561 replies to this topic

[Bread]

Santam - 100% Bought at 24800. Was going to go for Bats but reckoned the Rand gonna strengthen.

[Bread]

Cash 100%

 

Sold Spar at 17303.

 

 

[MoneyMan]

Also holding some very risky shares, however to be honest I haven't been active in the investments game for a year now. I hold KBO and CMO. I am waiting for CMO to hit R0.50 then I will sell. As for KBO, I will hold this one for the next 5 years, really think it will become something (or so I hope)

[sommerso]

The Geographical and sector diversification is what SGL is aiming at with their offer for Stillwater. They are fast becoming your one stop diversification shop  

 

Gold is  taking a hammering today. Seems everyone is bailing waiting for Trumponomics to take office tomorrow and DRD was doing so well. 

 

On my radar is Dis-Chem as well. To be discussed in another forum. 

 

I think my biggest issue at the moment with my portfolio was that it is all short term speculative. My losses having been the brakes on my trading habits. Wez is the only long term share I have. Waiting on them to start mining. Even if they reach do not Anglo Plat levels (th edream!) there is still money to be made once the mine is fully operational. 

 

Hopefully funds would be such one day that I can diversify my trading habits as well 

 

[soutie]

Hey Sommerso....Have been there as well with a crowd Village Main Reef don't even know if they still around...? Had my mind totally blown trying to figure out Jubilee plat just to watch it double couple months after I sold out.....again apologies Queen B....I only trade gold shares & again only daily usually out before US opens. DRD I sort of understand & have held before at some stage...still waiting to get clarity on their fine grind process so any info you got there will be most welcome.

But hey as long as you happy that's the main thing...Bit of geographical & or sector diversification would help though as when 1 of yours tanks the rest are sure to follow....Have my eye on Sasol @ R395ish & i'm researching South 32 at the moment...Enjoy....   

[sommerso]

Highly concentrated....Sector...Locality...Why....? Is it your high risk part of your portfolio....?

Please say it's not everything you hold....

Sadly it is everything I hold. 

 

I was slightly more diversified having had Steinhoff and Curro in the mix at some stage. My portfolio is mostly a hangover from last year this time. Having bought Harmony at R13 (and SGL at that stage for R18) I made a few baggers. Selling and rebuying Harmony at R58 and watching it climb to R70 before .... whatever you want to call the slaughter that happened after. Believing that Harmony (and SGL) has good management and with papua new guinea project still coming. I still believe in this one.

 

Lonmin I bought right before the rights offer. At R11. It peaked to R14 and then dropped to 18c ... that one is on me. Not knowing the full impact of the rights offer and the dilution of the shares after. Still licking my wounds. Mostly hoping it will either be bought or recover some of my losses. I should have sold at R43 and taken those losses. But hope and greed and hindsight. 

 

Wez is cheap enough to hold on to. I bought about 2 years ago. 

 

DRD was pure greed. I watched it grow from R5 to R12 and climbed it when it was too late (see slaughter). Bought again when Trump was elected. Going to sell in Feb when reports are released and thinking of ACL or SGL. 

[soutie]

LONMIN - 57% (Thank you rights issue!) HARMONY - 44% (Went to Nam without internet for a week..... Life) DRDGOLD +3% WESIZWE - 10% (Long term hold)

Highly concentrated....Sector...Locality...Why....? Is it your high risk part of your portfolio....?

Please say it's not everything you hold....

[sommerso]

LONMIN - 57% (Thank you rights issue!) HARMONY - 44% (Went to Nam without internet for a week..... Life) DRDGOLD +3% WESIZWE - 10% (Long term hold)

[Bread]

Damn this Spar. Now looking to exit as soon as it hits 20000.

[LiveInExcess]

In CGR @ 18.15. Stop Loss @ 17.24

[LiveInExcess]

ADI: The overhang that exists between 1330-1350 is almost gone. Hoping to see some more upside soon, that said trailing stop loss set @ 1291.

[LiveInExcess]

Upside to 14.20 if it breaks through

Edited by LiveInExcess, 17 August 2016 - 03:49 PM.

[LiveInExcess]

Gone 40% in ADI @ 1210. Results out tomorrow.

[LiveInExcess]

Gone 40% in ADI @ 1210. Results out tomorrow.

[Bread]

I'm 20 percent in at Nampak a steal at this levels

 

21% up in 2 months. Well done, zunaidsolomon

[zunaidsolomon]

I'm 20 percent in at Nampak a steal at this levels

[Bread]

Spar - 100%

 

Bought at 20778.

[stayob]

Thanks:D

[stayob]

Thankf

[100ways]

www.credogroup.com