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.
21/09/2019 – We are on vacation but have still tracked markets this week for you. Nothiing much has changed regarding economic slowdown concerns, central bank stimulation, Brexit et al. There is tension in the Middle East after drone striles last Saturday in Saudi Arabia, alledgedly by Iran, resulting in more US troops being sent to Saudi and oil prices rising, driving US markets down. In Hong Kong, the Hang Seng was the worst performer globally, down nearly 4% (that's why we are green and buying) with local protests/unrest still ongoing in addition to US/China Trade war pressure. Nothing much to change our market views on index year lows and year highs to help us judge when we are likely to be red, amber or green i.e. selling out, holding our position or buying into markets. The message of the last few weeks remains with a risk of global slowdown and central banks softening their position and likely to cut or hold interest rates (European Central Bank cut theirs last week and the Bank of England held rates this week) to try and stimulate their respective economies. Our market sentiment therefore remains unchanged.
|Year Low||% Return||Friday Close 20/09/2019||Year High||% Return|
|FTSE 100||6536||12.36%||7344||7727||-4.96%||FTSE 100|
|Dow Jones||21312||26.38%||26935||27398||-1.69%||Dow Jones|
|Hong Kong||24540||7.72%||26435||30280||-12.70%||Hong Kong|
Stock Market Indices
An average across the above indices of -0.64% this week.
Sentiment List: What do larger fund managers think? https://www.oldmutualwealth.co.uk/Adviser/investment-and-funds/fund-information/portfolio-building/Sentiment-indicator/
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.