Long term portfolio.

out of VOD long term holding at 121.00  not worried about upcoming div

 

currently 81% in cash - 18% in equities

@delta, if you don't mind me asking: as a percentage of your long term portfolio (which I assume is actual equities and not CFDs?) do you actively trade?

And then a question for all of you: Assuming that you accumulate actual stock and not CFDs in you long term portfolios (AND you guys trade), how/where did you start with investing as oppose to only trading.   Did you for instance inherit millions and just went and bought stock or did you for instance buy 100 SOL here and 50 SAB there and another 100 VOD here as you went along every month or so?

I want to start building a LT portfolio, although I love my trading.  I am still quite young though, so I want to start as early as possible. I currently don't own any RA etc. and I don't contribute to a pension fund.  I tend to think that I can manage my money self and seeing that "managing my money self" implies doing what I love, I want to create my own wealth.

Thanks in advance guys.

Cheers

Edited by AJS, 14 November 2013 - 06:25 AM.

yes, thanks Orca..mostly CGT but some proceeds will fall under revenue.

yes..you could say that.  locked in all profits on LT holdings waiting for a re-entry when there's clearer direction/stability

Now don't do what I did. Locking in profits. Never again will I do that. Your gains are now subjected to Revenue and you will be taxed on it as revenue. Not CGT. So now you must add your gains to your other income. Hope you held them for 3 years at least. That way it is CGT.

ok... so when do you plan on changing your profile pic?

yes..you could say that.  locked in all profits on LT holdings waiting for a re-entry when there's clearer direction/stability

ok... so when do you plan on changing your profile pic?

damn... your cash heavy.  are you running for the exits?.  

yes..you could say that.  locked in all profits on LT holdings waiting for a re-entry when there's clearer direction/stability

out of VOD long term holding at 121.00  not worried about upcoming div

 

currently 81% in cash - 18% in equities

damn... your cash heavy.  are you running for the exits?.  

Any views on Steinhoff. They heavily exposed to the European market which looks to be recoveing. Relatively low P/E. Could this be a share worth buying into?

out of VOD long term holding at 121.00  not worried about upcoming div

currently 81% in cash - 18% in equities

Decisions! Decisions!

 

My index finger is constantly hovering above the Buy button - just emotions I know.

 

So what to do ...?

 

CML - good results, yet HendrikB has no intentions of adding further shares to his portfolio.

 

FBR - (which I do not have) looks good, promises well ... but ...? Lots of talk from management.

 

MTA - Orca's #2, but universally expected to be flat until May at least.

 

IAPF - Aussie $ looks strong but early days for minor player given good management.

 

GLD - up and down for quick in and out but I have little confidence for the long haul here.

 

SOL - too expensive for now.

 

Help ... !

FSR also looking good for an entry

Decisions! Decisions!

My index finger is constantly hovering above the Buy button - just emotions I know.

So what to do ...?

CML - good results, yet HendrikB has no intentions of adding further shares to his portfolio.

FBR - (which I do not have) looks good, promises well ... but ...? Lots of talk from management.

MTA - Orca's #2, but universally expected to be flat until May at least.

IAPF - Aussie $ looks strong but early days for minor player given good management.

GLD - up and down for quick in and out but I have little confidence for the long haul here.

SOL - too expensive for now.

Help ... !

Edited by Safrican, 12 November 2013 - 03:07 PM.

October - my best ever monthly gain on my long term portfolio. Thx to a 19% gain in CML and strong returns from my fav retailers MPC and WHL.

Total YTD now sitting at 41%  

things are looking cheap.... will they bounce or will they get cheaper???

Bounced 

ahh..a few months and the world looks so different

Gonna do some research on Sanlam to put away for a rainy day.

Anyone holding got sumin' to add.

Thanks in advance.

added KIO at 400.00 to LT port

added a small amount of ABL today for LT port at 16.85

Best performers over the past 5 years.

http://www.moneyweb....es-bright-stars

Orca, I thought you reduced your CML holdings?

I did. Sold half at 68 and had nowhere to put it so held it in cash for awhile. When she dropped to 64 odd, I bought back in. My tax probs sort of forced me to re buy for the 3 year rule. Merely adjusted the base cost. Still have 1 year to hold.

Nice day for me too. CML about 74% of my portfolio.MYSTOCKS.jpg

Orca, I thought you reduced your CML holdings?

nice day for the old LTP so will take this opportunity to provide an update

 

YTD 35%

 

Current holdings attached in order of weighting

 

 

LTP 15 Oct 13.PNG

Nice day for me too. CML about 74% of my portfolio.  MYSTOCKS.jpg   90.5KB   49 downloads