Intelligent Money - your investment questions answered
Discussion
jock mcsporran said:
JulianPH said:
The rest is due mainly to a hit in the tech stocks, which are currently bouncing back today.
I’m having an inverse relationship with PHE at the moment. As PHE goes up my oil stocks go down and vice versa so I could do with another couple of days of PHE drops so I can hit my sell price on my oil stocks and get the hell out 
Then normal service can resume please once I’ve paid that into PHE
Just thought I’d let you know so you can get the wheels turning on PHE again.
Burwood said:
Simpo Two said:
Phooey said:
i4got said:
Looks like Powell's Fed speech was bad timing for the PHR sale.
Very. Simpo Two said:
Burwood said:
Simpo Two said:
Phooey said:
i4got said:
Looks like Powell's Fed speech was bad timing for the PHR sale.
Very. chrisr111r said:
Phooey said:
The peak date of PHE was 13/10/2020. From 13/10/2020 to today PHE is down 10.91%. My view is PHE will come back, so have moved some cash today into PHE. Fingers crossed 
Typical, I invested about 2 months later 
, and i'm showing -9.5% in my dashboard but it's boosted a little by the +6.44% for phr I understand it's a long term hold philosophy, so I think I'll continue my strategy of investing phr returns into phe for a bit of cost averaging
Putting PHR profits into PHE is an interesting idea. I've not done it thus far but I may do so for the next lot of cash to come out. Thanks for the suggestion.
2Btoo said:
Putting PHR profits into PHE is an interesting idea. I've not done it thus far but I may do so for the next lot of cash to come out. Thanks for the suggestion.
That's what I did with the first three sell downs, wrong move in retrospect but I placed almost equal sums in PHR and PHE (60/40) at the same time (4 days after PHR launch date) so I'm still up overallAli2202 said:
Damn! More profit and the ensuing struggle of deciding what to do with it! 
Now if you could let us know what you are doing with yours Julian that would be quite interesting.
Just being nosey you see?
ETA Nice job indeed and Thanks to Team IM.
Sorry to make life so diffiucult for you. Now if you could let us know what you are doing with yours Julian that would be quite interesting.
Just being nosey you see?
ETA Nice job indeed and Thanks to Team IM.
Edited by Ali2202 on Thursday 4th March 17:53
I am putting mine back in as I see it as a reinvestment of profits, rather than adding new cash to the mix, but this is just my personal position and everyone will have different ones. Chris, our chairman, has gone back in every time so far, but is now considering using these profits to his PHE or OGG this time.
It is all about knowing when enough is enough for you personally. It is also looking at the returns achieved over the time period you have been invested.
We are up just shy of 50% since launch 8 months ago, without any reinvestment, and much more with reinvestment.Sometimes it is better to take your returns and other time it is better to put them back in, the problem is we won't know until later!
I am also going back in as I believe in putting my money where my mouth is and remaining financially committed until the end. I wouldn't blame anyone for taking out gains at this level now though.
Thanks for your compliments, never asked for but always appreciated!
Cheers
Julian
JulianPH said:
Mr Whippy said:
Hmm that's not ideal. These delays should be advised as a general note to holders of the funds, or the emails incorporate the latest completion times to set expectations.
I thought they did and will get Coops to pick up on this with Alex and his team.They aren't delays of our making, it is the same with everyone when it comes to selling down funds. We can't do anything about this (as no one else can) other to ensure it is better communicated.
Cheers
Julian
As you note, it's just the comms side as I'm left assuming it's maybe something to do with the general notice about things being delayed, but as noted it appears that I shouldn't have been impacted by that.
Mr Whippy said:
Thanks. I appreciate there are variables beyond IMs control. For me to get money someone beyond IM has to buy after all.
As you note, it's just the comms side as I'm left assuming it's maybe something to do with the general notice about things being delayed, but as noted it appears that I shouldn't have been impacted by that.
IM Defensive has grown since 25/02. If you went for a full withdrawal, you may get more than you thought you would As you note, it's just the comms side as I'm left assuming it's maybe something to do with the general notice about things being delayed, but as noted it appears that I shouldn't have been impacted by that.
.chrisr111r said:
Typical, I invested about 2 months later , and i'm showing -9.5% in my dashboard but it's boosted a little by the +6.44% for phr
I understand it's a long term hold philosophy, so I think I'll continue my strategy of investing phr returns into phe for a bit of cost averaging
It is about 'time in' the markets, not 'timing' the markets., and i'm showing -9.5% in my dashboard but it's boosted a little by the +6.44% for phr I understand it's a long term hold philosophy, so I think I'll continue my strategy of investing phr returns into phe for a bit of cost averaging
I know that you know this, so am saying this for others here too.
PHE is just going through a normal short term cycle (which has been hit by the dollar/puund rates). PHR still has further to go (IMHO), but I always said it would be a bumpy ride.
At the end of the day it all depends on which investment approach you like best - and there is always the option to split between both (and others).
Cheers
2Btoo said:
chrisr111r said:
Phooey said:
The peak date of PHE was 13/10/2020. From 13/10/2020 to today PHE is down 10.91%. My view is PHE will come back, so have moved some cash today into PHE. Fingers crossed
Typical, I invested about 2 months later , and i'm showing -9.5% in my dashboard but it's boosted a little by the +6.44% for phr I understand it's a long term hold philosophy, so I think I'll continue my strategy of investing phr returns into phe for a bit of cost averaging
Putting PHR profits into PHE is an interesting idea. I've not done it thus far but I may do so for the next lot of cash to come out. Thanks for the suggestion.
The USA also appear to be doing much more aggressive stimulation with money to everyone. This is seemingly also pushing treasury yields up, probably faster than the UK who seem to be more conscientiously stimulating the economy.
From what I can understand, that would attract money to the USA, so strengthening USD against GBP, so pushing PHE up against GBP.
But there is a question of whether the USA has to buy a lot/all of it's new bonds to keep inflation under 2pc, which won't strengthen the dollar too much, or whether it will attract foreign investment and boost the dollar.
Single potential upside in the dollar strengthening. Double downside if they can't sell their debt and interest rates hurt the stock values. Or the third option, everything just keeps going up under the new nonsensical paradigm
It'll be a fun ride in PHE whatever happens any how.
pingu393 said:
Mr Whippy said:
Thanks. I appreciate there are variables beyond IMs control. For me to get money someone beyond IM has to buy after all.
As you note, it's just the comms side as I'm left assuming it's maybe something to do with the general notice about things being delayed, but as noted it appears that I shouldn't have been impacted by that.
IM Defensive has grown since 25/02. If you went for a full withdrawal, you may get more than you thought you would As you note, it's just the comms side as I'm left assuming it's maybe something to do with the general notice about things being delayed, but as noted it appears that I shouldn't have been impacted by that.
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