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Your Investment portfolio's - up or down?

2

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  • brewerdave
    brewerdave Posts: 8,733 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Since Feb - up ~ 50%
    Since last Summer down ~ 65% !!!
  • mrposhman
    mrposhman Posts: 749 Forumite
    Only been investing since October but I caught the falling knife at Lloyds, but back in profit with them now!! :beer::beer:

    I'm up just over of 40% since I started now but at the turn of the year I was down about 15-20% so a good start to the year for me and most likely everyone else too.

    Would have been even better on friday but my sharedealing account lied to me. It said that Aviva had closed at £7.50 which I nearly fell off my seat when I saw it. It would have put me more than 200% up for them but sadly I'm still down at £2.71. Would have been nice though :T:T
  • cloud_dog
    cloud_dog Posts: 6,328 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    Since 1st Jan 09 - up (almost) 100%

    Since all time high in 08 - still down by about 15%
    Personal Responsibility - Sad but True :D

    Sometimes.... I am like a dog with a bone
  • musehead
    musehead Posts: 389 Forumite
    Part of the Furniture 100 Posts Combo Breaker
    musehead wrote: »
    I put my money into my portfolio at the end of September 2007. Mostly UK and European equities but a large chunk of emerging markets too. It's down just over 30% in 19 months.

    Just to expand on this,

    Last 6 months: Up 14%

    Last year: Down 26%

    Last 19 months: DOwn 30%
  • musehead
    musehead Posts: 389 Forumite
    Part of the Furniture 100 Posts Combo Breaker
    What are some of you investing in to get near 100% returns in the last few months?
  • Lokolo
    Lokolo Posts: 20,861 Forumite
    Part of the Furniture 10,000 Posts
    opinions4u wrote: »
    Since the turn of the year?

    Up 74%.

    Since the credit crunch started?

    Down about 85%.

    A tad overexposed to banking.

    You never want to be exposed to anything ;)
  • turbobob
    turbobob Posts: 1,500 Forumite
    musehead wrote: »
    What are some of you investing in to get near 100% returns in the last few months?

    Made decent profits on some miners (KAZ, ENRC, XTA), an investment trust of hedge funds (TRMA). I "caught a falling knife" last month with IG Group (IGG) but in hindsight could have picked that up at a better price. An inverse ETF (EuroStoxx 50 tracker) made good profits when I held that last November. Inverse ETF's are basically trackers that do the opposite of the index. I missed out on the banking rally of the last few months, but people who bought Barclays shares at a good time have done very well out of it.
  • cloud_dog
    cloud_dog Posts: 6,328 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    musehead wrote: »
    What are some of you investing in to get near 100% returns in the last few months?
    I invest / trade alot within the resource sector ant that is where my returns have come recently.

    Precious metals have been good (CEY, YAU) although base metals/minerals have been better (CZA, KMR, TMC, WTN, ORE (now POG)). I am a fairly active investor (job permitting) but I don't always call it right :rolleyes:
    Personal Responsibility - Sad but True :D

    Sometimes.... I am like a dog with a bone
  • lotsadogs
    lotsadogs Posts: 60 Forumite
    musehead wrote: »
    What are some of you investing in to get near 100% returns in the last few months?

    Im new here and feeling a bit guilty at doing ok when so many others are not.

    Sorry about that everyone. I am allaying some of my guilt by giving away 20% of any profits I do reap thougt to charity and friends.

    Ive been massively fortunate.

    I invested some money in LLoyds and Barclays and a couple of random AIM companies about 6 weeks ago (the aims have yet to move). My returns are about 60 - 70% depending on when I look at them.

    I know nothing about stocks and shares. I just figured if the banks could survive what they have so far, and still be mostly live and kicking, and with share prices at such a massively low postition compared to 1,3 or 5 years ago, then it had to be worth a bash.

    I wish you all luck with whatever you decide.
  • [Deleted User]
    [Deleted User] Posts: 12,492 Forumite
    10,000 Posts Combo Breaker
    edited 28 April 2009 at 6:51AM
    pharmas and `safe` stocks are the ones to hold at the moment. This flu scare shows just how the market can turn on a sixpence and why a balanced portfolio is more risk averse. 1/6 of our portfolio is pharma based and has been for a few weeks and yesterday I noticed that utilities and pharmas were good gainers on my data feed. They are still very good buys. another 1/6 of the portfolio is utility based, 1/8 oil and gas etc as I am not going for high risk due to age. Some of you with big profits might do well to looking at wrapping up profits to some extent ie if I am not sure then I sell half and leave half. I am personally leaving our banks as they are stan (good divi) and barc (back to divi soon)
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