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WITHDRAWN.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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AHT
tempted to buy back in
i think the fall has been heavily overdone ..... furthermore the chart indicates that a support level may have been hit - eg level itself and also just touching 50 ema (or dma = much the same)

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put money with mouth for a modest number on my trading a/c at 1904

....... END-OF-WEEK-UPDATE
....... Friday 15 December

....... Portfolio now up 86.2% since July

An 'orrible week in which my two heavily overweight holdings got bashed, knocking my portfolio back somewhat. Hey ho. That's the risk in an unbalanced mix. Not many trading days left in which to reclaim lost ground - but still an excellent return.

i think you're being hard on yourself, though because your portfolio is heavily weighted towards small and thus volatile shares, swings are always likely to be quite violent

Thank you. Luckily I'm so far ahead of the target I set myself, that even with further falls I expect to end the year with a happy gain ;-)

Taliesin Property Fund (TPF), a company in which I've held a small stake for years (share price doubling in 2 years), has been snapped up in an agreed takeover. One of several such takeovers taking place in the Berlin property market. And the directors have accepted a price which is much too low in my opinion. Ridiculously low. It does mean that my Portfolio 69 gets a small boost this morning on the announcement - but I would much rather have continued as a longterm holder. To avoid waiting for the transaction to go through in the new year (which would lock me into a rigid timetable) I have cashed in my holding, on the presumption that a counter bid is effectively ruled out.

EDIT: I think that leaves only one UK-listed company involved in Berlin property - Phoenix Spree Deutschland (PSDL).

Having topped up my IQE stake in anticipation of a pre-Xmas trading update, it looks like I may as well have waited. I expect the share price to strengthen into the new year - but not in time to favour my Dec 31st portfolio outcome.

....... END-OF-WEEK-UPDATE
....... Friday 22 December

....... Portfolio now up 83% since July

A poor week. Next week - the final week for this portfolio - is only a half week.

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END-OF-2017-UPDATE Portfolio drifted back this month, but from its July start, to the end of 2017, the gain is 79.64%.

I am happy with that. I could have achieved a higher return if I had cashed in everything a few weeks early.

I am preparing a new portfolio exercise. I might make it a 12 month one - or possibly one for the first quarter (ending at end of tax year). Still weighing up timespans and targets. If it's a 12 month one my target is likely to be 20% by e/o 2018, as I don't think I can rely on the element of luck which did contribute to this big gain - and the stocks I would choose with a one-year timeframe in mind would be different from the racier ones I choose when doing what I've just done.

I see the FTSE-100 rose 8% in 2017. So to have achieved ten times that in less than half the time is pleasing. The Dow I think rose 24% this year (?). (I haven't looked at how those two indices did over the last 5 months of the year)

EDIT: January 2nd 2018. This morning I have withdrawn 13.35% of the final sum (= 23.97% of the sum I started with in July). What's left in will form the start of Portfolio 70. A starting sum 48.6% bigger than I started Portfolio 69

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PORTFOLIO 70
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PORTFOLIO 70 will run for 3 months, starting today. Target 12.5%.


At the moment it consists of holdings in IQE, VRS, XLM, KWS, and cash.

More detail later.

IMM may be worth your consideration ..... has had and continues to have a very good run

if you want to diversify into base metals - indications of strengthening world economies and china in particular, augurs well for the likes of KAZ (perhaps a bit heavy for you) and FXPO

Will take a look.

....... PORTFOLIO 70 END-OF-WEEK-UPDATE

....... Friday 5 January 2018

....... Portfolio 70 is up 2.76% in its first (4 day) week.


I haven't put much effort into this new portfolio yet. Happy with it so far though.

A good week for PORTFOLIO 70 despite IQE sliding again.

....... PORTFOLIO 70 END-OF-WEEK-UPDATE

....... Friday 12 January 2018

....... Portfolio 70 is up 11.1% since the start of 2018.

Today's late surge in the price of VRS played a big part. Although I remain confident in holding so many of my eggs in the VRS basket, it can slip back sharply at times, so I'm not assuming that this latest rise is necessarily solid. Some of my purchases of VRS involved selling my stake in Somero (SOM), which was a shame.

....... PORTFOLIO 70 END-OF-WEEK-UPDATE

....... Friday 19 January 2018

....... Portfolio 70 is up 31.8% since the start of 2018.
- despite Versarien dropping back today.

This makes it look like I seriously underbid when I targeted 12.5% for the first quarter!
But I am not counting chickens yet.

At 30% growth per fortnight, 'the best calculator I could find on Google in just a couple of minutes of searching' showed me, that this is producing a return of 58,000% per annum.

ie. Start with just £10k and you end up with £580million at the end of the year.

:-)

Well done Juzzle.

seconded ...... i have no idea what my trading a/c profit is so far, but i know i have stripped out a fair bit of cash and put it in the bank out of temptation's way

VERS
i only hold this in my sipp but bought 16/11 and 01/12 at an average of 38p
can't be bothgered to calculate the % gain, but clearly very tasty


IQE
in sipp (average 51p) and trading a/c
sipp is up hugely, and that is ignoring profits from having traded same within sipp
also in trading a/c and that is certainly dull (aka shwoing a modest loss), but i'll just sit tight


SOPH
holding just a few in trading a/c and just in the money


i don't hold any of juzzle's other stocks

am tempted to buy further FEVR which i hold in both sipp and trading at more than juicy profit
i think a bid is definitely on the cards, and if so, the price demanded and commanded will be a lot higher than the current 2400

AHT also has appeal

At present my portfolio includes only VRS,IQE,KWS,XLM, and cash. I don't have any geared positions - merely conventional shareholdings - but I have been actively trading out and back in on parts of some holdings some occasionally, to try and increase my nmber of shares at no extra cost. I don't always get that right though, and twice I have sold a few VRS to buy back lower and had to buy higher!

I'm in VRS for the long run, not bothering to trade. Not bothered if the price is 50p or £1.50

My sentiments entirely dc :0)