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Savings and Investments thread

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  • I used Raisin for a while and they were generally fine but I got a bit fed up with money withdrawn from 'easy access' accounts taking two or three days to arrive in my bank account. With Zopa, among others, it takes literally no more than ten minutes.
  • IdleHans said:
    I used Raisin for a while and they were generally fine but I got a bit fed up with money withdrawn from 'easy access' accounts taking two or three days to arrive in my bank account. With Zopa, among others, it takes literally no more than ten minutes.
    Agreed and I also got fed up with their increasing reliance on obscure banks from the Middle East and Asia. I was able to get as good if not better deals dealing directly e.g. with Charter Savings, Secure Trust and Invesco. The latter was on Raisin when I first tried it, but isn’t any more, which tells me something.
  • IdleHans said:
    The sods are boosting the rate by taking it from my premium bond “non-winning” streak the last few months!!! 😡😉😂
  • Rob7Lee said:
    Mine's picked up a bit now, down 1.1% now since end of July and back above end of May's month end.
    Well all is well again with the investment world, this month has now turned to profit, up 1.7% currently and once again an all time high for my SIPP.
  • And the Metro bank shares that I bought for 37p each when they dropped have slowly started to climb up - currently 57p (I decided to hold on and not cash in when they went back up a bit).
  • Another V shaped recovery.  Very strange, if you ask me.  Record changes in volatility - up to 65% and back where it started in under a month.

    I'm also up 1.7 this month, 9.5% for the YTD, 24% on a year ago but with a lot more cash and a few low risk hedges, so much 'safer' than I was before the volatility.  Everyone is now saying that all time highs for the US are inevitable, which tells me they'll be another surprise.

    Under all that, I'm still seeing a shift to value and away from tech.  But a friend of mine who uses a lot of AI in his firm tells me his costs for using it are dropping dramatically as the algos improve.  He's making large redundancies, replacing Indian off-shore with AI and insisting his suppliers give him 30% productivity improvements to account for use of AI.  One data point but interesting implications.
  • bobmunro said:
    CafcWest said:
    And the Metro bank shares that I bought for 37p each when they dropped have slowly started to climb up - currently 57p (I decided to hold on and not cash in when they went back up a bit).

    Maybe set yourself a 'stop profit' level. e.g. sell at 70p, sell at 50p i.e. sell if it goes above 70p, sell if it goes below 50p (only an example and I don't know how much stock you are holding of course).

    A former CEO of a company I worked for many years ago gave me sage advice that I have always tried to stick by - 'Always set a stop profit/loss sell point'.
    Thank you - that's good advice.  I do tend to just buy shares and sit on them hoping they go up but don't actively monitor.  I probably should - sometimes it works out (Methanex I bought about £700 worth and sold for £10k 20 years later!) but others do the opposite...it's all a gamble I guess.
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  • Nothing against on PBs following on from last month’s zero. £39k
    One of the blokes I used to work with won £10k last month.
  • Nothing again on 22k.
    Terrible returns so far this year about £300 in total with only 4 months to go.
  • Zero for me (about 26k), £200 for Mrs R7L (Max) and £100 for daughter (about 25k)
  • edited September 2024
    Total of £75 this month despite increasing our investment by £35k in July to a joint max holding of £100k. Back to reality after last month’s £1500.
  • Nothing for me again, £225 the wife both full holdings 
  • £175 for wife (£30k), NOTHING for me (£35k)
  • £150 full
  • £50 with 40k. Not been the best returns this year.
  • edited September 2024
    2 x £100 and 1 x £50 on full holding.  3% return calendar year.  Probably 4%+ if no tax taken into account (don't know how to calculate).
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  • £225 for me, £150 for Mrs M - both max holdings
  • £325 on full holding. Best return I’ve had in a while
  • £50 on half holding. Need a very strong end to the year to hit even 4%
  • 500 for me, 150 missus. Both on max.
  • Zero for me on max. First zero in ages.
  • £250 for Mrs Chaz on her full holding. Zero for me and jnr on our 25 & 10k holdings  :/
  • £175 today on £45k holding. Best return for quite a while.
  • bobmunro said:
    CafcWest said:
    And the Metro bank shares that I bought for 37p each when they dropped have slowly started to climb up - currently 57p (I decided to hold on and not cash in when they went back up a bit).

    Maybe set yourself a 'stop profit' level. e.g. sell at 70p, sell at 50p i.e. sell if it goes above 70p, sell if it goes below 50p (only an example and I don't know how much stock you are holding of course).

    A former CEO of a company I worked for many years ago gave me sage advice that I have always tried to stick by - 'Always set a stop profit/loss sell point'.
    And if @CafcWest is reading, Metro shares have jumped nearly 7% this morning to over 69p…
  • £100 for me and zip for the Mrs, both on max holdings. Poor again and enough is enough. The returns are already bad and are only going to get worse as the base rate drops.
    £40k withdrawn this morning, when I finally managed to sign into ns&i.
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