What is going on today? - Megathread

Also risk wise if you look even on the all world itā€™s risk 6 out of a max of 7 so I guess weā€™re all in risky bits.

The thing I hate about single stocks is the fact they can just do a U turn which always makes me paranoid to really go deep into them which makes me wonder why Iā€™m 3k into rio tinto thatā€™s why I feel thatā€™s maybe enough and start upping the all world

@Kiava did you click the additional drop down options at the top once your portfolio was added. It has options such as holding overlap and world regions, this gives you much more visibility.

1 Like

Hi Kiava hope youā€™re keeping well . Reading too much information can also have a negative effect IE cause confusion . You say earlier you are showing a profit so you ainā€™t doing bad in fact winning . Each investor has their own way that works for them you should stick with it if it works for you . Tryin to achieve perfection simply isnā€™t possible or we would all follow the same path in the same way . For what itā€™s worth I tried the hold forever strategy however soon learned you gotta take profit sometimes to reinvest in opportunities as they arise. My 75% hold is mostly in ETF and index trackers and 25% to trade works me but each to their own Iā€™m just lazy ha ha best of luck going forward .

2 Likes

This is the state Iā€™m in atm much like my portfolio hahah

Iā€™m trying to do this but at the same time taking breaks for a sio of wine and to see what you guys are saying :slight_smile:

My friend just done a 81k buy in to diff stuff and now heā€™s realised heā€™s uk weighted lol

As for what you said Neilā€™s I still donā€™t think I done that tbh but it did say 31% uk weighted but I had to add more to snp500 ans all word just to make the 100 up

Thanks man yes I did make just over 400 pounds profit on the snp500 but that was a year with about nearly 3ks worth so canā€™t complain really.

Its just when people say Iā€™m heavy weighted and I have heard this from my podcasts to not let that happen. So itā€™s rattled me now.

As for the take profit yes i tent to day trade if you like rio not so much day trade but itā€™s pretty predictable although others will tell me different just zoom out you csn see what happens with it although when I say say trade I mean month trade.

Iā€™ll take profits when itā€™s almost at the peak and wait for the usual crash back down to the lows and yes I could be wrong one day it might decide that it wants to hit new highs etc then we have a higher low but thatā€™s the perks of the market you never know.

I even think you csn read all the data if you want on a company keep up to date read all the financials and you can still be burned by the massive U turns these companies can go and Iā€™m talking big companies that you never thought would fold or be bought out etc

@Kiava it was not my intention to rattle you, so sorry if my feedback did. Some people are 100% UK so try not to threat too much and do what feels right to you :+1:t4:

2 Likes

Nah no worries itā€™s just a Scottish term it just means Iā€™m a little stressed out with my portfolio but Tbh of you seen my previous posts I have been for a while.

I keep saying thstd enough for rio but bevause the prices we just had i couldnā€™t help myself.

Yes tho it would be stupid to sell it just to make the weight better then all I spoke was lose stamp study to buy back in and pay stamp duty.

So like you said Iā€™ll just leave most stocks etc dormant and work on getting these etfs 3x higher st least than rio

Ps thanks for all the help as well guys and gals much appreciated alot of this is new to me even my friends confused this tqqqq and QQQ and all that. That will be my shower torn research but do we even get them on here.?

Iā€™m dire I seen someone on dog chat saying QQQ is due soon.

1 Like

This article has a very satisfying graphic with generation capacity and demand per proposed zone. Looks like Northern England + Scotland would be exporters while everyone else would be importers.

1 Like

The grid is holding us back for sure. I would hope that the economics of hydrogen creation would make it viable for electrolysis to happen when otherwise thereā€™d be periods of curtailment. I guess itā€™s the same as any other idea of avoiding curtailment where it isnā€™t viable to do X or Y because curtailment does not happen that frequently and the capital outlay of doing X means it has to run all the time. The cost of 1kg of hydrogen created via electrolysis does seem be competitive at around the current strike price on the UK grid.

Looks like the marketā€™s taking a dip today! Letā€™s see if we can bounce back soon.

Whatā€™s happened to semiconductors over the last 20 mins? Theyā€™re falling off a cliff. Particularly ASML.

Recovery will take longer than expected for ASML.
Earnings release today, webcast scheduled for tomorrow morning.
Apparently clients are holding orders, and what was expected to be an improvement on the next quarters will now take place in 2025.

1 Like

More to follow as the AI bubble continues to burst and semi supply chain normalises.

1 Like

Rumours of a US cap on chip exports.

2 Likes

Good news for UK inflation:

3 Likes

The Bank of England and being behind the curve, name a better duo

Almost all other central banks and being behind the curve?

I know that there is a lot of speculation about the budget but this article is interesting:

2 Likes

Interesting. I donā€™t actually hate the idea of a cap.

1 Like