Share Portfolio 2020

MrNoo

Member
Arable Farmer
Location
Cirencester
Best investment last year was paid for in October @41% of what its value and sold on for on Jan 2nd, 22 good old CF
Indeed but 41% is nowt to shout about in crypto terms, 4100% would be more like it, and due to its volatile nature you can put on 40% in a week or less, just have to look at the historical graphs to see that, also goes down as quick too!!!
 

MrNoo

Member
Arable Farmer
Location
Cirencester
Is that via the website you buy and sell on or some independant scheme you have taken out?
It's taken out by eToro and will be paid for out of the spread they take. Spread being the gap between actual current price and purchase price which is typically around 2.5-3%
 

cia72

Member
Arable Farmer
Location
central Scotland
Reading this thread a year ago spurred me on to something I had been thinking about for a while but was unsure how to get started. I opened up a stocks and shares ISA using the AJ Bell platform and have a mixture of funds and shares.i have found it really interesting and have made much more than the money just sitting in a bank account.Its been a nice distraction from the day job too. Thanks to all who post here👍
 

Foxcover

Member
Reading this thread a year ago spurred me on to something I had been thinking about for a while but was unsure how to get started. I opened up a stocks and shares ISA using the AJ Bell platform and have a mixture of funds and shares.i have found it really interesting and have made much more than the money just sitting in a bank account.Its been a nice distraction from the day job too. Thanks to all who post here👍

Any hot tips?!
 

Clive

Staff Member
Arable Farmer
Location
Lichfield
Any hot tips?!


I would say Nvidia and AMD will keep going as strong as they have, they remain the underpinning foundation of crypto and the internet in general but still have value even if that all does crash, we are only going to need processing power more and ,more in the future

Spires Healthcare has also been good for me over the last 12 months - private healthcare has a big future IMO as the NHS fails more and can't cope with the terrible health and obesity of our nation as it ages

bit of a higher risk punt right now is Electra Private Equity Plc - I bought juts before Christmas at 60p based on a trip from friend with some knowlage (69p today) - they are splitting Hotter out and its looks undervalued (some say near 100% undervalued). risky one but could do well ........... don't bet your house on it however !

All the big pharma co's are worth having a interest in I think - if / when one of them finds a cure for or tablet vaccination etc they will be worth serious money

I apply the Warren Buffet method of investment ...... simply ask yourself what are people doing / going to do or need more of



Disclaimer !!! - My advice here is worth as much as you just paid for it !
 

Foxcover

Member
I would say Nvidia and AMD will keep going as strong as they have, they remain the underpinning foundation of crypto and the internet in general but still have value even if that all does crash, we are only going to need processing power more and ,more in the future

Spires Healthcare has also been good for me over the last 12 months - private healthcare has a big future IMO as the NHS fails more and can't cope with the terrible health and obesity of our nation as it ages

bit of a higher risk punt right now is Electra Private Equity Plc - I bought juts before Christmas at 60p based on a trip from friend with some knowlage (69p today) - they are splitting Hotter out and its looks undervalued (some say near 100% undervalued). risky one but could do well ........... don't bet your house on it however !

All the big pharma co's are worth having a interest in I think - if / when one of them finds a cure for or tablet vaccination etc they will be worth serious money

I apply the Warren Buffet method of investment ...... simply ask yourself what are people doing / going to do or need more of



Disclaimer !!! - My advice here is worth as much as you just paid for it !

Got Spire! Only up 10% since I’ve had them though. My thinking was that if the NHS continues to struggle with waiting times on ops people will go private.
I know several folk who aren’t exactly wealthy who are thinking of going private for minor ops rather than wait.
Interesting r.e Electra!
0D00697F-DD84-487A-A519-0513930FB8C6.png
 

Clive

Staff Member
Arable Farmer
Location
Lichfield
Got Spire! Only up 10% since I’ve had them though. My thinking was that if the NHS continues to struggle with waiting times on ops people will go private.
I know several folk who aren’t exactly wealthy who are thinking of going private for minor ops rather than wait.
Interesting r.e Electra!
View attachment 1007822

I bought Spires last Feb at 148 - they have done 25-30% and look a safe bet for the future, will be a long term hold I think that one
 

Lincsman

Member
Arable Farmer
Location
Lincolnshire
Dont forget in all this the dividends, some just keep rolling in whatever the "weather".. once you have a good investment in some you dont have to be always monitoring and dont have all the costs of chopping and changing which shares you have.
 

oil barron

Member
Location
Aberdeenshire
Dont forget in all this the dividends, some just keep rolling in whatever the "weather".. once you have a good investment in some you dont have to be always monitoring and dont have all the costs of chopping and changing which shares you have.
Got to be careful with those value traps though that lure you in with a big dividend yield, then erode it with destruction of the share price as they are basically liquidating the company in a sunset industry.

The magic sauce is the companies that are still growing and just started paying dividends and will grow the dividend yield and share price over time like Apple. It’s only a 0.5% dividend yield now. But if you bought the stock 10 years ago it’s a 5% yield on your original purchase price.
 

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