Your questions answered Vol 2 - IM Private Clients

Your questions answered Vol 2 - IM Private Clients

Author
Discussion

pingu393

7,823 posts

206 months

Wednesday 19th January 2022
quotequote all
Gallons Per Mile said:
As I know you keep excellent track of all portfolios IM offer, do you have stats for them all over the last couple of years? Data is always interesting to ponder smile
You can use the IM investment Tools. Select the fund and period to find out how individual funds have performed.

Gallons Per Mile

1,887 posts

108 months

Wednesday 19th January 2022
quotequote all
I'd forgotten those features were available these days... paperbag

superlightr

12,856 posts

264 months

Wednesday 19th January 2022
quotequote all
One for the Hamsters:

"there are errors with your request
The sum of this request and your pending requests on this account, is greater than the value of the account.
For partial switches, the requested amount must be less than the full value of the account."

trying to transfer cash into PHE but error message above despite having funds in cash.

PM3

707 posts

61 months

Wednesday 19th January 2022
quotequote all
superlightr said:
One for the Hamsters:

"there are errors with your request
The sum of this request and your pending requests on this account, is greater than the value of the account.
For partial switches, the requested amount must be less than the full value of the account."

trying to transfer cash into PHE but error message above despite having funds in cash.
Very annoying huh !! I emailed this an screenshots to Steve before 9 this morning ( he has confirmed and checking ) I was trying to buy my losses again in PHE and OGG

Phooey

12,605 posts

170 months

Wednesday 19th January 2022
quotequote all
Out of interest regarding Unilever - does PH hold UK ULVR or NYSE UL?

Cheers

anonymous-user

55 months

Wednesday 19th January 2022
quotequote all
PHE and PHO both taking a kicking this last week or so.

2Btoo

3,429 posts

204 months

Wednesday 19th January 2022
quotequote all
OnTheBreadline said:
PHE and PHO both taking a kicking this last week or so.
Not the only ones.

I know this isn't the Fundsmith thread (because there isn't one) but that's down from 672 at the very end of last year to 608 today. 9.5% drop in less than a month. yikes

I'm an investing amateur - nay, complete beginner - but at what point does one start to think about getting out of things that are dropping kinda briskly?

duckson

1,243 posts

183 months

Wednesday 19th January 2022
quotequote all
Phooey said:
Out of interest regarding Unilever - does PH hold UK ULVR or NYSE UL?

Cheers
Think it’s NYSE, only Glaxo is UK (GSK.L).

superlightr

12,856 posts

264 months

Wednesday 19th January 2022
quotequote all
superlightr said:
One for the Hamsters:

"there are errors with your request
The sum of this request and your pending requests on this account, is greater than the value of the account.
For partial switches, the requested amount must be less than the full value of the account."

trying to transfer cash into PHE but error message above despite having funds in cash.
now getting "there is connectivity error with the API server. please try again later"

quick put the hamster back on the wheel.....

Mr Pointy

11,241 posts

160 months

Wednesday 19th January 2022
quotequote all
2Btoo said:
OnTheBreadline said:
PHE and PHO both taking a kicking this last week or so.
Not the only ones.

I know this isn't the Fundsmith thread (because there isn't one) but that's down from 672 at the very end of last year to 608 today. 9.5% drop in less than a month. yikes

I'm an investing amateur - nay, complete beginner - but at what point does one start to think about getting out of things that are dropping kinda briskly?
You don't - remember Mr Smith reckons you should work on a 10 year timeframe. Buckle up.

2Btoo

3,429 posts

204 months

Wednesday 19th January 2022
quotequote all
Mr Pointy said:
2Btoo said:
OnTheBreadline said:
PHE and PHO both taking a kicking this last week or so.
Not the only ones.

I know this isn't the Fundsmith thread (because there isn't one) but that's down from 672 at the very end of last year to 608 today. 9.5% drop in less than a month. yikes

I'm an investing amateur - nay, complete beginner - but at what point does one start to think about getting out of things that are dropping kinda briskly?
You don't - remember Mr Smith reckons you should work on a 10 year timeframe. Buckle up.
Thanks. I'm nearly 10 years in and things have fallen quicker than a we's drawers in the last month.

A 9 year timeframe would have been far more lucrative.

mikeiow

5,384 posts

131 months

Wednesday 19th January 2022
quotequote all
2Btoo said:
Mr Pointy said:
2Btoo said:
OnTheBreadline said:
PHE and PHO both taking a kicking this last week or so.
Not the only ones.

I know this isn't the Fundsmith thread (because there isn't one) but that's down from 672 at the very end of last year to 608 today. 9.5% drop in less than a month. yikes

I'm an investing amateur - nay, complete beginner - but at what point does one start to think about getting out of things that are dropping kinda briskly?
You don't - remember Mr Smith reckons you should work on a 10 year timeframe. Buckle up.
Thanks. I'm nearly 10 years in and things have fallen quicker than a we's drawers in the last month.

A 9 year timeframe would have been far more lucrative.
heh heh! 20:20 hindsight is a wonderful thing!

If you get out now, you crystallise those losses.....if you remain invested, you give them the chance to rise back.
Of course, if they collapse, you're fooked eek

Tresco

517 posts

158 months

Wednesday 19th January 2022
quotequote all
2Btoo said:
Mr Pointy said:
2Btoo said:
OnTheBreadline said:
PHE and PHO both taking a kicking this last week or so.
Not the only ones.

I know this isn't the Fundsmith thread (because there isn't one) but that's down from 672 at the very end of last year to 608 today. 9.5% drop in less than a month. yikes

I'm an investing amateur - nay, complete beginner - but at what point does one start to think about getting out of things that are dropping kinda briskly?
You don't - remember Mr Smith reckons you should work on a 10 year timeframe. Buckle up.
Thanks. I'm nearly 10 years in and things have fallen quicker than a we's drawers in the last month.

A 9 year timeframe would have been far more lucrative.
A lot of us I suspect are in the same boat and across an array of funds and shares.

It's a difficult call but I really wouldn't be selling your investments when they're dropping - you'll just realise losses and miss early gains, if you have confidence in what you bought and the sectors they are invested in then hold and possibly top up, that's what I'm doing.

As the chap above says it's likely to be a bumpy ride this year.

Mazinbrum

934 posts

179 months

Wednesday 19th January 2022
quotequote all
2Btoo said:
OnTheBreadline said:
PHE and PHO both taking a kicking this last week or so.
I know this isn't the Fundsmith thread (because there isn't one) …
https://www.pistonheads.com/gassing/topic.asp?h=0&f=206&t=1722754

SimonTheSailor

12,613 posts

229 months

Wednesday 19th January 2022
quotequote all
Did PHR take another hit today ?
Can't remember all the stocks in it, might top up a little......

maccboy

633 posts

139 months

Wednesday 19th January 2022
quotequote all
SimonTheSailor said:
Did PHR take another hit today ?
Can't remember all the stocks in it, might top up a little......
PHR is closed for investments.

2Btoo

3,429 posts

204 months

Wednesday 19th January 2022
quotequote all
Burwood said:
2Btoo said:
OnTheBreadline said:
PHE and PHO both taking a kicking this last week or so.
Not the only ones.

I know this isn't the Fundsmith thread (because there isn't one) but that's down from 672 at the very end of last year to 608 today. 9.5% drop in less than a month. yikes

I'm an investing amateur - nay, complete beginner - but at what point does one start to think about getting out of things that are dropping kinda briskly?
Biggest error of the new investor smile
Any investor
Wossat then? This big error? Getting out when things get squeezy?

2Btoo

3,429 posts

204 months

Wednesday 19th January 2022
quotequote all
Mazinbrum said:
2Btoo said:
OnTheBreadline said:
PHE and PHO both taking a kicking this last week or so.
I know this isn't the Fundsmith thread (because there isn't one) …
https://www.pistonheads.com/gassing/topic.asp?h=0&f=206&t=1722754
Thanks bubba.

superlightr

12,856 posts

264 months

Thursday 20th January 2022
quotequote all
still getting an error when trying to transfer cash "there is connectivity error with the API server. please try again later"


mikeiow

5,384 posts

131 months

Thursday 20th January 2022
quotequote all
Burwood said:
2Btoo said:
Burwood said:
2Btoo said:
OnTheBreadline said:
PHE and PHO both taking a kicking this last week or so.
Not the only ones.

I know this isn't the Fundsmith thread (because there isn't one) but that's down from 672 at the very end of last year to 608 today. 9.5% drop in less than a month. yikes

I'm an investing amateur - nay, complete beginner - but at what point does one start to think about getting out of things that are dropping kinda briskly?
Biggest error of the new investor smile
Any investor
Wossat then? This big error? Getting out when things get squeezy?
I think the more important question being, why would you sell. The market is offering you a price. Why are you compelled to accept it given by default, you’re investing
Isn’t the question “could Fund X continue to tank even further…..& will it *ever* bounce back?”

Not that anyone will be able to know the answer…
Exhibit A: the NASDAQ history:



Peak to ‘getting back to that peak’ varies from many short spans right up to several years, after the dotcom & GFC.

Are we hitting one of those?
I don’t *think* so…..but what do I know!!