Australian (ASX) Stock Market Forum

portfolio

  1. shezz150

    My Passive Portfolio - Best options?

    So, my first post on here. It's a bit of a ramble. But all thoughts welcome. And yes, I know its not professional advice. I've got another tax return coming up as a sole trader which is when I look at pumping up my super and buying into more shares. I'm looking for some overall thoughts this...
  2. A

    Transferring portfolio

    My husband and I are 12 months into our investing journey. We hold two ETF's with a full-service broker and DCA them both. We feel much more confident now that we could manage our portfolio ourselves and are considering transferring to an online broker due to the high fees of our current...
  3. P

    Managing my share portfolio buys/sells - CGT - Excel spreadsheets?

    Hi, I am trying to find an Excel spreadsheet that allows me to simply keep track of the CGT owed if i sell a parcel of shares that is a different qty to the parcels i have bought and help me keep track of & balance the remaining shares i still hold. ie I purchased 1,000 shares of Company ZZZ on...
  4. D

    Rebalancing a porfolio of individual stocks

    Hi all, I would like to know when it makes sense( if ever) to take some profits if an individual stock becomes too large a part of one's porfolio. For example, suppose we start with a 100k porfolio containing 20 different companies. Each stock then represents 5% of the total portfolio. Let's...
  5. M

    Portfolio Software or Spreadsheets For Managing CommSec Trades

    Hi All I currently trade via comsec and currently download the Confirmations via csv into a 'home made' spreadsheet that requires some additional manual work to calculate trade P/L, running P/L etc. My short term system generates a lot of trades and it can be time consuming. Im looking for a...
  6. 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...
  7. 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...
  8. 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/
  9. 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...
  10. 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...
  11. 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...
  12. 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...
  13. 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...
  14. 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...
  15. 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...
  16. 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...
  17. 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%...
  18. 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...
  19. 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...
  20. 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...
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