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theshidoshi

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Everything posted by theshidoshi

  1. I just wanted to say thank you. This has worked for me beautifully now in Excel. I completely understand it. Now I am learning how to do this in Python as it is a language I am trying to learn for Finance & Investing. Many thanks
  2. Thank you so much. I learnt a lot. I do have one question. My example above is the future weighting. I tried it with my current portfolio I am trying to restructure and got a TER that is much much lower than I expected. I tested with our example above and ot worked but when applied to my current holdings it comes up with 0.05% which I find strange Below is the ETF table (currently only 25% of my ISA portfolio) Symbol - TER - Weighting CSP1 0.07% 8.62% CUKX 0.07% 3.99% IUKP
  3. Anyone still out there to help with my query? I sort of get it now but a confirmation would be nice.
  4. How to calculate total TER for an ETF portfolio Hi guys I am a new investor and as I have been learning about ETF portfolio structuring and key things such as keeping a low TER. I am shifting my portfolio to ETF portfolio and I am not sure how to calculate an aggregate TER for the portfolio. I am not sure I am doing the total TER calculation for all 7 ETFs correctly. Example of my ETF structure: Percentage of holding - ETF - TER 40% in CSP1 TER 0.07% 20% in CUKX TER 0.07% 10% in IUKP TER 0
  5. Hi all, I need help with calculating not just my total portfolio worth but also all fees. I have played around with IG statements, history, transactions and created a full spreadsheet but not sure how I can get the right figures I am after A scenario (ISA) Current total invested in 2019 £1000 in 2018 if I had invested £1000 that would bring it to £2000 Jan 2019 but then I have taken out £1000 out Total today £1000 Profit £100 up However, if I made £100 worth of fees (custody, commission or exchange rate commission etc) Then in
  6. Hi TrendFollower The only thing is now I am paying custody fees with more than one provider until I get my account consolidated. trying to reduce my fees as well
  7. Hi all. Just an update to say I will put my money where my mouth is. I spoke to IG today on the phone and requested a direct and sincere update on this topic once and for all. No more dangling the carrot that it is in development or imminent. DRIP is not actively being implemented. The project has taken a backseat due to other priorities such as the new European regulations around leverage. They have no resources to commit to implementing DRIP I have given them my feedback that I will be transferring our my ISA and Share Dealing to a competitor mainly for two
  8. IG refused to answer this question in many posts and I have also called them. After Xmas I will be taking my ISA investments elsewhere. I have phoned a few competitors and they have both features that IG is lacking, DRIP and ultra-low cost automatic investing within my ISA (stocks or ETFs). This really makes a huge difference in terms of lost opportunities and compounding.
  9. IG refused to answer this question in many posts and I have also called them. After Xmas I will be taking my ISA investments elsewhere. I have phoned a few competitors and they have both features that IG is lacking, DRIP and ultra-low cost automatic investing within my ISA (stocks or ETFs). This really makes a huge difference in terms of lost opportunities and compounding.
  10. Thanks for your reply I noticed IG's Smart Portfolio does that all the time. I want to do the Index investing by myself so I was not sure if I should follow the hedging concept with SP500 tracker investing! Still learning So far my list is the below with LSE:IUSA being the preferred one thus far. CSP1 - iShares Core S&P 500 ETF USD Acc GBP (LSE:CSP1) CSPX - iShares Core S&P 500 ETF USD Acc USD GSPX - iShares Core S&P 500 ETF GBPH Dist (LSE:GSPX) IUSA - iShares S&P 500 UCITS ETF
  11. Hi all, I am a beginner investor and looking to add an index fund regular investment in my portfolio for long-term (20 years) I'd like a UK equivalent to SPX/SPY or S&P500 index but in GBP. Any ideas, pitfalls, tips or what to look for? The comparison charts between my choices below and SPX were almost identical and in some cases, the UK ETF's were marginally higher. A few I looked at are: CSP1 - iShares Core S&P 500 ETF USD Acc GBP (LSE:CSP1) GSPX - iShares Core S&P 500 ETF USD Acc USD ISGSPX - Shares Core S&P 500 ETF GBP (Hedged )
  12. Do you know when this feature will come to the regular ISA portfolio?
  13. Hi @Caseynotes Thanks for your reply. I totally understand what you're saying. It is really frustrating IG is a large provider and much smaller competitors managed to comply with regulations and continue to develop and add features. Can we really afford to stay a few years longer with lost opportunities to reinvest and use the power of compounding? I am sure you can calculate what your gain would have been over the years I have been with IG if my ISA portfolio was compounding rather than pay me out the dividends of those companies. They need to give us a decis
  14. Back to the topic at hand.. I am doing my research now. I am interested to hear what your top 3 alternatives are and the features that made you or are making you want to leave IG? (perhaps I should move this to a new thread but keen to hear from the leavers due to DRIP ) II (formerly TD) is my main contender as I have been with them before Most important features to me: - DRIP (obviously) - Better reporting dashboard / analytics into my portfolio (better UI too) - Monthly regular (auto) investment into my ISA portfolio (no, not smart or managed port
  15. That is how you would like to interpret my message. Free society. I won't try to make you change your hasty judgement about my message being baseless moan. I have every right as a user of IG to voice my frustrations. That is AFTER I have reached out to them directly by phone and email to ask for their commitment to improve their product and remain competitive. And of course you wouldn't know that I went into great length to have a friendly chat with IG and provide my feedback as a new investor who migrated from II two years ago. They said they took my feedback and on board and pass
  16. IG keeps closing topics after it bored customers with "we value your feedback, we are forwarding it to the dev team, please standby for updates" See this example https://community.ig.com/forums/topic/1903-dividend-reinvestment-plan/?page=2 They are stringing everyone along and being vague with their product roadmap. I truly regret moving away from TD/II. The only thing that was going for IG was the lower commission rate. I did, however, lose out on many fronts such as : - lack of DRIP - Lack of automatic investment into my ISA unless (
  17. Hi I have successfully enabled 2FA using the IG app. However I was immediately unable to logon to ig.com from any device. I did not make it as far as being asked for the codes. It simply rejects my password as incorrect. I even tried the codes instead of the password and that did not work. I have reset the password and choose another one which I confirmed. Still no joy. I was on the phone to Customer Support (IT not available until Monday) and they kept deactivating my account after each failed 3 attempts. It was not a password problem I assure you. Finally, I got fed up with 2FA
  18. Hi James You fully answered my query. Thank you. I am clear on how to "work-around" the trailing stop loss scenarios and use stop losses vs alerts for exiting losing trades or alerting if a stock rallies to lock in some profit. I understand IG uses DMA. Are there any plans to introduce a "trailing stop loss" functionality in the future to automate that process? Regards, TheShidoshi
  19. Hi all I am a beginner at IG and I had the same question but with a different angle so I did not want to raise a new topic. I understand trailing stops are not supported. I have two scenarios and I would like to understand how to address both with the same stock position Scenario A) A position opened for 100 shares at $1 each. Regular stop loss. Regular profit take 1) I need a SELL order of 20% of the position if it hits $120 2) I need a SELL exit trade if it loses 10% (if It dips to $90) Scenario B) A position opened for 100 shares. Mimicking a true trail stop
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