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General News

Scheduled Pinned Locked Moved Investments and Portfolios
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  • M mikeiow

    I get your message requesting this to be apolitical, but it does feel rather like market manipulation from the US President. No views on that?

    C Offline
    C Offline
    Cappo
    wrote last edited by
    #152

    @mikeiow I don’t think it “feels like” that - it’s blatantly obviously the case and is so for every idiotic initiative he embarks upon.

    Have you seen the charts floating about which detail billions in trades in the few short minutes preceding his announcements? Both ways, buying and selling, depending on what the announcement is.

    It’s insider dealing on an industrial scale.

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    • A Offline
      A Offline
      Adam Kay
      Global Moderator
      wrote last edited by Adam Kay
      #153

      'stuff' like that always happens-I would think dozens if not 100s of people knew and know about any impending comms. You can draw your own conclusions but if you think DT himself makes a few calls to tip off a trader or an institution, I think that is just fantasy-regardless, we have no influence over these or any other Tump events and it doesn't change the investment decisions.

      It would appear for now things are derisking.

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      • M Offline
        M Offline
        mikeiow
        wrote last edited by
        #154

        Not sure the ‘derisking’ is going very well…I do know my pot remains a solid 10% down since before the not-authorised-by-Congress-War began…

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        • J Offline
          J Offline
          Jason Knowles
          wrote last edited by
          #155

          Mines also not looking it's best at the moment,

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          • S Offline
            S Offline
            SteveRutter
            wrote last edited by
            #156

            Yeah, if someone can let me know when it's safe to look again...

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            • A Offline
              A Offline
              Adam Kay
              Global Moderator
              wrote last edited by Adam Kay
              #157

              It's never nice to see red but as has been said before quality comes back. We are negative YTD however doing far better than others-as has been the case for the past several years.

              Cobens tech portfolio is -4.7% YTD
              Nadaq circa -10%
              Fundsmith -11.5%
              Cathy Wood Innovation -15%
              Biff Tanner Tech circa -20% to -23%

              Cobens Tech 1 Yr +45%

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              • E Offline
                E Offline
                exIM
                wrote last edited by
                #158

                Biff Tanner 😂

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                • A Adam Kay

                  It's never nice to see red but as has been said before quality comes back. We are negative YTD however doing far better than others-as has been the case for the past several years.

                  Cobens tech portfolio is -4.7% YTD
                  Nadaq circa -10%
                  Fundsmith -11.5%
                  Cathy Wood Innovation -15%
                  Biff Tanner Tech circa -20% to -23%

                  Cobens Tech 1 Yr +45%

                  2 Offline
                  2 Offline
                  2BToo
                  wrote last edited by
                  #159

                  @Adam-Kay said in General News:

                  It's never nice to see red but as has been said before quality comes back. We are negative YTD however doing far better than others-as has been the case for the past several years.

                  Cobens tech portfolio is -4.7% YTD
                  Nadaq circa -10%
                  Fundsmith -11.5%
                  Cathy Wood Innovation -15%
                  Biff Tanner Tech circa -20% to -23%

                  Cobens Tech 1 Yr +45%

                  PHE?

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                  • A Offline
                    A Offline
                    Adam Kay
                    Global Moderator
                    wrote last edited by
                    #160

                    Hi O,

                    PHE is -6.99% YTD
                    Nest Sharia -4%

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                    • 2 Offline
                      2 Offline
                      2BToo
                      wrote last edited by
                      #161

                      Thanks. Not as bad as I had thought.

                      For right or wrong, I see PHE as analogous to Fundsmith, but Fundsmith has done significantly badly in the last 18 months. The fact that it's down 11% on the start of the year compared to PHE down 6.99% shows that there are indeed differences.

                      I have a reasonable chunk in Fundsmith. As much as possible will be coming out as soon as the tax year rolls 'round.

                      Thanks again for your input Adam

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                      The value of your investments can go down as well as up, and you may get back less than you invested.

                      Cobens is a trading name of Cobens Group Limited which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 05850981 at https://register.fca.org.uk .

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