Intelligent Money - your investment questions answered
Discussion
Simpo Two said:
Somebody must have explained it well...!
Presumably if the funds are in a GIA, rebalancing would be a chargeable event, so if your portfolio was large enough you could get a tax surprise as the price of keeping the portfolio steady?
Yes it would, but there is an old saying; Don't let the tax tail wag the investment dog!Presumably if the funds are in a GIA, rebalancing would be a chargeable event, so if your portfolio was large enough you could get a tax surprise as the price of keeping the portfolio steady?
Phooey said:
Problem is you won't be buying at today's prices and if I understand the markets correctly - the day after a fall it all goes back up again. The next fall should theoretically be Friday. Ask me how i Know
Surely PHR and PHE will execute today? Cash was already sitting with IM.i4got said:
Phooey said:
Problem is you won't be buying at today's prices and if I understand the markets correctly - the day after a fall it all goes back up again. The next fall should theoretically be Friday. Ask me how i Know
Surely PHR and PHE will execute today? Cash was already sitting with IM.i4got said:
JulianPH said:
it depends on which time you sent the instruction. Please fee; free to PM me to or contact Nik (nik.burrows@intelligentmoney.com) or Coops (steve.cooper@intelligentmoney.com).
Cheers Julian - it was around noon or just before. Emailed the guys.JulianPH said:
i4got said:
JulianPH said:
it depends on which time you sent the instruction. Please fee; free to PM me to or contact Nik (nik.burrows@intelligentmoney.com) or Coops (steve.cooper@intelligentmoney.com).
Cheers Julian - it was around noon or just before. Emailed the guys.dirtbiker said:
Oh, go on then! Hope this little gamble plays off so I can use it as justification to the wife to buy a BMW M2 at some point next year!
With PH Recovery it is all linked to the timeframe for a return to something close to normality. That looks to be longer than it initially was.So whilst we will be aiming for the M2 for you, I've got a lovely bike your wife can have if it gets worse!
i4got said:
Well I've had a response and looks like the purchase will be tomorrow so fingers crossed. Incidentally the Switch/Withdrawal section of the site - it would be useful if it had a timestamp as well as date.
If that is what the team has said, that that will be what happends.Good suggestion, I will get them onto this.
JulianPH said:
dirtbiker said:
Oh, go on then! Hope this little gamble plays off so I can use it as justification to the wife to buy a BMW M2 at some point next year!
With PH Recovery it is all linked to the timeframe for a return to something close to normality. That looks to be longer than it initially was.So whilst we will be aiming for the M2 for you, I've got a lovely bike your wife can have if it gets worse!
Groat said:
Julian
Didn't we have a wager on which would do better over a calendar year? An investment with Intelligent Money (sponsors of British GT Racing) or an investment with Stupid Money (We Make Small Fortunes From Large Ones) ?
That's the calendar year ended.
Time for a recce.
We did indeed! Obviously property prices are on the rise and CV19 has had a huge negative impact on markets, but I will put forward PH Equity for the wager.Didn't we have a wager on which would do better over a calendar year? An investment with Intelligent Money (sponsors of British GT Racing) or an investment with Stupid Money (We Make Small Fortunes From Large Ones) ?
That's the calendar year ended.
Time for a recce.
My turn to choose the charity (Scope, if you don't mind).
JulianPH said:
We did indeed! Obviously property prices are on the rise and CV19 has had a huge negative impact on markets, but I will put forward PH Equity for the wager.
I thought the wager was Ma Groat's IM investment performance versus the investment performance of a Stupid Money property of the same value as her investment at the time she made it?
(And I didn't know the property's capital gain was also to be involved when calculating the property's performance).
Edited by Groat on Friday 30th October 10:33
Groat said:
JulianPH said:
We did indeed! Obviously property prices are on the rise and CV19 has had a huge negative impact on markets, but I will put forward PH Equity for the wager.
I thought the wager was Ma Groat's IM investment performance versus the investment performance of a Stupid Money property of the same value as her investment at the time she made it?
(And I didn't know the property's capital gain was also to be involved when calculating the property's performance).
Edited by Groat on Friday 30th October 10:33
The property capital gain can only be included upon sale!
Given everything that has happened (and is continuing to happen) over the last year I think you will win this hands down unless Ma Groat was in PH Equity!
What I thought we had done is agree to a wager that we performed far better than her previous provider (which we certainly have), but I'll send £1,000 to Scope without any quibble as it is an excellent cause.
JulianPH said:
Groat said:
JulianPH said:
We did indeed! Obviously property prices are on the rise and CV19 has had a huge negative impact on markets, but I will put forward PH Equity for the wager.
I thought the wager was Ma Groat's IM investment performance versus the investment performance of a Stupid Money property of the same value as her investment at the time she made it?
(And I didn't know the property's capital gain was also to be involved when calculating the property's performance).
Edited by Groat on Friday 30th October 10:33
The property capital gain can only be included upon sale!
Given everything that has happened (and is continuing to happen) over the last year I think you will win this hands down unless Ma Groat was in PH Equity!
What I thought we had done is agree to a wager that we performed far better than her previous provider (which we certainly have), but I'll send £1,000 to Scope without any quibble as it is an excellent cause.
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