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General News

Scheduled Pinned Locked Moved Investments and Portfolios
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  • A Offline
    A Offline
    Adam Kay
    Global Moderator
    wrote last edited by
    #180

    In particular. Cobens Tech
    YTD +16.67%
    1 Year +97.2%

    A lot of tech is barely positive
    Biff Lusitania Fund -3%

    Lifestyle and Tech are ATH as is Index 100

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    • R Offline
      R Offline
      Rodders
      wrote last edited by
      #181

      Did the Lusitania not sink? 😆

      Top picks, Gents 😎

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      • A Offline
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        Adam Kay
        Global Moderator
        wrote last edited by
        #182

        Funny coincidence that, but the fund isnt named after the ship

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        • R Online
          R Online
          Renmure Jim
          wrote last edited by Renmure Jim
          #183

          Iceberg Fund for the win.

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          • M Offline
            M Offline
            mikeiow
            wrote last edited by
            #184

            Iceberg?
            Don't mention Icesave......Landsbanki......a minor shudder down my spine remembering how we had a large sum (between houses!) at risk back in the day...
            https://www.theguardian.com/money/2008/nov/10/credit-crunch-savings-icesave for those unfamiliar with the episode

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            • A Offline
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              Adam Kay
              Global Moderator
              wrote last edited by
              #185

              Another solid session so far with new ATH. KLA +$100 to over $1,900
              MU over $500 and Nvidia circa $209
              Amazon also ATH @ $261

              Enjoy the weekend all

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              • M Offline
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                mikeiow
                wrote last edited by
                #186

                Any thoughts on the comments from the BoE Deputy - https://www.bbc.co.uk/news/articles/c75kp1y43lgo
                Struck me as a bit of a nothing comment - “an adjustment at some point”, but not necessarily “today, tomorrow, in 12 months' time”.

                Is she trying to prepare us for a big crash in the next couple of years?
                Is she talking nonsense?!

                (meanwhile, have a great weekend all!)

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                • A Offline
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                  Adam Kay
                  Global Moderator
                  wrote last edited by Adam Kay
                  #187

                  All I’ll sayMike, is the lady has worked at the BOE since graduation-she said the same in 24 and 25. Ask yourself why they say such things-high asset values create inflation. Economics at that level is theoretical and irrelevant to what we do. If she knew anything remotely correct she wouldn’t work at the BoE.

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                  • A Offline
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                    Adam Kay
                    Global Moderator
                    wrote last edited by
                    #188

                    Everyone has an opinion, some valid, some vacuous (mostly). The difference isn't hard to spot.

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                    • A Offline
                      A Offline
                      Adam Kay
                      Global Moderator
                      wrote last edited by Adam Kay
                      #189

                      Some perf figures:

                      Cobens Tech YTD +17.8%
                      Lifestyle +10%
                      Index 100 +5.13%
                      Equity +1.66%

                      Nest Sharia +3%
                      Vanguard FTSE All-World UCITS ETF +4.76%
                      Fundsmith -7.3%
                      ARK negative
                      BIF Lusitania Tech -3%

                      past performance is no indication of future returns.

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                      • J Offline
                        J Offline
                        Jason Knowles
                        wrote last edited by
                        #190

                        Morning Adam can you tell me the YTD for Gobal Growth please.

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                        • A Offline
                          A Offline
                          Adam Kay
                          Global Moderator
                          wrote last edited by Adam Kay
                          #191

                          Hi J,

                          GG YTD +6.15%-that is net of all fees

                          Regards

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                          • A Offline
                            A Offline
                            Adam Kay
                            Global Moderator
                            wrote last edited by Adam Kay
                            #192

                            The following companies will report earnings next week. We will post the expected guides and some pre-ER thoughts, early next week

                            Screenshot 2026-04-25 at 11.45.47.png

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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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