my portfolio

planteria

i have tweaked my portfolio a little bit, with the Renaissane Pan Africa fund replacing JM Finn Africa. (in my Pension)

and added Cazenove and Old Mutual Small Companies funds to my ISA.

and added to my S&W Gold fund, averaging down.

Wilkins

planteria wrote: »

i have tweaked my portfolio a little bit, with the Renaissane Pan Africa fund replacing JM Finn Africa. (in my Pension)

and added Cazenove and Old Mutual Small Companies funds to my ISA.

and added to my S&W Gold fund, averaging down.

Looking back at your remarks I've got the impression that you tend to accumulate good dividend payers in your ISA and other, possibly more volatile equities, outside it.


Wouldn't it better to do this the other way around? ISAs can only benefit you through CGT gains that, with long term dividend sources, you are, surely, less likely to make.

planteria

Wilkins wrote: »

Looking back at your remarks I've got the impression that you tend to accumulate good dividend payers in your ISA and other, possibly more volatile equities, outside it.


Wouldn't it better to do this the other way around? ISAs can only benefit you through CGT gains that, with long term dividend sources, you are, surely, less likely to make.

interesting point Wilkins.

most of my individual company shares are within my ISA, along with some funds, and funds in my SIPP. over time i will probably only have shares within one of these two wrappers.

planteria

i changed things around and simplified, prior to transferring from HL to II, so now looking like the following:

Pension
II SIPP: Marlborough Special Situations
NFU Mutual SHP
Teachers Assurance 'Managed' SHP
Wesleyan 'Pensions Managed Fund' SHP

II ISA
Eclectica Agriculture
Smith & Williamson Global Gold & Resources
GlaxoSmithKline
Vodafone
Great Portland Estates
Standard Chartered
Amazon
Anglo American

Other Investments
Avocet Mining
Heritage Oil
Premier Oil
LV Mutual Investment Bond
Royal London Mini Stocks & Shares (Ins.) ISA
TESPs with Druids Sheffield, Healthy Investment, Kingston Unity and Sheffield Mutual

am thinking i will Bed&ISA the Avocet, Heritage and Premier shares.

planteria

and also looking at other Funds and Shares to add to the ISA portfolio, including some that I sold out of my SIPP.

Axa Framlington Biotech
an Asia fund
an Africa fund
Unilever
Reckitt Benckiser
Diageo

are all possibilities.

System

planteria wrote: »

and also looking at other Funds and Shares to add to the ISA portfolio, including some that I sold out of my SIPP.

Axa Framlington Biotech
an Asia fund
an Africa fund
Unilever
Reckitt Benckiser
Diageo

are all possibilities.

Just added the axa fram biotech fund on Friday with some last minute isa money. Thought I would take a chance on the recent dip. Expecting a bumpy ride as 3% down on my first day of holding, but only 4% of portfolio. Despite stretched valuations I feel biotech has some way to run still, I can't see the demand for drugs/novel treatments declining in the near term.

sabretoothtigger

planteria wrote: »

ISA
[*]Heritage Oil
[*]Premier Oil

Premier rising nicely recently. I thought they were a buy but they left without me ( I own a bit)

Heritage just got a takeover offer from the PM of Qatar. Which is nice and also I think not that brilliant a price but cant complain, they have been down alot as you know


I'll have to look over your other choices as obviously you have a good hand at this

I missed this thread when first posted, you should post share stuff in the FTSE thread as anything more arcane is often lost on the majority of pure savers here

planteria

sabretoothtigger wrote: »

I'll have to look over your other choices as obviously you have a good hand at this

will be interesting to see how things pan out

planteria

my Trading account has disappeared from HL but not appeared at II yet....so not really able to see/do anything. the HL website is currently down, in parts.

as of monday, apparently Ophir Energy are no longer interested in Premier Oil:

http://www.telegraph.co.uk/finance/10793074/Ophir-no-longer-interested-in-bidding-for-Premier-Oil.html

it looks at though Heritage > Al Mirqab is a done deal:

http://www.bloomberg.com/news/2014-04-30/qatar-s-al-mirqab-agrees-to-buy-heritage-oil-for-1-5-billion.html

i was going to Bed & ISA these shares, so a shame i couldn't do so before now (waiting for the transfer) as i would have been using less of my ISA allowance up & would have been able to retain the gains on top.

planteria

sabretoothtigger wrote: »

....Heritage just got a takeover offer from the PM of Qatar. Which is nice and also I think not that brilliant a price but cant complain, they have been down alot as you know
I'll have to look over your other choices as obviously you have a good hand at this

Heritage is no more. shares>cash having been taken over by Energy Investments Global (Al Mirqab Capital)

http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail.html?announcementId=11937802