Wpp Share Discussion Threads

[nasdaqpat] 11/1/2017 17:11

Investments slightly underperformed FTSE100 today with a 0.10% gain as opposed to 0.21% for FTSE100. We had 24 Shares Up (of original 47), 18 Down & 5 Unchanged. Now 46 companies with stock level @ just 43.0% following quite a bit of reducing and the sale of SBRY.

[parazaradox] 11/1/2017 16:39

Ive started going short on the market. Im expecting Trump to be impeached in 2017 and then all hell will break lose

[gateside] 11/1/2017 15:48

Have very nice profit on RIO though.

[gateside] 11/1/2017 15:47

But I held my nerve when BLT was sub £6

[gateside] 11/1/2017 15:46

I did average down with BLT!

[nasdaqpat] 11/1/2017 15:16

I think AlfG is on the right track!

[nasdaqpat] 11/1/2017 15:15

At one stage I had an average of 735.5p for BLT and finished on an average of 992.5p when I sold out @ 1277.75p in Nov 2016. I bought some on 30 Dec @ 1293p and have sold half today @ 1410.6p...decided to keep a few as a starter for the next drive before binning when it reaches my long term target.

[alfg] 11/1/2017 15:12

It's actually flashing warning signal ahead .

[alfg] 11/1/2017 15:11

From my experience in trading .

This type of rally quickly fades and then reality bites .

I'd be very cautious at this juncture .

[nasdaqpat] 11/1/2017 15:09

I'm shocked...I thought you would have been minting it in with that one...averaging down would have worked wonders for you even after your initial expensive purchases.

[gateside] 11/1/2017 14:52

Almost in profit with BLT :-) bought way too many when they were over £18 !!!

[nasdaqpat] 11/1/2017 14:47

These shenanigans remind me so much of 2000/2002 where the only game in town were TMTs even though they were well off their highs and destined to go a whole lot lower. The only game in town now is Miners which are also off their highs and will probably not visit them again for 20 or so years. The only difference is that the lows are almost certainly in for them albeit, IMHO, they will start to struggle beyond H1 of this year.

Remember, my get out and don't come back target for BLT is 1539.6p...don't remember the RIO target but its specified on two previous posts.

[nasdaqpat] 11/1/2017 14:25

FTSE100 sails through 09.00% for S4 so my next target is c10.50% for S4 (remember, started @ 6677) which equates to c7378 and would make c34.15% for the Bull as a whole.

[gateside] 11/1/2017 12:59

Any idea why TUI is down almost 5% today?

[nasdaqpat] 11/1/2017 09:15

Sold a few TUI @ 1194.6p yesterday and bought 'em back @ 1123.5p today.

Should have reduced on SBRY, not sold outright. Mistake!

[nasdaqpat] 11/1/2017 08:10

May well be a mistake but sold out of SBRY today as not that pleased with progress and today's update and price on offer was attractive. Down to 46 companies. Stock level down to 45.0%.

[nasdaqpat] 11/1/2017 07:30

Another fallacy that Invisage expounds is that markets always recover. Japan is the classic example of why that is not true but it is also true to a large extent with the UK market.

Banks, for example, are still a long way off the highs they reached in the 2000s. Even the cream of the sector, HSBA, is still way off its high of c1066p back in Nov 2000. Investors could and should have sold at that level but even after the 2003 lows there were further chances to sell at good prices leading up to the 2007 FTSE Bull high but hangers on would have seen their investment down @ 310.25p on 09 Mar 2009 and since then it has only ever got back to 772.5p on 22 May 2013.

There are similar stories for quality shares in various sectors...other examples include TSCO, MKS, AV., SKY, RIO, GSK, SGE, HAS & VOD. Basically, run one's winners by all means but investors need to ultimately sell at good prices near to highs and only re-buy at a suitable level preferably after a down trend has been completed and there are signs of improvement.

[parazaradox] 10/1/2017 23:52

Thank you Gateside, I'm enjoying it already

Added to my favourite

Apologies nasdaqpat

[nasdaqpat] 10/1/2017 23:03

Ditto!

However, if you like a post, zara, just refer to the Post No...please do not re-post it in its entirety as it interferes with flow.

[gateside] 10/1/2017 22:59

Parazaradox.... welcome to this bb. You will see excellent debate here. Please do join in the discussion.

[parazaradox] 10/1/2017 22:52

Thank you for sharing. Very solid thoughts.

[parazaradox] 10/1/2017 21:53

Invisage10 Jan '17 - 18:33 - 9583 of 9587 1 0
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.



What a wonderful post. Am going to bookmark this thread

[gateside] 10/1/2017 21:51

Agree. That's why I shun many companies in the FTSE250. When there are 200+ countries in the World, I see no point in having investments focused on just ONE country or just ONE continent. Diversification across many countries, in large quality companies, paying a good dividend is a sound strategy.

[invisage] 10/1/2017 21:33

Pat

I prefer not to disclose, sorry.

This year in particular and last year I am seeing the value of being exposed outside the home market.

Since I bought the following trackers in recent months the performance including dividends has been :

European Tracker is up 10.4%
Emerging Markets tracker is up 8.1%
Asia Pacific tracker is up 7.6%
FTSE 100 is up 7.6%


Why would you only be invested in the UK? Makes no sense when your biggest asset i.e. your home is also in the UK.