Venture Life Share Discussion Threads

[apad] 21/5/2018 08:42

Be an interesting comparison, tlst.

I have a pal who takes the same view - I've asked him what he owns and will pass on when it arrives.

A problem is that they all look reasonable after this long a bull market.

apad

[thelongandtheshortandthetall] 20/5/2018 20:44

The plan is buy and forget. It'll hopefully create a less volatile and exceptable return - for no work.
Freeing up time and lowering stress level.
If I go ahead as above I'll submit my choices for the yearly comp. If apad and attrader will except funds that is.

Never been a fan of funds and only bought into my first one last week. After 10 years of investing.

For me its hopefully a more efficient way of gaining exposure to multiple markets etc. Rather than buying into 30+ stocks and needing keep up to date with each.

We'll see how it goes.

[panic investor] 20/5/2018 20:16

Wouldn't trust any funds - easily beatable every year

[thelongandtheshortandthetall] 20/5/2018 17:13

I was stating to build a buy and hold portfolio. But kept getting to concernend with everyday prices so I think I'm going to go for a combo of fundsmith, lindsell train global and the uk buffettology fund instead.
Keep my lovely googles too. That way I'll have enough diversification to level out my portfolio a little too.
All have had amazing 5year runs.. will that continue. Thats the question.
Just fancy letting someone else do the work while I concentrate on other things.

Looking for less volatility. The above have compounded at 15% or more for 5 years.
Yes there are far better results to be had (not easy). But i'd be VERY happy with that sort of return for no work at all.

Edit. In my completly unqualified way. This is the kind of porfolio I would recommend to a friend or family member... if they were determinded to invest in shares. So perhaps this is the sort of thing I should do for myself.

Risk is. Are the underlying business growing at 15% per year.

:)

[apad] 20/5/2018 10:37

www.piworld.co.uk/2018/05/19/sharesoc-beaufort-securities-client-campaign/?ct=t(RSS_EMAIL_CAMPAIGN)

on Beaufort is a fascinating listen. Recommends CREST accounts.

apad😎

[apad] 20/5/2018 09:30

Janeann - Lidco (LID) might have turned a corner, perhaps.
apad🤔

ps
Lidco directors don't have significant holdings.
Change from capital equipment sales to leasing model is interesting.

[hydrus] 20/5/2018 08:46

Mod OMIP - I don't find their content business particularly exciting. Seems to be half decent business though to be fair. If their copyright tool takes off then it could do very well. The recent spike would put me off but well done if you got in before that. It's on my watchlist now thanks for highlighting.

[lauders] 20/5/2018 02:00

In Kyoto Japan at the moment and notice FEVR in the local booze shop. Certainly pretty much everywhere these days. Not sure of the demand here. It is a drinks crazy place with vending machines everywhere, not that I have seen FEVR in one.

A good week for me last week. FUTR did the business & AMER starting to look a bit more positive. Just wish ZOO would increase!

[hydrus] 19/5/2018 22:27

Thanks Mod I know it's regularly discussed here and a few are in GAW just looking for negatives. Haven't looked at OMIP but will have a look.

[modform] 19/5/2018 21:33

Hydrus, GAW , i have been in since 630 , been mentioned here many times. It's still on a per of 13 ,so it looks good value to me. It's advantage is it's IP and also selling of weird characters to enthusiasts. The only concern is that the pace of growth will slow down, but at least it's on a very low per compared with other high flyers.Have you looked at OMIP, it looks undervalued. I have a small holding from 4.25p but if TCAT takes off it could easily multibag , very high risk though

[janeann] 19/5/2018 21:00

Ill look at ffx - clearly a good call when you started apad.

apps daughter isn't convinced hazl; anyone developing apps should have enough capability to sort out their own management of them, without needing a third party in the game. (I don't understand apps let alone their management!! - so Ill stay out)

[hydrus] 19/5/2018 17:50

Tempted by GAW. Who is in GAW and any thoughts on main risks?

[apad] 19/5/2018 14:14

janeann
I started buying FFX at 52p a year ago.
FWIW
apad

[apad] 19/5/2018 11:46

Very, very poor generic article (follows on from the Dispatches program).
FT is a pale shadow of its former self.

If anyone wants to read it google 'The high price of cheap clothes made in Britain'


This is a more informative read.

h🍷🍷tps://www.drapersonline.com/business-operations/behind-the-scenes-at-boohoos-burnley-base/7028749.article

apad😎

[hydrus] 19/5/2018 10:52

FT investigation published today into clothing retailers and their Leicester factories. Covers BOO, ASOS and others. Don't think they came across that badly tbh both seem to have some responsible policies.

[apad] 19/5/2018 10:02

I can only do it one bite at a time, Hydrus.
The ONLY bright spots are GSK and RWS.
apad

[hydrus] 19/5/2018 09:52

'I'm creating a portfolio of what I've sold as a 'buy' portfolio, to learn from my mistakes - mostly impatience.'Very good idea - painful but helpful

[apad] 19/5/2018 09:50

I top-sliced some FEVR on the 14-Mar-2016 for 580p janeann.
They'd risen far too much I reckoned.
Bought them back that autumn for 1000p.
I always get that sort of decision wrong.
apad😡

Might be worth watching the ZOO retrace to see if it drops below the radar?

[hazl] 18/5/2018 22:35

APPS Jane 8-)

[janeann] 18/5/2018 22:32

sold the fevr apad; clearly a mistake but thought it would retrace more. Enough for dinner at the star!

need to find the next prsm/spe/etc now. Nothing on the horizon that I have found, and certainly not trt!

[redartbmud] 18/5/2018 19:34

Like a diamond.

red

[apad] 18/5/2018 19:27

No rush, red.
Polish it thoroughly.
apad😊

[redartbmud] 18/5/2018 19:26

Big7

My portfolio is also increasing as a result of the Ng. share price. I am a bit like the Goodwins. I often hang on to something for too long. My opinion of the flaws in their business model remain unchanged. Watching with caution.

red