Merchants Share Discussion Threads

[tim 3] 29/4/2021 09:42

Yes realised a while back Index trackers are a very good option to have in your portfolio, low costs and have performed extremely well particularly in recent years.Easy way to give you access to different global markets.

[ctrader3] 29/4/2021 08:32

one positive about Index trackers as long as u sit
thru the reverses one day u will be able to sell at a profit or top
slice to re-invest in MRCH.
the comparative figure for MRCH is a TR of 44%*. buy and
hold forever.
the comparative figure for Murray International is a TR of 30%

* more about timing and then time in than just time in.

[ramellous] 29/4/2021 08:10

Yes ctrader, I have a core holding in VWRL. It has a lovely looking chart and kicks out a 1.5% divi to boot.

[ctrader3] 29/4/2021 07:39

Daily Mail
Global shares tracker is beating my Isa of investment trusts and ETFs

[superiorshares] 28/4/2021 04:58

Gateside.
Yes agree with you on HFEL.
Made a lumpy chunk on that after the Asian currency crisis .
Trusts you obviously limit your risks , but rewards can be slow . If you fancy potential greater and quicker rewards , HSBC might be a potential for that ?
Also HFEL latest statement on increasing reserves during the pandemic . Must be a clue as what area to put your money ?
Was watching one of bidens cronies on the business news yesterday .. butty gueist his name was , something like that .
When questioned on America losing its competitive edge , if Corporation tax was doubled ?.
He replied ' absolutely not ! " .. he gave past examples of when The US had huge Tax rates , and it did not affect their economy . the 90's was one I think , another the 60s.
Of course America didn't have any competition during those decades . I think 2 thirds of all Global consumption was in North America back then .
The Leftie likes too do that , relate one era to another , but miss out the facts that don't suit their script .
I'm sticking with my theory MRCH as all other high yielders will ultimately have too cut their dividends .
The growth in the West will just not be there . The Tax take, in the basket case, and political mess that is the EU and the upcoming twin of the EU , the US , will be ginagazaganoorous !.
Somebody will be paying it .

[gateside] 27/4/2021 20:52

Superiorshares.... That's why I like HFEL - over 30% of the IT is invested in Financials and China are going to dominate for years to come.

[superiorshares] 27/4/2021 20:26

Gateside .
HSBC might be a good individual long term stock ?.
Hong Kong Shanghai Banking Corporation must surely have it's fingers in
4 and 20 Asian Pies .
If you wanted to increase the risk and the potential reward . That must come from Asia, going forward .

[superiorshares] 27/4/2021 18:03

Gateside.
If I was investing now , which I am not :-).
It would be in Tesco . North West Farmers and Wynnstay group . I would also look at Tate and Lyle .
Tate because of their break up announcement .
NWF and Wynnstay Group because contrary to the Europhiles waffle , I think Agriculture will do very well outside of the EU . Also the Europhiles talked down Dairy Crest and it was snapped up at a big premium by a Canadian family . You have the potential with other food/ agriculture groups for the same .
Tesco... because " Every Little helps " .

If you think inflation is on its way , Get into Gold .

Bitcoin is hardly a store of value :)
Regards all

[tim 3] 27/4/2021 09:54

Superiorshares

I think most investors on here are fully aware of the risk of a crash/bear market.You have no place investing in markets if you do not accept that can happen and have a plan for such an event even if its to do nothing.

Personally I believe if it happens with the nature of markets today it will fall very fast but will also be short lived and I have funds on one side to take advantage if it does happen.

[gateside] 27/4/2021 08:08

Superiorshares.... So where would invest right now?Surely being in cash is risky, with potential increases in inflation and interest rates.

[ctrader3] 27/4/2021 07:51

buy the dips, bank the dividends whilst u wait for a
capital gain, a share for trading.

[superiorshares] 27/4/2021 07:49

All you bullish folks .
You are talking great returns from shares because of stimulus .
When you have held for ever. You better hope that the stimulus hasn't stopped prior to your retirement .
If it does your knackered !

[gateside] 26/4/2021 22:38

Yes agree that Fundsmith has been excellent - though alas I don't hold.

I have had some excellent returns from shares which are low yielding compared to their peers, such as AZN & DGE

It's striking a balance between growth and yield and also trying to buy quality companies.

With the turmoil of the markets over the last year, I glad for the extra diversification that the Investment Trusts have brought to my portfolio.

[tim 3] 26/4/2021 21:49

Yes and my S&P etf's that I bought for capital growth have blown away everything else by a considerable margin so as ct said earlier its about having a balance between growth and yield.

[zac0_4] 26/4/2021 21:37

Gateside - don’t discount funds that don’t pay a dividend. My best holding for income is Fundsmith Equity fund. I’m invested in the accumulation version of the fund so any income is reinvested. My holding is held directly with Fundsmith. I’ve set up a quarterly payment plan with them so receive a payment each quarter just like a dividend. I’ve done this for years and the overall returns have been superb!

[tim 3] 26/4/2021 21:19

Ive done individual shares over many decades and have some good success.

However after a while you realise its actually quite a lot of work especially if you own a portfolio of say 10 stocks and its also quite boring you have to keep track not only of whats going on with the company but also the sector and then have the discipline to move on maybe at a loss and even with all that work the risks are higher on individual shares and a degree of luck comes in.

Realised a while back that for me investment trusts were a much better option.

[gateside] 26/4/2021 21:17

I'm slowly migrating towards Investment Trusts. My IT's along with my shares are long term holds, buy and reinvest the dividends.Then will use the dividends as income to supplement my pension, when no longer working.

[gateside] 26/4/2021 21:14

Good discussion as ever.My favourites for yield at present are HFEL & FSFL - both yield 7% and both go ex dividend this week.

[zac0_4] 26/4/2021 20:38

ctrader3 - yes, I don’t think I’d advise anyone to buy individual shares.

[tim 3] 26/4/2021 17:00

Thanks guys.Clearly some very knowledgeable investors on here.