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  3. Busy couple of weeks on results front

Busy couple of weeks on results front

Scheduled Pinned Locked Moved Investments and Portfolios
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  • S Offline
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    SunsetZed
    wrote on last edited by
    #54

    Great numbers guys. Well done and thank you

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      Adam Kay
      Global Moderator
      wrote on last edited by
      #55

      Hi all, the Palo Alto split has been fixed and the dashboard up to date

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        2BToo
        wrote on last edited by
        #56

        Thanks Adam.

        So the huge drop I've seen this morning is real! 😭

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          PM3
          wrote on last edited by PM3
          #57

          hmmm.... my PHT went UP a little.

          I suppose its just because the price fix publshed is before the big falls on US markets . Anyway, usual no loss actually applies, since my only intentions is to add .

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            2BToo
            wrote on last edited by
            #58

            Ah. Interesting, thanks PM3. My portfolio is now showing a slightly higher number than it was 30 minutes ago. Still down quite sharply on last week though. You're right about the big falls on the US markets; the numbers were firmly down at the COP yesterday.

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              dingg
              wrote on last edited by
              #59

              The system calculation occurs after the US market has closed afaiu.

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              • D dingg

                The system calculation occurs after the US market has closed afaiu.

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                PM3
                wrote on last edited by
                #60
                This post is deleted!
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                  Adam Kay
                  Global Moderator
                  wrote on last edited by Adam Kay
                  #61

                  The snapshot is at the close of UK and US markets with FX at 11.30pm GMT. The nasdaq fell 3.5% and the fx(USD) gain 1% yesterday,around the thought that rates might fall more slowly, something which was more likely than not. Inflation is still sticky in areas, particularly housing. The Fed has done a good job of engineering a soft landing and the economy is now in Trump hands. It's been doing fine to date and the businesses we hold are thriving, so there is nothing much to see here.

                  Regards

                  Adam

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                    Adam Kay
                    Global Moderator
                    wrote on last edited by Adam Kay
                    #62

                    It's the end of another busy and volatile week. Just to give you an idea, earlier in the session we were down 100bps in the tech space and now +190bps. A significant swing which only reinforces the buy and hold strategy. What has changed since yesterday-nothing objective.

                    Have a good weekend all and to those who are starting their holiday period early we all here at Cobens Direct wish you 'happy holidays'.

                    Regards

                    Adam

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                      2BToo
                      wrote on last edited by
                      #63

                      Bravo Adam. Hopefully those numbers will be up tomorrow on the back of that. (And a question I need to ask 'coz I iz well fick: a bps is a tenth of a percentage point, non? Hence 190bps=19%?)

                      Are you chaps knocking off for Christmas this evening? If so then have a good one.

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                        Ronski
                        wrote on last edited by Ronski
                        #64

                        1 bps is a hundredth of a percentage point, so 190bps would be 1.9%

                        What are Basis Points

                        I've seen quite a drop this week, hopefully that's been somewhat reversed today. I actually surpassed my year end target on 7th December, which is very good, as I've not been making as many contributions as I should, as the cash has been needed elsewhere, but this week dropped back under that target.

                        Thanks Adam, hope you all have a great Christmas and New Year too.

                        PS. I'm still at work until Tuesday lunchtime.

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                          mikeiow
                          wrote on last edited by
                          #65

                          Thanks for all the updates: here’s to a healthy & prosperous 2025!

                          Merry Christmas all πŸŽ„
                          Have a cool Yule πŸ˜ŽπŸ»πŸ‘

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                            Steve H
                            wrote on last edited by
                            #66

                            Fund updates this morning seem low given what seemed like a good Friday on the markets?

                            @Adam-Kay are they still being updated or was I being over hopeful?

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                            • R Ronski

                              1 bps is a hundredth of a percentage point, so 190bps would be 1.9%

                              What are Basis Points

                              I've seen quite a drop this week, hopefully that's been somewhat reversed today. I actually surpassed my year end target on 7th December, which is very good, as I've not been making as many contributions as I should, as the cash has been needed elsewhere, but this week dropped back under that target.

                              Thanks Adam, hope you all have a great Christmas and New Year too.

                              PS. I'm still at work until Tuesday lunchtime.

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                              2BToo
                              wrote on last edited by
                              #67

                              @Ronski said in Busy couple of weeks on results front:

                              1 bps is a hundredth of a percentage point, so 190bps would be 1.9%

                              What are Basis Points

                              Thanks, that's helpful.

                              Steve H - those are my thoughts exactly, but I'm not too fussed as my suspicion is that we're in a short-term updating mess with the US markets being severely disrupted yesterday. But I could be (and probably am) wrong.

                              I think that the IM boys have broken up for Christmas so don't expect to hear anything from them here until January. Given the huge amount of time they kindly spend keeping us updated then I hope they get a decent break. I'm kind of hoping that we don't hear from them for a while as they will need a break from both the markets and from us. πŸ™„

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                                dingg
                                wrote on last edited by
                                #68

                                I'm hopeful that they haven't broken up for the holidays, gave a drawdown instruction on 11th December and some of the transactions have taken place, some cash is floating about in the ether but bugger all has arrived at my end yet, my dashboard is a mess and I'm not really sure what the situation stands at πŸ™„

                                Hoping it all will be resolved Tuesday latest. Sure things didn't take as long last time I withdrew.

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                                • S Steve H

                                  Fund updates this morning seem low given what seemed like a good Friday on the markets?

                                  @Adam-Kay are they still being updated or was I being over hopeful?

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                                  leef44
                                  wrote on last edited by
                                  #69

                                  @Steve-H isn't this just due to the US settling on an agreement on the govt spending budget, which was finalised after midnight (US time)?

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                                    Steve H
                                    wrote on last edited by
                                    #70

                                    I’m not sure, I assumed any figures were as at the close of the market which on the whole looked about 1% up with GBP 1/2% down so I was hoping for a bigger bump.

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                                      PM3
                                      wrote on last edited by PM3
                                      #71

                                      I just checked for friday, my Vanguard ( largely global and SP500 ) went up about 0.38 and Cobens ( PHT ) ~0.34 so looks consistent. The individual items performance on spot prices at end suggested a better bump like you indicate ..... must all be down to the reporting of the funds timings .

                                      Thats It , I promise myself not to look until next Friday close as an end of year wrap up. Best wishes and a Merry Christmas to everyone

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                                        Adam Kay
                                        Global Moderator
                                        wrote on last edited by
                                        #72

                                        The stocks ended up 0.90 offset by 0.6 fx

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                                          Steve H
                                          wrote on last edited by
                                          #73

                                          Thanks Adam, I thought the currency had gone in our favour but possibly that’s down to when it’s taken relative to market close πŸ€”

                                          Anyhow, without question a great year, have a great Christmas break!

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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 a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.

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