sharetrader
Page 2 of 2 FirstFirst 12
Results 16 to 24 of 24
  1. #16
    Member
    Join Date
    Dec 2014
    Posts
    421

    Default

    Out of interest, do you guys hold any managed funds in the context of your above stocks?

    I currently hold under ten stocks directly, but total funds invested in shares is split 60% index 40% individual stocks, hence happy to concentrate that 40% into high conviction positions.

    Also have NZ property etc

  2. #17
    Gnawing on Bones Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    11,381

    Default

    Quote Originally Posted by JeremyALD View Post
    I currently have 16 stocks. 15 NZX and 1 ASX. I only buy companies I know pretty well which is the reason I've decided to stick with the NZX for now.

    Personally I find the number works pretty well - I try to stick between 10 to 20 stocks dependant on the opportunities. Within this, half of the companies I consider have good growth opportunities (and are my largest holdings). The others are strong defensive stocks or dividend payers
    I like the cut of your jib mate and pretty much use the same strategy although finding value / high conviction positions is definitely getting harder after such a strong year.
    No butts, hold no mutts, (unless they're the furry variety).

  3. #18
    Legend shasta's Avatar
    Join Date
    Sep 2004
    Location
    Wellington
    Posts
    6,695

    Default

    I try to stick to 5 investment stocks, unless there's a compelling reason to add in an extra, ie stocks in play, spin offs etc which are basically short term trades.

    Makes researching easier keeping a close eye on just a few companies. I'm happy with the concentrated portfolio approach and not adverse to a bit of risk to achieve a higher return.
    Disc holding - AOG, HCH, IGO, NMT, WSA

  4. #19
    Member thestg's Avatar
    Join Date
    Apr 2015
    Location
    Napier
    Posts
    115

    Default

    Holding 7 NZ stocks at this time ATM HLG IFT MPG OCA SCL & THL. At times will buy in MEL & SPK but only hold short term on these 2.
    Held AIR for a while but sold out at just over $3,20. May buy back into AIR later.

  5. #20
    Member
    Join Date
    Mar 2017
    Posts
    84

    Default

    I hold 9 U.S. stocks (mostly tech), 7 NZ stocks and 7 passive ETFs.

    I plan to increase my passive ETFs to about 50% of my holdings over the next year and keep the 16 stocks to play around with.

  6. #21
    Member
    Join Date
    May 2014
    Posts
    171

    Default

    Quote Originally Posted by huxley View Post
    Out of interest, do you guys hold any managed funds in the context of your above stocks?

    I currently hold under ten stocks directly, but total funds invested in shares is split 60% index 40% individual stocks, hence happy to concentrate that 40% into high conviction positions.

    Also have NZ property etc
    I leave most of it up to the managed fund, kiwisaver and my ETF's.
    They are about 5x (in total) of my little ASB portfolio that has 14 stocks - 9 NZX and 5 ASX

    Add in some Harmoney and private equity stuff through snowball and milford PE fund 2, and thats my non property investment portfolio.

    Oh and the lego, can't forget the $14k worth of lego I got.

  7. #22
    Veteran novice
    Join Date
    Jun 2007
    Location
    , , .
    Posts
    6,354

    Default

    Oh and the lego, can't forget the $14k worth of lego I got.
    Don't confuse cost price with value, alistar. It's probably worth many times $14k!


  8. #23
    Member
    Join Date
    May 2014
    Posts
    171

    Default

    Quote Originally Posted by macduffy View Post
    Don't confuse cost price with value, alistar. It's probably worth many times $14k!

    Nah thats the market price as per bricklink, although you're probably right I just sold set 8275 (motorized bulldozer) on trademe for $550 when I had it valued at $287 via bricklink

    also just checked the spreadsheet, $12k, not $14k, dunno why I thought $14k!

  9. #24
    FEAR n GREED JBmurc's Avatar
    Join Date
    Sep 2002
    Location
    Central Otago
    Posts
    6,720

    Default

    Yeah, I'm the same with my sharetrading target 100%+ p.a ..no way I could reach that target holding 40+ different shares ....Only got 4 different ASX shares currently with one making up 70% of portfolio value..

    But then I'm a trading ...personal plan to diverse outwards to several holdings certainly not more than 10 no way I'd have the time to study and keep upto date

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •