561 replies to this topic

[franz]

Nice selection Stefan

[Goliath]

EEK. No CML!!! What's the matter with you?

That and ELI will haunt me in 12 months time, it is already since gamma mentioned it 8 months ago to me..

[Stefan]

Actual Portfolio:

BAT (9.31%)

BTI (9.41)

CML (20%)

ELI (18.31%)

GND (10.8)

IVT (10.88%)
REM (10.97%)

SOL (9.39%)

CASH (1.03%)

[orca]

My watch-list growing faster than my actual portfolio

EEK. No CML!!! What's the matter with you?

[Stefan]

My watch-list growing faster than my actual portfolio

Attached Files

•  watchlist.png   32.68KB   52 downloads

[orca]

The problem is, of course, it that you are always buying at a high or close to a high - something I find very hard to do. But thankfully I joined this site and have seen the light on "momentum" investing - at least for some shares...

 

Cracking returns orca - I am sure i am also not the only one in wanting to know how the portugal plans are shaping up?

I must wait for CML to sort herself out first. Must wait for a new trendline after divi. Getting my passport with the divi money next month. My PP costs R4 000.00 with the cheap ZAR.

Edited by Orca, 21 May 2013 - 12:49 PM.

[orca]

Orca, what does your INDI chart look like now? I'm playing with some chart tools and looking at Satrix INDI, I think my formulas are not quite right...

Sorry. Got it from a website and its gone now.

[MrDividend]

Eets not me. I am a dumbo with investing so I used a very simple method. A school ruler and this forum as I said above.

 

Some might remember this from years ago as my thread got ridiculed for over 100 pages.

Started off with loosing 45% of my pension savings in a managed account during the 2008/9 crash. Got myself hell bent on regaining it asap due to my age (55) so I went the "Past Performance" method and found CML. It had a smooth uptrend and non volatile. Put cash in but could not find any other stocks that had similar past performance and smooth uptrend charts.

 

I posted a thread and asked the guys here for similar stocks and got some good ones. Now I had to find the best of the 10 or so stocks given to me. This is when the school ruler came out.

Put all the stocks on a yearly chart and measured the dips with the ruler. Dumped the stocks with the biggest dips. Then looked at the performance over 1 year. Only 2 came out as tops and that was PNC and MTA. Did the fundamental thing and website checks.

So once again I must say that past performance is a good indicator of future performance. It works for me.

 

The problem is, of course, it that you are always buying at a high or close to a high - something I find very hard to do. But thankfully I joined this site and have seen the light on "momentum" investing - at least for some shares...

 

Cracking returns orca - I am sure i am also not the only one in wanting to know how the portugal plans are shaping up?

[ptomli]

Don't buy industrials yet.Indi.jpg

 

Orca, what does your INDI chart look like now? I'm playing with some chart tools and looking at Satrix INDI, I think my formulas are not quite right...

Attached Files

•  Screen Shot 2013-05-21 at 11.54.23 AM.png   100.16KB   31 downloads

[orca]

Eets not me. I am a dumbo with investing so I used a very simple method. A school ruler and this forum as I said above.

 

Some might remember this from years ago as my thread got ridiculed for over 100 pages.

Started off with loosing 45% of my pension savings in a managed account during the 2008/9 crash. Got myself hell bent on regaining it asap due to my age (55) so I went the "Past Performance" method and found CML. It had a smooth uptrend and non volatile. Put cash in but could not find any other stocks that had similar past performance and smooth uptrend charts.

 

I posted a thread and asked the guys here for similar stocks and got some good ones. Now I had to find the best of the 10 or so stocks given to me. This is when the school ruler came out.

Put all the stocks on a yearly chart and measured the dips with the ruler. Dumped the stocks with the biggest dips. Then looked at the performance over 1 year. Only 2 came out as tops and that was PNC and MTA. Did the fundamental thing and website checks.

So once again I must say that past performance is a good indicator of future performance. It works for me.

[Fortuner]

cml-100%

[delta66]

My portfolio over 3 years.Port.jpg

that's one of the best portfolio's i've seen from a private person managing their own investments over a 3 year period..well done orca, phenomenal returns!!

[yusufm]

Updated portfolio:

DLT

VIF

VIFN

CMH

RDF

GRT

FPT

 

Yes, they are mostly property. But hey, its working 

Edited by yusufm1, 20 May 2013 - 04:38 PM.

[MrDividend]

nice, sure you wont regret increasing your holding.  expecting a slight dip after LDT(31/05/13) and then onwards to R70+  also planning to add more more on the next buy opp which will push CML up to 50% of my port. 

 

I did a great job of buying at todays peak! 

 

Oh well - will be very, very happy if it hits R80 - R90 at the end of the year.

[orca]

What portfolio management tool do you use Orca? My brick and mortar excel solution is getting a little messy.

 

Dunno what you actually mean Wes. The only tool I use is a ruler and this forum.

[wezzo]

What portfolio management tool do you use Orca? My brick and mortar excel solution is getting a little messy.

[orca]

My portfolio over 3 years.  Port.jpg   43.33KB   124 downloads

[delta66]

nice, sure you wont regret increasing your holding.  expecting a slight dip after LDT(31/05/13) and then onwards to R70+  also planning to add more more on the next buy opp which will push CML up to 50% of my port. 

[MrDividend]

Just added some more CML - got in before it hit R60 - which I am sure it will later on today! Now almost 16% of my portfolio.

[gamma]

Dumped my GLD holdings. Medium term sentiment doesn't look too good to me. Chances are gold will be testing $1000 the way its going.

 

Plus Roffey was on last night waxing about more gold upside.

 

So I have free cash...what to buy? any suggestions?

 

 

Well after much deliberation I split the proceeds from my GLD sale to add to my holdings of CGR and ELI.

 

CGR 1yr return has been 40%

PE 8

ROE ~30%

 

ELI 1 yr return has been 150%

PE 13

ROE 30%