Whats your portfolio made since 1994 - and how?

C_Mababejive

sabretoothtigger wrote: »

DRIP is good for companies still growing but imagine you did that with Lloyds and friends. Not only do you lose capital but also never receive those nice bank dividends they were paying out

Often I take the dividend and decide for myself when is the low price. I'll reinvest, buy some more then take a stance to 'sell early' within a year or whenever its risen more and I decide its near a top
So I combine the dividend with some profit taking & rebalancing


Right this moment everything is being reinvested, before august thats left it looking foolish as prices fell much more but generally I think companies are far too cheap with yields of over 8% without great danger its an appararition

Yes..DRIPs are of course even better if you deal with an on line broker and can switch your DRIPs on and off according to current share price trends..

bobbyj_2

In 2003 My father opened an account with £5000 which I have run and has been up to £1.1 million though he has probably also drawn out £300/350k to spend/pay tax. So at best it has probably returned nearly £1.5m. Biggest winners have been small/medium oil stocks. GKP/XEL/CAD/NPE/EO.

edit:not worked out yearly return if anyone wants to feel free.

riskyb

bobbyj wrote: »

In 2003 My father opened an account with £5000 which I have run and has been up to £1.1 million though he has probably also drawn out £300/350k to spend/pay tax. So at best it has probably returned nearly £1.5m. Biggest winners have been small/medium oil stocks. GKP/XEL/CAD/NPE/EO.

edit:not worked out yearly return if anyone wants to feel free.

Any chance you can give us some lessons?
RB

bobbyj_2

DO YOUR RESEARCH.

It was quite clear XEL was an absolute certainty to strike oil last year on an already proven well. The market was more concerned about them securing a drilling rig but once that was confirmed it was all systems go 60p to 400p wasn't it? Oh and you need a gambling streak to make big money.

Shale gas stocks will be the next huge winners. CAD & SLE look poised for great gains and more importantly they have been dragged down to silly levels in the market sell off. All the major players are moving into East Europe just where these 2 minnows are based.

gadgetmind

sabretoothtigger wrote: »

I think companies are far too cheap with yields of over 8% without great danger its an appararition

Which have yields this high other than the insurers? I own some Aviva and Amlin, and am considering topping up the former. RSA and Catlin also have high yields, but my insurance holdings are already close to the 10% cap I apply to each sector.

Jegersmart

bobbyj wrote: »

In 2003 My father opened an account with £5000 which I have run and has been up to £1.1 million though he has probably also drawn out £300/350k to spend/pay tax. So at best it has probably returned nearly £1.5m. Biggest winners have been small/medium oil stocks. GKP/XEL/CAD/NPE/EO.

edit:not worked out yearly return if anyone wants to feel free.

haha.....^^

talexuser

bobbyj wrote: »

In 2003 My father opened an account with £5000 which I have run and has been up to £1.1 million though he has probably also drawn out £300/350k to spend/pay tax. So at best it has probably returned nearly £1.5m. Biggest winners have been small/medium oil stocks. GKP/XEL/CAD/NPE/EO.

edit:not worked out yearly return if anyone wants to feel free.

5000 to 1.5 million ia around 29,900%, so over 8 years averaged over 3,700% return a year?

bobbyj_2

that's not correct!

I will add my father had the attitude 'if you lose it then so be it' but that's changed now and I'm slowly moving stuff into fixed income as I want to concentrate on my own stuff as well as create a really good guaranteed income for him for rest of his days. By the way it has certainly not been a steady rise, in 2008 the account dropped hugely and the big gains have only come from 2009-2011 when everyone made a bomb no doubt.

fairleads

[QUOTE=bobbyj
edit:not worked out yearly return if anyone wants to feel free.[/QUOTE]

About 104% P/A, and entirely possible.

fairleads

bigfreddiel wrote: »

Originally Posted by dunstonh
I am running at 12% p.a. since 1994. That is despite the FTSE being higher in 1997 than it is now. There is more to life than the FTSE100.

Whats in your portfolio - and what's it made each year?

The real question to ask is - what return have his clients made?