Current Portfolios?

Money, investing, mutuals etc
planteria
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Current Portfolios?

Post by planteria » Sat Apr 18, 2020 7:24 pm

how are people here positioned portfolio-wise currently?
we've had the effects of the virus already, with dips and bounces back, but i think there could be a more sustained fall, and i'm interested how others are positioned.

Boro Boy
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Re: Current Portfolios?

Post by Boro Boy » Sat Apr 18, 2020 9:17 pm

One of the themes I'm heavily into at the moment is Tech direct shares and also funds, as well as lump sum investment I'm drip feeding in the dips. Risky and needs constant observation.

My holding in the mining company Anglo American has been added too and is coming good.

My other theme at the moment is what will come good again after the Virus Lockdown ends and I've chosen Restaurants and Car Sales (as can't choose everything) so The Resturant Group, Aston Martin Lagonda and (not as heavily) Tesla - it seems many must have the same idea as me as I'm already well into profit on these.

Certain good fund management groups seem to be going cheap recently so bought into the likes of Polar Capital and Gresham House, needs less attention and great value as a longer term investment.

I've been buying and selling profitably Metro Bank as a take-over target for some time but recently bought in heavily as I hope they have bottomed out now, so sit back and hang on for the ride whilst drip feeding additional cash to build up the holding further as I beleive it may be a longer term return.

Looking into Lithium miners currently

I'm not an income hunter but there are opportunities out there for the investor who is not so much worried about the capital position and wants to pocket a good income return...!
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planteria
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Re: Current Portfolios?

Post by planteria » Sun Apr 19, 2020 8:29 am

interesting response BB..
tell us more re the tech shares/funds.
i've held Anglo American in the past. i think miners could drop along with the market as a whole, but potentially become great investments at some kind of bottom of a slide. the developing world is always going to be hungry for resources. i like Anglo's diamond element too. i don't know anything about lithium miners, although larger miners who have some interests in resources beyond the main commodities have an appeal.
with you re bounce bank shares.. but i think a further downturn in the market could take them down further a second time.
i'm not sure what to make of Metro Bank to be honest. i have looked at potentially banking with them. as a business they've come to the market playing a different tune, and it doesn't really seem to be working, does it?

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