The OFFICIAL Share Investment Thread

[pjclarke]

TSCO 7.9%
UU 11.1%
BP 5.0%
BLND 2.1%
GSK 2.4%
HSBA 5.8%
SSE 8.9%
VOD 4.4%
MKS 2.0%
AV 18.1%
LLOY 16.9%
BARC 3.0%
DLG 1.8%
SVT 6.8%
RMG 1.0%


Actually a combination of Mrs pjc's and mine own SIPP portfolios. Approach is long term buy and hold (hope), little or no no tinkering, favouring high yielding blue chips, mainly financials and utilities. Latest purchase was 2 lots of the Royal Mail Group giveaway which brought retirement a few hours nearer and which I am hanging on to ....

I pay some cash in monthly and buy when (a) the free cash in a portfolio is above a grand and (b) there's a stock I like the look of. Can't be bothered to work out the annual return properly, but it's been running about 4 years and according to Google Finance it is worth 25% more than the money that's gone into it.

I was also overweight in LLOY (and the portfolio is too heavy in financials, hoovered up during the crash) but sold a load when the price hit 70p.

And yes, although its a 'buy and forget' model, I check it daily.....

[MyUserName]

Being a complete noob, I've bought some stuff without really having a clue what I'm doing. At what point do you stop checking every 10 minutes to see how rich you are?

When you die

[SimonMac]

And did SMac get your approval for this thread's official status?

Being a complete noob, I've bought some stuff without really having a clue what I'm doing. At what point do you stop checking every 10 minutes to see how rich you are?

18 months plus and I still do it

[DaveB]

And did SMac get your approval for this thread's official status?

Being a complete noob, I've bought some stuff without really having a clue what I'm doing. At what point do you stop checking every 10 minutes to see how rich you are?

When you realise it's easier just to buy into a selection of tracker funds and stop worrying about it.

[mudskipper]

And did SMac get your approval for this thread's official status?

Being a complete noob, I've bought some stuff without really having a clue what I'm doing. At what point do you stop checking every 10 minutes to see how rich you are?

[AtW]

With BP and BNLD on my watch list

Why is BrilloPad on your watch list?

[SimonMac]

By the sounds of it there are a few investors on the forum, those who tried to get in on the Royal Mail float, the recent thread about GSK and now VODA so thought it might be good to have a thread dedicated to investing, and see how other amateurs compare (with the obligatory by GOLD post by you know who).

I now have a portfolio of 21 companies, mostly blue chip with a high dividend yield, but some like VODA, CSR, AV and BA have given me value gains of between 25% and 40% with a yield of about 4% on top of that.

My biggest allocation is in Lloyds with 36% of my entire holding in one company, but as I bought them at 44p I am slowly brining this down and distributing it between my others.

For those who care my shares and holdings in each are:

11.10% AV
1.78% BA
2.17% BBY
6.76% BATS
2.06% BRBY
3.23% CSR
2.09% DGE
3.06% FGP
10.29% GSK
2.91% KCOM
36.13% LLOY
2.81% NG
6.56% RIO
2.11% RMG
1.15% SSE
1.10% TSCO
1.01% ULVR
3.67% VOD

With BP and BNLD on my watch list