Your questions answered Vol 2 - IM Private Clients
Discussion
JulianPH said:
PHR Update
Everyone invested will shortly receive an email from us informing you that we have now sold down 4 more stocks in PHR:
Carnival - Return since launch 87.71%
Meggit - Return since launch 54.79%
Redrow - Return since launch 45.23%
Taylor Wimpey - Return since launch 29.69%
To quote Del (yet again), "we've had worse days".Everyone invested will shortly receive an email from us informing you that we have now sold down 4 more stocks in PHR:
Carnival - Return since launch 87.71%
Meggit - Return since launch 54.79%
Redrow - Return since launch 45.23%
Taylor Wimpey - Return since launch 29.69%
Like some others I only wish I'd gone in braver at the start, instead of adding more in later.
I've still done very nicely indeed. Thanks!
NorthDave said:
Thanks to IM! This has worked well.
What is everyones strategy now? Optimum or something else?
I'm toying with the idea of more into phe, it appears to be slowly turning as has the gbp v usd, so probably into phe until the next wheeze that'll return 70% in 7 months turns up. What is everyones strategy now? Optimum or something else?
With the reinvestment growth (my PHR cash returns have been going into a mix of Optimum Global Growth and Index 80) I'm just over 60% up having invested in late July.
Unless PH Hindsight can be launched I'm struggling to think of a fund that will ever match PHR for its risk/returns balance. Fantastic fund and many thanks to the Intelligent Money team from another happy investor. Hopefully we'll get to meet at a racing event when real life is allowed again.
Unless PH Hindsight can be launched I'm struggling to think of a fund that will ever match PHR for its risk/returns balance. Fantastic fund and many thanks to the Intelligent Money team from another happy investor. Hopefully we'll get to meet at a racing event when real life is allowed again.
dingg said:
NorthDave said:
Thanks to IM! This has worked well.
What is everyones strategy now? Optimum or something else?
I'm toying with the idea of more into phe, it appears to be slowly turning as has the gbp v usd, so probably into phe until the next wheeze that'll return 70% in 7 months turns up. What is everyones strategy now? Optimum or something else?
Captain Raymond Holt said:
dingg said:
NorthDave said:
Thanks to IM! This has worked well.
What is everyones strategy now? Optimum or something else?
I'm toying with the idea of more into phe, it appears to be slowly turning as has the gbp v usd, so probably into phe until the next wheeze that'll return 70% in 7 months turns up. What is everyones strategy now? Optimum or something else?
Fonzey said:
PHR was my first foray into S&S ISAs so it's been quite a journey. Logging into my portal on a weekly basis has been genuinely enjoyable!
Well done team, shame all good things come to an end... unless anyone knows of any questionable seafood we could go have a crack at?
I suspect this might be the most exciting foray you may ever have in S&S - investing is meant to be mostly long term boring stuff Well done team, shame all good things come to an end... unless anyone knows of any questionable seafood we could go have a crack at?
Julian, Nik, Coops & the squad behind you - chapeau! A cracking piece of fiscal opportunism, very well executed!
duckson said:
Thanks IM & Julian, top job!
When you say 'put in place a full return of remaining capital' does this mean you are selling the remaining 4 stocks imminently?
I was rather hoping they would be allowed to run - partly as they haven't reached target yet, and partly as it spreads the tumult of cash cascading about my ears.When you say 'put in place a full return of remaining capital' does this mean you are selling the remaining 4 stocks imminently?
Or does the panel think that's as far as they're likely to go this year?
Simpo Two said:
I was rather hoping they would be allowed to run - partly as they haven't reached target yet, and partly as it spreads the tumult of cash cascading about my ears.
Or does the panel think that's as far as they're likely to go this year?
You could always stick it back into the stocks yourself if you really, really wanted to see it through. Or does the panel think that's as far as they're likely to go this year?
Edited by 911pleb on Thursday 8th April 19:23
Simpo Two said:
I was rather hoping they would be allowed to run - partly as they haven't reached target yet, and partly as it spreads the tumult of cash cascading about my ears.
Or does the panel think that's as far as they're likely to go this year?
I’d like to keep EZJ. I think it’ll do another +10-20%. It’s a decent stock that will bounce back, eventually . AB InBev I’d like to keep too. Obviously I’ll go with what IM do, but would like to keep the above two if allowed Or does the panel think that's as far as they're likely to go this year?
I'm out when IM say so. They've clearly proven themselves to know best. It's a collective deal we've all invested in and should view it as such. Complicated to ask for the 'rules' under which we collectively accepted to now be adjusted to the individual and to me at least, not in the original ethos.
Back into PHE for us.
Back into PHE for us.
Ali2202 said:
I'm out when IM say so. They've clearly proven themselves to know best. It's a collective deal we've all invested in and should view it as such. Complicated to ask for the 'rules' under which we collectively accepted to now be adjusted to the individual and to me at least, not in the original ethos.
Back into PHE for us.
Isn't PHE an ISA though? If the yearly allowance has been used, you're screwed.Back into PHE for us.
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