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Post by rgs2001uk on Dec 27, 2018 21:38:39 GMT 7
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AyG
Crazy Mango Extraordinaire
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Post by AyG on Dec 28, 2018 10:54:11 GMT 7
Who the hell is Harvey Jones, and why should we pay any attention to his opinion?
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Post by rgs2001uk on Dec 28, 2018 20:29:53 GMT 7
^^^^ another clickbait hack, he would pick up better tips reading this forum.
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Post by Fletchsmile on Jan 1, 2019 18:43:11 GMT 7
^^^^ another clickbait hack, he would pick up better tips reading this forum. So true.
Funnily enough I already hold Lindsell Train Global equity and JPM Emerging Markets = 2 out of the 3.
For Fundsmith I've looked at a lot of times, but the over focus on US tends to put me off - for now. I prefer LT's global fund.
Lindsell Train Global equity has been one of my few saving graces this year. Of the +11% return I sold about 4% to fund life and kept the other 7% invested.
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Post by Fletchsmile on Jan 4, 2019 12:53:17 GMT 7
Some more investment ideas. Includes Lindsell Train Global Equity and JPM Emerging Markets again in these 5. I also hold Schroders Tokyo making 3 of their 5 I hold ==============================================
FIVE FUNDS TO WATCH IN 2019The political and economic picture is as uncertain as it was last year, but we think that makes for exciting opportunities. If you believe companies can navigate political waters, as they have so many times in the past, they should be able to continue to sell products that people and businesses need and want. They should reward shareholders along the way, though there aren’t any guarantees. Now you might cite Brexit, or a US-China trade war, as a reason to hold off. But there’s an old adage we strongly believe in – ‘be greedy when others are fearful’. Each fund we’ve highlighted this year is very different to the next. We look at funds that: Offer an impressive 3.9% yield, variable and not a guide to future income, investing in the UK Invest in some of the world’s fastest growing economies Take advantage of the most undervalued developed market, Japan Hold a wide mix of investments and is managed with a cautious view Aims to invest in the best businesses in the world While we’ve carefully selected these funds for the year ahead, investments should always be made for the long term. We suggest at least 5 years. contd... www.hl.co.uk/features/investment-ideas-for-2019#tab1 |
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Post by Fletchsmile on Jan 4, 2019 12:59:53 GMT 7
Some basic thoughts on dividends to help cope with volatile markets, and where to invest. I have to say throughout 2018 and going into 2019 its nice to know you've a regular dividend stream coming in while capital has its ups and downs. US being overvalued and EMs offering potential are also thoughts I agree with. A key drawback though, is while you may be right in this, while the herd is moving and US still popular regardless, it will take time... ================================================================= Coping with volatile marketsOne of the most common questions I’m asked every year is ‘should I cash in my investment portfolio?’ I find both clients and friends somewhat disappointed by the answer: ‘I don’t know.’ Of course in most cases, I’m not privy to a person’s full circumstances. But while I can’t say with certainty, in my view the answer’s likely to be ‘no’. contd. www.hl.co.uk/news/articles/coping-with-volatile-markets?cid=halDM52113&bid=227992788&e_cti=87194&e_ct=T&utm_source=AdobeCampaign&utm_medium=email&utm_campaign=EO711_Volatility_PI_03.01.19&theSource=EO711&Override=1 |
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chiangmai
Crazy Mango Extraordinaire
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Post by chiangmai on Jan 4, 2019 15:40:27 GMT 7
I also hold LT Global AND Fundsmith, my experience is that both perform almost equally as well and both have been my saving graces in an otherwise barren landscape.
I'm not sure how much I agree with what FS wrote about funds such as FS being a negative because they are too US centric. My amateur view is that global markets all take their cue from the US hence most are likely to follow the US markets lead so the end game seems to be the same regardless of which market a person invests in, albeit scale will vary.
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