Skip to main content

Track Record

This is an extra post beyond my usual weekly Saturday postings in the light of the number of you who have looked at this since I started publicising this blog. 

Thanks to all of you who have sent encouraging comments to me. If you'd like to be notified every time that there is a new post, pop your email into the bar on the right hand side and you will told every time there is a new post. This is just a feed- I will have no idea who has signed up to this!

A few of you have asked me to provide an update on my track record. As I write, I will use examples from the history of what I've invested in with some great examples and some disasters. The aim of each is to provide an opportunity to learn from these- how I learned and how I've tried to avoid replication of the disasters.

However I thought you might find it helpful for me to share my current ISA portfolio (where I do the majority of my UK share trading). I do have other accounts, but this is my focused one. I've included details of when I bought the share and how it has performed since. They run in descending order of performance (save where I've grouped the same share on a top up). Almost all of the current crop have been acquired since June 2019. I've also included details of the ones that I've sold since that time. It is worth saying that I have had an unusually good run recently and this is not wholly typical of past performance! The below is published subject to this disclaimer. which you must read and in reading further you are deemed to accept it.

 CURRENT HOLDINGS

  1. Games Workshop (GAW). Bought+ 20/01/2017 at £8.52. Current price* £64.20. (+653.52%)
  2. Cohort (CHRT). Bought 18/07/2018 at £3.88. Current price* £7.29 (+87.69%)
  3. Solid State (SOLI). Bought 06/08/2018 at £4.43. Current price* £6.46 (+45.82%)
  4. Anglo American (AAZ). Bought 04/06/2019 at £1.00. Current price* £1.45 (+45.49%)
  5. Anglo American (AAZ). Bought 15/11/2019 at £1.35. Current price* £1.45 (+7.38%)
  6. Pets at Home (PETS). Bought 04/06/2019 at £1.85. Current price* £2.65 (+43.41%)
  7. Avast (AVST). Bought 14/08/2019 at £3.50. Current price* £4.99 (+42.75%)
  8. JD Sports (JD.) Bought 06/08/2019 at £5.92. Current price* £8.32 (+40.52%)
  9. Belvoir Lettings (BLV). Bought 04/06/2019 at £1.18. Current price* £1.50 (+26.58%)
  10. Property Franchise (TPFG). Bought 20/11/2019 at £1.69. Current price* £2.04 (+20.87%)
  11. RM (RM.) Bought 04/06/2019 at £2.41. Current price* £2.85 (+18.26%)
  12. Softcat (SCT) Bought 16/09/2019 at £9.82. Current price* £11.51 (+17.22%)
  13. Strix Group (KETL). Bought 27/06/2018 at £1.63. Current price* £1.82 (+12%)
  14. IG Group (IGG). Bought 19/09/2019 at £6.32. Current price* £6.82 (+7.91%)
SOLD SINCE JUNE 2019
  1. Shoezone (SHOE). Bought on 04/06/2019 at £2. Sold on 30/08/2019 at £1.32 following profit warning (-34.18%)
  2. Evraz (EVR). Bought on 04/06/2019 at £6.08. Sold on 01/11/2019 at £3.65 (-40%) following slump in price and downward alert being hit**.
  3. Bioventix (BVXP). Bought on 04/06/2019 at £37.38. Sold on 15/11/2019 at £32.21 (-13.83%) due to downward alert being hit.
  4. MIssion (TMG). Bought on 06/08/2019 at £0.83. Sold on 15/11/2019 at £0.75 (-9.66%) due to downward alert being hit.

+I'd love to say that I still hold all of my original holding. As it happens I've been selling this all the way up. As it happens I only hold about a value equal to £604 of my original holding, which is now worth £4,494. It is proof of the adage of "running your winners" if there ever was one...more on that in future weeks.

 * At at 12th January 2020

 ** A bad example of hanging on to a share for too long- one that I will return to.






Labels:

Comments

Post a Comment

Popular posts from this blog

How I pick shares- Part 5 (Management)

Bad directors rarely become good directors  Richard Crowe (aka the Cockney Rebel) I listened to an excellent  podcast  recently on PI World with well known investor Richard Crowe a.k.a. Cockney Rebel. He has developed a specialism in buying shares in turnaround situations. In the course of the podcast he talked about several companies which he has invested in recently and how the common denominator was good management. It is a truism that if a company is well run then the cards are stacked in its favour. Conversely bad management means that any company, however great its ideas, will have an uphill struggle if it wants to succeed. To quote a rather memorable phrase from investor Nigel Wray,  a fish usually rots from the head . So what makes a good manager? Warren Buffett has spoken extensively about this. He wrote about Tom Murphy of Cap Cities- such an example: I mean, no one had either the ability -- no one could top his ability or integrity, in terms of the way he ran Cap Cities for
Post a Comment
Read more

If you could hold 5 stocks for 5 years....

Our favourite holding period  is  forever (Warren Buffett) Like many of you I suspect, I tuned in* to to hear the latest pronouncements of the Sage of Omaha last weekend, as Warren Buffett gave his verdict on the situation in which we now find ourselves. Even at the age of 89, Buffett's analysis remains as sharp as ever.  There were three themes that struck me: Confidence in the American Economy long-term For regular readers of his letters to investors, this is a common theme. That is why for many investors he advocates considering investing in a simple Index Tracker of the S&P500 as opposed to betting on individual shares. He is a big fan of the ingenuity, creativity, diligence and resilience of the US economy . It is encouraging to see that this latest crises has not shaken his view. The importance of cutting losses  He admitted mistakes in his recent purchase of airline stocks- and in his case it wasn't just three grand of Easyjet (EZJ) shares. When you take 10% stakes
Post a Comment
Read more

How I pick shares- Part 3 (Hidden Value)

Value investing is at its core the marriage of a contrarian streak and a calculator. - Seth Klarman Thank you for the encouraging comments that I've received in the last couple of blogs*. It's nice to find out what I write is of help to people. Just to recap, in the first part I looked at how  gathering knowledge  is a good thing to start with. In essence the better researched that you are, the better chance you have of success. As Peter Lynch put it memorably, If   you don’t study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards. In the second part, I began to look at  value  and how you can start to find those undervalued companies that have a decent chance of growing into their true value.  You actually need to train yourself to think independently of the herd, because if everyone else had thought they were undervalued and had bought the stock, the price would be a lot higher than it is. This is why it
Post a Comment
Read more