What’s your big gamble?
Discussion
k you Babcock
Benbay001 said:
I check in regularly, just dont always post. (dont trade that often either)
I believe were waiting for an end of year trading update from IDP any day now.
And then IDP to the moon! (Hopefully)
The more I look into IDP, the more I’m positive on the opportunity. I think the year end report will be positive in a “haven’t gone backwards due to Covid’ kind of way. Further progress on building the client list for dtc and good growth (from small base) of Nuthing. I believe were waiting for an end of year trading update from IDP any day now.
And then IDP to the moon! (Hopefully)
This year will be the one where the stock really benefits from increased geographic reach, increased number of distributors, increased ebit contribution from ST, Roots and Nuthing, and finally an increased PE.
Have also been reading up on Prolong and I’m starting to see the opportunity, obviously hope I’m not premature saying that...
I realise I’m starting to sound like the rampers on LSE!
Still buying shares although SP is higher than my offer price just now so not being overly successful. 500 Miles said:
Adam - We appreciate what you’ve done for this share up almost 6% now.
Welcome, but I don't hear any fat ladies singing up almost 6% now. My usual day trade play would have been sell like hell at 300 and buy back end of day
I am now on the other side and shorted at 295, way too early as it turns out, but lets see
"trusted to deliver"
ALawson said:
500 Miles said:
This is a very bouncy cat, let’s hope it operates in zero gravity
Up 33% at the moment.
Will it recover to Fridays 350p? Up 33% at the moment.
*Badger* said:
I've taken my stake back out of BOO now after it rising 30% on my buy price. In at 209, out at 273.
Will just keep the free shares for a bit and see how it goes. Not a bad result from 2pm yesterday to 8:30am today!
Its still rising...
Following this thread I was going to buy in, looks like I left it a day too late.Will just keep the free shares for a bit and see how it goes. Not a bad result from 2pm yesterday to 8:30am today!
Its still rising...
Edited by *Badger* on Thursday 9th July 08:38
I started following this thread tail end of March and I guess this is as good a time for a summary of where I’m at.
Over the 3 months or so I’ve been in many if not most of the stocks talked about on here.
I currently have 12 open positions HEMO, IPF, NRR, CPI, GGP, DDDD, CINE, RPS, NEX, ARE, IBST and ABT.
In addition to that I’ve opened and closed positions in NG, FTCH, ABF, RDSB, BOO, LLOY, DDDD, AA, AML, CPI, WDI, EZJ, SHI, PSN, BABA, SFIX, NFLX, MSFT, NTNX.
Everything I’ve sold so far has been at a decent profit except WDI where I lost 12%.
The open positions are sitting at 12% down overall. All but one of the positions is under water.
At current valuation I’m pretty much flat over the 3 months (about 1% down) and at its peak I was about 30% up.
At the same time as I started this portfolio with around 10k I also put a bigger chunk into Vanguard’s VWRL - around £77k.
My VWRL is at just under 92k now - about a 19% increase.
So overall my 87k has turned into £102k.
While I’m happy with the overall picture I can only draw the conclusion that I’m not very good at this stock picking and timing malarkey.
Additionally I just used this years ISA allowance on Intelligent Moneys PH Recovery fund to see if the professionals can do any better than me at this game.
While it’s been a bit of a blast following the thread and dabbling, on any measure it’s not been a resounding success for me other than for the entertainment value. It’s definitely one of the more interesting, inclusive and helpful threads on PH.
I’m now debating whether to;
A) close out all remaining open positions and shift them into VWRL
B) close out most of my remaining opening positions but reposition the portfolio into longer term good value bigger stocks eg BARC, RDSB etc and just leave them open for the long term
C) just left the portfolio ride as it is now and see what happens longer term.
Over the 3 months or so I’ve been in many if not most of the stocks talked about on here.
I currently have 12 open positions HEMO, IPF, NRR, CPI, GGP, DDDD, CINE, RPS, NEX, ARE, IBST and ABT.
In addition to that I’ve opened and closed positions in NG, FTCH, ABF, RDSB, BOO, LLOY, DDDD, AA, AML, CPI, WDI, EZJ, SHI, PSN, BABA, SFIX, NFLX, MSFT, NTNX.
Everything I’ve sold so far has been at a decent profit except WDI where I lost 12%.
The open positions are sitting at 12% down overall. All but one of the positions is under water.
At current valuation I’m pretty much flat over the 3 months (about 1% down) and at its peak I was about 30% up.
At the same time as I started this portfolio with around 10k I also put a bigger chunk into Vanguard’s VWRL - around £77k.
My VWRL is at just under 92k now - about a 19% increase.
So overall my 87k has turned into £102k.
While I’m happy with the overall picture I can only draw the conclusion that I’m not very good at this stock picking and timing malarkey.
Additionally I just used this years ISA allowance on Intelligent Moneys PH Recovery fund to see if the professionals can do any better than me at this game.
While it’s been a bit of a blast following the thread and dabbling, on any measure it’s not been a resounding success for me other than for the entertainment value. It’s definitely one of the more interesting, inclusive and helpful threads on PH.
I’m now debating whether to;
A) close out all remaining open positions and shift them into VWRL
B) close out most of my remaining opening positions but reposition the portfolio into longer term good value bigger stocks eg BARC, RDSB etc and just leave them open for the long term
C) just left the portfolio ride as it is now and see what happens longer term.
i4got said:
I started following this thread tail end of March and I guess this is as good a time for a summary of where I’m at.
Over the 3 months or so I’ve been in many if not most of the stocks talked about on here.
I currently have 12 open positions HEMO, IPF, NRR, CPI, GGP, DDDD, CINE, RPS, NEX, ARE, IBST and ABT.
In addition to that I’ve opened and closed positions in NG, FTCH, ABF, RDSB, BOO, LLOY, DDDD, AA, AML, CPI, WDI, EZJ, SHI, PSN, BABA, SFIX, NFLX, MSFT, NTNX.
Everything I’ve sold so far has been at a decent profit except WDI where I lost 12%.
The open positions are sitting at 12% down overall. All but one of the positions is under water.
At current valuation I’m pretty much flat over the 3 months (about 1% down) and at its peak I was about 30% up.
At the same time as I started this portfolio with around 10k I also put a bigger chunk into Vanguard’s VWRL - around £77k.
My VWRL is at just under 92k now - about a 19% increase.
So overall my 87k has turned into £102k.
While I’m happy with the overall picture I can only draw the conclusion that I’m not very good at this stock picking and timing malarkey.
Additionally I just used this years ISA allowance on Intelligent Moneys PH Recovery fund to see if the professionals can do any better than me at this game.
While it’s been a bit of a blast following the thread and dabbling, on any measure it’s not been a resounding success for me other than for the entertainment value. It’s definitely one of the more interesting, inclusive and helpful threads on PH.
I’m now debating whether to;
A) close out all remaining open positions and shift them into VWRL
B) close out most of my remaining opening positions but reposition the portfolio into longer term good value bigger stocks eg BARC, RDSB etc and just leave them open for the long term
C) just left the portfolio ride as it is now and see what happens longer term.
Interesting post. And you've certainly done far better than me. Not checked the last couple of days, but roughly £10k down on an initial investment of £50k. But I'm definitely holding on for 12 months, so trying not to sweat it too much. In fact, CINE will make or break me, so if that comes right, all good. RE your options, I'd go C, FWITW.Over the 3 months or so I’ve been in many if not most of the stocks talked about on here.
I currently have 12 open positions HEMO, IPF, NRR, CPI, GGP, DDDD, CINE, RPS, NEX, ARE, IBST and ABT.
In addition to that I’ve opened and closed positions in NG, FTCH, ABF, RDSB, BOO, LLOY, DDDD, AA, AML, CPI, WDI, EZJ, SHI, PSN, BABA, SFIX, NFLX, MSFT, NTNX.
Everything I’ve sold so far has been at a decent profit except WDI where I lost 12%.
The open positions are sitting at 12% down overall. All but one of the positions is under water.
At current valuation I’m pretty much flat over the 3 months (about 1% down) and at its peak I was about 30% up.
At the same time as I started this portfolio with around 10k I also put a bigger chunk into Vanguard’s VWRL - around £77k.
My VWRL is at just under 92k now - about a 19% increase.
So overall my 87k has turned into £102k.
While I’m happy with the overall picture I can only draw the conclusion that I’m not very good at this stock picking and timing malarkey.
Additionally I just used this years ISA allowance on Intelligent Moneys PH Recovery fund to see if the professionals can do any better than me at this game.
While it’s been a bit of a blast following the thread and dabbling, on any measure it’s not been a resounding success for me other than for the entertainment value. It’s definitely one of the more interesting, inclusive and helpful threads on PH.
I’m now debating whether to;
A) close out all remaining open positions and shift them into VWRL
B) close out most of my remaining opening positions but reposition the portfolio into longer term good value bigger stocks eg BARC, RDSB etc and just leave them open for the long term
C) just left the portfolio ride as it is now and see what happens longer term.
By the way, been reading about SMT, seems like an interesting fund and doing really well. Anyone here invested there?
i4got said:
I currently have 12 open positions HEMO, IPF, NRR, CPI, GGP, DDDD, CINE, RPS, NEX, ARE, IBST and ABT.
I’m now debating whether to;
A) close out all remaining open positions and shift them into VWRL
B) close out most of my remaining opening positions but reposition the portfolio into longer term good value bigger stocks eg BARC, RDSB etc and just leave them open for the long term
C) just left the portfolio ride as it is now and see what happens longer term.
given what you hold I would go c), some good LT winners there I thinkI’m now debating whether to;
A) close out all remaining open positions and shift them into VWRL
B) close out most of my remaining opening positions but reposition the portfolio into longer term good value bigger stocks eg BARC, RDSB etc and just leave them open for the long term
C) just left the portfolio ride as it is now and see what happens longer term.
will this give aston a boost? first dbx made today:
https://www.pistonheads.com/news/ph-aston/first-as...
https://www.pistonheads.com/news/ph-aston/first-as...
petemurphy said:
I just put a buy order in ... petemurphy said:
He's just playing around with the guys on LSE.Gassing Station | Finance | Top of Page | What's New | My Stuff