Wpp Share Discussion Threads

[nasdaqpat] 28/4/2017 16:56

The calendar year performance table is shown below :-

FTSE250~~~~~+09.39%~~(18077:19615 + 00.88% Dividend Yield)
Invisage~~~~+04.50%~~(Portfolio currently looking very strong)
FTSE AS~~~~~+03.46%~~(3873:3962 + 01.16% Dividend Yield)
Videans~~~~~+02.39%~~(Investments market performed)
FTSE100~~~~~+02.09%~~(7143:7204 + 01.24% Dividend Yield)
Gateside~~~~+00.17%~~(Underperformed with a small loss on week)

Our portfolio still consists of 23 companies albeit the 3 micro caps gave way to GSK, WPP & XUKS (a FTSE100 Short Tracker). Long stock levels remained similar but overall stock level has risen to 63.1% (albeit 4.1% is represented by XUKS) from 59.5% at the start of the week.

[invisage] 28/4/2017 16:52

$10k invested in 1997 Amazon IPO worth $4.8 million now.

Goes to show you hold onto great companies regardless of what the markets are doing, big drop in Amazon during dot com bust approx 90% loss from peak.

Timing market in and out is too hard. Mr Market a lot smarter.

[nasdaqpat] 28/4/2017 14:55

Couldn't resist re-buying a slice of WPP so up to 23 companies and stock level at a massive 62.9% in a situation where cash is King.

[invisage] 28/4/2017 12:24

Bought some SQN No stamp duty to payNice yield 7%Monthly incomeStable price. Beats holding cash.

[invisage] 28/4/2017 11:26

So, where are we now? And what should investors therefore expect from here?
The UK stock market’s current PE of about 15x this year’s anticipated earnings, implies a real annualised total return of approximately 8% over the next 10 years, based on the historic trend shown on the chart. This isn’t bad, in our view, especially when compared to the likely returns available from other asset classes.

hxxps://woodfordfunds.com/words/blog/uk-equities-overvalued/

[invisage] 28/4/2017 09:34

Sold out of ABF and SN. I am trying to cut down on dollar exposed stocks as believe the pound is on the way back up.But will keep the best - just trying to rebalance it all slightly.

[nasdaqpat] 28/4/2017 09:21

Consequently, holding fire on any more Buying for now.

[nasdaqpat] 28/4/2017 09:19

FTSE has touched 7211 earlier which means it has had, so far, a 2 day decline of (01.26%) intraday which is a bit large for a 2 break day Down event. Clearly it now looks more like the first 2 days of a third PW down...something like c(03.75%) off 7303 leading to c7029 now looks favourite.

[nasdaqpat] 28/4/2017 09:04

Not interested in LLOY right now!

[invisage] 28/4/2017 07:34

The banking sector is back. Hard not to be invested here imo.Government at 0.89% holding in lloy now that will be gone very soon. It's been a drag on the share price I wouldn't be surprised to see lloy much closer to £1 over the next year, total cash cow with dividends etc

[gateside] 27/4/2017 17:27

Cut another off your list pat. Down to 20 shares now. Sold CEY for approx 15% gainIt was a small holding, but a profit is a profit. Will look at buying back, either CEY or POLY, just think gold may drift for a bit for now.

[nasdaqpat] 27/4/2017 17:05

Our 22 company portfolio was down (00.29%) today but I waded into the FTSE100 trackers today taking the stock level up to 61.8% (4.1% of that on the short side).

Today could just as easily have been a (01.08%) break day Down (7303:7224) rather than Day 1 of a third PW Down. America's lack of real weakness today inclines me to call it Evens the field.

[nasdaqpat] 27/4/2017 16:57

Agreed EI, crude and sterling strength seem to be the big movers right now!

[essentialinvestor] 27/4/2017 15:49

Mentioned recently that crude was worth watching and a drift towards
45 would make it difficult for the UKX to stay around these levels.

That is compounded by some GBP strength, although one day does not make a trend as the
old saying goes.

[gateside] 27/4/2017 15:38

No YTD figures till Sunday. Full update then.Lots of red around today!

[nasdaqpat] 27/4/2017 15:01

Also, what does 'Need to add that to my performance' mean?

[nasdaqpat] 27/4/2017 13:43

You still haven't said what price you were using for VUKE for end of 2016 and why you got it wrong?

[invisage] 27/4/2017 13:32

You are correct actually on VUKE! Need to add that to my performance!

[nasdaqpat] 27/4/2017 13:17

Also, the first VUKE dividend this year of 33.52p was paid on 5 April and I received it then!

[nasdaqpat] 27/4/2017 13:12

Your data is wrong on VUKE mind you so is mine or at least Google Finance.

I reckon it actually closed 2016 @ 3180.5p rather than the 3170p claimed by Google Finance. However that still makes 1.71% @ 3235p. What price have you got VUKE closing 2016 at?

[invisage] 27/4/2017 12:55

VUKE is up 1.1% YTD Pat, dividend will be paid next week so it is not accounted for in my numbers.

I have stocks that are up 25-30% YTD, if you consider that VUKE makes up a large part of my portfolio it has been a drag.

Although to be fair I hold large amount of tracker because lack of choice of individual stocks to put the money in - I view it as better than holding cash!