Bottled out - taken my gains

[Ridealong]

SS2. said:

Agree about Jupiter India - that's been a complete dog for me, too. It's the only one which has lost over the past 12 months, with all of the other funds showing 10% to 27% gains over the same period.

I've held Jupiter India since June 2015, as of close of play (24th July) overall 33.52% gain.

[SS2.]

Ridealong said:

SS2. said:

Agree about Jupiter India - that's been a complete dog for me, too. It's the only one which has lost over the past 12 months, with all of the other funds showing 10% to 27% gains over the same period.

I've held Jupiter India since June 2015, as of close of play (24th July) overall 33.52% gain.

I've held for about the past year - not been so good for me.

Still, it's a marathon not a sprint !

[Shnozz]

SS2. said:

I've held for about the past year - not been so good for me.

Still, it's a marathon not a sprint !

Problem is with a mid-life crisis birthday happening for me this year I am tired of steady paced marathon running and want a Usain Bolt to fook off and enjoy a retirement soon!

[SS2.]

Shnozz said:

SS2. said:

I've held for about the past year - not been so good for me.

Still, it's a marathon not a sprint !

Problem is with a mid-life crisis birthday happening for me this year I am tired of steady paced marathon running and want a Usain Bolt to fook off and enjoy a retirement soon!

Know exactly what you mean, mate - I'm a year or so ahead of your good self and have more than just a casual eye focused on the exit strategy !

[FredClogs]

Ridealong said:

SS2. said:

Agree about Jupiter India - that's been a complete dog for me, too. It's the only one which has lost over the past 12 months, with all of the other funds showing 10% to 27% gains over the same period.

I've held Jupiter India since June 2015, as of close of play (24th July) overall 33.52% gain.

I've held jupiter India for 2 years and its up over that time frame but has dropped 20% over the last year, as has the value of the Indian equity markets in general, roughly. If you don't think the Indian economy has the ability to provide returns and growth in the medium to long term then get out, personally I do. If you want short term gains and want to trade don't buy funds aimed at giving long term growth.

Which is sort of the jist of the whole thread.

The sky won't fall in, it may go a bit grey for a while but I can't see a crash and certainly wouldn't bet on one's timing.

[Ridealong]

FredClogs said:

I've held jupiter India for 2 years and its up over that time frame but has dropped 20% over the last year, as has the value of the Indian equity markets in general, roughly. If you don't think the Indian economy has the ability to provide returns and growth in the medium to long term then get out, personally I do. If you want short term gains and want to trade don't buy funds aimed at giving long term growth.

Which is sort of the jist of the whole thread.

The sky won't fall in, it may go a bit grey for a while but I can't see a crash and certainly wouldn't bet on one's timing.

Yes I'm in it for the long run, originally an IFA suggested that I should move some of my cash savings into S/S ISA, he suggested 3 funds (Jupiter Merlin Income, M&G Property, M&G Corporate Bonds) which really did well for low risk stocks. After about 4 years I thought I would invest again with the help of an IFA, that's when I notice the charges (initial purchase and on going charges) and decided to do it myself after reading from Money Observer and III sites then used the HL platform as they got discounts. L&G (Global Tech, International Index, US) have been my best low cost stocks and Lindsell Train (Global, UK) have been my best high cost stocks.

[williaa68]

What are people’s views on some sort of portfolio insurance, eg buying out of the money puts on the S&P 500. I don’t necessarily want to cash out (not least as I don’t want to pay the CGT) but some downside protection looks quite attractive. Options with a six month term 20% down look cheap. I appreciate 20% is a big hit to take but it is better than 30....

Where do people think the sweet spot is, protection wise?

[Jambo85]

https://www.hl.co.uk/news/2018/8/8/why-warren-buff...

Typical click bait pish or actually meaningful? Never know what to think of HL's articles, they're mostly regurgitated "analysis" from elsewhere which does them no favours IMO.

(But yes I keep reading them).

[Jockman]

With the Airbus share scheme I managed to buy several shares nearly 5 years ago tax free at £22 ish per share. 87 are available for encashment tax free in October. Current price I think around £105 or something like that.

Might take some profit