Wpp Share Discussion Threads

[nasdaqpat] 21/12/2016 09:35

I actually meant for FTSE100...of course dividends contribute to individual portfolio returns although I wouldn't be so keen to reinvest bits and pieces of cash dividend like you purport to do...presumably you wait until you have a decent amount of money from dividends before Adding back to your holdings...or is Invisage the 'Eddie Shoestring' of the investment world?

[invisage] 21/12/2016 08:15

Of course. I add dividends to my performance. It's an investment return.

[nasdaqpat] 21/12/2016 07:56

Gateside/Invisage,

Should we be including Dividend Yield in next year's performance table?

I ended up adding 03.64% for FTSE100 but realise that the full yield is only valid at the end of a 12 month period. If we are to include it next year, I will allocate an amount at the end of each month i.e. 0.30% Added at end of Jan, 0.60% by end of Feb, 01.80% by end of Jun and so forth.

[nasdaqpat] 21/12/2016 07:31

DOW has now extended its current Up wave (started on 7 Nov) to 31 days and 11.76% (17884:19988). This is quite exceptional. Looking back over my records, there was a 40 day Up wave that started on 01 Dec 2010 albeit that only put on 09.97%. It was followed by a paltry 2 day, (19.91%) give back wave which was followed by a further 15 day Up wave of 04.98% making 13.37% for the Segment as a whole and 28.88% for the Phase. Note that the current Up Phase for DOW has already put on 30.05% (15370:19988) in 335 market days.

[invisage] 20/12/2016 22:25

My view is GBP will weaken further, perhaps in Q1 as May triggers Article 50, maybe another 10% downside. That will be a boon for my trackers.

Also so many people calling for a imminent collapse in the markets, it just does'nt feel like a mania phase like 1999 to see a collapse. These bull markets can and do go on longer than most expect, I agree the US does look expensive but that does'nt mean it can't keep going up.

When people stop trying to call the top it is more likely we are near a top, but for the moment far too many people holding cash on the side and the markets are simply leaving them behind. I remain fully invested and only thing I am thinking about is where to deploy the dividend cash that is piling up!

[invisage] 20/12/2016 22:19

Indeed Gateside - Your best holdings are usually in the top 10 and sometimes top 20. Beyond this it tends to be ity bity holdings.

So I think after you have chosen your top 20 or so stocks the rest should go in trackers, maybe even less then top 20 holdings?

Most professional funds are closet trackers, mainly tracking the performance of market with a few odd holdings the FM is punting on etc to try and beat the market

This prevents under performance by the fund.

I intend to buy more of VVAL - This is a global tracker of multi cap value stocks - One of my best performers the past month, up 6%!

If I can find a decent small cap tracker I will buy too, small caps is what most investors tend to use to beat the market, I don't really want exposure to any one small cap apart from BMS which is paying me a high yield to hold it. But a broad small cap fund or index will help me overall trying to beat the market.

[gateside] 20/12/2016 19:23

15 up1 level8 down

[nasdaqpat] 20/12/2016 17:07

Our shares slightly under performed today with 23 Up, 15 Down and 5 Unchanged. Banked some more profits on FTSE100 Trackers today (as 7045 could be close to interim top) so overall stock level reduced to 58.5%.

Note that our FTSE100 Trackers are now at 48.6% of maximum capacity...cannot see FTSE getting beyond c7100 this month and fancy it to close the year at c6850 but with probable further upside in first half of Jan 2017. Will look to scale down to c35% @ c7080 and scale back up to c60% @ c6850.

[gateside] 19/12/2016 23:42

That's a very wise investment strategy. If you can limit losses, it helps you to have a successful portfolio.

[invisage] 19/12/2016 21:04

I get that Gateside which is why I'm not 100% invested in trackers. I'm constantly looking for stocks that will outperform the market to provide out performance. With the trackers providing risk management and preventing me for significantly underperformed the market in any one year.

[gateside] 19/12/2016 20:59

15 up3 level6 downI Like having a portfolio of my choice. You have little chance of ever beating the Market with Trackers. Unless you're going to use them for Trading that is!

[nasdaqpat] 19/12/2016 17:06

Re-bought a slice of XAR as last week's results not as bad as anticipated so up to 43 companies. Our shares slightly outperformed FTSE100 today with 21 Up, 16 Down and 6 Unchanged. Stock level now 61.5%.

[invisage] 19/12/2016 13:55

V v good day. Trackers doing the business as pound is weak.It really is amazing how much you can make from doing NOTHING!

[nasdaqpat] 17/12/2016 01:00

Even if I'd done things right, there is no way I could have outperformed you this year...I was toast from about August.

I'm looking forward to next year now!

[gateside] 16/12/2016 23:42

Nice rise from PZC today after their trading statement of yesterday - helped boost portfolio.

[gateside] 16/12/2016 23:41

Better than I thought....+19.89%

[invisage] 16/12/2016 18:15

I'm about flat I reckon as I recieved decent dividends from sct and bms Plus bounce back from cmcx and igg to offset losses on trackers

[gateside] 16/12/2016 18:11

15 up, 2 level, 7 down.Good day. Outperformed Markets.19.5% could be a good guess. Will calculate later this evening.

[nasdaqpat] 16/12/2016 16:48

Both RTO & TNI updates were well received and there were good gains elsewhere so our shares moderately outperformed FTSE100 today albeit with only 19 Shares Up, 19 Down and 4 Unchanged. The week as a whole was again satisfactory with our investments improving 01.04%. That was a moderate out performance against the FTSE100 which was Up 00.83% (6954:7012). Overall, our assets were Up 00.66% on the week which is close to the high point of the year. The calendar year performance table now stands at :-

Gateside~~~+19.89%~~(Closing in on 20%+!)
FTSE100~~~~+15.98%~~(6242:7012 + 03.64% Dividend Yield)
FTSE AS~~~~+13.91%~~(3444:3804 + 03.46% Dividend Yield)
Videans~~~~+07.90%~~(Held our own this week!)
FTSE250~~~~+06.09%~~(17205:17785 + 02.72% Dividend Yield)

Continued to slim down holdings on strength this week so overall stock level reduced to 61.0% from 63.2% at the end of last week.

[nasdaqpat] 16/12/2016 00:08

I quite like the handle 'The Trader'...bit like 'The Governor' in the Walking Dead.

I'll certainly put you in the table next year, Invisage, but you'll need to 'fess up on a weekly basis even when Gateside and I roll one over you.

[invisage] 15/12/2016 22:32

Yes will be more open with performance next year when we all reset to 0.

[gateside] 15/12/2016 22:19

Ah I forgot You got hit by those two shares. Fresh start soon...2017 coming up... The excitement of the 'Trader' versus the boring 'Buy and Hold'Your welcome to join the competition.

[invisage] 15/12/2016 20:25

No where near you Gateside your the man!Tbh in recent weeks it is CMCX and IGG that has knocked my performance this year. But both are quality companies and I expect to recoup most of my losses with time.

[gateside] 15/12/2016 18:26

Tomorrow's another day. Been a cracking year for portfolio.Invisage what's your year to date % as you never say what it is.