Your questions answered Vol 2 - IM Private Clients

Your questions answered Vol 2 - IM Private Clients

Author
Discussion

Steve H

5,283 posts

195 months

Saturday 16th July 2022
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JulianPH said:
Cheers mate, unfortunatle not on the heat though. 46C on Wednesday and tropical winds of 40MPH (think the worlds biggest hairdryer pointed at you) resulted in wild fires speading along the coast...






Though of course you have been busy with your own damage...



rofl
Tis but a scratch wink

Phooey

12,600 posts

169 months

Saturday 16th July 2022
quotequote all
IM

Could someone please let me have the YTD (to 30th June?) performance figures for Index100 (after costs). Thanks

AdamIM

1,097 posts

26 months

Saturday 16th July 2022
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Phooey said:
IM

Could someone please let me have the YTD (to 30th June?) performance figures for Index100 (after costs). Thanks
Hi L,

100/80/60/40/20.... Year to 30 June


Phooey

12,600 posts

169 months

Saturday 16th July 2022
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AdamIM said:
Hi L,

100/80/60/40/20.... Year to 30 June

Ta Ad

Could you be a bit quicker though next time please biggrin

JapanRed

1,559 posts

111 months

Saturday 16th July 2022
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Dear IntelligentMoney boffins, is there a way that you could notify us when dividends have been posted as cash to our portfolios? I’ve just checked mine for the first time in 4-5 months and realised I’ve some cash sitting in there. It’s not much but I’d rather get it invested straight away than leave it as it is. I’m not one to check my portfolios every day, or even every month for that matter so would appreciate if an alert could be set up.

Thanks. Rob

Steve H

5,283 posts

195 months

Saturday 16th July 2022
quotequote all
I thought dividends went straight back into the same fund/investment??

JapanRed

1,559 posts

111 months

Saturday 16th July 2022
quotequote all
Steve H said:
I thought dividends went straight back into the same fund/investment??
Not sure. I can’t think where else the pot marked “cash” came from though…

Gallons Per Mile

1,887 posts

107 months

Sunday 17th July 2022
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It may have been a sell down from PHR? Dividends do seem to go back in to the same investment they came from

AdamIM

1,097 posts

26 months

Sunday 17th July 2022
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JapanRed said:
Steve H said:
I thought dividends went straight back into the same fund/investment??
Not sure. I can’t think where else the pot marked “cash” came from though…
Hi Rob,

Drop Coops and email. Dividends are reinvested. If it was October 21 then likely to have been a Melrose corporate action or the EasyJet Rights issue sale.

Cheers

Adam

JapanRed

1,559 posts

111 months

Monday 18th July 2022
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AdamIM said:
JapanRed said:
Steve H said:
I thought dividends went straight back into the same fund/investment??
Not sure. I can’t think where else the pot marked “cash” came from though…
Hi Rob,

Drop Coops and email. Dividends are reinvested. If it was October 21 then likely to have been a Melrose corporate action or the EasyJet Rights issue sale.

Cheers

Adam
Will do thanks Adam.

Ruttager

2,079 posts

192 months

Tuesday 19th July 2022
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AdamIM said:
Hi all,

A lot has been going on behind the scenes recently. We are very close to launching IM Lifestyle-just putting some finishing touches on the documentation which is all compliance based. The model and asset allocation is complete as of today! Next week is looking good for a launch.

The markets have had a solid week largely due to unexpected high demand for housing(and other economic data not as bad as first thought) and perceptions that inflation is starting to ease. I know, it's speculation really but that's forecasting for you and I think we will all agree that a gain is welcome.

Polestar (PHT) is now trading under its owns Ticker. Our position is sitting about flat(break even) after a pop of about 15% at the open and a slow retrace.

Earnings season is approaching again. Next week we have Nike reporting Tuesday then a week or so for United Health and Domino Pizza July 15th, Microsoft 21st ....

Have a good weekend, all smile
Morning. Has there been any updates on IM Lifestyle? I've been dipping in and out of this post so may have missed it.

duckson

1,242 posts

182 months

Tuesday 19th July 2022
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Big drop in PHT compared to last Friday, has something gone awry as the shares that make it up didn’t seem to take a large overall hit yesterday? (Down approx 11% compared to Friday).

pingu393

7,797 posts

205 months

Tuesday 19th July 2022
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duckson said:
Big drop in PHT compared to last Friday, has something gone awry as the shares that make it up didn’t seem to take a large overall hit yesterday? (Down approx 11% compared to Friday).
Message on first page after login...

"Due to the Alphabet stock split, we're currently experincing issues with our price feed for PH Technology. We're working with our custodian to resolve this asap."

superlightr

12,856 posts

263 months

Tuesday 19th July 2022
quotequote all
pingu393 said:
duckson said:
Big drop in PHT compared to last Friday, has something gone awry as the shares that make it up didn’t seem to take a large overall hit yesterday? (Down approx 11% compared to Friday).
Message on first page after login...

"Due to the Alphabet stock split, we're currently experincing issues with our price feed for PH Technology. We're working with our custodian to resolve this asap."
ah message just came up after ive sent an email to Dan at IM.

stock splits - grawwwww. any chance of a pre-stock split warning to prepare us if one is coming?

AdamIM

1,097 posts

26 months

Tuesday 19th July 2022
quotequote all
superlightr said:
pingu393 said:
duckson said:
Big drop in PHT compared to last Friday, has something gone awry as the shares that make it up didn’t seem to take a large overall hit yesterday? (Down approx 11% compared to Friday).
Message on first page after login...

"Due to the Alphabet stock split, we're currently experincing issues with our price feed for PH Technology. We're working with our custodian to resolve this asap."
ah message just came up after ive sent an email to Dan at IM.

stock splits - grawwwww. any chance of a pre-stock split warning to prepare us if one is coming?
Hi James,

We were proactive in highlighting the impending split with our Custodians. We are working on a fix.

Regards

Adam

duckson

1,242 posts

182 months

Tuesday 19th July 2022
quotequote all
pingu393 said:
Message on first page after login...

"Due to the Alphabet stock split, we're currently experincing issues with our price feed for PH Technology. We're working with our custodian to resolve this asap."
Cheers, it wasn’t there when I posted.

pingu393

7,797 posts

205 months

Tuesday 19th July 2022
quotequote all
duckson said:
pingu393 said:
Message on first page after login...

"Due to the Alphabet stock split, we're currently experincing issues with our price feed for PH Technology. We're working with our custodian to resolve this asap."
Cheers, it wasn’t there when I posted.
I guessed that, as it's very "in yer face" at login smile

Rick101

6,969 posts

150 months

Tuesday 19th July 2022
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duckson said:
Cheers, it wasn’t there when I posted.
No message for me either. Assumed the drop was just a glitch.

AdamIM

1,097 posts

26 months

Tuesday 19th July 2022
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Netflix- details tomorrow however a great result. Growth story continues. Ending the quarter with 1m more subs than forecast. This despite Fx headwinds. The stock is nicely higher after hours

Phooey

12,600 posts

169 months

Wednesday 20th July 2022
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Is the verification code for log-ins broken?