Wpp Share Discussion Threads

[gateside] 10/1/2017 21:08

Invisage... that's a well written post. Makes lots of sense.

[nasdaqpat] 10/1/2017 20:55

I can understand your reluctance to reveal your age if you are female, Invisage?

[invisage] 10/1/2017 18:33

14 up, 2 flat, 17 down

Portfolio about flat today.

I'm well aware markets can turn, but over the long term markets go up. FTSE peaked in 2000, 16 years later plus dividends it is making new highs.

Most of the performance over the long term comes from compounding. If your in cash then your money is not compounding at the rate the stock market offers over the long term.

I do hold cash from time to time, if my shares got too expensive I would sell. Most of the my shares are cheap still.


Who would have thought this time last year DOW will be near 20,000 ? The people who did not invest have been left behind.

I think the trick is to own QUALITY stocks at a reasonable price that are growing along with global trackers to diversify, I would say that is a pretty defensive portfolio to have. Fact is good quality companies bounce back much quicker in a down turn.

Another fact is over the past 17 years we have only had 2 major bear markets that last about a year each, the rest of the time the markets have gone up. So if your adding regularly to your investments then it makes sense to be close to or fully invested most of the time.

Last year I made two big mistakes -

1) Not being fully invested post Brexit
2) Overtrading

If the markets turn down I will buy more stocks with my dividends and Annual ISA / SIPP Contributions.

[gateside] 10/1/2017 17:17

FTSE100 has closed at 9th consecutive high!

[gateside] 10/1/2017 17:10

10 up, 1 level, 13 down.Resources flying today!!

[nasdaqpat] 10/1/2017 16:41

Better today with investments moderately outperforming FTSE100 with a 1.03% gain as opposed to 0.52% for FTSE100. We had 32 Shares Up, 14 Down & 1 Unchanged. Stock level 45.9%.

[nasdaqpat] 10/1/2017 15:55

Decided not to sell IAG as would prefer to hold this one longer term but have reduced down to a miniscule amount. Also reduced on a few others including both trackers so stock level down to just 46.1%. Good Add on TRD yesterday as it seems to have recaptured a degree of friskiness.

[nasdaqpat] 10/1/2017 09:08

You really are an UberBull aren't you, Invisage?

I'm a bit surprised cos you've been around a good few years (since 2003 on ADVFN) so you should know how quickly markets can turn sour and eat into your capital. How old are you anyway?...my guess is you started early (20ish) and are now aged 30-35 and destined to make a lot of money especially once you rein in your overly aggressive style of investing. For the record, I'm 65 years of age this year and I started a bit late (46) and did very badly early on so I'm programmed to be more cautious than you.

[invisage] 10/1/2017 07:36

Maybe we get a correction once Trump comes in on the 20th?I think correction will get bought up though.All the technicals look bullish. Markets are hitting all time highs. Add to winners.We haven't seen this kind of a bull market in almost 20 years. I think this market has a lot further to run and being out can prove to be expensive.

[nasdaqpat] 09/1/2017 22:50

Have held the gold miner CEY (Sukaru mine in Egypt mainly) for sometime now and done well with it. However, there is a bit of a legislative issue in the Egyptian kangaroo court that needs resolving but it really ought to be a non-issue and it may fly if and when resolved.

It slipped to 114.6p on 15 Dec last which would have been a good entry level. Rallied 25.8% to 144.2p (today) since then but still way off high of 183.1p during August.

A word of caution...CEY moves with POG quite a bit but I'm not sure Gold has made a secondary base as yet. The ETF fund SGLN tracks gold and I am looking for c1651p before re-buying that one and it has just registered an alleged Phantom 1779.5p:1918.5p for 7.8%.

[invisage] 09/1/2017 22:27

Last year I traded gold shares. Prefer to buy AUCP and GPM. I sold out before the recent correction. In fact they contributed a lot to performance.

[gateside] 09/1/2017 22:13

Do either of you hold any Gold/Silver miners? Made a nice profit from RRS in the past, before they were promoted to the FTSE100. Bought them at £10 and sold them at £40. It was only a relatively small purchase unfortunately, but a profit is a profit.

[invisage] 09/1/2017 19:51

Paper losses don't matter. After 5 years or so shares recover. in the meantime the losing shares tend to pay better than cash in Dividends.

The trick is to buy good stocks at decent valuations and sell when they become too expensive imo.

If you buy the wrong stock initially your more likely then not to lose.

[gateside] 09/1/2017 19:44

But shares going down earn LESS than zilch!

[invisage] 09/1/2017 19:11

22 up, 1 flat, 10 down

Tobacco, Healthcare and all my trackers doing the business for me. Don't think current gains are sustainable, at least not at this rate.

Not keen to sell anything yet though, the alternative is cash. That earns zilch.

[gateside] 09/1/2017 17:30

14 up, 1 level, 9 downEmerging Market Funds doing well.

[nasdaqpat] 09/1/2017 17:08

Not good today with investments slightly under performing FTSE100 with a 0.21% gain as opposed to 0.38% for FTSE100. We had 27 Shares Up, 18 Down & 2 Unchanged.

[nasdaqpat] 09/1/2017 15:23

Added a few more VUKE as getting fed up with FTSE100 not going down and it could rise another 1-5% from c7220 short-term...stock level up to 48.1%.

[nasdaqpat] 09/1/2017 14:24

The portfolios of you two guys are today making ours look its been picked by Deputy Dawg even though we are only moderately behind FTSE100 on investments.

Income drawdown day for us today so our portfolio total has shrunk by £1,800 and our stock level has consequently gone up to 46.5% as our investments have more or less remained steady (apart from a small top-up on TRD).

[nasdaqpat] 09/1/2017 07:46

Yes, 9000 is ridiculous. I can see FTSE putting on c45.00% for the current Bull which would take it to c7975 but that wouldn't arrive until sometime during 2018.

More immediately, Segment 4 (S4) of Phase 1 looks like getting to at least 09.00% now which would equate to c7278 but even c12.00% is possible which would be c7478. However, I still fancy a Phase correction after S4 and I am currently envisaging a c(55.00%) give back so, assuming c7278 is top of S4, then my target would be c6300 which would be a decline of c(13.44%). After that, one further Up Phase of c26.59% would take FTSE to complete the Bull @ c7975.

[gateside] 08/1/2017 21:51

Seems a bit optimistic - FTSE100 at 9000?

[gateside] 08/1/2017 10:02

What I would buy more of, or sell, in my current holdings is largely affected by the size of each holding.For instance I would like to buy more TUI not only because I think the growth prospects are excellent, but because it is currently one of the smaller holdings in my portfolio.

[gateside] 08/1/2017 09:57

Yep... +0.90%

[nasdaqpat] 08/1/2017 09:18

Thx for the update Gateside...I have assumed you achieved 0.90% if expressed to two decimal places.