Juzzle
- 23 Jul 2017 10:51
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WITHDRAWN.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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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
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
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 :-)
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
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!
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
cynic
- 01 Dec 2017 17:43
- 160 of 222
but presumably you still feel it has some reasonable upside?