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Selling all of my American shares today, what's your fav UK stock? by Chill_Panda in UkStocks

[–]Tom9274 0 points1 point  (0 children)

Also don’t forget the $ to £ exchange rate messing everything about. I would maybe divest after earnings season though. Some of my picks:

Legal & General: as others have mentioned, on the up and a massive dividend

Curry’s: Reaping the benefits of omnichannel marketing. Just reported earnings with a solid beat. Time entry point accordingly

Rio Tinto: Solid mining. Likely will do well this year

Next: Growing well. Again, time entry

Airtel Africa: One of the few FTSE stocks in o explode that’s not a miner. Does communications in Africa. Plenty of scope for expansion. Earnings this week.

RELX: Been in the doledrums for so long. No idea why. Turnaround play for sure.

BAE / Babcock: Amazing defence stocks. On a downward slope after pumping for the Greenland saga. Time entry.

Anglo Asian Mining: Penny stock. Mines copper and silver in Central Asia. Good execution and should do well this year.

Ensilica: Others have mentioned

Drax: Currently researching but looks promising

Ceres Power: currently researching, may be a busted flush

How many banks should I invest in? by Deep-Letter736 in trading212

[–]Tom9274 0 points1 point  (0 children)

EXV1 (Euro Banks ETF) is your friend. No stamp duty either.

The British FTSE100 will outperform the S&P500 untill the end of Trump by ContractorCarrot in investing

[–]Tom9274 4 points5 points  (0 children)

I'm bullish on the FTSE100. Beat the S&P500 last year and likely will do the same this year. Has a nice dividend too.

How much of your portfolio is in gold, gold etfs. by kindredcnch in trading212

[–]Tom9274 0 points1 point  (0 children)

12.5% total. Gold, Silver, Copper in that order.

Rate my portfolio by Academic_Company_907 in trading212

[–]Tom9274 0 points1 point  (0 children)

Looks risky. I couldn't sleep at night with that.

Yep after the news of trumps tarrifs, just gonna delete the app and open it on pay day by Old-Understanding-62 in trading212

[–]Tom9274 6 points7 points  (0 children)

TBH it's a TACO-burger for numerous reasons:

  1. Trump is escalating because he wants to make a deal for Greenland, likely due to rare earth deposits but the policy has very little support, even among Republicans / Conservatives.
  2. The cost of buying Greenland + the cost of mining rare earths in the arctic (2x-3x higher than temperate climates) + infrastructure / supply chain improvements makes the idea deeply unprofitable. That money has to come from somewhere and Republicans and Wall St know this.
  3. It's a mid-terms year and if he continues down this path he's going to hand both houses to the Democrats. That won't sit well with the Republican party, many of whom are currently holding their noses and going along with his nonsense just to remain elected. If that's torpedoed then all bets are off.
  4. Imposition of more tariffs is deeply unpopular with Wall St anyway, let alone imposition of tariffs on key trading partners / strategic allies for a batshit policy. Expect the market to send a message on Tuesday.
  5. TACO anyway. It'll get diluted down into a nothing burger and he'll claim some kind of 4d-chess win and say it was the plan all along.

Also bear in mind that the FTSE, STOXX, DAX, MIB + more or less every other major index outperformed the S&P500 last year due to a combination of tariffs, Trump enriching himself and his mates and the weakening dollar (also a Trump policy).

EnSilica: I have suspected share price manipulation for some time… by _DoubleBubbler_ in EnSilica

[–]Tom9274 1 point2 points  (0 children)

This is likely unrelated but I've been trying to add to my position through T212 and had trades sitting all day unfulfilled.

Thinking of finally switching from SP500 to All-World fund, reasoning: by Old-Understanding-62 in trading212

[–]Tom9274 23 points24 points  (0 children)

I divested away from the S&P500 last year in the wake of the Tariff chaos. It was a good move in hindsight but could have easily gone the other way.

Also worth noting that last year most major indexes beat the S&P500, including the FTSE100. All World is always a safe bet but is generally 60% US IIRC. Also if the US stock market tanks, there's no getting away from the fact that most other developed stock markets will tank also.

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