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  1. #1
    Senior Member
    Join Date
    Jan 2016
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    LA/ChCh/AKL
    Posts
    883

    Default Where from here - your suggestions please

    I purchased into five main stock early this bull run as that is all the time I had to follow on the US markets. Main job self employment...

    Apple, Amazon, Facebook and Google were four of them and they have really fuelled the nine-year bull market, the second-longest behind the rally that ended in 2000. Their successes really is propelling the broader US economy, which is on track for its fastest growth rate in a decade.

    If these stocks splutter the whole US economy and market will move with them. Time to diversify or run with the corporate consolidation trend until it falters...

    what do you think and suggest.

  2. #2
    Member
    Join Date
    Jan 2017
    Posts
    47

    Default

    Quote Originally Posted by Raz View Post
    I purchased into five main stock early this bull run as that is all the time I had to follow on the US markets. Main job self employment...

    Apple, Amazon, Facebook and Google were four of them and they have really fuelled the nine-year bull market, the second-longest behind the rally that ended in 2000. Their successes really is propelling the broader US economy, which is on track for its fastest growth rate in a decade.

    If these stocks splutter the whole US economy and market will move with them. Time to diversify or run with the corporate consolidation trend until it falters...

    what do you think and suggest.
    As economic cycles are normal and common knowledge leans towards not being able to pick or time the market.

    Questions to ask: Does this investment enable me to meet my personal, and financial goals in line with my time horizon and risk tolerance.

    While risks aka volatility in say the S&P500 index has increased in 2018 global forecasts are still positive with a slight slowing towards the end of 2019. You mentioned buying early in the bull run. I guess the question is do you need the money now or can you wait another 10 years if the market tanked 50%. 50% prob wouldn't be too bad either if you have been in the bull run since the start.

  3. #3
    Senior Member
    Join Date
    Jan 2016
    Location
    LA/ChCh/AKL
    Posts
    883

    Default

    Thanks for your reply FIsaver...just decided to just take a measured amount off the table although for now those funds will not be returning to NZ until needed... given the current forex trend.

    I agree even a 50% hit to the current price would not be the end of the world to my personal investment although where it would leave financial market confidence is another matter :-)

  4. #4
    Member
    Join Date
    Aug 2015
    Posts
    159

    Default

    Buy into a more balanced exposure such as Scottish Mortgage or Monks both by Baillie Gifford SMT.L or MNKS.L.....I think there are others with similar exposure but I like BG as a manager - note: I have mnks as smt not quite balanced enough for me.

  5. #5

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