Your Top share for 2011

Shatners_Bassoon

And even better when in an ISA and a SIPP. If BMR hit's the quid then I'm a millionaire!

Credit-Crunched

Shatners_Bassoon wrote: »

And even better when in an ISA and a SIPP. If BMR hit's the quid then I'm a millionaire!

Luckily RRL and RMP are dual listed so sitting nicely in my S&S ISA, imagine the CGT on that seeing as i bought at 5p!

Good luck everyone!

mr_fishbulb

The current standings:



4 shares have now lost over 50% since the start of the year!

IronWolf

Im surprised that averages out to -16%, maybe next time rather than have 1 share, you should put £100 in each so the ones with the highest share prices don't dominate.

I would sell Aviva btw and buy Amlin instead.

JonnyBravo

IronWolf wrote: »

Im surprised that averages out to -16%, maybe next time rather than have 1 share, you should put £100 in each so the ones with the highest share prices don't dominate.

I would sell Aviva btw and buy Amlin instead.

Yep, it averages out at close to the Supergroup %age due to the eneven weighting that assigning one share of each makes.
Over 1/3 of the "index" is currently Supergroup.

Like fishbulb says it's just a way of watching each of the individual shares really. Doesn't really matter what the "portfolio" says.

ps Emed WILL still win this. . And when it does I'll be rich I tells ya.

sabretoothtigger

Emed is going to have to beat 12p to convince me its going anywhere really. I would then expect about 15p and obviously when they are producing it should be alot more presuming the plunge in copper prices recently is not long term.

The best defensive share in that portfolio is defence literally!
BAE looks like its 15% down but it also yielding about 6% which makes it relatively ok compared to many of those stocks.

Just thinking about topping up some as markets are very unstable still at present and yet I dont think world conflict is declining really.
The main threat is USA superpower is poorer.
They are good to pay that yield for years forward still looks like, probably true of a few companies. Tipped - http://www.telegraph.co.uk/finance/markets/questor/8750559/Questor-share-tip-BAE-Systems-is-a-great-long-term-bet.html

On the small stock side, I think Hyder near 300 is my favourite little company. They are still quite insulated from the massive dramatics like euro debt default and all that kind of rubbish, the share price is down but their global business should do ok plus they are ok yield also which makes waiting less painful


Also an excellent point I should repeat is that in many cases mining stocks havent kept up with price rises especially on gold. If the gold price trebled since 2006 then a share price still about 2006 levels would seem to be very likely inaccurate.

If its a mine producing what is basically money, how are they going to go broke?
I can only think about energy costs rising but gold should stay ahead of that, so we are talking major profits ahead if gold stays high and Im certain its well justified
Opportunitys definitely out there



If this comp is for this year, Im uncertain EMED will win I might have to opt for RRL. Obviously if they strike oil in somalia or georgia then its a done deal

Ark_Welder

sabretoothtigger wrote: »

If its a mine producing what is basically money, how are they going to go broke?

A 'black goose' event? They're out there...

cloud_dog

Ummm, they're swans.

Maybe a black swan event wont be quite as bad

Ark_Welder

cloud_dog wrote: »

Ummm, they're swans.

Maybe a black swan event wont be quite as bad

You miss the point...

zildjian

I'm currently doing my Dissertation at university on Black Swans! Wohoo!

I know its late, but i think Devro might be a company anyone who wants something defensive but has shown it is able to cope. I think it has been ranked in the top 10 performers at point.