Your questions answered Vol 2 - IM Private Clients

Your questions answered Vol 2 - IM Private Clients

Author
Discussion

Mr Whippy

29,056 posts

242 months

Friday 18th June 2021
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Julian/IM, great to hear the “ESG/sustainable” and the “opportunities“ are now split.

I’m assuming PH opportunities stocks are still fitting under the umbrella of ‘sustainable’ in ethos, but not necessarily strict ESG rules as they currently stand.

I like the idea of picking for the sustainability ethos, rather than the needing to meet the regulatory side of things, while the regulations are fluid and ESG becomes a hot box to tick for businesses otherwise not really involved in world changing/innovation.

anonymous-user

55 months

Friday 18th June 2021
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In for the IMWoke until PHDodgy comes along biggrin

dingg

3,997 posts

220 months

Friday 18th June 2021
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tight fart said:
Had a news flash on the phone earlier, that the dollar had strengthened.
Would that good or bad for PHE?
Its good, its been strengthening for a few weeks now and I can breathe more easily :-)

KTF

9,808 posts

151 months

Friday 18th June 2021
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PH Opportunities for me when it launches.

Captain Raymond Holt

12,230 posts

195 months

Friday 18th June 2021
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In on PHS too, only a bit mind - a couple of sheds

Think I’ll go in on PHO too, although sounds a bit more gamblyhehe

Hell, I’ve actually moved real money in rather than just shuffling it around in IM eek

PorkInsider

5,889 posts

142 months

Friday 18th June 2021
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I missed the email yesterday but have shuffled some funds into PH Vegan this morning.

Presumably the underlying stocks are in lentil farming, beard oil production and (organic) protest banners manufacturing?

biggrin

Tony Angelino

1,972 posts

114 months

Friday 18th June 2021
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PHR a bit choppy this last couple of days..... None of them playing ball today.

Ron-ski

374 posts

59 months

Friday 18th June 2021
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What's going on with PHR today, all well down especially Melrose.

Phooey

12,605 posts

170 months

Friday 18th June 2021
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Ron-ski said:
What's going on with PHR today, all well down especially Melrose.
It's a red day for many stocks. Sadly they don't always go up in a straight line biggrin

Ron-ski

374 posts

59 months

Friday 18th June 2021
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I noticed its a red day across a lot of things, just wondered if it was something causing it or just one of those days.

Mind you, EJ made a bit of a recovery, but not as much as Google finance (occasionally goes weird at the end of the day) would have you believe - that shows its suddenly up 1.68% which is not the case, its actually down 0.58% on the day.

Burwood

18,709 posts

247 months

Friday 18th June 2021
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Ron-ski said:
I noticed its a red day across a lot of things, just wondered if it was something causing it or just one of those days.

Mind you, EJ made a bit of a recovery, but not as much as Google finance (occasionally goes weird at the end of the day) would have you believe - that shows its suddenly up 1.68% which is not the case, its actually down 0.58% on the day.
It's a couple of things. Futures and Options (Quadruple Witching) expiry today which always causes significant volatility+persistent inflationary concerns. However a sign just how batst crazy the market is currently. The indices tanked intraday 2 days ago on the Fed interest rate hike (bringing it fwd) then immediately shrugged it off.

CharlesdeGaulle

26,297 posts

181 months

Friday 18th June 2021
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Burwood said:
It's a couple of things. Futures and Options (Quadruple Witching) expiry today which always causes significant volatility+persistent inflationary concerns. However a sign just how batst crazy the market is currently. The indices tanked intraday 2 days ago on the Fed interest rate hike (bringing it fwd) then immediately shrugged it off.
I've just run that through Google translate but am still none the wiser!

Simpo Two

85,511 posts

266 months

Friday 18th June 2021
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CharlesdeGaulle said:
Burwood said:
It's a couple of things. Futures and Options (Quadruple Witching) expiry today which always causes significant volatility+persistent inflationary concerns. However a sign just how batst crazy the market is currently. The indices tanked intraday 2 days ago on the Fed interest rate hike (bringing it fwd) then immediately shrugged it off.
I've just run that through Google translate but am still none the wiser!
Don't worry, he just makes it up wink

Burwood

18,709 posts

247 months

Friday 18th June 2021
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futures and option markets have expiry and delivery so certain futures require physical delivery (buying required). Option sellers will be holding the underlying stock e.g.. Facebook to cover the option and on expiry, say if the option is out of the money then the holder can sell it as they don't need it to satisfy the option contract.

Imasurv

434 posts

85 months

Friday 18th June 2021
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When the market drops like it did today I just think it makes my next isa/pension contribution purchase more….

Burwood

18,709 posts

247 months

Friday 18th June 2021
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Imasurv said:
When the market drops like it did today I just think it makes my next isa/pension contribution purchase more….
That is absolutely true. There are two types of investors with a bit of blurring in between. Monthly contributors and lump sum. Choppy markets impacts them differently.

Phooey

12,605 posts

170 months

Friday 18th June 2021
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“Buy the dips and sell the rips” biggrin

Ron-ski

374 posts

59 months

Friday 18th June 2021
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CharlesdeGaulle said:
I've just run that through Google translate but am still none the wiser!
Me neither ;-)

PM3

707 posts

61 months

Saturday 19th June 2021
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In next couple of weeks( not sure when to get in ) , has anyone got an opinion where to invest modest sum ( large for me ) ?
Money is cash for something that might be bought in a year , but would not HAVE to cash out if the markets were a mess but it would be nice to be in something not bat S..t adventurous .
Right now I might go mad on 20% worth in a couple of shares I have always followed in an industry I understand ( via my IG account ) , and the remaining 80pc split 50/50 in PHE and Optimum Cautious that I already hold with our good friends at IM.
Opinions and ideas very welcome ?

Edited by PM3 on Saturday 19th June 10:32

JapanRed

1,559 posts

112 months

Saturday 19th June 2021
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Glad you are on the mend Julian.

Julian, Nick, Coops et al: a penny for your thoughts on where inflation might be heading over the next couple of years?

Cheers. Rob