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Re: Thoughts - our existing portfolio of long-term shares

Posted: Wed Jul 04 2018 10:11pm
by garindan
kevinchess1 wrote:garindan
EVERY single share we own is DOWN from the price we paid
Since you posted to have a look at our portfolio we have made 2 more purchases and sold nothing
Made only one sale this year and 2 last year
In the 3 years since our first purchase we have lost about 15% of our money
whilst the stock market has risen by about the same amount
Don't know if there is a list
but I suspect we are one of the worse performing Shares clubs there is
The question is whether what we hold are bad for the long-term though, not just for the past year or two. We lost on Carillion - and that's a real loss. However, anything shown on the share value is only a paper loss until it is sold. We did well on a few FTSE100 shares, making handsome returns. We can't let our good fortune on those make us think we can bottle up a quick 30% profit for holding any FTSE100 share for a few month though. This is why we are trying the other portfolio though, to see how investing in companies where a big gain can be made and more quickly.

I am a defensive play kind of guy and my thoughts are we would be very unlucky to have backed 7 Carillions. This said - I don't see why we'd consider selling these shares at a loss, when brokers suggest they are solid enough shares and suggest a buy or hold. Knowing our luck we'd sell them and then they'd all turn the corner and go back up...

If you think selling some of our shares while they are down is a good idea and can set out what we should sell, what we should invest in and why then I am all ears as I expect everyone else is :thumbup:

Re: Thoughts - our existing portfolio of long-term shares

Posted: Thu Jul 05 2018 8:11am
by BeautifulSunshine
Barring Carillion we haven't done bad by any reasonable measure.

http://www.imutual.co.uk/report?id=973

Re: Thoughts - our existing portfolio of long-term shares

Posted: Sat Jul 07 2018 6:26pm
by BeautifulSunshine
England have made it to the semi-finals!
England reached the World Cup semi-final for the first time since Italia 90 as Harry Maguire and Dele Alli struck either side of the interval to beat Sweden in Samara.
https://www.bbc.com/sport/football/44665445

Re: Thoughts - our existing portfolio of long-term shares

Posted: Sat Jul 07 2018 8:37pm
by RonFlorabud
Love the positivity!!!
I gain a lot from the imutual cic.

Re: Thoughts - our existing portfolio of long-term shares

Posted: Sat Jul 07 2018 10:13pm
by kevinchess1
Then you’re the only person who has gained from it

Re: Thoughts - our existing portfolio of long-term shares

Posted: Sat Jul 07 2018 10:52pm
by garindan
RonFlorabud wrote:Love the positivity!!!
I gain a lot from the imutual cic.
Makes a change from all your negative posts...

Re: Thoughts - our existing portfolio of long-term shares

Posted: Sun Jul 08 2018 4:00pm
by RonFlorabud
kevinchess1 wrote:Then you’re the only person who has gained from it
I do, I know which shares to avoid.

Re: Thoughts - our existing portfolio of long-term shares

Posted: Sun Jul 08 2018 5:36pm
by BeautifulSunshine
kevinchess1 wrote:Then you’re the only person who has gained from it
LOL.

Re: Thoughts - our existing portfolio of long-term shares

Posted: Thu Jul 12 2018 6:08am
by BeautifulSunshine
Well done England. It was a commendable effort. Games at this level at not going to be easy but the lads played very well.

I salute you.

Re: Thoughts - our existing portfolio of long-term shares

Posted: Thu Jul 12 2018 1:37pm
by BeautifulSunshine
ITV is a unique asset. When someone makes the first move for a takeover of ITV, can we expect a battle similar to the one being fought by Comcast and Fox for control of Sky?

There is and looks set to be more consolidation in this sector as the giants fight it out (too much spare cash on their hands).
The battle for Sky intensified on Wednesday night as Comcast raised its bid for Sky, valuing the pay TV giant at £26bn.

The move by the NBC owner came less than 24 hours after 21st Century Fox increased its offer to £24.5bn.

That topped Comcast's previous £22bn offer and is part of an escalating war between media giants including Disney.
https://www.bbc.com/news/business-44802670

Both Comcast and Fox have upped their original offers to take control.

http://www.hl.co.uk/shares/shares-searc ... dinary-10p

Dividend 4.41%

I personally would be in favour of selling a share in profit and buying a second holding of ITV.

Thoughts?