Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

PORTFOLIO 69 (69)     

Juzzle - 23 Jul 2017 10:51

Chart.aspx?Provider=EODIntra&Code=SPSY&Si

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
##################################################

Juzzle - 02 Apr 2018 11:18 - 221 of 222

In post 192, launching 'Portfolio 70' as a 3-month exercise, I set a target of 12.5%. Instead I've made 10.03% in the 3 months. Could have cashed in sooner (was up more than 60% in first 4 weeks!). Total has been fairly static for 3 weeks. I am 97.66% up on where i started last July (on the fund element that carried through from then after my Jan 2nd part-withdrawal).

I'm not cashing in. I decided a month ago that if it felt right to do so I would continue holding for the full year (as hinted in post 191) and will continue posting updates.

Juzzle - 05 Jul 2018 14:25 - 222 of 222

Not been posting updates; not because anything went wrong, but because having switched all my eggs into one basket (Versarien, VRS) the VRS chart alone is fairly indicative of my whole portfolio, so not much point duplicating it. The portfolio I've held since the start of April is thus up just over 70% in that time.
(There have been days where I cashed in a few at high points to buy back a few pence lower, increasing the number I hold without additional funding).

Overall - going back to the start of this thread nearly a year ago, after adjusting for withdrawals, my total investment is up 158.7%. (Rejigging slightly at start of 2018 and at end of March means that isn't a precise figure - but it is roughly right.)

I currently hold a mix of VRS and cash and no other stocks.

Register now or login to post to this thread.