Your questions answered Vol 2 - IM Private Clients

Your questions answered Vol 2 - IM Private Clients

Author
Discussion

superlightr

12,856 posts

263 months

Wednesday 7th April 2021
quotequote all
like the extra info on the dashboard.

also like that PHE has started to head in the right direction again! - is this down to exchange rates? or shares doing a recovery? bit of both?

pincher

8,558 posts

217 months

Wednesday 7th April 2021
quotequote all
911pleb said:
New tax year, new product. Excited for PH Tech.
Have I missed something? Is this the new PHR?

superlightr

12,856 posts

263 months

Wednesday 7th April 2021
quotequote all
pincher said:
911pleb said:
New tax year, new product. Excited for PH Tech.
Have I missed something? Is this the new PHR?
PHT has been fantastic.

you mean you havnt had the invite yet? .... its been great so far - plus the extra tech bonus physical items gratefully received -I chose the new iphone & watch. thx Julian. What did others choose?







Edited by superlightr on Wednesday 7th April 15:02

Simpo Two

85,417 posts

265 months

Wednesday 7th April 2021
quotequote all
superlightr said:
PHT has been fantastic.

you mean you havnt had the invite yet? .... its been great so far - plus the extra tech bonus physical items gratefully received -I chose the new iphone & watch. thx Julian. What did others choose?
I went for PH Ultra. 200% growth pa guaranteed, CGT exempt and a free Parker pen smile

i4got

5,654 posts

78 months

Wednesday 7th April 2021
quotequote all
CCL zooming along. 7.7% up today and 18% over the week.

forest172

687 posts

206 months

Wednesday 7th April 2021
quotequote all
Intelligent Money said:
Hi forest172

You can hold a stocks and shares ISA and a Cash ISA with more than one provider but you can only add new funds i.e. contribute to one S&S ISA and one cash ISA in a Tax year.

So if you have not paid into a ISA since Tuesday you can set an ISA up with IM.
Funds that already held in an ISA can be transferred between ISA’s and don’t count as a new contribution.

You can contribute to as many Pensions and or SIPPS as you want to.

Cheers

Nik
Great stuff I’ll continue to set it up and use IM for this years allowance.

JeremyH5

1,584 posts

135 months

Wednesday 7th April 2021
quotequote all
Simpo Two said:
superlightr said:
PHT has been fantastic.

you mean you havnt had the invite yet? .... its been great so far - plus the extra tech bonus physical items gratefully received -I chose the new iphone & watch. thx Julian. What did others choose?
I went for PH Ultra. 200% growth pa guaranteed, CGT exempt and a free Parker pen smile
That’s the one I went for too. No brainer!

pincher

8,558 posts

217 months

Wednesday 7th April 2021
quotequote all
superlightr said:
PHT has been fantastic.

you mean you havnt had the invite yet? .... its been great so far - plus the extra tech bonus physical items gratefully received -I chose the new iphone & watch. thx Julian. What did others choose?







Edited by superlightr on Wednesday 7th April 15:02
Fab - my iPad is on its last legs. Whereabouts in the portal to I put in my colour and size preference?

Jasey_

4,865 posts

178 months

Wednesday 7th April 2021
quotequote all
Better check in to keep tracks on the cat et al smile.

uk66fastback

16,536 posts

271 months

Wednesday 7th April 2021
quotequote all
i4got said:
CCL zooming along. 7.7% up today and 18% over the week.
Fell back a bit towards closing ... but still performing well.

PorkInsider

5,888 posts

141 months

Wednesday 7th April 2021
quotequote all
JeremyH5 said:
Simpo Two said:
superlightr said:
PHT has been fantastic.

you mean you havnt had the invite yet? .... its been great so far - plus the extra tech bonus physical items gratefully received -I chose the new iphone & watch. thx Julian. What did others choose?
I went for PH Ultra. 200% growth pa guaranteed, CGT exempt and a free Parker pen smile
That’s the one I went for too. No brainer!
Me too.

Did others not think it was worth jumping in?

Ron-ski

374 posts

58 months

Wednesday 7th April 2021
quotequote all
i4got said:
CCL zooming along. 7.7% up today and 18% over the week.
You just had to go and ruin it didn't you? You posted at 15:15 and by 15:20 it started dropping frown

toastyhamster

1,664 posts

96 months

Wednesday 7th April 2021
quotequote all
uk66fastback said:
i4got said:
CCL zooming along. 7.7% up today and 18% over the week.
Fell back a bit towards closing ... but still performing well.
I'm being dumb, where can you see on the IM portal which stocks and values that the various portfolios are holding? My csv exports just show overall value and I've seen screenshots of individual stocks on the previous thread. I've got an itch to scratch with seeing more detail and getting more involved, if that's possible with some non-passive options I can't seem to find.

Simpo Two

85,417 posts

265 months

Wednesday 7th April 2021
quotequote all
toastyhamster said:
I'm being dumb, where can you see on the IM portal which stocks and values that the various portfolios are holding?
Share prices are available on the internet...

(If you want to see them on the IM dashboard you'll need to be in PH Ultra. Boy those prices go up like a petrol pump! spin )

markiii

3,610 posts

194 months

Wednesday 7th April 2021
quotequote all
Gents

looking up the investment options ahead of this years ISA allowance.

However I can't see a definition for the IM Index funds on your website.

Could you clarify?

Steve H

5,280 posts

195 months

Thursday 8th April 2021
quotequote all
Checking in wavey

The Intelligent Money Racing Porsche Cayman had it’s first day on track yesterday woohoo.

https://www.pistonheads.com/gassing/topic.asp?h=0&...


supersport

4,059 posts

227 months

Thursday 8th April 2021
quotequote all
Very nice.

NorthDave

2,366 posts

232 months

Thursday 8th April 2021
quotequote all
superlightr said:
like the extra info on the dashboard.

also like that PHE has started to head in the right direction again! - is this down to exchange rates? or shares doing a recovery? bit of both?
I'm interested in the answer to this too?

The problem with this multiple thread approach is trying to find relevant information and answers to the questions. It's bad enough with all this banter as genuine questions get missed. I think it is actually harder to find useful information now. Just my 2p.

Mr Whippy

29,029 posts

241 months

Thursday 8th April 2021
quotequote all
Ron-ski said:
i4got said:
CCL zooming along. 7.7% up today and 18% over the week.
You just had to go and ruin it didn't you? You posted at 15:15 and by 15:20 it started dropping frown
Carnival isn’t in PHR any more is it?

Or any other IM funds?

maccboy

633 posts

138 months

Thursday 8th April 2021
quotequote all
NorthDave said:
I'm interested in the answer to this too?

The problem with this multiple thread approach is trying to find relevant information and answers to the questions. It's bad enough with all this banter as genuine questions get missed. I think it is actually harder to find useful information now. Just my 2p.
I agree about the difficulty of finding stuff now. Where do you start?