Vanguard Life Strategy
Discussion
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hstewie said:
hstewie said: Everything is down 
Honestly simple as that but global equity indexes have dipped post Xmas and so have global bond indexes so depending which LifeStrategy product you're talking about the hit will depend on the ratio of equities to bonds.
Yep, only took a quick look this morning and thought crikey that's dipped. Got a mixture of 40/60 & 80 accumulation. Haven't looked to see which specific funds are particularly down.Honestly simple as that but global equity indexes have dipped post Xmas and so have global bond indexes so depending which LifeStrategy product you're talking about the hit will depend on the ratio of equities to bonds.
Edited by Candellara on Friday 7th January 10:11
Candellara said:
Vanguard Life Strategy funds have taken a bit of a beating in the last few days.
If you think the LS funds are taking a beating (The last week performance across the entire LS funds is around 1.3% down), imagine how you feel if your investment fund had a concentrated holding in Netflix...
Overpriced tech/high PE ratio stocks have sold off due to fed tapering and anticipated interest rates rising, simple as that really.
The index is dominated by US tech. Global funds that have done alright so far this year are value funds/ones that don't have a load of tech in the top holdings.
I'd keep calm and carry on assuming you are a long term investor rather than trader - it's out of your control and also something you are unlikely to look back on in 20 years time and see as a pivotal moment (more likely one of many MANY blips along the way).
The index is dominated by US tech. Global funds that have done alright so far this year are value funds/ones that don't have a load of tech in the top holdings.
I'd keep calm and carry on assuming you are a long term investor rather than trader - it's out of your control and also something you are unlikely to look back on in 20 years time and see as a pivotal moment (more likely one of many MANY blips along the way).
chip* said:
If you think the LS funds are taking a beating (The last week performance across the entire LS funds is around 1.3% down), imagine how you feel if your investment fund had a concentrated holding in Netflix...
11% down in a month is good going compared to some of the corrections that have been taking place. Docusign missed earnings and dropped over 40% in A DAY recently. There has been a big correction playing out, but so far mainly limited to uber high PE ratio growth stocks. It's gone a bit under the radar, but many "covid winners" from 2020 have dropped 20 to 90% since their peaks. They form a small part of the market to the extent it hasn't been felt in indexes, but there are certain funds that have had a horrific past 6 months, and some that have lost 8-10% in 2 days (which I appreciate isn't a massive drop but for a fund rather than a single stock it's pretty sharp).
si800 said:
800 said: Overpriced tech/high PE ratio stocks have sold off due to fed tapering and anticipated interest rates rising, simple as that really.
The index is dominated by US tech. Global funds that have done alright so far this year are value funds/ones that don't have a load of tech in the top holdings.
I'd keep calm and carry on assuming you are a long term investor rather than trader - it's out of your control and also something you are unlikely to look back on in 20 years time and see as a pivotal moment (more likely one of many MANY blips along the way).
I've a reasonable amount invested - so looks like quite a drop but yep, keep calm & carry on :-) The index is dominated by US tech. Global funds that have done alright so far this year are value funds/ones that don't have a load of tech in the top holdings.
I'd keep calm and carry on assuming you are a long term investor rather than trader - it's out of your control and also something you are unlikely to look back on in 20 years time and see as a pivotal moment (more likely one of many MANY blips along the way).
bhstewie said:
hstewie said: Baillie Gifford US Growth Trust is down 13% over a month 
So is Edinburgh Worldwide, whilst Scottish Mortgage Trust is down 15% in a month.There will be a load of investors who piled into Baillie Gifford funds/trusts BECAUSE they did well in 2020 who are nursing some massive paper losses....assuming they've not already sold.
EWI/SMT/BG USA are along with ARKK the absolute far right on the value to growth scale, so a good barometer of what "uber growth" can look like in a less favourable macro environment.
si800 said:
800 said: So is Edinburgh Worldwide, whilst Scottish Mortgage Trust is down 15% in a month.
There will be a load of investors who piled into Baillie Gifford funds/trusts BECAUSE they did well in 2020 who are nursing some massive paper losses....assuming they've not already sold.
EWI/SMT/BG USA are along with ARKK the absolute far right on the value to growth scale, so a good barometer of what "uber growth" can look like in a less favourable macro environment.
almost every baillie gifford fund seems to have collapsedThere will be a load of investors who piled into Baillie Gifford funds/trusts BECAUSE they did well in 2020 who are nursing some massive paper losses....assuming they've not already sold.
EWI/SMT/BG USA are along with ARKK the absolute far right on the value to growth scale, so a good barometer of what "uber growth" can look like in a less favourable macro environment.
Candellara said:
Vanguard Life Strategy funds have taken a bit of a beating in the last few days.
Not having looked into too deeply, what's been the root of the drop?
What do you define as a "beating"? Whenever I read headlines like "Stocks crash!", and the market has a c1.5% wobble, I'm like, "bNot having looked into too deeply, what's been the root of the drop?
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