Which market to invest in?

Which market to invest in?

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knk

Original Poster:

1,286 posts

276 months

Sunday 21st February 2021
quotequote all
US markets seem absurdly overvalued at the moment.
I have quite a lot in US based funds within my ISA, am well up and wishing to lock in the gain.
But I am at a bit of a loss as to what to swap my USA based funds to.

UK, Europe, Emerging markets? Am quite heavily into Japan which has done well and I think will continue to do so, but I am not sure I want to increase my exposure.

Or should I just stay in for the long term as I am sure they will come back up again in the long term after the crash, but will feel a little sick at the opportunity loss.

knk

Original Poster:

1,286 posts

276 months

Wednesday 24th February 2021
quotequote all
Mmmmn, cheese!

I think Africa is likely to do well but there are very few funds that focus there.

Thinking about it I may just stay with my current US funds and concentrate on where to put my £20k for 21/22's ISA in April.
An AI fund (S&W) and a Robotics fund (pictet) have both done really well over the last 2y, but I think they both likely hold Tesla and I am not to keen to put more that way.

Am currently 28% North America, 27% UK, 15% Japan, 14% Asia ex Japan, 10% Europe ex UK.