Wpp Share Discussion Threads

[invisage] 16/1/2017 13:37

BRFI goes ex dividend soon. So in theory I'm buying less than the screen price. Also I already have exposure to Russia and some of the countries in JEMI via my trackers.

[nasdaqpat] 16/1/2017 09:51

I have been debating about whether to go for JEMI or BFI but came down on the side of JEMI as I preferred the country mix (including 8.55% Russia). However, both are close to highs and I won't go for either until they come off at least (05.00%).

[invisage] 16/1/2017 08:17

Just done my first trade of the year. I sold ITV. And bought one of Gateside companies BRFI with the proceeds plus dividend money.That diversifies me more away from the UK. That trust is quite unique and I think over the long term those countries will do very well.

[invisage] 15/1/2017 22:10

Pound breaking down hard on Mays comments. Bodes well for my tracker portfolio. At some point the pound will bottom. I suspect we are not far from it. Good chance I switch out of trackers and buy sterling related assets instead.

[gateside] 15/1/2017 08:39

I'll add those. Will also add Platinium has it has an influence on JMAT

Thanks for the link for Iron Ore, though it does not has historical prices, so I am not sure what the price of iron ore was at the beginning of the year.

[nasdaqpat] 14/1/2017 13:13

Aluminium, zinc & Natural Gas might be useful.

Iron ore Spot price is available from

[gateside] 14/1/2017 11:31

nassaqpat...

Let me know if you would like me to track any of the following:

Aluminium, Lead, Nickel, Tin, Zinc,
Platinum, Palladium,
Cocoa, Coffee, Sugar,
Natural Gas,
Wheat, Oats, Rice Soya,

If any of those are of interest, then I'll add them to my list of Gold, Silver Copper and Oil.

I'll update prices each week.

[gateside] 13/1/2017 18:19

Having trouble finding a price for Iron Ore from my usual websites, so i Googled it and came up with this....

Why is the price of iron ore so hard to find?

Iron ore isn’t traded like other commodities.

Benchmark indices collect data every day from industry sources and calculate a "spot price" according to their methodology. As transactions between buyers and sellers can be conducted in closed-door negotiations using different currencies and ore grades, transparency and accuracy can be an issue.

[nasdaqpat] 13/1/2017 17:56

Great that you are keeping track of commodities. Would you also track Iron Ore as that seems vital to RIO & BLT and report each week?

[invisage] 13/1/2017 17:55

Spot on Pat, portfolio +2.6% YTD

No trades this year.

[gateside] 13/1/2017 17:54

Credit Suisse haven't helped my portfolio this week either!

[gateside] 13/1/2017 17:52

Larger holdings in Resources, AZN & HSBA helped the better performance. Main drag on Portfolio at the moment is ABF and the Utilities stocks.

[gateside] 13/1/2017 17:49

Keeping a track of key commodities this year. So far copper is the star performer...Copper +7.1%Silver +5.0%Gold +4.0%Crude Oil -2.7%

[nasdaqpat] 13/1/2017 17:48

Quite a bit better than I thought...presumably partially because of large weighting for AZN & Resource stocks?

[gateside] 13/1/2017 17:42

Portfolio is +2.66%

[nasdaqpat] 13/1/2017 17:40

Our investments market performed against the FTSE100 today with a 0.72% gain as opposed to 0.63% for FTSE100. We had 34 Shares Up, 9 Down & 5 Unchanged.

The week as a whole was good with our investments improving 01.76%. That was a par performance against the FTSE100 which was Up 01.78% (7210:7338). Overall, our assets were Up 00.81% on the week. The calendar year performance table is shown below. Note that the historic annual dividend yields for FTSE100 (+3.72%), FTSE AS (+3.46%) & FTSE250 (+2.62%) will be apportioned at the rate of one twelfth on the last complete week of each month so e.g. FTSE100 performance will be increased by 00.31% on 27 Jan :-


FTSE100~~~~~+02.73%~~(7143:7338 + 00.00% Dividend Yield)
Gateside~~~~+02.66%~~(HSBA & AZN helping)
Invisage~~~~+02.60%~~(Some stocks misfired this week)
FTSE AS~~~~~+02.56%~~(3873:3972 + 00.00% Dividend Yield)
FTSE250~~~~~+01.63%~~(18077:18372 + 00.00% Dividend Yield)
Videans~~~~~+01.43%~~(Still a Reasonable start)

Overall stock level increased to 47.1% from 45.9% at the end of last week.

[gateside] 13/1/2017 17:15

Very decent :-)

[gateside] 13/1/2017 17:14

19 up1 level4 down

[invisage] 13/1/2017 15:16

Decent day today

[gateside] 13/1/2017 14:19

Get well soon.

TUI was downgraded by Credit Suisse, the other day, believe that was the reason why they were down so much.

Today Credit Suisse have downgraded PNN and they have dropped over 4%

I think these brokers just pluck these predicted prices out of the air!!!

[nasdaqpat] 13/1/2017 11:36

Got Flu so won't be doing a lot.

The reason for TUI weakness is probably cos it owns Thomson which failed to provide adequate security at Sousse/Tunisia and 30 UK citizens were murdered by an IS reprobate.

[gateside] 13/1/2017 11:11

Careful with that trading today.... it's Friday 13th !

[invisage] 12/1/2017 22:11

Yesterday was a Good day actually but today not so.I will provide weekly updates. Too much a chore to do daily up down. I don't want to look at my portfolio daily tbh.You have all my holdings. You can do up down for me. I prefer to read. Then do up down.And no those quotes are not to annoy you. I was just reading and sharing.Sorry if your annoyed. I will bear it in mind in my future posts.

[nasdaqpat] 12/1/2017 22:05

Difficult to ignore the blatancy of it. Also disappointed that, presumably cos he has had a few bad days, he doesn't formally give his Up and Down numbers and daily percentages the latter being a welcome development.