Your Traffic Light Investment Alerts are here:
Red, Amber and Green Investment Warnings Service
Unique 'Traffic Light’ investment warnings on the Directors personal views of markets.
We will not get it right all of the time, if we did then we would be billionaires. We look at markets at crucial trigger points, assess the likelihood of rises or falls and give you our sentiment for that market.
16/03/2019 – Another yo-yo week with gains made across the board and recovering losses from last week. The indices that we track are up, on average, nearly 9% since the last correction in early December. FTSE 100 continues to bounce up and down on Brexit ‘Deal’ or ‘No Deal’ news when sterling strengthens or weakens. World markets appear to be taking their lead from US/China trade negotiations and to a lesser extent Brexit. If FTSE 100 rises, Europe tends to rise and globally, if positive news comes out on trade discussions between the World’s two largest economies i.e. US/China stock markets rise, pushing global markets up. The big news for Europe is ‘No Deal’ has been rejected by MPs and a third ‘meaningful’ vote on the deal will take place next week. Is this a clever strategy by Theresa May to back MPs into a corner of their own making?
Despite market rises, we still believe there is a huge risk for global downturn and even more Brexit chaos (just 13 days to go!!), we remain cash parked and wait it out to protect our capital from volatility. However, we are still drip feeding in regular monthly savings whether markets rise or fall.
An average across the above indices of +2.17% this week.
Sentiment List: What do larger fund managers think? https://www.oldmutualwealth.co.uk/globalassets/images/content-modules/funds/indicator_800.jpg
THE CONTENTS OF THIS ALERT IS NOT ADVICE TO YOU PERSONALLY AND SHOULD NOT BE TAKEN AS ADVICE. JUST BECAUSE WE HAVE GONE GREEN WITH OUR OWN MONEY AND DECIDED TO INVEST, IT DOES NOT MEAN THAT YOU SHOULD INVEST OR DISINVEST. OUR ASSET MIX, OUR RISK PROFILE AND OUR TOLERANCE TO LOSSES MAY BE VERY DIFFERENT TO YOUR OWN.
We repeat if you are not in markets, worried about having too much in cash and you want to go back into markets or start ‘drip feeding’ back in now that markets have fallen even further or if you are invested in markets and want to get out then please contact us with your instructions.
What Should I Do? If you wish to switch funds:
CHECK YOUR LAST REVIEW REPORT: To see what funds we recommended to you so that you know what you are in or what you decided to postpone investing in.
Want advice? Platinum Clients No Charge. Other Clients, mid-term advice £200 per policy.
DIY: Log in to your investments/telephone the provider direct to instruct any fund switches.
Email us: Check your last report and send us an email with your instruction.
All Too Complex but do not want to pay for “mid-term” advice from us, consider emailing the following text:
I instruct you to switch X%/£XX in the "YYYY" fund to the following “XXXX” fund(s) in line with my last fund review report.”
WARNING: NO ADVICE GIVEN OR DEEMED TO BE GIVEN: WE CANNOT ADVISE WHEN A GOOD TIME TO INVEST OR NOT IS – INVESTMENT ALERTS ARE ISSUED FOR INFORMATION ONLY ON OUR OWN PERSONAL VIEWS OF THE MARKETS. Please do not ask us for advice on what to do – if we knew exactly what will happen with markets, we would be billionaires. This alert service is purely for information to let you know when we personally invest our own money in/out of markets.
Is a Traffic Light Investment Alert Financial Advice?
TRAFFIC LIGHT INVESTMENT ALERTS EXPLAINED: THIS IS NOT FORMAL FINANCIAL ADVICE. ALERTS ARE NOT TAILORED TO YOUR INDIVIDUAL CIRCUMSTANCES, WE ARE NOT PERSONALLY ADVISING YOU TO SWITCH OR NOT.
TRAFFIC LIGHT ALERTS ARE TO GIVE YOU OUR SENTIMENT ONLY OF A MARKET SECTOR USING STOCK INDICES AS THE BENCHMARK.
IN SHORT, THEY ARE CLIENT WIDE WARNINGS FOR YOU TO CONSIDER YOURSELF WHETHER TO SWITCH FROM CASH TO MARKETS OR MARKETS TO CASH – WE WILL NOT OFFER FORMAL ADVICE ON CHOOSING FUNDS – WE WILL ONLY TAKE YOUR INSTRUCTION TO SWITCH IN OR OUT OF MARKETS.