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WITHDRAWN.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

cynic - 22 Nov 2017 15:26 - 141 of 222

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

Juzzle - 22 Nov 2017 15:41 - 142 of 222

;-)

Juzzle - 22 Nov 2017 15:44 - 143 of 222

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

cynic - 22 Nov 2017 15:46 - 144 of 222

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

Juzzle - 22 Nov 2017 17:10 - 145 of 222

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.

cynic - 23 Nov 2017 08:31 - 146 of 222

pension fund works

cynic - 24 Nov 2017 09:43 - 147 of 222

CLLN
still slowly sinking into the quicksand :-)

Juzzle - 24 Nov 2017 10:07 - 148 of 222

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.

cynic - 24 Nov 2017 10:55 - 149 of 222

nor i :-)

2517GEORGE - 24 Nov 2017 11:05 - 150 of 222

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

Juzzle - 24 Nov 2017 17:05 - 151 of 222

....... 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!).

dreamcatcher - 24 Nov 2017 17:31 - 152 of 222

Well done.

cynic - 29 Nov 2017 10:36 - 153 of 222

BVIC
have held this for a good while in my sipp, and though it's never lost me money, i have been tempted to dump it a few times ...... this morning's news is therefore very welcome

* Shares in soft drinks maker Britvic rise 6 pct to hit all-time high
* Full-year adj core earnings up 5.1 pct
* Warns that introduction of soft drinks tax in Britain and Ireland would create uncertainties in the sector [nL3N1NZ39F]
* Adds nevertheless it remains "confident of making further progress next year"
* "FY18 faces uncertainty (GB sugar tax) but we expect low single digit upgrade to consensus on today's results", says Morgan Stanley

=================

cashed in and put those funds into IMM

skinny - 29 Nov 2017 11:14 - 154 of 222

I hate this thread :-)
















Seriously - well done Juzzle!

Juzzle - 30 Nov 2017 07:24 - 155 of 222

Sir Derek Jones appointed as a non-executive director at IQE - brings some strong connections:
http://www.moneyam.com/action/news/showArticle?id=5762291

cynic - 30 Nov 2017 13:20 - 156 of 222

VRS
i guess i'll hang on to the rump of my holding, though it is also tempting to bank the final lump of a very good profit, notwithstanding the falls of the last couple of days

cynic - 01 Dec 2017 17:34 - 157 of 222

good evening MrJ ..... a chap on the other side has mentioned TAP
are you still holding this, and if so, what is your view?
it's not a company i have ever followed at all

cynic - 01 Dec 2017 17:40 - 158 of 222

VRS
took a late plunge and bought back 80% of the lot i sold at 49 for 57.5
fortunately VRS looks to have closed at 60/62, so fingers x'ed for the future

Juzzle - 01 Dec 2017 17:42 - 159 of 222

I still hold Taptica (TAP) and am into profit on it. But I am a cautious holder of it and might reduce my stake. It currently represents 6.73% of my portfolio which is a bit too much for my liking. I might trim it to below 5%.

cynic - 01 Dec 2017 17:43 - 160 of 222

but presumably you still feel it has some reasonable upside?
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