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.



##################################################
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WITHDRAWN.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
##################################################

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)

-----and me

Nice trading update this morning from LTG. Log chart shows steady progression over several years:



Unfortunately I have none at the moment!

IQE
i see the hedge funds are getting well stick in as shorters here
i wonder if they have good cause or just being spiteful ..... i'ld like to think the latter of course

Dunno. I remain positive about IQE's longterm prospects. But my holdings had stoploss orders in place that have been triggered in the past few days and the last of them kicked in this morning - so for the timebeing I don't own any.

Several of the charts in my header - which are mainly stocks I held last year - are not looking so good lately. methinks it is time I did a bit of a fresh trawl for new ones. Taliesin of course is being taken over, so that chart will go.

i stopped running stop-losses as they were too likely to get triggered on a spike

i'll just sit tight with IQE, though i probably have too many of them

I haven't used my spreadbetting account for about a year. But when I did, my stoplosses on each stock were tiered - some to go at say a 7% fall, a further lot at say -10%, and the final lot at say 15%. (or some other mix of levels). That made it psychologically easier than setting one exit level for the whole lot. With normal sharedealing that would triple the dealing costs, but with sbets it doesn't cost more to buy/sell in tranches.

PORTFOLIO 70
END OF WEEK UPDATE
FRIDAY 26 JANUARY

Up 61.7% since start of January
Thanks mainly to topping up my Versarien stake using every bit of cash in my portfolio. I might cash in some of that - will see.

PORTFOLIO 70
END OF WEEK UPDATE
FRIDAY 2 FEBRUARY

Up 54.9% from start of year.
Down from last week, but comfortable with holdings.

your portfolio is generally smaller and/or specialised stocks, so it'll be interesting to see how they stand up to monday's inevitable tempest

cynic - P70 took a hefty bashing today (as did so many of course) but still smiling ;-)

take a look at the FTSE thread!
it could scare you to death - though i know it won't .... that said, many people will have been totally wiped out during the course of the evening, and also o'night

WEEKLY UPDATE - PORTFOLIO 70

Time will tell if I did right to ignore this week's turmoil. By hanging on in there my percentage gain this year is way down at 15.85% at present (!)

Much depends on VRS delivering some decent news this month or next..

I don't have net access this Friday for usual update.

Another backward week - PORTFOLIO 70
is now only 11.5% above where it began 7 weeks ago.

Only. :-)) Still very good.