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WITHDRAWN.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

....... END-OF-WEEK-UPDATE
....... Friday 20 October

....... Portfolio 4.34% up since start.

May not sound impressive, but I am content to stick with my latest tweak.

A very good day for this portfolio.

out of curiosity, when did you start your portfolio, as +4.34% is rather meaningless without that?

cynic - that was detailed in my header when thread was started ;-)
10 July could be taken as start date - though mostly in cash at that time. I am thinking of it as starting end of July, by when the cash was mostly allocated to stocks, so I can count 5 full months to end of December as my initial test period.

At close yesterday the portfolio was up 7% from start which is still behind target (basically looking for 15% in 5 months (15% by 31 Dec), (rough milestones of 6% e/o Sept, 9% e/o Oct, 12% e/o Nov).

Glad I ditched Accrol (ACRL) when I did (see posts 5 and 20). Recent news (Oct 5) could see it crash a lot lower when suspension is lifted. I was lucky.

in 3/4 months, that's not a bad performance

i can't determine my profit/growth on my sipp as i keep adding lumps of money, but i'm certainly not disappointed

i've got one or two crackerjacks, and of course the inevitable stinker or two

Australian company Cleanteq (www.cleanteq.com) (Aus ticker CLQ) looks interesting as a possible longterm investment. Specialising in sourcing the minerals required to serve the tech industries and already with fingers in many related pies. My portfolio is all in UK companies, but I shall look into this one when I get time.

if you want to get away from uk, then india is the obvious growing economy
i would dream of investing in individual stocks - far too risky - but i have held JII.L for some time (sipp) and it chugs along very nicely


as a somewhat spivvy oz stock, it's also worth looking at CPX.L which has been a recent strong performer - again in my sipp

I wasn't specifically looking for non-UK stocks. That one surfaced purely because of its possible connection with RedT Energy (RED).

ah yes - you like these twiddly companies .... by and large, i do not

IQE has been a cracker for those who have already been holding even if only for the last 6 months
my records show that i bought in feb/march '17 at an average of 51.2p, so though sp has dropped back from about 150, the gain at 139 is hardly to be sneezed at

Indeed. And a further 100% rise in the next 12 months is perfectly feasible.

AMZN has had a massive rise after its results
indeed, all 3 of my major US holdings - AMZN, AAPL, GOOG - are having a very good time

....... END-OF-WEEK UPDATE
....... Friday 27 October

....... Portfolio is now up 8.6%

- following a strong rise this week (from 4.34% last Friday) which puts me back on track (e/o October target 9%, with 2 more trading days to go this month)

do you work with s/b?
if so, do you calculate your profit/loss on outlay, as of course s/b is leveraged?

I am not using spreadbets or any other leverage instruments with this particular portfolio.

I have used spreadbets successfully (mainly via IG) in the past, and will likely do so again, but this portfolio is being operated through an ordinary execution-only broker account (iDealing.com), buying and selling shares in the normal way.

you have certainly done very well in just a few months

Thank you. I shall not feel comfortable with this portfolio until the percentage gain is into double figures, so that I can accommodate a hit or two without that pushing me back down to where I started. My 5-month year-end (Dec 31st 2017) target remains 15%.

IQE - rocking along once more and 149 as i write :-)