Wpp Share Discussion Threads

[invisage] 21/11/2016 14:52

Just bought some VVAL and VAPX.

[nasdaqpat] 21/11/2016 12:49

I didn't say 50% more than FTSE performance...my current target for next year is 5-10% above tracker performance depending on size of FTSE gain/loss (the smaller the gain the easier it is to outperform).

Basically, its all about knowing when to Add & Reduce which requires a good technical handle on FTSE100 Index movements. I have religiously tracked the FTSE100 over the last 16 years and whilst I often under or over estimate wave sizes and durations, I am usually in the ballpark and that gives me a significant edge.

[invisage] 21/11/2016 12:08

PatHow do you make 50% more than ftse performance as you mentioned in previous posts?

[nasdaqpat] 21/11/2016 10:13

Did a bit of an analysis of the last 4 years FTSE performance and I have concluded that the worse the performance of the FTSE100 then the easier it is to beat it using trackers and strong years like 2013 would probably only be marginally bettered using my methods. May have to rein in my expectations to more like 5% over and above FTSE100 return.

Removed the remaining 9 individual companies from my wife's cash A/c but decided to retain them (for now) and re-bought them in our SIPPs (incurred costs of about £200). So, only VUKE left in wife's cash A/C and L100 in mine. SIPPs are now about 83% invested whilst cash a/cs are only about 44% invested. Overall, not much change with stock level at about 63.9% of portfolio.

[nasdaqpat] 19/11/2016 09:30

You misunderstand my intent, Gateside. I'm not going for lots of trackers just 2 FTSE trackers to take the place of 30 or so individual FTSE100 companies. The aim is not to have more of a global reach as they are still essentially a UK based vehicle but there are other advantages which I will explain at a later date.

Suffice it to say that, next year, I expect to make at least 10% more on my 'tracker funds' than the tracker itself. So, if FTSE goes Up 5% next year, then both L100 and VUKE should perform similarly but I expect to make at least 15% on the part of my portfolio that is allocated to FTSE tracker funds.

[gateside] 19/11/2016 08:17

With generally 50+ shares in your portfolio, why the urge to switch to lots of Trackers. I would have thought that to a large extent your portfolio was already performing like a Tracker with so many companies. Is the aim to have a more Global reach of shares?Personally I prefer Investment Trusts, as their is a greater probability, (as long as you choose the right Trusts!) that they can out perform the Market.

[gateside] 19/11/2016 07:54

Better than I feared, portfolio is now +15.93% for year

[nasdaqpat] 19/11/2016 07:22

SWDA was only Up 0.8% yesterday albeit it had a good week @ +02.65% (3390p:3480p).

Looking at the fund, it mainly consists of the world's biggest, established companies with AAPL and AMZN the largest 2 holdings albeit with loads of companies many of which are American.

I cannot see why the decline in the Pound would have any real effect...its strong performance this week was mainly as a result of superior performances from quality stocks some of which were NASDAQ bell-weathers.

[gateside] 18/11/2016 19:15

Just 7 up2 level15 down

[invisage] 18/11/2016 18:02

yep kiss of death! My worse performer for sure today!

19 up, 0 flat, 11 down

Bought VFEM as mentioned earlier.

Beat FTSE by quite a margin today, SKG, STOB, RMV, BKG.

My largest holding was the best performer SWDA Global tracker, I suspect the decline in the pound helped.

[nasdaqpat] 18/11/2016 17:21

LOL! Kiss of death I is!

[gateside] 18/11/2016 17:01

Been a real poor week. Tally figures this evening. Will be sub +16% for sure.

[gateside] 18/11/2016 16:59

What did you buy BMS for? Look what you have done to the share price!!!:-)

[nasdaqpat] 18/11/2016 16:46

Our 48 shares market performed against the FTSE100 today with 19 Shares Up, 24 Down and 5 Unchanged. The week as a whole was goodish with our portfolio modestly ahead of the FTSE100 with investments Up 01.00% as opposed to FTSE100 which was Up 00.68% (6730:6776). Overall, our assets were Up 00.67% on the week. The calendar year performance table now stands at :-

Gateside~~~+15.93%~~(Heavyweights under pressure!)
FTSE100~~~~+12.19%~~(6242:6776 + 03.64% Dividend Yield)
FTSE AS~~~~+10.66%~~(3444:3692 + 03.46% Dividend Yield)
Videans~~~~+06.04%~~(Being caught by FTSE250 now!)
FTSE250~~~~+05.36%~~(17205:17659 + 02.72% Dividend Yield)

Started reorganising portfolio in favour of FTSE100 trackers which currently make up about one third of stock (aiming for a little over half). Signs that FTSE could still be heading down so overall stock level reduced to 63.7% from 67.0% at the end of last week.

[invisage] 18/11/2016 11:41

Vanguard trackers are well managed and cheap. I will look to add to VUKE VFEM and buy VMID VAPX VERX and VJPN when possible they all pay dividends at the same time every quarter so easy to rebalance the trackers when dividends are paid to trackers underperformed.My view is markets driven by sentiment so it makes sense to buy weak areas of the market with the view of holding the positions long term I mean years. I am simply trying to cut the cost of investing with this strategy as I view costs to be a major factor in performance over the long term.ETFS are good for me as no stamp duty to pay.

[nasdaqpat] 18/11/2016 11:23

Re-bought initial tranche of VOD in wife's SIPP so up to 48 companies...note that yesterday's offloading was done from our cash accounts (as opposed to SIPPs) in order to help the reorganisation of our Assets.

In fact, I got rid of all of the companies, save L100, from my cash A/C which locked in some nice profits. That cash a/c (which contained mainly heavyweights/dollar earners) is currently Up 11.85% ytd so there should be some xmas cheer this year even if the other 3 accounts haven't fared quite as well.

[gateside] 18/11/2016 10:37

Yes..have holdings in both BRFI and JEMI

[nasdaqpat] 18/11/2016 10:17

You like your Vanguard funds...I think Gateside has some BRFI and also some JEMI. Not the right time for me as I need to concentrate on reducing the number of FTSE100 companies and Adding funds to L100 and VUKE.

I've always liked ADN which is big on Emerging Markets so happy with that for now albeit it is currently in correction mode.

[invisage] 18/11/2016 09:46

Bought some VFEM as I want some EM exposure. Sentiment currently weak and could get weaker so will add.

[invisage] 17/11/2016 18:18

23 up, 7 down, 1 flat

2 main downers were SCT and BMS due to ex dividend

RMV and DTG were good contributors to the day.

[gateside] 17/11/2016 17:45

13 up, 10 down, 1 level

[nasdaqpat] 17/11/2016 16:38

Our shares slightly under performed FTSE100 today. Of the 58 companies held mid morning, 36 finished Up, 16 Down and 6 Unchanged. However, we now have shares in just 47 companies and our stock level is currently 63.5%.

[nasdaqpat] 17/11/2016 15:02

Sold out of 11 companies (ABF, BA., BLT, CPG, IHG, III, SDR, SGE, VOD, WOS & WPP) and put proceeds into FTSE100 trackers. Now only 47 companies and stock level 63.4%.

[gateside] 17/11/2016 12:59

So far BMS has been a disappointing investment, but will hold till it improves. When I bought BMS I nearly bought FSJ at sub 1000p instead.Clearly I bought the wrong share!

[ccr1958] 17/11/2016 12:56

no one else in this any more ?