Wpp Share Discussion Threads

[invisage] 12/5/2017 18:42

+7.2% YTD

Loads of ex-divs this week not accounted for in my performance, LLOY and DLG will pay next week.

[nasdaqpat] 12/5/2017 17:18

Crikey, my estimate was half of one percent out. Well done!

Videan portfolio on the ropes...may need to go even more extreme next week!

[gateside] 12/5/2017 17:12

Best week of year by far.I'm at +3.29%If AMFW had not fallen in the afternoon, I might have overtaken you! AZN reclaimed top spot in my portfolio from RDSB

[nasdaqpat] 12/5/2017 17:02

The calendar year performance table is shown below :-

FTSE250~~~~~+10.21%~~(18077:19763 + 00.88% Dividend Yield)
Invisage~~~~+07.20%~~(Portfolio continues to thrive)
FTSE AS~~~~~+06.27%~~(3873:4071 + 01.16% Dividend Yield)
FTSE100~~~~~+05.33%~~(7143:7435 + 01.24% Dividend Yield)
Videans~~~~~+03.39%~~(Gains restricted by growing UK Short position)
Gateside~~~~+03.29%~~(Top Banana status on the week)

Added substantially to XUKS during the week and cashed some VUKE & L100 so much so that now only 57% more FTSE100 Long Trackers than Short. Re-bought 3 companies during the week (BT.A, CBG & GKN) so our portfolio now consists of 31 companies. Overall stock level has risen to 69.9% (albeit 16.3% is represented by XUKS) from 66.2% at the start of the week.

[gateside] 12/5/2017 16:48

Didn't know Invisage had AZN as well. It figures - as he has the Midas touch this year!

[nasdaqpat] 12/5/2017 16:41

Wow, 7435 is the highest close for FTSE, just a few points of the intraday high of 7447. AZN rules OK & so does Gateside & Invisage!

[invisage] 12/5/2017 16:24

Just sold out of GSKVery happy with AZN today.

[essentialinvestor] 12/5/2017 16:09

Just wondering whether to buy back a few WG.

[gateside] 12/5/2017 16:08

What's up with AMFW this afternoon?

[gateside] 12/5/2017 16:07

Wonder if there might be another bid coming for AZN?

[nasdaqpat] 12/5/2017 12:40

Yes, I re-bought some BT.A yesterday, EI. Prefer it to VOD which seems to have too much debt and various question marks about it.

[essentialinvestor] 12/5/2017 12:19

If you like conta plays then BT.A must be a prime candidate atm.

This is looking a little like HSBA did, briefly last year.

Dire sentiment can always get even worse, however expectations now look
very low indeed.

[nasdaqpat] 12/5/2017 11:43

Re-bought initial tranche of GKN (we were without an Engineer) so up to 31 companies. Also, added to XUKS earlier so stock level has ballooned to 71.3% (of which 16.3% is on the short side).

[nasdaqpat] 12/5/2017 11:14

So it is! Your alpha rating for the week looks like being maintained then Gateside.

FTSE getting ever closer to the 7447 ath, so far @ the earlier 7409 it has put on 04.40% in 15 days and that's alongside a moribund DOW.

[gateside] 12/5/2017 10:48

AZN flying today.

[nasdaqpat] 12/5/2017 00:30

RIO Update:-

Iron Ore closed @ $60.30mt yesterday, down (02.00%) from Wednesday's $61.53mt. Copper traded @ $2.500LB yesterday, up 00.40% from Wednesday's level of $2.490LB. RIO's share price closed 00.40% firmer on 11 May (2978p:2990p) but earlier posted an intraday high of 3046.5p.

RIO, by my methods, has therefore registered an (Phantom) Up wave with the current intraday low of 2882.5p on 5 May forming the base for a 05.69% advance (thus far) to 3046.5p. I am still hoping for c07.00% equating to a short-term target of c3084p before reducing our holding (in anticipation of lower S/T lows) which is currently averaging 3257.7p.

[nasdaqpat] 12/5/2017 00:10

WPP Update:-

WPP's share price improved 00.35% on 11 May (1699p:1705p)...it is, so far, up 01.67% on the week (1677p:1705p) so currently better than market perform against the FTSE100 as a whole.

The current intraday low remains 1651p on 28 Apr but whether that level will form the base for the next (Phantom) Up wave is unclear. If it does, I fancy the share price will improve c8.5% leading to c1791p before it resumes its alleged downward trajectory with c1446p the ultimate corrective target. If c1791p is reached short-term then I will probably reduce (our average is currently 1656.87p including costs).

[invisage] 11/5/2017 22:52

Even though my performance is ahead of most indices I'm of the view I would have done even better simply by holding onto existing positions longer than I did....there are certain stocks I sold that have done rather well since. Very hard to win them all.I'm still of the view trying to time the market is more costly than being in the market. I should have held more small caps as there are people out there with high double digit returns.I hope I'm smart enough to hold a decent sized cash position after the next crash as I believe after a crash I will make considerable sum of money in the eventual bull market.

[essentialinvestor] 11/5/2017 17:44

BT below £3, did not see that.

Quite incredible how sentiment can change so significantly, not too long ago
everyone loved it.

[gateside] 11/5/2017 17:01

Probably outperformed today, as 3 largest holdings all comfortably beat the Market. Hoping I can hold onto these gains tomorrow.

[nasdaqpat] 11/5/2017 16:53

Our 30 company portfolio was Down (00.14%) today. Cashed some VUKE but re-bought a slice of both BT.A & CBG. Overall stock level increased to 68.2% (14.3% of that on the short side).

[nasdaqpat] 11/5/2017 16:43

I fancy CBG could put in at least 1 more Up wave (its only had 3 since 975p on 7 Jul 2016) from today's low of 1623p (assuming the market doesn't enter its correction proper)...my guess would be c12% initially leading to c1817.75p.

[gateside] 11/5/2017 16:22

What target are you looking for, for CBG?