Mad_maxx wrote: » How do you mean "gone"?
s3ndnudes wrote: » Long time lurker very infrequent poster. Been buying very heavy last two weeks. Went from a small portion of my net worth in shares/funds/ETF's to quite a sizable portion. Had been sitting on quite a large portion of cash and wanted to put it to work. Think the number of funds positions I have is definitely excessive! Given the overlap between them I understand i'm not diversifying all that much between them (Attempted) focus has been on Wide moat companies (some not all), in good industries with longer term growth and tail winds over the medium/ long term. Positions opened over last few days :pac::pac: : IRES (today after it sold off) Delta United Airlines SouthWest Airlines Ryanair Ab Inbev Disney Airbus Boeing Tencent Alibaba Carnival Corp, Royal Caribean (small positions i'm ok with losing everything on!) Funds: Vanguard All World, High dividend, Developed Europe, S&P 500. Ishares- Emerging markets, emerging markets dividends.
Shedite27 wrote: » You've put everything in travel at a time when travel is banned
Fol20 wrote: » Should be a one where be fearful when others are greedy and greedy when others are fearful?
Coil Kilcrea wrote: » No, should be one not to put all your eggs in one basket.
s3ndnudes wrote: » I'm not sure why you've assumed that "i've put everything in travel at a time when travel is banned". Why would you assume that when I've not give any indication of my percentage allocation to these stocks? Travel related stocks make up less than 10% of the portfolio. Some other positions opened not mentioned: Pfizer Abbvie Alphabet Biogen Microsoft Welcome your feedback all the same.
s3ndnudes wrote: » Funds: Vanguard All World, High dividend, Developed Europe, S&P 500. Ishares- Emerging markets, emerging markets dividends.
Shedite27 wrote: » On the airlines issue, sales and profits are gone be down massively for a few years. For every person who will be dying to get away when this ends, there’ll be more who can’t afford to. The one plus is that if Ryanair have the resources to do so they could make a great oil deal right now. I don’t think airlines are too big to fail tho, Flybe gone already, Austrian shut down, there’ll definitely be more to go i the next year, probably one of Delta/AA/United. Same for the cruise companies. Companies like Disney, Apple, JNJ will be around next Paddy’s day, wouldn’t bank on any particular airline
Millionaire only not wrote: » Goldman Sachs have gone on global recession ! As if we didn’t really know there was! Boi look like there gone ! 1.8
sk8board wrote: » You need to use more exclamation marks. Re AIB, it’s not that long ago that people were giving out that the gov didn’t sell when they dropped all the way to €3. Safe to say that Bank shares are the least of the next governments worries
robman60 wrote: » Tend to agree with this. If you've just opened small positions in each of them then fine, with the majority in the ETFs, but still. I think the airlines in particular have further to fall as travel will be down hugely for the year now. Summer plans are made around now and you'd be a brave soul to book anything now. I will consider buying some Ryanair and I already own a few carnival stocks, but with the whole market down I think it's ETF time.
Static M.e. wrote: » Hi S3ndnudes, Can you tell me what those fund tickers are in particular the Vanguard one? I'm far more interested in EFTs has I really dont have the skill for stock picking. Thank you.
robman60 wrote: » I think it's ETF time.
alanceltic wrote: » Is anyone brave enough to call the bottom? I read an interesting piece that the current market disruption (and COVID is a disrputer like no other) has eliminated any competitive advantage that any institutional investor would have over a retail investor. We are in new territory and nobody (or very few) has a factual or inside view on any industry or company. The market is extremely efficient at factoring in known information. An obvious sector is tech due to the migration to home working but when you look at the pricing on the obvious companies they were insulated from the extreme drops because of this very fact. In my own opinion there is value to be had by investing in strong management teams who have a solid track record. Disrupter disrupter disrupter, the companies that win out will be those that adapt to the market situation with speed and agility. The one company that screams good management to me is Ryanair. Compounding this though process is the very fact that we are going to see a heightened level of consolidation. Darwins theory of natural selection in all is glory on a commercial level. Cant believe we would see this share price so low. I never invested in Ryanair because i was put off by the P/E but it sure looks attractive, anyone else in agreement that it has a little further to fall?
bilbot79 wrote: » I think we've hit the bottom. I don't know s*** but that's what I think. I'm not worried for the travel stocks I've bought this week in American,united, royal Caribbean, NCL. The US will give them aid. I'm gonna buy some more tomorrow. Maybe Boeing
voluntary wrote: » A lot of people think we've hit the bottom. Hence the mini bull market today. Realistically I'll just quote part of Leo's speech today: "This is the calm before the storm and the storm will come"
bilbot79 wrote: » Don't you think the stock market has priced in most of the damage?
adam88 wrote: » Can you briefly explain your sentence. ETF, what exactly is that. Like a shopping basket with a bunch of share in it grouped??? New to this game so my apologies. Also where do you buy these ETF? Degiro?
cnocbui wrote: » I don't. Wait until unemployment hits 18% and global GDP numbers show a 20-30% tanking.
