Your top 3 holdings (How much worth) and why you hold them
Your top 3 holdings (How much worth) and why you hold them
Would not go into how much as not really relevant - think the weighting is the important thing. In my SMSF, my top three holdings are
BHP because is it a big blue chip exposed to Asian growth. STO and WPL because they are not making any more oil and I see energy and being a huge growth area price wise.
My SMSF is mainly ASX top 30 with only a few companies outside - COH, AOE and SIP
Top 3 by portfolio weight
- TRY - Troy resources = Gold and brilliant management
- HDF - Hastings diversified fund = 14%+ dividend return (still in the trade)
- CTN - Contango MicroCap = exposure to the Micro cap sector, china growth, economic cycle etc (still in the trade)
HDF and CTN are over weight because im still to take profit from my entry's in both, and i have an average down/repositioning with CTN which makes it slightly heavier than my other open trades.
Statistics: 172 Closed Trades since July 07, Trades: Winners 135 - Losers 37, Expectancy/$1 Risked: $0.78
mmm, surprised to see a response in this thread, seems like someone is fielding for investment advice.
I could be wrong, and I am also happy to see others successes.
My top 3 holdings are
QBE 38% Well run company paying a decent dividend
WDC 26% Again well run company paying good dividend
RIO 17% Wanted some exposure to materials.
My portfolio is around 75% income stocks 25% semi growth stocks.
Bobbylat, can you say why you are choosing income stocks over growth stocks?
CSL People always getting Flu.
SUN Takeover soon
ORG Been good to me
I am however over 70% in cash.
RIO was a buy in GFC and saved my bacon. Sold it.
"I refuse to join any club that would have me as a member." Quote Groucho Marx
Je suis Charlie
NVT and IVC only. Rest in cash.
"The only wealth which you will keep forever is the wealth you have given away." Marcus Aurelius
AMP - 27%: bought at bottom of market and great growth potential for future with exposure to stock market increases
CCL - 15%: Well managed company, continued growth over many years and will continue to look for new growth opportunities (eg Jim Beam premix drinks)
MNL - 11%: Small company who has further growth opportunities with online lottery sales and computer product licensing.
Interested to see further posts on this topic because everyone has their own unique structure
WDC (50% of share portfolio)- Great business, inflation hedged income, good dividend, portfolio will grow as development pipline completed. Management has large portion of total net worth invested ( so whats good for them is good for me ).
TOL ( 20% )- strong businesses, I hold basically because I like the direction management are taking the company in regards to growth into asia. and I believe more goods will be transported in the future and tol are in a good place to capitilise on this.
APA (20%)- I love natural gas. Gas is the near term soloution to alot of or energy and manufacturing needs and as oil becomes more scarce and coal becomes more expenseive ( carbon tax ) natural gas will see a massive boom. and APA are in a position to transport the bulk of the gas. Plus they have a great dividend.
CSL: Well managed stock, fairly immune to any financial ructions and can only see demand for its products increasing.
WOW: best managed retailer and also immune to financial downturns. Keeps growing no matter what the competition throws at it.
TPM: new management in this has turned the old SOT round and with PWK under its belt can only see this keeping on going up.
ANZ - 38% - Fairly confident in its stability and Asian growth potential is large
WOW - 22% - Who doesn't shop there?
AMP - 6% - I believe they have a strong upside
Although they have upside, I use them as value stocks, participate in the DRP's, plan to live off them one day.
uns 83,25% the future of this company is limited only by the amount of syringes used on the planet and the ability of the company to build production lines so radical is their technology. This is emphasised by sanofi aventis funding their first ready to fill production lines .
CEY 11.68% the coal company's contracts with nsw goveenment protects it from a second v in a w gfc while they have 25% exposure to the international market should the coal price soar
INP 2.79% This company has a terrible past the flax oilfield did not have the reserves suggested by the previous ceo and he left the company . In order to rebuild the company the present management has formed alliances with agk and org both reliable companies .If these fields prove to be succesfull and the reserves of gas and oil live up to the initial expectations then with the expectation of higher prices from peak oil having been past the future is good but perhaps not as brilliant as when we told we had australias largest onshore oil field only to find it was much smaller
BHP and Woodside are long term holdings, like both with the exposure to Metals and Oil, Forge Group was a small buy, originally bought the first parcel at 10 cents a few years ago when it was the AI Group and paying a 10% FF dividend, then split into 2 company's, the other half (AIE) hasn't fared as well as Forge but i hold that still anyway, bought more Forge at 40 cents last year and has appreciated to $2-40, no reason to sell as yet, started paying a good dividend as well and the good news just keeps coming.
Just wondering why you are necessarily choosing "income" stocks to do this, when you could likely get there more quickly with a growth stock which would allow you to take your capital profit towards your IP deposit?
You have QBE which you bought at $16. Its dividend is 6.1% on the current SP of about $21. Only 20% franked. So let's say a yield of roughly 7%.
If you have 1000 shares, e.g. your $16,000 capital investment is now $21,000, a profit of $5000. Add your 7% yield of about $1500, and your bottom line for the last year is a profit of about $6500.
If, however, you took another share also at $16 a year ago, WOR, and bought 1000 shares of this, it only has a dividend of 3.3%, but it's fully franked, so let's say a total yield of around 6%.
WOR's current SP is about $26, so your capital profit for the year is about $10,000. Add your div yield of around $1560, and your bottom line for the last year is a profit of about $11,500.
Wouldn't you have been better off holding WOR - generally considered a (cyclical) growth stock, than your QBE?
Some hindsight there, I think. Reality is more risk more reward, so yes potentially more from WOR, but it is a higher risk stock than QBE.
BTW, totally agree with your franking approach - I always look at gross yield as effectively this is the income to me. I tend to avoid or have relatively lower holdings in shares that pay unfranked or partially franked dividends. Does make my portfolio very Australian centric. Of my shares, I think CSL, OSH, QBE and MQG are the only ones that do not normally pay full franked dividends. Oh and AOE, but that is a growth stock so does not pay any dividends yet.
ANZ 38% becuase I think it has good potential with its regional focus strategy.
AGO 13% excellent up and coming mid cap iron ore producer
WBC 10% becuase its a well run company with great prospects to dominate the market and generate excellent returns + i work there.
I like Electro, I like Retro, I like Ghetto, House and Techno.
CER. Because the GFC gave me an opportunity to hold a million at a very low price. Even now showing a 259% gain over 18 months.
ADI. Because I believe they will succeed. The long wait has given me trading opportunities to hold a large number at a low price. I include their partners AUT and EKA as part of the ADI deal as I regularly trade between the three but my main holding there is with ADI.
LYC. Because I never lost faith and accumulated during the difficult stages at prices that are well below those current.
VPG would have made the top three a little time back and I have faith that it has the potential to do so again. In the meantime it is providing good accumulation prospects that may get it into my top 3.
Try and think outside the square