Hsbc Ftse250 Discussion Threads

[invisage] 30/12/2017 11:28

Gateside has a day job and he has outperformed you for 2 years in a row

I told you before Videan, you need to trade less.........go and read Reminiscences of a Stock Operator, it is the HOLDING stupid that makes you the money

[invisage] 30/12/2017 11:26

Videans~~~~(00.62%)~~(Good progress on Longs, 00.53% Up on week)

LOL

Some portfolio's are up 40-50% this year, are you learning how to Invest Videan?

[invisage] 30/12/2017 11:23

With your living expenses I suspect your net worth is less than last year Patrick

[invisage] 30/12/2017 11:22

Shorting in a bull market....the number of times you called the 'top' this year. Comical.

[invisage] 30/12/2017 10:36

2018 .... In my view a year to put on a short once the momentum has died....

Will hold loads more cash as a result

As long as I can outperform Pat Videan I am happy.... :-)

[invisage] 30/12/2017 10:34

Very embarrassing your returns Pat for the guru you claim to be.


Anyway Gateside here is something for you to aspire to

[invisage] 30/12/2017 10:33

My portfolio beats all of yours...... :-)

Buy Quality and trade less.....You have a lot to learn Pat.

[nasdaqpat] 30/12/2017 09:51

My FTSE target of c06.50% to c7665 was blown away yesterday and, with American Indices misfiring over the last couple of weeks and DJI still some way off my target of c25445, there could be further upside for UK early in the new year.

However, there were echoes of 1999 when FTSE peaked @ 6951 on the last day of that year and then moved immediately into a nasty Bear market with the first 3 days of 2000 producing an intraday decline of (07.58%) from 6951 on 31 Dec to 6424 on 06 Jan 2000.

[nasdaqpat] 30/12/2017 09:18

FTSE100's Segment 6 of Cyclical Bull Phase 1 yesterday reached 7698 intraday.

PW1~~05.36% (7197:7583) in 41 days (started on 18 Sep 2017);

PW2~~05.61% (7289:7698) in 15 days (started on 07 Dec 2017);

Segmental gain thus far 06.96% (7197:7698) in 77 days (started on 18 Sep 2017);

Phase gain thus far 39.96% (5500:7698) in 480 days (started on 12 Feb 2016).

[nasdaqpat] 30/12/2017 00:00

The calendar year performance table is shown below :-

NAS100~~~~~~+32.46%~~(4864:6396 + 00.96% Dividend Yield)
Dow (DJI)~~~+27.60%~~(19763:24719 + 02.52% Dividend Yield)
S&P 500~~~~~+21.47%~~(2239:2674 + 02.04% Dividend Yield)
FTSE250~~~~~+17.29%~~(18077:20726 + 02.64% Dividend Yield)
Voldemort~~~+16.05%~~(Ghost Portfolio 01.54% Up on week)
Gateside~~~~+13.95%~~(All-round strength, 01.90% Up on week)
FTSE AS~~~~~+12.49%~~(3873:4222 + 03.48% Dividend Yield)
FTSE100~~~~~+11.35%~~(7143:7688 + 03.72% Dividend Yield)
Videans~~~~(00.19%)~~(Some Longs continue to misfire, 00.47% Up on week)

UK indices outperformed America again and FTSE AS finished 01.25% Up on the week. Our shares performed reasonably but were held back by the growing losing short positions.

Congratulations to Gateside who trounced us again over the year and also managed to finish ahead of both FTSE All Share and FTSE 100. However, the unchanging Ghost portfolio (Voldemort) finished some way ahead, possibly mainly due to the strong performances of a number of smaller companies rather than the lack of trading.

FTSE250 comfortably outperformed FTSE100 on the year although the latter also had a strong closing week, finishing Up 01.25%, and registering 5 consecutive aths and extending its current Up wave, based at 7289 on 06 Dec, to 15 days.

Finished the week with 43 shares (cashed IWG & dumped GSK) made up of XT2D, XSPS & XUKS (about 45.1% of our ‘investment217; & 34.8% of our remaining portfolio) plus 40 assorted Long stocks (about 54.9% of our investment & 42.4% of our portfolio). Increases to our Short positions plus some profit taking resulted in a reduced net Long position of just 7.6% of portfolio and available Cash decreasing further to 22.8%.

[nasdaqpat] 29/12/2017 18:16

Appreciate your flexibility, I'll mull it over during weekend.

[gateside] 29/12/2017 17:43

Pat... Your call with the portfolio.

I am happy to keep posting figures and am not bothered if others know about portfolio, real or ghost. It's what bulletin boards are all about isn't it? The sharing of information is invaluable.

I will be keeping track of my ghost portfolio and will publish figures, so no extra work on your part.

If you want I can update my figures monthly rather than weekly.

[gateside] 29/12/2017 17:35

Final figure for 2017 is +13.95%

Which coming on the back of last year's +22.02% I'm most pleased.

What i liked about this year was lack of volatility in the Markets. Helps one to ignore the Markets at times and sleep easily at night.

Best shares were:

DGE +29%
RIO +25%
BRFI +24%

Poorest shares were:

GSK -15%
SSE -15%

So no great runaway successes or disasters. Which is just what I am looking for in my boring portfolio.

I see Utilities doing well next year. They have been hit by the 'risk' of Corbyn getting into power and Nationalizing just about anything that moves!

Can't see there being an election in the UK anytime soon, the DUP will continue to prop up the hapless Tories and personally if Labour do get back into power, with their vote in Scotland being decimated, power for them would most likely only be in coalition, so many of their nationalizations would get forgotten. So I see good returns from SSE and NG.

GSK I feel will bounce back too, their CEO made some ill judged comments about acquisitions which freaked the market.

Oil looks set to be from $60 to $80 in the coming year, so am very happy with RDSB, and BP. which will also benefit from lower taxes in the USA.

Precious metals will do well, now that Bitcoin bubble seems to be finally bursting at last!

I see Emerging Markets doing well, which will have a positive knock on effect on miners too.

Pleased with the tinkering that I did to my portfolio in the spring, though I should have held onto TUI in hindsight.

I expect very little trading again from me in 2018, will add to FRES and POLY and currently IMB remains at the top of my watch list for its nice dividend.


Here's to a wealthy but more importantly a healthy 2018

[nasdaqpat] 29/12/2017 17:15

Not such a good year for us!

Regarding next year, I'm not sure I can be bothered with all the extra work I have to do to keep the table up-to-date, let alone accommodate 2 additional Ghost portfolios. I'm also reluctant to let 'others' know what constitutes our portfolio(s) and what we are thinking. I may wish to go 'silent' for the foreseeable save for summarising the state of the indices and wave patterns etc.

In any event, any Ghost portfolio of ours would be empty at the start of 2018 as the next major move on the markets must surely be down and it would be foolish to Buy stocks at current levels. I would want to drip feed in shares as and when there is some sort of weakness.

[gateside] 29/12/2017 13:17

What a good year.At home with lots of snow lying on the ground, so plenty of time at home (for a change!), to devote to portfolio.Waiting on a dividend from TRIG to be added to account, then full summary of year to follow.Feeling pretty bullish about certain sectors of the Markets for '18 :-)

[nasdaqpat] 27/12/2017 18:01

What companies have you chosen then and what is the cash allocation?

[gateside] 27/12/2017 13:55

Settled on 15 shares for the ghost portfolio. Not going to tinker with it anymore. Can't see me trading it much, or maybe not at all.

Will be good to see how it does over the year. Will be a good benchmark.

Made a point of not choosing any shares that I hold.

[gateside] 27/12/2017 13:13

A late Merry Christmas to all.Toying with the idea of buying some IMB as I think it looks oversold.

[nasdaqpat] 27/12/2017 10:49

Sold out of IWG after nice rise following takeover approach...back to 44 shares (41 Long).

[nasdaqpat] 23/12/2017 09:01

FTSE100's Segment 6 of Cyclical Bull Phase 1 yesterday reached 7614 intraday.

PW1~~05.36% (7197:7583) in 41 days (started on 18 Sep 2017);

PW2~~04.46% (7289:7614) in 12 days (started on 07 Dec 2017);

Segmental gain thus far 05.79% (7197:7614) in 74 days (started on 18 Sep 2017);

Phase gain thus far 38.44% (5500:7614) in 477 days (started on 12 Feb 2016).