the very rich (yes, all of our pensions are also tied up in it, but most of the actual value is owned by the insanely wealthy), who are also largely detached from what's going on in the real world.
 
According to Google/AI, these are the main 5 stocks underpinning most pension funds: -

  1. NVIDIA: A leader in artificial intelligence (AI) computing.
  2. Microsoft: A global technology powerhouse with a large market cap.
  3. Apple: The maker of the iPhone and other consumer technology.
  4. Amazon: A dominant player in e-commerce and cloud computing.
  5. Meta Platforms: The parent company of Facebook, Instagram, and WhatsApp.
Very tech heavy.
 
Stockton Heath Blue said:
According to Google/AI, these are the main 5 stocks underpinning most pension funds: -

  1. NVIDIA: A leader in artificial intelligence (AI) computing.
  2. Microsoft: A global technology powerhouse with a large market cap.
  3. Apple: The maker of the iPhone and other consumer technology.
  4. Amazon: A dominant player in e-commerce and cloud computing.
  5. Meta Platforms: The parent company of Facebook, Instagram, and WhatsApp.
Very tech heavy.
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Apparently 75-78% of Nvidia employees are millionaires and 50% have more than $25m wealth! Good job AI can replace them when they get fed up!
 
Most of my funds are tech based so I'm right in the firing line if there's a correction on the horizon. I'm not looking at cashing in my SIPP for at least another 5 years though, and that's only if they perform spectacularly well over that time, so I think 7-8 years is more realistic. My best performing fund by a country mile is Legal & General Global Technology Index Trust - up 245% since I first bought into it 6 or 7 years ago!

I do have a decent pot of cash in savings too though so if there is a crash then there's an opportunity for me to buy the dips.
 
M18CTID said:
Most of my funds are tech based so I'm right in the firing line if there's a correction on the horizon. I'm not looking at cashing in my SIPP for at least another 5 years though, and that's only if they perform spectacularly well over that time, so I think 7-8 years is more realistic. My best performing fund by a country mile is Legal & General Global Technology Index Trust - up 245% since I first bought into it 6 or 7 years ago!

I do have a decent pot of cash in savings too though so if there is a crash then there's an opportunity for me to buy the dips.
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Would you really want to buy Liverpool FC.?
 
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