This stock was supposed to be my hedge against crashes :( |
But off a couple of pence, nothing. |
Problem is traders sell the winners to pay for losers. |
Yes, rotation into large dividend payers as interest rates start to fall. |
#Hope1815, investors have had 2 years to load up on depressed shares while interest rates have climbed from next to zero, peaked, and are now coming off..
A strategy I adopted has been to gradually do this with the expectation that as interest rates cool, defensive/value and high yielding shares will start to shine as cash deposit rates reduce, and the rising tide effect of lower rates reducing company debt interest would raise more boats than it leaves behind..?
BATS was a case of waiting for an entry and that came along at c2300 on the back of the asset write down, but we make our own luck by being patient, and keeping fingers crossed before clicking the mouse.. :o)
Some evidence of gains being priced in over July ahead, but the FTSE100 has made no material gains since April overall..?, the driver on Friday for the -100 points was the sell off over the pond though and we will have to see how that rebounds (or deepens), but their indices recovered into the close.. |
Wow the Dow looking ugly, we must one of the only stocks up. |
I see PM is only just shy of its all time high and Altria with all its troubles with Juul is a third off its all time high yet both IMB and BAT are 50% off their all time highs.There must be more value to be had from these two you would think in terms of their share price No wonder Shell and other companies think about having their HQ in the US.Stocks over there have the advantage of increased liquidity in the market,bigger exposure etc.One can but dream |
Thanks geckotheglorious for the advice.That's my motivation for doing it but i have to see what the Chancellor does around CGT and IHT among other things before finally deciding. |
I see Goldman has PM as one of their top picks.If a recession is coming in the US it's defensive stock choices for a while |
Nope with HL |
II paid, in my accounts this morning. |
AJ Bell have paid |
Anyone seen our dividends yet? Nothing in my accounts or wifes |
public workers should pay more for their pensions instead of we the private sector.. |
The Capital Group Companies, Inc.Looks like they have increased there holding?? |
redbaron10
Post 9402
"I'm here for dividend income.Depending on what Labour unveils in their autumn budget i might go back into property if dividends ie unearned income is going to be clobbered......which is what i suspect"
Isn't rent from a second property deemed as "unearned"
In a company wrapper? Lower corp tax than unearned income tax wager? |
Reeves has made a huge political error with pensioners winter fuel payment.
Why did she do it?
The alleged black hole of £20bn is only 2% of the £1.2tr annual spend. With interest rates falling, debt interest will reduce and the £20bn will be petty cash. I can't be difficult to make savings of 2%.
She looked ok before the election but not impressed so far |
Sea of red apart from this 30 here we come?? |
Perhaps markets were expecting a 0.5% cut so were disappointed? |
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