Which UK shares do you have your eye on at the moment?

@pickashole

2 ай бұрын

I always keep an eye on new shares but the focus for 2024 is to strengthen what I already hold.. Main focus is on the 3 ETFs I hold. ISF, VHYL AND GGRG

@TheCompoundingInvestor

2 ай бұрын

Thanks for sharing your view

@Samien

2 ай бұрын

BOY looks interesting … I hold MNG & CPG looks good. Do you have any thoughts on RKT ? Once in a lifetime opportunity or value trap?

@TheCompoundingInvestor

2 ай бұрын

Think RKT have potential legal battles in the US as well as poor sales in disinfectants since the end of the pandemic. I already have Unilever and Haleon which are in the same sector so I’ll give RKT a miss for now.

@sethanith3181

2 ай бұрын

Always curious about both Lloyd’s and L&G, whether they are potentially long term good dividend stocks.

Always a good way to start a Sunday with a compounding investor video.

@TheCompoundingInvestor

2 ай бұрын

Thanks so much my friend. I really appreciate it

Great analysis as ever! It's pretty shocking how badly the UK equities market has performed in the last 5 years that a company with only 9.9% growth in 5 years can make this list. Most of the individual companies are still significantly down from their all time highs. While that suggests significant upside is possible, it highlights another worrying trend that UK companies prioritise dividends over re-investment. The UK is crying out for both government and private investment to get out of this rut of anaemic growth in the market as a whole!

@TheCompoundingInvestor

2 ай бұрын

Absolutely agree. About time the U.K. market had a good run. Thanks so much for your detailed and insightful comment

@wallace-bv4rl

2 ай бұрын

You put it nicely. If a backward looking sensible test finding the best investments of a style over five years doesn’t give one single name that doubles your money!!!! Honestly this makes me think this is NOT a style worth following even though it seems sensible. Of course switch it around this terrible performance could improve going forward……

One of my favourite channels! Wish u uploaded more frequently! Thank you for this breakdown, has given me some food for thought about maybe adding a couple of new UK positions :)

@TheCompoundingInvestor

2 ай бұрын

Thanks my friend, obviously with a full time job, there is a limit to how much time I have to make videos. Wish I could do more. All the best on your journey

Great video. Useful information, well articulated, no tat. Subbed! 👍

@TheCompoundingInvestor

2 ай бұрын

Thanks my friend. I really appreciate it.

Really helpful video and well explained as always. I have a few of these in my portfolio. Great content. 🎉🎉👏👏

@TheCompoundingInvestor

2 ай бұрын

Thanks Mr P. All the best to you

Very informative video great news on rolls-royce this week share price doing well look forward to the next one

@TheCompoundingInvestor

2 ай бұрын

Thanks Alistair. Yep Rolls Royce just keeps marching on

Nice update shame 3I GROUP PLC did not make it. I now moving over to Investment Trusts which pay quarterly. The compound model of these Investment Trusts seems comparable to your list (CTY/ATST and so on). I bought into Reits PHP/HICL/ASG as interest falls in the coming year the share price should move on an upward trend( seems Cycle but to interest rates from Historical Research). There are a lot of Dividend Kings/Aristocrats within the FTSE market, Would be interesting maybe to cover those that seem outside your broader view on the Investing model. Happy Investing

I decided to defer my investing in individual companies to reduce the disastrous effects of my hopeless decisions and instead bought an ETF. I went for the Wisdom tree UK Quality Dividend Growth (UGRW). So far so good. Think you are right about the UK stocks being due a good year. They are very good value relative to those in the US, and the government seems to have realised the damage they have done and started to address this. Well done, good video.

@TheCompoundingInvestor

2 ай бұрын

Thanks so much for your comment. I’ve heard a lot about the Wisdom Tree ETF, looks good. Yeah about time for the U.K. market to have a decent run.

@LawrenceTimme

2 ай бұрын

They are only temporarily giving the UK economy a break because its an election year, they will return to regularly scheduled destruction of it afterwards.

@ghosthdel3098

2 ай бұрын

UGRW is a accumalition or distribution etf? Thanks

@Calder1169

2 ай бұрын

@@ghosthdel3098 it comes in both flavours

@TheCompoundingInvestor

2 ай бұрын

@ghosthdel3098 I believe it’s distributing paid twice a year

I gave up stock picking as I always seemed to manage to pick the losers, even the "better ones". So now I stick to a UK all share fund, the L&G UK index. While it is nothing spectacular it has been very steady and pays 3.6%.

@TheCompoundingInvestor

2 ай бұрын

Thanks so much for sharing your strategy. Good luck on your journey

@Lovemy911

2 ай бұрын

My uk single stocks are now very limited, decent positions in LGEN.BATS.QQ. NTNL GRD.DGEO More concentration now in global etfs VHYL.SPDR.SP500 .GGRG I find holding individual stocks too stressful nowadays 😮 Simple & straightforward is my way Ps' enjoying your channel having followed you through the last few years

@TheCompoundingInvestor

2 ай бұрын

@@Lovemy911 thanks I really appreciate it. Some decent stocks there. All the best on your journey

Just a thought, you could consider including total returns on the graphics as well as the capital appreciation and dividend yield. For me, I’m going to weigh up the risk/reward of investing in a British company that’s tax advantaged, versus a non British that’s not tax advantaged. An after tax foreign investment could still be a better route to take.

Excellent, food for thought 😀

@TheCompoundingInvestor

2 ай бұрын

Thanks so much William.

great work, thanks for sharing

@TheCompoundingInvestor

2 ай бұрын

You are welcome

Thank you. I signed up to Trading 212 last weekend and now hooked.

@TheCompoundingInvestor

2 ай бұрын

Nice one. What stocks have you bought?

Entertaining and informative video once again! I have one of those listed (NG) and the others look good picks. However I'm wondering whether to focus more on an ETF, such as IUKD which yields upwards of more than 5% and provides good diversification. Also at the moment I am a little bit pessimistic about the prospects of growth from the FTSE and wonder if a second investment strand concentrating on world markets might be better for growth.

@TheCompoundingInvestor

2 ай бұрын

I like a mixture of both single shares and ETFs. A lot of new money these days goes into the S&P500. I’ve looked a ISF v IUKD and there is a clear difference in long term total return. ISF easily outperforms IUKD and that’s the reason I don’t have IUKD. ISF pays a decent enough dividend anyway

Nice little video 😊

@TheCompoundingInvestor

2 ай бұрын

Thanks so much Paul

great video! regards from andalusian!

@TheCompoundingInvestor

2 ай бұрын

Thanks so much my friend 🙏🏻

It's a cool video, and as a fan of £FSV I approve this message. ;). I also think £THRG should get some love, if £FSV is UK value then £THRG is UK quality. It has a lot of dividend growth potential in small and medium sized holdings. Also, a bit surprised to not see £PHNX in here? Not quite enough history? Recent results were very decent, and they have a fat dividend whilst looking undervalued to me.

@TheCompoundingInvestor

2 ай бұрын

I believe PHNX has actually fallen 25% in the last 5 years which is why it wasn’t included. Good yield however

Smurfit capital looks interesting 👍 i hold greencoat and may add more shortly. City of london should have been in there its a big dividend hero 👍

Smurfit kappa was an unexpected one but it definitely makes sense. Maybe next month il go in on it

Another great video. I love how motivating it is to see the dividend payments increase. I can't help but compare it to the s&p 500 though which is up 85% in 5 year and also pays a little 1.3% dividend. I think this would have beaten most of the stocks in the video.

@TheCompoundingInvestor

2 ай бұрын

I agree richard, the S&P500 has really done well. ETFs were not mainstream when I started investing and I was restricted to buying UK stocks on my Barclays platform right up until a couple of years ago. These days however a lot of new money goes into the S&P500.

@jodiemarks6122

2 ай бұрын

Does the s&p500 have a specific ticker. I am confused how I buy into the S&P 500. I have advised you can select a sector but I am just going around in circles. Thanks in advance

@richardc316

2 ай бұрын

@jodiemarks6122 Hi Jodie, You can't buy the S&P directly, but you can buy an etf (exchange traded fund) that tracks the S&P 500. There are several different ones, so you might want to research them, but the 'VUSA' is the first one that comes to mind.

@TheCompoundingInvestor

2 ай бұрын

@@jodiemarks6122 The one I use has the ticker code IUSA.

Great video,👍

@TheCompoundingInvestor

2 ай бұрын

Thanks Colin

My number one favourite KZreadr!

@TheCompoundingInvestor

2 ай бұрын

That’s very kind. Thanks so much my friend

@ghosthdel3098

2 ай бұрын

Thanks for making this video. I got extra cash to investfrom work recently and looking for ides, this video and comments has really helped. Keep up the good work @@TheCompoundingInvestor

Thanks for the video. As suggestion, can you make video about best Bonds to invest in UK please? Example: Royal London Sterling Extra Bond.

@TheCompoundingInvestor

2 ай бұрын

Thanks for the suggestion

that is an awesome advice

@TheCompoundingInvestor

2 ай бұрын

Thanks so much

First shoots of a UK investor’s spring perhaps. The UKISA needs to be circa 20k to address the haemorrhaging of capital across the pond. My ‘winter’ over there has proved very comfortable😊

@TheCompoundingInvestor

2 ай бұрын

Thanks so much for your comment. Hopefully U.K. shares will have a long overdue resurgence soon. All the best on your journey

Interesting update. Law is a big holding of mine. You didn't mention its actually 2 businesses in one. A normal investment trust and a company servicing business which gives predictability of dividends.

@TheCompoundingInvestor

2 ай бұрын

Thanks for the info Jerome

Thanks for great video. Who do you use for shares ISA ?

@TheCompoundingInvestor

2 ай бұрын

Thanks, I use Barclays but they are very expensive for those first starting out or with smaller portfolios. Trading 212 is worth having a look at and InvestEngine is good for ETFs

@stuartporter5428

2 ай бұрын

@@TheCompoundingInvestor thanks for replying and your info

It's four payments per year for Law Debenture.Its a great trust run by two excellent managers at Janus Henderson.

@TheCompoundingInvestor

2 ай бұрын

Thanks for the info

Great video. Would be great to see UK stocks finally have a good year, although so far this year the FTSE 100 is lagging again. I liked the investment trusts at the end 😊

@TheCompoundingInvestor

2 ай бұрын

Thanks Tom. Fingers crossed for a U.K. resurgence

Will you be using your full ISA allowances directly on the 8th April or keep spare cash for dips over the the year? I'm asking for because historically, April is one of the the best performing months in the FTSE 100. Thanks.

@TheCompoundingInvestor

2 ай бұрын

Great question. I generally fill the ISA straight away as I move shares from the GIA to the ISA using a bed and ISA transaction. I have a buffer fund in my NS&I Direct saver account to pounce on bargains when they emerge. Not quite on the same scale as Buffett as apparently he always has 20 Billion kept aside for this purpose.

Thanks you

@TheCompoundingInvestor

2 ай бұрын

You are welcome

Any advice on which platform to use? Im just starting and looking at an ETF. Think Vanguard or ii but unsure. Any help would be much appreciated

@TheCompoundingInvestor

2 ай бұрын

You might find the following video useful.. Best Stocks & Shares ISA For 2024 kzread.info/dash/bejne/eouTxMdqlriTd5s.html

@wilbearr

2 ай бұрын

@TheCompoundingInvestor ah that's great, literally only just come across your channel. Will have a look!

Is share lending something you'd recommend? And do you do it? Great videos 👍

@TheCompoundingInvestor

2 ай бұрын

Thanks. No it’s not something I’ve considered. My Barclays platform does not actually allow it so I’ve never looked into it

Hi, loving your videos. You have mentioned a few times now about stocks being on sale. I am wondering, if you are willing to share, what key information you use to identify if a stock is on sale or not? Thanks

@TheCompoundingInvestor

10 күн бұрын

Not a really scientific approach at all, just when I see a large cap company suffer a huge fall and I ask myself will this company survive and recover or is it heading for oblivion. I bought plenty of Shell and BP shares at the start of the pandemic and made significant gains when the price recovered. Often there is an overreaction after some bad news forcing the shares even lower. A recent example is National Grid which fell 10% on the news it was launching a rights issue, then the next day it fell another 10% with no new news emerging at all. I considered that an over reaction and so I immediately used some reserve funds and bought more NG shares and will continue to do so if it falls further.

@jodiemarks6122

10 күн бұрын

Thank you, I have been using the same logic, and I've aIso been reading about P/E, PEG, P/B etc etc. Wondered what your approach was. 😊

@TheCompoundingInvestor

10 күн бұрын

I think with large cap companies they tend to be analysed so thoroughly so all known facts are baked into the current price. Where we can sometimes gain an advantage is when something unexpected happens and people oversell through fear and emotion.

I don’t have any Premium bonds myself as I prefer stocks and property but I thought of you when my sister told she won £50,175 yesterday.

@TheCompoundingInvestor

2 ай бұрын

Wow what an incredible result. Excellent news

what are yall opinions about "LondonMetric Property", "Greencoat UK Wind" and "Greencoat Renewables", i have 2 etfs already both with roughly 60ish % USA, so i wanted too add some more european titles, and since the UK(even though the greencoat is irish but they invest in the UK^^) has a nice dividend tax and most UK companys pay quarterly i wanted to add some more dividend titles, cause german companys pay only once each year :/ i know at the end its the same amount but if it gets paid quarterly or half-yearly you have earlier access to the many which is good if you depend on it, and additionaly you can reinvest it sooner :D

@TheCompoundingInvestor

2 ай бұрын

I’ve held Greencoat wind for several years. It’s done much better than my other 2 renewables bluefield solar and Trig. I’m happy to hold but no plans to add more unless I decide to sell the other two and put it all on Greencoat which is tempting

How do you think the recent merger announced by Smurfit kappa will affect their valuation?

Sunday breakfast entertainment!

@TheCompoundingInvestor

2 ай бұрын

Thanks 🙏🏻

May I ask as I'm still confused,if you have cash ISA which you've put £2000 in this tax year, can you open another one Stock &Share ISA before 5th April and put £18000 for this year? Thanks

@TheCompoundingInvestor

2 ай бұрын

I believe you can yes as you won’t be above the 20k in a single tax year

@thetruth5892

2 ай бұрын

@@TheCompoundingInvestor Thank you very much for your reply.

@TheCompoundingInvestor

2 ай бұрын

@thetruth5892 You are welcome

What's your take on Natwest's current position? Aside from the upcoming 'tell sid' public sell off its balance sheet is looking pretty solid for a bank and pays a great % dividend (not as good as it was pre 2008 mind haha)

@TheCompoundingInvestor

2 ай бұрын

I have too many banks in my portfolio as it is. To be honest they have not done that well for me and I’ll be staying well clear of NatWest. Only my opinion of course from past experience

Out of interest did you pick up any of these stocks for your own portfolio? ( Excluding the ones you hold already ) Law Debenture and some of the Safestore / Segro are 3 I've had my eye on for a while and think I'll be pulling the trigger on LD

@TheCompoundingInvestor

Ай бұрын

Unfortunately once I shift across 20k of shares from outside the ISA to inside I have to buy only low yielding shares for the remainder of the year with new money, unless I sell a company I already have within the ISA. I was strongly considering Smurfit Kappa but then discovered there is a withholding tax on the dividend as the headquarters are in Ireland.

@shanksy9219

Ай бұрын

@@TheCompoundingInvestor Clearly shows I need to do some more due-diligence as I was unaware of the withholding tax and I've held Smurfit for a few months! Currently moving across a few shares from invest -> ISA myself, it's a right pain this £500 allowance

@TheCompoundingInvestor

Ай бұрын

Yeah the £500 allowance is a pretty steep reduction from £5000 just a few years ago. I’m basically buying mainly an S&P500 ETF outside the ISA now because of the tax. LSEG, RELX I’ll add a bit more too as their dividends are on the low side too. I hold quite a bit of RR also as they don’t pay a dividend currently.

@shanksy9219

Ай бұрын

@@TheCompoundingInvestorrelx is one i keep meaning to jump in on but think I’m waiting for a lower entry that’s not going to come🤣 excited to see how your portfolio snowballs this year gives great motivation

Currently I have ₱52,000 in my portfolio. I know it is very little but I am optimistic and inspired by your videos. I am from the Philippines btw.

@TheCompoundingInvestor

2 ай бұрын

Thanks. All the best on your investing journey

@Paulie44

2 ай бұрын

Philippines is one of the countries I’d like to visit, I’ve heard so many good things about it.

I bought loads of UK REITS a couple of years back. I'm still in the red on those. I picked the wrong to invest. Literally at the peak 😢

Nice video. A few points: 1. Is it ethical to be a water company shareholder while they dump raw sewage into our rivers and beaches? 2. If a Labour government comes to power could they fine water companies and halt their dividends until they stop releasing raw sewage into rivers and sort out the root cause of the problem? 3. Drax's renewable energy claim is misleading. They burn wood pellets for their energy generation and call it renewable as they believe the forests can be regrown at the same pace as they're being cut down

@user-sd3vg1hu8e

2 ай бұрын

1-England and Wales became the only countries in the world to have a fully privatized water and sewage disposal system. Wales is classed as a cooperative company. The water sewage issue is not UK-based but happens in EVERY country. 2-The government can not presently get involved as each Industry has its watchdog Consumer Council for Water. 3-Biomass pellets are used widely as a new green energy fuel, which is mainly used as a substitute for fossil fuels. They provide sustainable fuel, producing low levels of carbon and being highly combustible - ideal for heating industrial facilities. (Labour Councils have granted) Compound Investor is listing companies that have shown growth and a dividend, not ESG thinking.

@marcus.H

2 ай бұрын

Why would point 1 be unethical? Isn't this just how the government built these systems in the first place?

@Calder1169

2 ай бұрын

1. If you don't believe it is ethical, and you want to invest ethically, then don't invest in them 2. We already have OfWat dining them, but Thames Water is reportedly nigh on bankrupt, and who knows what a Labour government would do. They aren't likely to tell us until an election is called. 3. Drax is using the existing rules to claim it is renewable, these could be changed, tweaked, altered... But you haven't asked a question.

@marcus.H

2 ай бұрын

@@Calder1169 I think it's overblown because rivers and rainwater has always naturally run into rivers. And this is literally how the systems where built - to discharge overflow into the rivers. As far as I can tell, no human has suffered in any way due to this design, and realistically they would have to raise bills higher to find some solution, such as big tanks, and really, would the government even allow them to do that? Is there land available just for tanks? How big would those tanks really be? A river can actually move a HUGE amount of water in a minute - let alone a day. Is this even possible to "fix"? I don't persoanlly see any damage or reasons to believe this should be dealt with in any way different to the current one. I don't want higher bills and honestly, I don't think a solution (which would of course produce massive amounts of Co2 to build and maintain) would actually work anyway. Probably

Hi mate. Loving the videos - found your channel through the ‘reached £50 a day’ in dividends. Im a beginner and have lots of disposable income that I’d love to start putting to work through investing in dividends. Please could you suggest me a good platform to start investing? I’m from the UK and I can’t tell which platform would be the best for me..

@TheCompoundingInvestor

2 ай бұрын

Thanks. If in the UK and you want to invest for the long term I’d definitely consider opening a Stocks and shares ISA to protect against tax. As regards which platform to use, I’ve done a video reviewing a selection of them. Link is below.. Best Stocks & Shares ISA For 2024 kzread.info/dash/bejne/eouTxMdqlriTd5s.html

@durmin4tor

2 ай бұрын

@@TheCompoundingInvestor Legend, thank you!

Water is a human right, and should not be for profit.

What about companies that have a 7-14% div? Are they more risky?

@TheCompoundingInvestor

2 ай бұрын

Personally I would stay clear of very high dividends. Sometimes a sign of a recent share price crash. More chance of the dividend being unsustainable and could shortly be cut.

What are your thoughts on Diploma PLC? Is it an interesting British stock for long-term investment with a focus on growth and dividend?

@TheCompoundingInvestor

2 ай бұрын

5 year share price growth looks impressive. I agree looks very interesting

@bor9528

2 ай бұрын

​@@TheCompoundingInvestor Thank you for your response. It also seems very interesting to me. I will keep an eye on it and might even add it to my portfolio.

Where do you get your information from? I’m struggling to find it

@TheCompoundingInvestor

2 ай бұрын

Hargreaves Lansdown, Dividend Data and Dividend Max are good sites for data

Have you ever considered buying Intertek Group plc???

@TheCompoundingInvestor

Ай бұрын

They seem to be on a bit of an upward trend recently. Might take closer look.

I may be wrong on this, but I don't believe Sirius is a REIT. I think it is a property company, which whilst similar to a REIT, is not the same thing

@TheCompoundingInvestor

2 ай бұрын

Apparently it converted its business to a REIT on 1st April 2022 according to their website

@jamieward3574

2 ай бұрын

@TheCompoundingInvestor ah thanks for that. I owned it for years but sold it a couple of years back so I must of missed it

If the UK ISA appears there are no guarantees I think I will be using it for single Gilts held till maturity to manage sequence risk.

@TheCompoundingInvestor

2 ай бұрын

Yep no guarantees especially if there is a change of government. Thanks for sharing your strategy

@khiburgess5848

2 ай бұрын

@@TheCompoundingInvestor I think the strategy only really works when the Gilt Yield favours holding Gilts the inclusion of some equities like the ones you suggest I think is equally wise but the UK index is a very strange beast.

Do we know how the UK isa will work? Will it be in addition to the 20k isa allowance each year? So 25k total?

@TheCompoundingInvestor

2 ай бұрын

Yeah you have to fill up the normal 20k first and then you have an additional 5k for only British shares so 25k in total

@jacobdawson8158

2 ай бұрын

@@TheCompoundingInvestor fantastic news. Will have to make the most of it seen as though the 20k limit hasn't increased since around 2017 I believe

@TheCompoundingInvestor

2 ай бұрын

@jacobdawson8158 Yeah definitely due a rise but probably won’t happen until April 2025 and a change of government could even block it. That would be a shame

@jacobdawson8158

2 ай бұрын

@@TheCompoundingInvestor that would be a shame. Keep the masses poor by limiting investing amounts, and complain that nobody's investing in British companies to boost the economy. Sounds about right for the British government.

All these companies and only 20k to invest per year....I have GIA account but i don't invest to give that to the government as well as everything else they tax.

Do you still believe the UK Market is investible? I'm still concerned to invest large amount of cash in case the company decides to move away from the FTSE100 and the Nasdaq for example. I was considering the following stocks however should I invest here: Unilever, DS Smith, Diageo, St James PLC, Britvic, SCC and Smurfitt.

@TheCompoundingInvestor

2 ай бұрын

I hold Unilever, Diageo and might add Smurfit. I don’t invest everything in the U.K. and like to have a mix. A lot of new money goes into the S&P500 these days and that will continue become more prominent as the years progress.

@Fullersh1t

2 ай бұрын

@@TheCompoundingInvestor If I am not mistaken Unilever is on the S&P as an ADR so I feel confident holding ther UK version of that as it's dual listed and unlikely to come of the FTSE100 anytime soon. Smurfit however does look like it's purely on the FTSE at the moment unless it dual lists under an ADR I'd be worried to invest heavily...but it's all so complicated :)

@TheCompoundingInvestor

2 ай бұрын

ETFs are also worth considering to have exposure in 100s of companies with just one share. ISF, IUSA and VHYL are 3 which I own. Combined they give me exposure to thousands of companies in U.K. , US and the World. When I can’t see particular bargains in individual shares I’ll just add more to my ETFs

@Fullersh1t

2 ай бұрын

@@TheCompoundingInvestor Yes that does make sense. I'm thinking about Main Street Corporation that'a a monthly with special dividend almost QRTLY.

So would you invest in Smurfit Kappa and ICG?

@TheCompoundingInvestor

2 ай бұрын

Definitely on my watch list

@WoodyWanderer

2 ай бұрын

@@TheCompoundingInvestor so you said if invested 1k 5 year ago in smurfit kappa that would be 1847 and 2098 for the ICG . So what do them interest rates work out a year

@WoodyWanderer

2 ай бұрын

My comment got deleted ? What did the profit interest work out as for last year ?

@TheCompoundingInvestor

2 ай бұрын

So during the last 5 years Smurfit Kappa works out at 13.6% a year capital growth per year plus a dividend of 3.9% on top. There may be some withholding tax on the dividend however because Smurfit Kappa is based in Ireland. Don’t forget past history is not an indication of future returns. Nobody knows how they will perform in the future. There is always risk with individual shares

@WoodyWanderer

2 ай бұрын

@@TheCompoundingInvestor so would I be better just staying with my 5% interest account ?

Most, if not all of the investments suggested showed significant fluctuations in their growth over the 5 year period. Would that not indicate that using higher % growth over 5 years as an indicator would mean you’re potentially looking at a peak in share value? I’m honestly a novice but I would tend to look at companies that have showed a recent downturn as better value but I do understand it could be more risky as the company may be in dire straights.

@TheCompoundingInvestor

Ай бұрын

Sure I agree with you. It’s like driving a car using the rear view mirror only. Nobody knows what the future holds. In 2009 I bought plenty of shares which had plummeted but they kept on plummeting and some went bust. I’ve also bought companies with a long term share price growth like Croda only to see it start a never ending downward decline. I guess the moral of the story is to have diversity in your portfolio across many regions and sectors so if some companies do poorly, others will do well. With investing we can’t be right all the time.

@davidc7636

Ай бұрын

@@TheCompoundingInvestor yeah you’re right. Almost all shares have the prices built into their current status therefore it’s difficult to spot ‘better’ buys. Spotting trends like you do is going to hopefully help identify what tends to work and what doesn’t albeit a large element of luck. I really like the thought of the ‘economic moat’ you discuss in your videos btw. A company with the full backing of the state should always do well within the confines of its own country. Congrats on the success you have made for yourself btw. You have worked smart!!!

@TheCompoundingInvestor

Ай бұрын

Thanks my friend. Wishing you all the best on your investing journey

👍

@TheCompoundingInvestor

2 ай бұрын

Thanks Paul

So with most of these if you invest £1000 for 5 years, you would potentially make about £500 in return for those 5 years. Kind pointless imo, or am I missing something?

“This is not investment advice” yes it is 😂 it’s most definitely is, I understand there must be a legal reason to include that but making a ‘best shares list” is most certainly investment advice

UK investments have sadly underperformed since Brexit it seems. Do people think that the next 5 years will be better?

UK returns relative to US are disappointing.

Not great returns considering inflation. I will stick with the larger US companies thx.

@TheCompoundingInvestor

2 ай бұрын

I can understand that. I’m a fan also of the S&P500 index and a lot of new money goes into that

What are you going to do when UK is going to tax dividends etc

@TheCompoundingInvestor

2 ай бұрын

Dividends are not taxed inside a stocks and shares ISA. I’m not aware of any changes to this

making a few hundred quid in 5 years ant really impressive....

@TheCompoundingInvestor

2 ай бұрын

£1000 investment and the 5 year time frame was just an example. Obviously the more you invest the greater the return.

British ISA is on hold and if Labour wins may never happen

@TheCompoundingInvestor

2 ай бұрын

This is true

British isa is already on hold = won’t happen lol

@TheCompoundingInvestor

2 ай бұрын

It’s true it may never happen. There will still be more interest in U.K. shares this year however just because it may happen

So what you’re saying is the majority of these shares over the last 5 years have barely kept up with inflation. £1000 in 2018 is £1248 today. So you’ve made roughly £200-300 on average for these shares over 5 years. £50-60 a year per £1000 invested. That’s pitiful. By the time you’ve saved and invested £100,000 (which you’d need to earn about £150,000 before tax for) just to get a measly £6000 in return you could’ve retrained in a whole different field and earned so much more. I’ll always tell people - you’re better off investing in yourself and increase your earning potential (obviously you can still invest on the side but not a priority). Don’t know what it is about people in the uk but they rarely want to retrain or get better education/certification/licences after they are established in a field, compared to Americans anyway which are always going back to school to further themselves.

@TheCompoundingInvestor

2 ай бұрын

255k invested by gradually drip-feeding spare money in each month. Value now is 450k. Capital gains and dividends are all tax free. In the U.K. we have a tax efficient shelter called a stocks and shares ISA. I do agree with you, investing in yourself is very important.

@monkmodemalik8225

2 ай бұрын

@@TheCompoundingInvestor personally wouldn’t feel comfortable having that much money tied up. It’s tax free until it isn’t. Tax laws will only get more stringent. Better off moving to a tax free country, high earnings then invest what you don’t need. For example, lots of UK pilots/ATC jumped on the opportunity to move to the Middle East when the aviation sector was growing there. UK has a high taxation, expensive housing and low earning potential problem. For someone who doesn’t own a house and is 25-35 I can’t recommend it. And I don’t see it getting better. I have seen your other videos since I was interested. But I’ve chosen to go a different route. I suppose I’m lucky since I have different countries I can go to because of ethnicity/nationality ties to EU and Africa/ME so relocation is easier.

@TheCompoundingInvestor

2 ай бұрын

Thanks for sharing your thoughts on this and for your detailed comments. I wish you all the best on your journey

@Lovemy911

2 ай бұрын

​@@monkmodemalik8225you have a great deal of advice to give out 😂 maybe you should set up your own channel 😂......

@dubsdolby9437

2 ай бұрын

How much more money would you have had if you applied the same strategy to the sp500 and the nasdaq? Probably alot more. 🙂​@TheCompoundingInvestor

I pretty much stopped watching at Hikma. It has a 5 year return of less than 10% and div yield of 3%? This really is a wealth destroying strategy IHMO.

@dubsdolby9437

2 ай бұрын

A lot of these returns are poor, and the yields are nothing special. May as well buy the sp500 and nasdaq

Put the speed at 1.5 and thank me later, pretty sure he slows his videos down