corto
Member of DD Central
one-syllabistic
Posts: 851
Likes: 356
|
Post by corto on Jul 2, 2021 15:19:18 GMT
Fundsmith
1 Year 24.84 3 Years annualised 17.80 5 Years annualised 17.81
Just as a set point to compare with; not an advertisement
|
|
adrianc
Member of DD Central
Posts: 9,007
Likes: 4,820
Member is Online
|
Post by adrianc on Jul 2, 2021 16:29:49 GMT
There was no split. I got lucky because i bought around 1600 and sold ALL my stock at the end of feb 2020 when it became obvious covid crisis would become a global pandemy. So I made profit at that time. I'm now fully invested and bought at 1000 and added a bit more when I saw insider buying back. I didn't put a big amount thought, I wish I did. But its been 40% gain so far. It's no gambling its skill! But if you'd bought and held, you'd be down...
|
|
|
Post by Deleted on Jul 2, 2021 17:28:05 GMT
Just out of interest I looked up FANUY who were $17.2 back in May 19 and now sit at $24.2 which would have pulled in 33% with just buy and hold.
The skill of timing would be a great skill. I'm not convinced anyone can "time" well.
|
|
cwah
Member of DD Central
Posts: 949
Likes: 468
|
Post by cwah on Jul 2, 2021 23:33:54 GMT
I agree with the timing point. I m staying long and not selling.
The covid drop was just a too obvious point and I sold it all 2 weeks before the crash.
I still remember how annoyed I was to see stock reaching all time high while I was all cash...
But I just followed the case increasing daily and thought the risk was too big not to protect myself!
|
|
|
Post by overthehill on Jul 3, 2021 9:31:21 GMT
Coincidentally I went big on BoG last week, £100 on Freetrade (£5k, 50 UK companies) I tend to just follow Motley Fool, as far I'm concerned they know more than me.
|
|
|
Post by Deleted on Jul 3, 2021 10:04:32 GMT
I agree with the timing point. I m staying long and not selling. The covid drop was just a too obvious point and I sold it all 2 weeks before the crash. I still remember how annoyed I was to see stock reaching all time high while I was all cash... But I just followed the case increasing daily and thought the risk was too big not to protect myself! I didn't sell much at the crash, probably around 10% to take advantage of losses to reduce tax bills and bought again 30 days later at the bottom of the market. While some of my assets went down I had nothing in areas where thereal economy was affected, so lots of wind power, toothpaste, etc and nothing in hotels, banks, aircraft or oil companies. My control process showed the assets dropped in price but it was only for a few weeks.
I have a view that these black swan events can be just left alone as long as the core business is not really in danger
I still wouldn't invest in BGEO(reasons given throughout this thread) but especially given how many great opportunities there are out there to invest my money
|
|
cwah
Member of DD Central
Posts: 949
Likes: 468
|
Post by cwah on Jul 3, 2021 13:27:09 GMT
Coincidentally I went big on BoG last week, £100 on Freetrade (£5k, 50 companies) I tend to just follow Motley Fool, as far I'm concerned they know more than me. You went BIG with £100 on freetrade?
|
|
cwah
Member of DD Central
Posts: 949
Likes: 468
|
Post by cwah on Jul 3, 2021 13:30:50 GMT
I agree with the timing point. I m staying long and not selling. The covid drop was just a too obvious point and I sold it all 2 weeks before the crash. I still remember how annoyed I was to see stock reaching all time high while I was all cash... But I just followed the case increasing daily and thought the risk was too big not to protect myself! I didn't sell much at the crash, probably around 10% to take advantage of losses to reduce tax bills and bought again 30 days later at the bottom of the market. While some of my assets went down I had nothing in areas where thereal economy was affected, so lots of wind power, toothpaste, etc and nothing in hotels, banks, aircraft or oil companies. My control process showed the assets dropped in price but it was only for a few weeks.
I have a view that these black swan events can be just left alone as long as the core business is not really in danger
I still wouldn't invest in BGEO(reasons given throughout this thread) but especially given how many great opportunities there are out there to invest my money
I like the fact they have a pretty much monolistic position (with TBCG), with a growing economy (GDP grow 5%+) and a ROE around 20%. When their dividend will come back it, it'll jump it. It's a sort of cheap value stock. Cheap enough to potentially be a multi bagger when the market recognise it. And still cheap if the market doesn't recognise. Low chance of bankruptcy as well and insider buying. Lots to like actually as a defensive stock. What better opportunity do you recognise at the moment?
|
|
|
Post by Deleted on Jul 3, 2021 17:19:05 GMT
It seems like I am a long-term momentum investor while you are a short term value investor hence our lack of connection. I don't believe in ROE, I only just about believe in ROCE.
I am not recommending these assets from my present portfolio but I'm more than happy to offer them up to you to play with. Only one of these has been with me for more 6 years, two are new investments
London. GAMA. 1940 These guys fit between Microsoft and its Customer and make a good living at it with good cash generation. I plan for these to grow by 30% in the coming year and I'm putting 18% of money at risk on these guys. Not a big punt for me, more one of interest as I've made money with them before holding them for 4 years last time. Well audited and London based
London. ERGO. 1180 These guys buy and develop pharma testing houses, for me the management are a bit "interesting" but not enough concern to walk away from. I plan for these to grow 40% in the coming year with 18% of money at risk. My timing may be badly wrong on these as I'm close to selling them but worth thinking about. Well audited and London based with good financial backup so someone is doing good due diligence. Not a big punt for me.
USA. ADBE. $593 A long term hold for me, they own the rights to "PDF" for example and lots of other internet backbone stuff. US based, very well audited. I expect to earn 22% and I am risking 6% of my cash. ADBE are a constant giver, I think I've been with them for 15 years off and on. Only made one loss when I sold for a financial crisis.
Run your figures over them if you like.
|
|
adrianc
Member of DD Central
Posts: 9,007
Likes: 4,820
Member is Online
|
Post by adrianc on Jul 3, 2021 18:07:51 GMT
Coincidentally I went big on BoG last week, £100 on Freetrade (£5k, 50 companies) I tend to just follow Motley Fool, as far I'm concerned they know more than me. You went BIG with £100 on freetrade? It's about as big as I'd go...
|
|
cwah
Member of DD Central
Posts: 949
Likes: 468
|
Post by cwah on Jul 4, 2021 0:27:34 GMT
It seems like I am a long-term momentum investor while you are a short term value investor hence our lack of connection. I don't believe in ROE, I only just about believe in ROCE.
I am not recommending these assets from my present portfolio but I'm more than happy to offer them up to you to play with. Only one of these has been with me for more 6 years, two are new investments
London. GAMA. These guys fit between Microsoft and its Customer and make a good living at it with good cash generation. I plan for these to grow by 30% in the coming year and I'm putting 18% of money at risk on these guys. Not a big punt for me, more one of interest as I've made money with them before holding them for 4 years last time. Well audited and London based
London. ERGO. These guys buy and develop pharma testing houses, for me the management are a bit "interesting" but not enough concern to walk away from. I plan for these to grow 40% in the coming year with 18% of money at risk. My timing may be badly wrong on these as I'm close to selling them but worth thinking about. Well audited and London based with good financial backup so someone is doing good due diligence. Not a big punt for me.
USA. ADBE. A long term hold for me, they own the rights to "PDF" for example and lots of other internet backbone stuff. US based, very well audited. I expect to earn 22% and I am risking 6% of my cash. ADBE area constant giver, I think I've been with them for 15 years off and on. Only made one loss when I sold for a financial crisis.
Run your figures over them if you like
Thanks. I had a quick look and none of them resonate enough for me to dig deeper. GAMA seems to have management selling the out of all their stock and management are all new (2 years). For Adobe I was considering them but working in the creative sector, I feel their product (suite photoshop) are getting outdated. In the digital design area, no one is using them anymore. I don't really know much about their line of revenue but I was feeling they may get crushed by the competition. So no go so far although they seemed to continue to grow. I'm a long term grow investor actually. I like value but grow is really the key points for me. When I buy a stock I'd like to see them becoming multi-bagger. It's true however that I have no interest in momentum because I consider myself not able to time the market, so better to stay it on the long run. I know I sold it all just before the crash but that was such an obvious problem for me at that time I decided to sell.
|
|
|
Post by Deleted on Jul 5, 2021 11:02:13 GMT
anyone else interested in offering up their favorite investment for criticism?
|
|
keitha
Member of DD Central
2024, hopefully the year I get out of P2P
Posts: 3,875
Likes: 2,313
|
Post by keitha on Jul 5, 2021 11:19:48 GMT
I'll share two
Paypal, if you are in I'd advise getting out, for most sellers Ebay has stopped using paypal, so it will lose a huge amount of income. for most sellers it was 30P plus 3%. looking back on stock purchased and sold via Ebay last year I or people who sold stuff I bought paid nearly £1,000 in paypal fees and I'm a small seller
EMMERSON, I think this has great potential, Sulphate of potash is one of the main fertilisers used all over the world.The mine will has good access to the port which already has storage capacity and capability for handling this type of material. The salt which will be a by product will have a sale value in North America and Europe for road deicing.
|
|
|
Post by Ace on Jul 5, 2021 11:21:05 GMT
anyone else interested in offering up their favorite investment for criticism? P2P 🙄
|
|
jonno
Member of DD Central
nil satis nisi optimum
Posts: 2,744
Likes: 3,136
|
Post by jonno on Jul 5, 2021 11:29:44 GMT
anyone else interested in offering up their favorite investment for criticism? Ok, I'll bite. I've owned VSL and RECI for some time and have proved a stable,reliant and generous source of income; even had some reasonable capital growth with VSL. Capital growth wise, can't argue with Fundsmith; also done really well from Segro, and despite a little wobble recently, HG Capital trust has done well. Re American wise, Baillie Gifford has been excellent, and good old Scottish Mortgage deserves a mention. Sorry there's no real surprises in there but there you go Ok, preparing for in-coming!!
|
|