Interesting times ahead..........

Essexyellows

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7 Dec 2017
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Russian market/finance dropping like a stone, obvious global impact.

Any tips?

Someone has to profit from uncertainty.
 
Bloody crazy at the moment…. Just need to ride the storm and let the dust settle…. and pick up a few punts in between.

Glad I moved into much less volatile stuff for the substantial part of my portfolio as semi retirement quickly comes over the horizon. It’s all about the dividends.

Evraz… rocked because of Russian links… 28th Jan £5 a share (18th Feb £3) currently ££1.50 (although there was an xc in here somewhere)

Abramovich owns 29%

Dividend of 38 pence a share declared on Friday (ex div 10th Mar), representing an dividend yield of 45% based on the past year.

I’m taking a punt.

Divy will bring a break even floor price of £1.12 and I’ll just sit on my hands and see what unfolds.
 
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I’ve converted a significant portion of my investments to cash, waiting for the market to stabilise
 
I’d stay put and not panic. Taylor Wimpey have been good for me today I’m pleased with Legal and General.
Trying to find one that might benefit might lead me to Centrica who will benefit from rising prices. Unfortunately banks will no doubt benefit if interest rates rise quicker as the government show no sign of imposing a windfall tax on them…they should as they were beneficiaries in the last financial crisis.
For me I wouldn’t go near Evras. It’s like backing a horse.
If you have any money maybe look at investment trusts that have holdings in North America as they might well be sheltered from some of what is going on
 
£70 worth of Investment income arrived in the last 2 days............ might go wild and spunk it on something daft! :)
 
I’d stay put and not panic. Taylor Wimpey have been good for me today I’m pleased with Legal and General.
Trying to find one that might benefit might lead me to Centrica who will benefit from rising prices. Unfortunately banks will no doubt benefit if interest rates rise quicker as the government show no sign of imposing a windfall tax on them…they should as they were beneficiaries in the last financial crisis.
For me I wouldn’t go near Evras. It’s like backing a horse.
If you have any money maybe look at investment trusts that have holdings in North America as they might well be sheltered from some of what is going on

You could well be right.

But we all know that investing in the markets is always a gamble. As long as you are protecting (as far as possible) the substantial part of your portfolio, it’s all part of the game.


The annual report is 240 pages long 🤪🤪
 
Evras may well make money for investors and it is a big company in the FTSE, but it’s an economic nightmare playing in those markets, unless the stakes are low.
To me Taylor Wimpey look a nice bet. Profits announced on Thursday and due to go ex dividend.nice payout coming. Booming property prices assured for a fair while yet, although I’d monitor it regularly and be prepared to move money if there is any potential downside
 
Evras may well make money for investors and it is a big company in the FTSE, but it’s an economic nightmare playing in those markets, unless the stakes are low.
To me Taylor Wimpey look a nice bet. Profits announced on Thursday and due to go ex dividend.nice payout coming. Booming property prices assured for a fair while yet, although I’d monitor it regularly and be prepared to move money if there is any potential downside

I was in TW for a short while and banked a 10% gain, but decided to look elsewhere. I am in the B2L market like yourself, so in my mind that takes care of the property side of things, rent yields are strong.

Evraz is a huge company in the ftse 100, based in London, employs nearly 70,000 people and has a big part of its business in Canada and America, amongst others. It goes ex-div on 10th March, pays on 30th March (declares a quarterly dividend) which will come in at around £1,900, so as I see it, a risk yes, but in the grand scheme of things I am comfortable with the position over the next few years and I do think the stakes are low.

If this turns into a long and protracted war the markets will hate it anyway. I should have held onto BAE systems.
 
I've been £700 up and £400 down on a measly £1k investment - currently just £200 up and considering leaving at the next opportunity. Its just gambling and way too stressful!
Was for me too.

I dipped in with ethereum when it was $400 around 3 years back but got out as i just couldn‘t get my head around it.
 
Not been in crypto. I stick with what I think I know best.
The only mistake I seem to make is selling too early.
Not made any real losses apart from Byotrol, which is a small one. Sold out of Cannabis stock with a tiny loss.
more into FTSE250
 
Evras may well make money for investors and it is a big company in the FTSE, but it’s an economic nightmare playing in those markets, unless the stakes are low.
To me Taylor Wimpey look a nice bet. Profits announced on Thursday and due to go ex dividend.nice payout coming. Booming property prices assured for a fair while yet, although I’d monitor it regularly and be prepared to move money if there is any potential downside
TW down 5%
 
TW down 5%
I know it’s disappointing but Barrett Developments down about the same too. I’d expect them both to go back up tomorrow.
I am looking forward to the profits announcement on Thursday. They will surely rise in price to around 165 over a few days. I’m happy to leave them for the next few months. I always make money on this one
 
I was just having a conversation with someone who has lots of investments. Probably everyone who has a holding is dumping as a suspension is imminent. It has £2.5billion of debts but all at low rate.
but then if everyone is selling it could be a Big loser
 
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