Suggestions for a speculative punt?

coachman12

I can't invest in any Chinese companies , Joe, but I can buy in Mexican shares-----so my punt would be for Cemex Mexico or Walmart Mexico. Or Jawwaal at Ascot this afternoon 

george4064

Prism said:

With my monthly SIPP contribution in April I decided to have a punt on MERI which is invested in late stage private equity like TransferWise, Graphcore, Starling Bank and Hut Group (and some more). Up 55% since then and I have decided to stick with it. 

Interesting, I remember when Merian was formed as part of the Old Mutual plc split up however I didn't know that that Merian had setup a PE fund. I remember Richard Watt's Old Mutual/Merian UK Mid Cap Fund well.

dont_look_now

Voyager2002 said:

If I were really brave, I would be short-selling the Bank of England.

I may be missing a joke here, but ...

1) You can only short shares which are traded on a stock market and hence have a live price, which Bank of England shares aren't, because 100% of them are owned by the UK, and it isn't selling any.

2) If you are not really concerned with the mechanics of short-selling, but just meaning to imply that the Bank of England is in danger of going bankrupt ... The Bank of England is the only organization which absolutely can't run out of pounds sterling, because it is the currency issuer. So betting it will go bust would be a bit like, in football, betting that the referee will be sent off.

george4064

dont_look_now said:

Voyager2002 said:

If I were really brave, I would be short-selling the Bank of England.

I may be missing a joke here, but ...

1) You can only short shares which are traded on a stock market and hence have a live price, which Bank of England shares aren't, because 100% of them are owned by the UK, and it isn't selling any.

2) If you are not really concerned with the mechanics of short-selling, but just meaning to imply that the Bank of England is in danger of going bankrupt ... The Bank of England is the only organization which absolutely can't run out of pounds sterling, because it is the currency issuer. So betting it will go bust would be a bit like, in football, betting that the referee will be sent off.

I think Voyager's post was just a joke and hence not to be taken literally.

Prism

george4064 said:

Prism said:

With my monthly SIPP contribution in April I decided to have a punt on MERI which is invested in late stage private equity like TransferWise, Graphcore, Starling Bank and Hut Group (and some more). Up 55% since then and I have decided to stick with it. 

Interesting, I remember when Merian was formed as part of the Old Mutual plc split up however I didn't know that that Merian had setup a PE fund. I remember Richard Watt's Old Mutual/Merian UK Mid Cap Fund well.

I was invested in OM UK mid cap for a couple of years (along with some other regional funds) before I decided to go global with my mid/small caps. I like Richard Watts and so kept an eye on Merian Chrysalis from IPO but decided to drop some cash into it during the fall this march. 

quirkydeptless

How about a SCAM investment?

https://citywire.co.uk/investment_trust_insider/investment-trusts/investment-trust-factsheet.aspx?FundID=3200

Eco_Miser

quirkydeptless said:

How about a SCAM investment?

https://citywire.co.uk/investment_trust_insider/investment-trusts/investment-trust-factsheet.aspx?FundID=3200

The prefer to be thought of as SAINTS.
https://www.bailliegifford.com/en/uk/individual-investors/funds/scottish-american-investment-company/

[Deleted User]

My punt is 1% of my portfolio in the KLWD ETF (I work in cloud computing and I know most of the names in the portfolio. so that's a good sign)  https://www.wisdomtree.eu/en-gb/etfs/thematic/wcld---wisdomtree-cloud-computing-ucits-etf---usd-acc

adindas

Most of my long-term investment is in index funds. A few are in P&P lending which I have started diverting it to individual stocks since a while ago. Since recently my speculative punt has increased from 10% to 25% and will keep increasing as my confidence grow larger.

I used to rely on Motley fool but now I rely on CNBC television to watch the hot stocks because most of these analysts are five stars analysts.But of course I still do my own due dilligence. The problem with free edition of Motley fool is that you get advice from low rated analysts. Some of them are not even professional analystst while the best analysts are hiding behind the paywall. Moreover, Motley fool has too much exposure to the UK stocks so you have limited choice.

These are my largest holding in speculative stocks:  Tesla, Nio, Arcimoto, CrowdStrike, Boeing, Grubhub.

I also put some small bets on the airlines, Large Oil Companies, Large pharmaceutial companies working on COVID-19 vaccine. Sofar it has not done a great jobs. Many of them are even in red.

Sofar I could comfortbaly say that I beat the return of my index fund by a large margin.

Moe_The_Bartender

Gaming stocks have been on a roll lately because of COVID. I had a punt on ESGB and backed it up with KWS which provides services to the gaming industry.

I also had a punt on VWS which makes wind turbines. It won’t shoot the lights out but is well placed to benefit from the boom in wind energy.