Share Investment, Discussion & Tips

[b0redom]

OK, so I've got between a 1 and 6% yield across the portfolio over the last 2 years. (Un)fortunately all the stocks have all gained between 10% and 60% over the same time.

Do you guys usually target yields or growth, or a mixture?

[MarillionFan]

OK, so I've got between a 1 and 6% yield across the portfolio over the last 2 years. (Un)fortunately all the stocks have all gained between 10% and 60% over the same time.

Do you guys usually target yields or growth, or a mixture?

Sorry mate that makes no sense at all.

You can't give ranges. Average yield and growth will make more sense, ideally a total & breakdown

[Fred Bloggs]

OK, so I've got between a 1 and 6% yield across the portfolio over the last 2 years. (Un)fortunately all the stocks have all gained between 10% and 60% over the same time.

Do you guys usually target yields or growth, or a mixture?

I disagree with your premise. If your portfolio increases in value, who cares whether the increase is due to dividends or share price increase? At the end of the day, it is money to spend and the chippy down the corner of the street does not care whether you pay for your chips with income money or growth money. It is all the same. I focus on total return and I'll take my portfolio increases in value however it arrives.

[FrontEnder]

I disagree with your premise. If your portfolio increases in value, who cares whether the increase is due to dividends or share price increase? At the end of the day, it is money to spend and the chippy down the corner of the street does not care whether you pay for your chips with income money or growth money. It is all the same. I focus on total return and I'll take my portfolio increases in value however it arrives.

What about the Ferrari dealership tho?

[Fred Bloggs]

What about the Ferrari dealership tho?

No idea. I am not a Ferrari type person.

[Fred Bloggs]

You need to pay more attention then. Did you buy Petrofac a few weeks ago when I mentioned it here? If you didn't, then you already missed out on ~30% gain plus a very nice dividend to be announced shortly. And shares I luckily hold? Funny thing is, the more research I do into these stocks, the luckier I get. Now for next year, your wish is fulfilled - Take a very close look at Hurricane Energy (HUR). Bargain basement territory right now. Look up the story for yourself but I expect 5x current share price within 18 months and 10x thereafter. Either that or they get taken out by a major oil co.

Who has looked seriously at Hurricane Energy since I made this post? Well, yesterday - From Malcy's blog -

HUR has announced that it is no longer going ahead with the pre-emptive offer to shareholders to raise another $5m at 32p per share, provided the share price remains below that price for the next five days. It was not practical to do this offer at the time of the fund raise as it would have required a UKLA prospectus which couldnt be done in the timeframe for the Lancaster FID and now shareholders can buy shares more cheaply in the market. This makes common sense as it saves the company money, and management time that is being used for the build-up to the EPS for Lancaster for which it is fully funded. I am expecting a fair bit of important news from HUR in the coming months not least the FID for Lancaster and a new CPR on the assets. I am regularly asked whether I still feel that the company is good value after the recent fall and I can confidently say that I have rarely seen such significant upside potential and on any medium to long term view the stock is extraordinarily cheap.

Fill your boots guys

[The Canny Contractor]

Diversification

Fred Bloggs: I agree, it's all about total return i.e. capital appreciation + dividend yield. At the end of the day, it's the annualized return that counts. So, my high growth fund is making 60% 'annual' return at the moment, but the 'annualized' return (total return over a set period of time) will most probably be 8-9% (due to fluctuations in the market).

B0redeom: I have diverse holdings i.e.

High growth fund - Scottish Mortgage Investment Trust, which consists of innovative tech stocks such as Amazon, Apple, Netflix, Tesla, Alphabet etc.

Dividend fund - Diverse range of dividend stocks from the S&P 500, DAX, FTSE etc.
I reinvest all my dividends back into the lowest ranking/ cheapest stock in my fund

Index Fund (SIPP) - Vanguard 60/40.

[Fred Bloggs]

Fred Bloggs: I agree, it's all about total return i.e. capital appreciation + dividend yield. At the end of the day, it's the annualized return that counts. So, my high growth fund is making 60% 'annual' return at the moment, but the 'annualized' return (total return over a set period of time) will most probably be 8-9% (due to fluctuations in the market).

B0redeom: I have diverse holdings i.e.

High growth fund - Scottish Mortgage Investment Trust, which consists of innovative tech stocks such as Amazon, Apple, Netflix, Tesla, Alphabet etc.

Dividend fund - Diverse range of dividend stocks from the S&P 500, DAX, FTSE etc.
I reinvest all my dividends back into the lowest ranking/ cheapest stock in my fund

Index Fund (SIPP) - Vanguard 60/40.

Irrespective of whether your increased wealth is income, growth or bananas, seems you're doing very nicely. I largely pulled out of the tech sector (Polar Tech Trust). But the returns continue to be superb, no doubt.

[Fred Bloggs]

You need to pay more attention then. Did you buy Petrofac a few weeks ago when I mentioned it here? If you didn't, then you already missed out on ~30% gain plus a very nice dividend to be announced shortly. And shares I luckily hold? Funny thing is, the more research I do into these stocks, the luckier I get. Now for next year, your wish is fulfilled - Take a very close look at Hurricane Energy (HUR). Bargain basement territory right now. Look up the story for yourself but I expect 5x current share price within 18 months and 10x thereafter. Either that or they get taken out by a major oil co.

Nobody bought Petrofac a few weeks back then? They landed a USD 2 billion contract in Oman last week. Very nice up tick in share price and soon a very nice dividend on top. Amazing how lucky I am lately, nothing to do with my research into the sector naturally, of course. Oh, just to mention at the moment, you're missing a 70% profit in UKOG the last two weeks too. Best to buy into Hurricane Energy at the bargain price, while you still can. This one is in the doldrums waiting for the next tranche of good news before it ticks up again.

[SimonMac]

Nobody bought Petrofac a few weeks back then? They landed a USD 2 billion contract in Oman last week. Very nice up tick in share price and soon a very nice dividend on top. Amazing how lucky I am lately, nothing to do with my research into the sector naturally, of course. Oh, just to mention at the moment, you're missing a 70% profit in UKOG the last two weeks too. Best to buy into Hurricane Energy at the bargain price, while you still can. This one is in the doldrums waiting for the next tranche of good news before it ticks up again.

How are they compared to three months ago?

In this world there are two types of investors, those looking for a quick return (I am talking under two years) or those in for the long haul, I am no where near good enough to be in it short term (care to share any of your losses with us rather than just your wins?). I read an interesting article that due to HFT the average length a stock is held these days is in the seconds, leveraging large amounts for minute gains, the big boys are much better at it than most, so I will keep to the slow and steady route.