Share prices are all shown in pence. A website link for each company is given below. This is primarily a reference thread for myself. Discussion of an individual stock should ideally take place on its own existing discussion thread please, where its followers can readily find it.

The stocks displayed here are not recommendations - merely ones that I have chosen to run with. Most have already risen precariously, and some may collapse.

This is an aggressive portfolio being constructed between 10 July and 30 July 2017. On 10 July it comprised small stakes in four stocks I already owned (SOM,RST,TPF,ANII) representing in total 8.6%, and 91.4% cash. Stakes in those four were increased and a dozen other stocks bought. By 24 July, 65% stocks, 35% cash. Mostly held within a stockdealing ISA. The cash element is not earning interest; it will at times be used to temporarily boost stakes in one or other of the stocks or to buy another. I pay an ISA fee of £5 per quarter in total, and a brokerage fee of £9.90 per trade..

Initially I aim to run it for 5 months till 31 Dec 2017, by when I am hoping to be up 15%. This portfolio was funded by proceeds from the sale of a flat, the rent from which was generating 7%pa. The aim is to convincingly better that return. At 31 December I shall consider withdrawing a sum equivalent to what would have been 5 months rent, and to possibly do the same each six months thereafter (though I shall reassess that plan at Dec 31). Stocks that fail to maintain good performance will be reduced or ditched along the way (can't afford passengers) a few others might be bought. Fast ones that get too big might be topsliced to keep the portfolio in balance. I expect the initial setting up costs (brokerage fees on 16 stocks, and buy/sell price spreads of up to 4%) to be a drag on overall valuation in the opening weeks.



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PORTFOLIO 69 ENDS AT POST 191, DETAILING A GAIN OF 79.64% BETWEEN
JULY AND END-OF-2017. PART OF THE TOTAL HAS BEEN CASHED IN AND
WITHDRAWN. THE START OF PORTFOLIO 70, RUNNING 3 MONTHS FROM
START OF 2018, IS DETAILED IN POST 192
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Thanks guys. I am so far ahead of my expected trajectory at the moment that I have given serious consideration to cashing everything in and sitting out the final six weeks of 2017 - before launching a new six month portfolio on 1st January.

A few of my stocks are a bit wobbly - and I might do a bit of rebalancing on Monday. Though rebalancing is probably the wrong word, as I am likely to remain overweight in VRS and IQE.

My only concern with VRS is that, no matter how strong a team they might have, it does appear that the ceo Neill Ricketts is perceived as crucial to their success. Were any illness or accident to befall him, I suspect the immediate short term market reaction would be sharply negative.

Very well done on your portfolio performance

Thanks Mega. Another good day today has bumped it up again. But Taptica (TAP) remains a disappointment. I am prepared to hang onto it but I am still in the red on that one. I tried adding to my VRS stake this morning (left an overnight order in place at 24p) but it raced away and I didn't buy. Delighted how it ended the day though. :-)

Nice update this morning from XL Media (XLM)
"Strong growth continues with trading ahead of expectations"
Should help reverse recent slide.

Versarien (VRS) just keeps on climbing :-)

i hold a modest 25,000 shares and already they are showing a chunky 55% paper profit
difficult to dtermine whether or not to buy more, and if so, at up to what limit

VRS
this has proved to be a humdinger over recent weeks
figures are due a week today ..... for sure these will be strong as will be the forecast, but it remains to be seen how sp will react given recent rises

my own modest holding is for the longer term, so i shall not be unduly concerned by any pull back, and just possibly shall use such as a chance to buy a few more

Some of the stocks in the header I no longer hold - but might switch in and out of whenever. Meanwhile with less than 6 weeks to go before this first exercise ends, my portfolio is way ahead of target and comprises VRS, IQE, BUR, TPF, XLM, TAP, SOPH, KWS (though not in equal amounts), and with 45% currently in cash. That cash is earning no interest so I am looking to put some of it back into shares.

i hold IQE and VRS
i know of SOPH but have never even looked at the others ...... i guess they're all minnows as that is usually your preference

;-)

Cashed in the majority of my VRS today banking a huge profit. Hoping to buy back into it a bit lower between now and next Tuesday. If an rns tomorrow morning sends even further skyward I shall kick myself of course :-O

figures are due next wednesday from memory
i'm more than happy to hold long term, so if there is a significant drop due to no more than profit taking and sewlling on the news, i may buy more

I see that today's budget did not include any increase in the ISA subscription which remains at £20,000 for 2018-19.

90% of my portfolio is within a fully subscribed sharedealing ISA, 10% of it is in a standard sharedealing account. I hope to leave the ISA intact beyond 31 Dec and to make my intended year-end withdrawals from the non-ISA part of my portfolio.

But all my biggest gains so far are in the ISA account. I need to do summat to bump up the non-ISA account performance (without further funding it), so that I can draw on that for subscribing to my 2018-19 ISA as well as any withdrawals. Holdings in that account are my TPF, SOPH and small portions of my TAP and IQE holdings. CGT considerations will play a part in determining when I trade the non-ISA stocks - some of which I might want to hold till after April 5th. So the timing of my sells in that lesser account is considerably less flexible than my ISA dealings.

pension fund works

CLLN
still slowly sinking into the quicksand :-)

So far It looks like I called it wrong in cashing in a big chunk of my VRS gain hoping to buy back more shares when it fell back. Pesky thing keeps rising! I bought a few back (at a price higher than I sold) and have orders in place to buy back more if it does slip - which it could still do today if some of the holders decide Friday is a good day to bank the huge gains they made this week. But demand seems solid - and might be solid enough to outweigh those sellers cashing in gains.

I haven't lost money in attempting this manoeuvre - but have missed out on a further gain. However, my end-of-week progress update this evening is looking like being extremely good, so I shalln't be crying.

nor i :-)

Long may the sp continue to rise I'm in from late September @ 14.43p

....... END-OF-WEEK-UPDATE
....... Friday 24 November

....... Portfolio now up a whopping 55.55% since July
(up from 29% last Friday)

Thanks largely to having previously shovelled a big percentage of the portfolio into VRS - and despite having cashed a big chunk of that prematurely (I would done even better if I had left it alone!).

Well done.