Totally agree
Share Portfolio 2020
- Thread starter uztrac
- Start date
- Location
- West coast of Scotland
me too. Been in a Jupiter for a couple of years and now beats the losses I made on Scottish mortgage. Babcock also working well - amazing what a good war does for defence shares!
- Location
- Essex
Long way to go for me to regain my losses in Scottish Mortgage. Down around 25%.
Still my new Vanguard thingies are up this morning...
s&p did 24% last year for me, it’s a petty safe bet - sine say the usa is due a fall now though so a global fund is a good hedge again that, don’t put all your eggs in one basket !
i’m quite heavy in many of the companies in the s&p as well, amazon, google, microsoft, nividia, amd , apple etc aka “the magnificent 7” . - between them all i was near 52% up in 2023 ! - you can’t really go far wrong investing in such global giants really can you ?
uk wise insurance shares like Sabre have done well for me last year as has the health sector - spires healthcare and Novo ( diabetic drug)
the stinkers for me have been pets at home and airbnb - i thought both would do well post covid but haven’t. i also put some in a company called unbound who are as good as bust now on the recommendation of a friend. …… that was bad move but you can’t win them all
- Location
- Essex
You mean I've bought at the top again??!!
who knows ! personally i can’t see the magnificent 7 failing any time soon, basically the words biggest companies that have been utterly embedded in our everyday life
- Location
- Essex
Like Vodafone you mean? Got the t shirt on that one too!
never any guarantees i guess
in fact if you look at the worlds top 10 biggest companies back in the 90’s almost none of the current top 10 feature
private healthcare is a good bet imo on the basis NHS increasingly won’t / can’t cope, my novo shares are based on the fact we are heading into a obesity / diabetes epidemic without any doubt
the “safe” part of my portfolio includes the like of unilever etc. - not exciting companies but products we need and buy regardless of economic circumstances
I added some last week. It's been oversold imo. Just need to watch for any dividend cut. It could be inevitable given the current 12%.
- Location
- Essex
Recently sold mine at a massive (like 40%) loss. Ended up worrying that the whole lot would disappear
- Location
- North Hampshire
Power/ energy as well .Nuclear /uranium very undevalued .
- Location
- Darlington
Eurgh Vodafone and Glencore are really hurting at the moment.
Hilly
Member
- Location
- Scottish Borders.
It will give yall somehing to talk about while protesting “ the share portfolios” 
the big issue guy might need someone to explain portfolio meaning .
the big issue guy might need someone to explain portfolio meaning .
- Location
- Cirencester
RR nice jump first thing, 4%
Northeastfarmer
Member
- Location
- Cleveland
If only I’d bought more I could of retired now
- Location
- Darlington
That's what I keep thinking.
s line
Member
- Location
- Gloucestershire uk
Results out this week?
Hint this morning that profits have doubled. Find out thursday I think.