Australian (ASX) Stock Market Forum

portfolio

  1. F

    Calculating percentage gain on portfolio when buying more?

    This is more of a maths problem and it is a pretty begginer one that I'm not too sure with. But how do you calculate your profit overall if it's stocks that you keep buying? So say purchase 1 on Year 1 was 10 stocks @ $50. And year 2 it's $100. So that's 100% gain. But what if you say buy 15...
  2. peter2

    P2 US Equity Portfolio

    P2 US Equity Portfolio: Suitable for beginners and much easier than day trading. I'm going to establish and manage a portfolio of stocks from the US markets. My main reason for doing this is to gain more experience with US equities. The trading strategies for this portfolio will be based...
  3. K

    Crash proof portfolios

    I've been trying to educate myself on getting started in managing my own portfolio and found this video of interest (no schill) Any help/thoughts appreciated resource used here: https://portfoliocharts.com/portfolios/
  4. tinhat

    Commsec - Portfolio holdings does not always use current market price

    Rant warning! When you view your portfolio holdings in Commsec it does not always use the current market price for your stocks. It only uses the last price traded on the ASX and excludes Chi-X trades. I assume that gets fixed up at end of day (?!?) but during the day it uses last ASX price only...
  5. Zaxon

    Portfolio Heat: will it save your bacon?

    I'm increasingly aware of the need to consider portfolio heat when you hold stocks. So let me set the scene, and then I'll pose some questions to you. What is Portfolio Heat? If you hold 10 shares, each with stop-losses and the most you'll lose is 1% per share, then if the market nosedives you...
  6. jjbinks

    US Trend following system portfolio (Hypothetical)

    Hi All, I have decided to get on the systematic trading bandwagon but to do something different I thought it would be nice to try trade a system using US stocks. Basic system parameters will be -Starting capital $50,000 USD -Daily system -No more than 2 trades per day -Will trade any stock...
  7. P

    SMSF Portfolio Manager

    I have a SMSF and running it in retirement phase...meaning I do not pay any income or capital gains taxes. All the portfolio manager's I have looked at all seem to favour the income/capital gains tax accounting layouts, with aged sales throughout the financial years. I do not need any of the...
  8. W

    Hypothetical Monthly Momentum Portfolio vs. Index

    This thread is intended to be a journal/diary/real time tracking of a HYPOTHETICAL Monthly Momentum Portfolio VS Index (All Ordinaries Accumulation Index). None of the shares mentioned in this thread are recommendations, nor is this strategy recommended to be traded real time. Ever since...
  9. T

    Share suggestions to diversify my $30K NAB share portfolio

    I have current have 33k in NAB shares I have earned from employment bonuses over the years. I am quite happy with those and plan to keep them but I wanted to diversify is something other than financial institutions I was looking to put another 10k in fully franked dividend Australia shares and...
  10. qprjames

    Commsec trading - ''Health checks'' on my portfolio

    Hi there, I've started trading on Commsec. More for a bit of fun more than anything. Play money (rather than giving it to crown casino!). I'll be the first to admit i really have no idea what i am doing, so tend to go for the large cap stocks. Plus i expect to keep the stocks for 10+ years so...
  11. S

    Picking a new ETF or LIC to add to my portfolio

    I will start with I am aware that everything I am asking is speculative and very opinion based, I have looked into this my self. I can’t really come up with many satisfying answers myself, at this point in time. I know that this is a lot of questions to ask. I’m already invested in these ETFS...
  12. C

    ETF Portfolio Allocation

    Hi everyone, I've been reading and researching about investing for quite a while now and I feel ready to finally enter the market. Could someone with more experience than I do critique my planned allocation? $10,000 over three ETFs. My first five trades will be free from a referral link. 50%...
  13. M

    Rebalancing Investment Portfolio

    Hi Guys, 2 years ago a financial advisor helped me setup an investment portfolio using a combination of managed funds and ETF's. So far I have been pretty happy with the performance. However, I am now concerned that the %'s are a bit too heavy in the fixed income class. Current breakdown of...
  14. aus_trader

    Speculative Stock Portfolio

    I buy a few speculative stocks every now and then with money I can afford to lose, so smallest parcels of around $500 each per stock. '...with money I can afford to lose' is very misleading as it sound like I have excess that I don't know what to do with ! Quite the opposite is true, I am an...
  15. M

    Portfolio Margin A/c in USA

    In following type of trading does it matter if the a/c is Cash a/c / Reg T margin a/c or Portfolio Margin A/c ( all US market) 1) Scenario 1: Say one has 10K in a/c and is long an Option worth 10K ( call / put does not matter) Given that to be long an option is a limited risk strategy one has...
  16. H

    Interactive Brokers: When to switch to Margin Portfolio account?

    What are the pros and cons of Margin Portfolio vs Reg T for IBKR customers who wish to apply leverage conservatively? When does it make sense to switch from Reg T to Margin Portfolio? For those investors who invest more in non-US stocks than US stocks, does it make sense to move to Margin...
  17. E

    Long call as substitute for geared portfolio

    Hey guys, newbie here. Starting out in my investment journey where I have decent cash flows from my job but not much equity at this stage so looking at gearing to maximise my exposure. Was originally looking at getting an investment property as I can leverage right up but given the market at the...
  18. tech/a

    The Portfolio MYTH-----Do you need to change your thinking?

    Its becoming more recognised, I've seen it mentioned by a few now. While portfolios are designed to minimize risk they certainly don't maximize profit. I think this is true for Technical/Fundamental/and Systematic traders. I've changed the way I trade stock. Its taken 8 mths. In some part as...
  19. U

    Portfolio clean up

    Hi everyone, I have been investing directly in individual shares within Australian-supers Member-direct platform for 5 years now with limited success. Some early purchases were the worst performers but I am still holding. I have stable income from a good long term job with another 30ish years...
  20. S

    First time investment income portfolio advice

    Hi everyone, This is my first post basically I am extremely new to investing, I have never invested in any form of shares, bonds etc. Recently I have been looking into the idea of investing and not just saving. I would like to build a basic income flow type portfolio, I have focused on ETFs...
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