Fund Tip - for serious investors! - Crystal Palace FC Supporters' Website

Fund Tip - for serious investors!

Hoof Hearted 24 Feb 17 11.23am
Hi guys, A few of you know I was an IFA before retiring due to ill health.... but I "keep my hand in" investing my pension fund, ISa's etc for myself and my family. Those of you with a SIPP or ISA might want to check out the following fund... Fundsmith Equity Accumulation. I have invested in that fund through Hargreaves Lansdown and Halifax Sharedealing. you can also invest through Fidelity I believe. Past Performance over 5 years... 2012 - 12.6% 2013 - 25.4% 2014 - 23.5% 2015 - 15 8% 2016 - 28.3% If you invested Ł1000 in January 2012, it would be worth Ł2591 now. Okay... Past Performance is no guide to the future, but it gives you a guide! Check it out yourself.... [Link] Don't come crying to me if it goes t1ts up from now on though!
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Hoof Hearted 24 Feb 17 11.23am

Hi guys,

A few of you know I was an IFA before retiring due to ill health.... but I "keep my hand in" investing my pension fund, ISa's etc for myself and my family.

Those of you with a SIPP or ISA might want to check out the following fund...

Fundsmith Equity Accumulation.

I have invested in that fund through Hargreaves Lansdown and Halifax Sharedealing. you can also invest through Fidelity I believe.

Past Performance over 5 years...

2012 - 12.6%
2013 - 25.4%
2014 - 23.5%
2015 - 15 8%
2016 - 28.3%

If you invested Ł1000 in January 2012, it would be worth Ł2591 now.

Okay... Past Performance is no guide to the future, but it gives you a guide!

Check it out yourself....

[Link]

Don't come crying to me if it goes t1ts up from now on though!

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mezzer Main Stand, Block F, Row 20 seat 1... 24 Feb 17 11.49am
Wouldn't touch it now Hoof, having been in it ourselves till now. If we're seeing the beginning of the reversal of globalisation (which I think we are) then the biggest sufferers price wise will be the very companies that have benefitted from it in the past (i.e. a lot of the global mega-cap type companies in Fundsmith). True, it's a common mistake to over-estimate what happens in the next two years but underestimate what happens in the next ten, but I reckon you should be reducing your holding now, not increasing. The Complacency Index is at an all-time high. That in itself is a short term worry. If you're going to stay long the market, look at themed ETFs such as Cyber Security and Robotics and Automation. They're themes that aren't going away in the coming years. Living down here does have some advantages. At least you can see them cry.
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mezzer

Main Stand, Block F, Row 20 seat 1... 24 Feb 17 11.49am

Wouldn't touch it now Hoof, having been in it ourselves till now.

If we're seeing the beginning of the reversal of globalisation (which I think we are) then the biggest sufferers price wise will be the very companies that have benefitted from it in the past (i.e. a lot of the global mega-cap type companies in Fundsmith).

True, it's a common mistake to over-estimate what happens in the next two years but underestimate what happens in the next ten, but I reckon you should be reducing your holding now, not increasing.

The Complacency Index is at an all-time high. That in itself is a short term worry.

If you're going to stay long the market, look at themed ETFs such as Cyber Security and Robotics and Automation. They're themes that aren't going away in the coming years.

Living down here does have some advantages. At least you can see them cry.

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Hoof Hearted 24 Feb 17 12.10pm
Originally posted by mezzer Wouldn't touch it now Hoof, having been in it ourselves till now. If we're seeing the beginning of the reversal of globalisation (which I think we are) then the biggest sufferers price wise will be the very companies that have benefitted from it in the past (i.e. a lot of the global mega-cap type companies in Fundsmith). True, it's a common mistake to over-estimate what happens in the next two years but underestimate what happens in the next ten, but I reckon you should be reducing your holding now, not increasing. The Complacency Index is at an all-time high. That in itself is a short term worry. If you're going to stay long the market, look at themed ETFs such as Cyber Security and Robotics and Automation. They're themes that aren't going away in the coming years. It's one of my best performers mezzer that's for sure, but at most I have less than 10% of it in my overall portfolio right now. I've thought like you, that it's bubble will burst, but it keeps on going up! If I lost 20% on it this year it would still be a great performer in my stable of funds. I am staying long in the market and I reckon the fund manager will continue picking great stocks like he has this past 5 years. Appreciate the warning though. Have you got any existing fund recommendations rather than a vague sector suggestion? I'm also doing well with Jupiter India fund... most commentators are saying the Indian economy is the next China?
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Hoof Hearted 24 Feb 17 12.10pm

Originally posted by mezzer

Wouldn't touch it now Hoof, having been in it ourselves till now.

True, it's a common mistake to over-estimate what happens in the next two years but underestimate what happens in the next ten, but I reckon you should be reducing your holding now, not increasing.

The Complacency Index is at an all-time high. That in itself is a short term worry.

If you're going to stay long the market, look at themed ETFs such as Cyber Security and Robotics and Automation. They're themes that aren't going away in the coming years.

It's one of my best performers mezzer that's for sure, but at most I have less than 10% of it in my overall portfolio right now.
I've thought like you, that it's bubble will burst, but it keeps on going up!
If I lost 20% on it this year it would still be a great performer in my stable of funds.
I am staying long in the market and I reckon the fund manager will continue picking great stocks like he has this past 5 years.
Appreciate the warning though.
Have you got any existing fund recommendations rather than a vague sector suggestion?
I'm also doing well with Jupiter India fund... most commentators are saying the Indian economy is the next China?

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.TUX. 24 Feb 17 12.14pm
Bitcoin.........around $3 in 2012, $1100 TODAY!!!!! Many views expressing the 10k mark by the end of this year whether it receives (soon) its ETF approval or not. Bitcoin is not going away. The two deliberately surpressed precious metals; Gold......1.6 BILLION Muslims about to join the party due to change in Sharia Law at the end of March. Along with others, China are buying silly amounts and Germany just repatriated theirs from the IOUSA. Silver........When JP Morgan are holding around HALF A BILLION ounces then you know somethings on the horizon. Buy Litecoin.
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.TUX.

24 Feb 17 12.14pm

Bitcoin.........around $3 in 2012, $1100 TODAY!!!!! Many views expressing the 10k mark by the end of this year whether it receives (soon) its ETF approval or not. Bitcoin is not going away.

The two deliberately surpressed precious metals;

Gold......1.6 BILLION Muslims about to join the party due to change in Sharia Law at the end of March. Along with others, China are buying silly amounts and Germany just repatriated theirs from the IOUSA.
Silver........When JP Morgan are holding around HALF A BILLION ounces then you know somethings on the horizon.

Buy Litecoin.

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mezzer Main Stand, Block F, Row 20 seat 1... 24 Feb 17 12.27pm
Not recommendations because we're not allowed to do that of course, but funds such as ETF SEcurities Cyber Security (ISPY ticker) and ETF Securities Robotics and Automation (ROBG ticker) would be the kind of places to look. There's an iShares Ageing Population ETF as well (that's what it's called) that appeals to old gits like me. Bearing in mind a comment I read recently that the last time the world looked like this was just before World War 2, and before that just before World War 1, TUXs gold shout isn't the worst one either. Bit soon to go all in gold to my mind though. Living down here does have some advantages. At least you can see them cry.
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mezzer

Main Stand, Block F, Row 20 seat 1... 24 Feb 17 12.27pm

Not recommendations because we're not allowed to do that of course, but funds such as ETF SEcurities Cyber Security (ISPY ticker) and ETF Securities Robotics and Automation (ROBG ticker) would be the kind of places to look.

There's an iShares Ageing Population ETF as well (that's what it's called) that appeals to old gits like me.

Bearing in mind a comment I read recently that the last time the world looked like this was just before World War 2, and before that just before World War 1, TUXs gold shout isn't the worst one either. Bit soon to go all in gold to my mind though.

Living down here does have some advantages. At least you can see them cry.

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Hoof Hearted 24 Feb 17 12.29pm
Originally posted by mezzer Not recommendations because we're not allowed to do that of course, but funds such as ETF SEcurities Cyber Security (ISPY ticker) and ETF Securities Robotics and Automation (ROBG ticker) would be the kind of places to look. There's an iShares Ageing Population ETF as well (that's what it's called) that appeals to old gits like me. Bearing in mind a comment I read recently that the last time the world looked like this was just before World War 2, and before that just before World War 1, TUXs gold shout isn't the worst one either. Bit soon to go all in gold to my mind though. John Terry has!
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Hoof Hearted 24 Feb 17 12.29pm

Originally posted by mezzer

There's an iShares Ageing Population ETF as well (that's what it's called) that appeals to old gits like me.

John Terry has!

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.TUX. 24 Feb 17 10.00pm
Originally posted by mezzer Not recommendations because we're not allowed to do that of course, but funds such as ETF SEcurities Cyber Security (ISPY ticker) and ETF Securities Robotics and Automation (ROBG ticker) would be the kind of places to look. There's an iShares Ageing Population ETF as well (that's what it's called) that appeals to old gits like me. Bearing in mind a comment I read recently that the last time the world looked like this was just before World War 2, and before that just before World War 1, TUXs gold shout isn't the worst one either. Bit soon to go all in gold to my mind though. A fair comment as in ''not all in'', but after 5000+ yrs of being recognised as real money, it's still going strong (despite the hatred/rhetoric from the Central Banks and their owned media). For example (all round figures). In 1970 the average weekly wage in the UK was around Ł30pw. Had someone then put half their weekly wage in pound notes in a box and put in another one ounce of Gold, their value today would be........... The pound notes would obviously still be worth Ł15 (Ł100 at best if put into an average bank account), but would be far less than half a weeks wages in todays money. That very same one ounce of Gold is currently trading around the Ł1,000 mark. Not too shabby? This is fact not fiction. This all boils back to the end of Bretton Woods in 1971 where currency was no longer tied to something with true value, ie Gold, and the bankers have since then continually ran riot at the expense of the average man. Cunds! Edited by .TUX. (25 Feb 2017 7.34am) Edited by .TUX. (25 Feb 2017 7.35am) Buy Litecoin.
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.TUX.

24 Feb 17 10.00pm

Originally posted by mezzer

There's an iShares Ageing Population ETF as well (that's what it's called) that appeals to old gits like me.

Bearing in mind a comment I read recently that the last time the world looked like this was just before World War 2, and before that just before World War 1, TUXs gold shout isn't the worst one either. Bit soon to go all in gold to my mind though.

A fair comment as in ''not all in'', but after 5000+ yrs of being recognised as real money, it's still going strong (despite the hatred/rhetoric from the Central Banks and their owned media).

For example (all round figures). In 1970 the average weekly wage in the UK was around Ł30pw. Had someone then put half their weekly wage in pound notes in a box and put in another one ounce of Gold, their value today would be...........

The pound notes would obviously still be worth Ł15 (Ł100 at best if put into an average bank account), but would be far less than half a weeks wages in todays money.
That very same one ounce of Gold is currently trading around the Ł1,000 mark. Not too shabby?

This is fact not fiction.

This all boils back to the end of Bretton Woods in 1971 where currency was no longer tied to something with true value, ie Gold, and the bankers have since then continually ran riot at the expense of the average man. Cunds!

Edited by .TUX. (25 Feb 2017 7.34am)

Edited by .TUX. (25 Feb 2017 7.35am)

Buy Litecoin.

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HeathMan Purley 24 Feb 17 11.26pm
Past Performance over 5 years... 2012 - 12.6% 2013 - 25.4% 2014 - 23.5% 2015 - 15 8% 2016 - 28.3% If you invested Ł1000 in January 2012, it would be worth Ł2591 now. It appears that the yields do exceed the fund management charges - and that good past choice was made. Are the above yields after charges? The main aim must be to avoid any future lower yields that balance the previous out performance. Is the fund seeking out the current and prospective top performers? Feed 'em, clothe 'em, box 'em is another investment selection method.
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HeathMan

Purley 24 Feb 17 11.26pm

Past Performance over 5 years...

2012 - 12.6%
2013 - 25.4%
2014 - 23.5%
2015 - 15 8%
2016 - 28.3%

If you invested Ł1000 in January 2012, it would be worth Ł2591 now.

It appears that the yields do exceed the fund management charges - and that good past choice was made. Are the above yields after charges? The main aim must be to avoid any future lower yields that balance the previous out performance. Is the fund seeking out the current and prospective top performers?

Feed 'em, clothe 'em, box 'em is another investment selection method.

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