Your Portfolio

win9nut

Well-Known Member
Feb 18, 2012
551
357
113
Hi all,

Since lockdown started, I've been dropping all the money I've been saving on fuel and beer into a Trading 212 account.

I only have positions in four companies at the moment:

WPP (Marketing Company) was my first pick as I saw that they dropped their dividend for this year and the price went through the floor.
Average price 509p (currently +26.3%) - Plan to hold

Then I bought into Evraz at 244p (currently +41.8%) - Plan to hold

Meanwhile, with the left over funds that couldn't buy whole shares, I rounded up slightly and bought into IAG (very risky!) Average price I'm in at is 197p. I'll let you know if this pays off, but its currently +9.9%, there will be a lot of volatility in this!

My last investment is in Amazon, purely for the growth, not a big amount (you can buy part shares on Trading 212). I got in at $2594, it's currently at £3151 (+14.3%) - Plan to hold

Great thing about Trading 212 is that there are no trading fees. They make their money by skimming slightly on the trading prices, and there is a fee for currency exchange.

Overall in my pot I'm +22.5%, and I'm pleased that the beer money is going towards something that will actually be productive in future!

Looking for my next investment, I want to diversify the pot a little further, so will have a think about where next. Thinking maybe Occidental Petroleum... We'll see...
 

Greggs

Well-Known Member
May 8, 2012
3,338
2,012
163
The markets have been nice the last few days - on the back of vacine news. A few Covid plays looking nice. Great news on Biden win and the impending legislation of cannabis (has seen my CGC shoot 30-40%).

A few watchlists on here.....i think someone had Greggs and Cineworld, thats looking great. Is @Marty on EasyJet or BA?

Good luck all
 

Greggs

Well-Known Member
May 8, 2012
3,338
2,012
163
Hi all,

Since lockdown started, I've been dropping all the money I've been saving on fuel and beer into a Trading 212 account.

I only have positions in four companies at the moment:

WPP (Marketing Company) was my first pick as I saw that they dropped their dividend for this year and the price went through the floor.
Average price 509p (currently +26.3%) - Plan to hold

Then I bought into Evraz at 244p (currently +41.8%) - Plan to hold

Meanwhile, with the left over funds that couldn't buy whole shares, I rounded up slightly and bought into IAG (very risky!) Average price I'm in at is 197p. I'll let you know if this pays off, but its currently +9.9%, there will be a lot of volatility in this!

My last investment is in Amazon, purely for the growth, not a big amount (you can buy part shares on Trading 212). I got in at $2594, it's currently at £3151 (+14.3%) - Plan to hold

Great thing about Trading 212 is that there are no trading fees. They make their money by skimming slightly on the trading prices, and there is a fee for currency exchange.

Overall in my pot I'm +22.5%, and I'm pleased that the beer money is going towards something that will actually be productive in future!

Looking for my next investment, I want to diversify the pot a little further, so will have a think about where next. Thinking maybe Occidental Petroleum... We'll see...
I've heard rumours of an Amazon split, will see it rocket imo
 

Covstu

Well-Known Member
Aug 17, 2008
13,425
3,150
163
Costa del Cov
The markets have been nice the last few days - on the back of vacine news. A few Covid plays looking nice. Great news on Biden win and the impending legislation of cannabis (has seen my CGC shoot 30-40%).

A few watchlists on here.....i think someone had Greggs and Cineworld, thats looking great. Is @Marty on EasyJet or BA?

Good luck all
Yes seen a lot of mine gathering pace. De la rue is up 20%
 

skyblue1991

Well-Known Member
Dec 19, 2012
3,550
1,928
213
Well you've convinced me to sign up!

£50 a week on an adventurous level Stock and Shares ISA

Look forward to monitoring the results!

Sent from my I3113 using Tapatalk
It's been about 5 months. Same settings with roundups and I now have just over £1400, currently up 5%.

Guessing in the current market 5% earnings is good?

Sent from my I3113 using Tapatalk
 
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Greggs

Well-Known Member
May 8, 2012
3,338
2,012
163
It's been about 5 months. Same settings with roundups and I now have just over £1400, currently up 5%.

Guessing in the current market 5% earnings is good?

Sent from my I3113 using Tapatalk
Well done mate. Markets have been so volatile, you can lose a fortune trying to chase a buck. Sounds like you're running a steady ship!
 

skyblue1991

Well-Known Member
Dec 19, 2012
3,550
1,928
213
Well done mate. Markets have been so volatile, you can lose a fortune trying to chase a buck. Sounds like you're running a steady ship!
Thanks fella. Not going to tweak anything as the £50 + round up a week is a bonus to what I am already saving.

I'm pretty new to all this, previous savings just relied on the banks interest rate. I think 5% is good (there were times when it dropped below 0% but not often!) , however could there be potential of it rising past 10%?

Sent from my I3113 using Tapatalk
 

Greggs

Well-Known Member
May 8, 2012
3,338
2,012
163
Thanks fella. Not going to tweak anything as the £50 + round up a week is a bonus to what I am already saving.

I'm pretty new to all this, previous savings just relied on the banks interest rate. I think 5% is good (there were times when it dropped below 0% but not often!) , however could there be potential of it rising past 10%?

Sent from my I3113 using Tapatalk
5-10% annually is fantastic! I'm a little more high risk and am looking to hit a home run with a stock or two. Keep it up mate. Don't let the banks earn you interest - if anything maybe research a good bank to invest in! Be on their side - earn a nice dividend to re-invest also.
 

skyblue1991

Well-Known Member
Dec 19, 2012
3,550
1,928
213
5-10% annually is fantastic! I'm a little more high risk and am looking to hit a home run with a stock or two. Keep it up mate. Don't let the banks earn you interest - if anything maybe research a good bank to invest in! Be on their side - earn a nice dividend to re-invest also.
What do you look for in an investment? If this evening you had say £1000 to invest, what would you look got, what tools and why? I saw examples of Cineworld, why is that potentially a good investment?

Sent from my I3113 using Tapatalk
 

Greggs

Well-Known Member
May 8, 2012
3,338
2,012
163
What do you look for in an investment? If this evening you had say £1000 to invest, what would you look got, what tools and why? I saw examples of Cineworld, why is that potentially a good investment?

Sent from my I3113 using Tapatalk
Personally i only invest in industries i understand and am passionate about. That way it makes it easier to ascertain if the service they are providing is up to and above standard. Does that make sense?
 

Greggs

Well-Known Member
May 8, 2012
3,338
2,012
163
What do you look for in an investment? If this evening you had say £1000 to invest, what would you look got, what tools and why? I saw examples of Cineworld, why is that potentially a good investment?

Sent from my I3113 using Tapatalk
Cineworld is a Covid play, share price has dropped multiple % and some investors might lump on it in hope that once COvid is over the SP will rebound. Very risky. I prefer my risk to be in long term growth stocks :)
 

skyblue1991

Well-Known Member
Dec 19, 2012
3,550
1,928
213
Personally i only invest in industries i understand and am passionate about. That way it makes it easier to ascertain if the service they are providing is up to and above standard. Does that make sense?
Yep understood. What are you currently looking at at present?

Sent from my I3113 using Tapatalk
 

Greggs

Well-Known Member
May 8, 2012
3,338
2,012
163
Just added 2k worth of SPCE (Virgin Galactic) to my ISA. Long term play - may be huge in 10 years. Fingers crossed. Good luck all
 

Greggs

Well-Known Member
May 8, 2012
3,338
2,012
163
Did anyone get on SPCE or NIO? Both up good %