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Medium/Longer Term Stock Portfolio

Discussion in 'Medium/Long Term Investing' started by aus_trader, Jun 5, 2017.

sentifi.com

Aussie Stock Forum Sentifi Top themes and market attention on:

  1. Triple B

    Triple B

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    he he I went short BHP Friday. I Think If it Breaks below $30 Gaaaaawn
     
  2. aus_trader

    aus_trader

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    If a bear market is in play then this would become very profitable. Just have an exit strategy in place in case the market turns around and heads back up and the slide is just a deep pull back.
     
  3. SirRumpole

    SirRumpole

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  4. aus_trader

    aus_trader

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    Something to consider when formulating a longer term investment strategy, thanks for posting this info SirRumpole.

    I think we are a little biased as Aussies towards coal, even the industry keeps on forecasting rosy picture as described in the article. But we could get isolated in the push for continued coal as a fuel as other nations are looking for a more cleaner greener future with the technological advancements in renewables etc. So it looks like the climate change effects are starting to get acknowledged and innovative nations are embracing new ways to disrupt the traditional CO2 producing oil/coal dominance. Hope we don't become a nation of dinosaurs in the energy space by holding onto beliefs too strongly and denying the reality.
     
  5. aus_trader

    aus_trader

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    Bought 2nd gold related investment for the longer term. Gold price seems to have picked up during
    the last few months but heading lower again. Hence providing an opportunity to diversify into other gold investments or to add to my holdings. I decided to look for other gold assets and bought a global gold miners ETF. I have some Aussie gold miner exposure in the Speculative Stock Portfolio, so this one is for exposure outside Australia.

    Betashares Global Gold Miners ETF (MNRS) consists of the top gold miner holdings from around the world including Canada, South Africa and USA. Below is further information on the fund:

    upload_2018-11-13_17-0-17.png

    Open Portfolio:
    upload_2018-11-13_17-2-55.png
     
    Darc Knight and Trav. like this.
  6. aus_trader

    aus_trader

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    Following on from the first crack at Cleanaway Waste Management Ltd (CWY), the company seems to be doing a few things to innovate solutions to tackle waste and recycling matters. Their strategy to 2025 is mentioned in the recent announcements as well:

    upload_2018-11-19_16-13-55.png

    So having another crack at this and added it to this portfolio.

    Open Portfolio:
    upload_2018-11-19_16-18-18.png
     
    Trav. likes this.
  7. aus_trader

    aus_trader

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    With prices coming off the boil it's tempting to buy a few heavily fallen stocks. But I'm going to hold off in case the decline continues. So I'm happy buying things for the long term such as gold related.

    What about oil ? It's fallen steadily from US$75 levels to US$49 levels. Don't know how low this thing can go, perhaps to US$30 levels reached in 2016 or lower ? Might not fully engage into gear yet by fully investing but I might start to clutch in and start to bite with a small position at these levels for the long term.

    Some pros and cons going through my mind for not going too deep into oil compared to say gold:

    Pros:
    - World still needs oil (industrialisation of China/India and other developing nations hasn't stopped)
    - Renewables only make up a tiny fraction of the energy pie
    - Other than costly and unpopular practices such as fracking, there hasn't been any major (Saudi Arabia size) oil discoveries of late and probably won't be since most of the Earth's surface has been explored except maybe the deepest of the seas
    - Any political issues and military issues especially in or close to oil producing nations cause oil to rise and we've been in the most peaceful of times of late with alliances between the Saudis and Trump

    Cons:
    - Although slow to progress, new innovations like electric cars and other battery powered machinery is slowly taking a small slice of the oil based fuel (such as petrol, diesel) market
    - Trump and Saudis could become even more best buddies and completely depress the oil market to levels not seen for decades even diving below 2016 low's
    -Although insignificant at the moment, the renewable energy generation technologies could take off and take a bigger slice of the global energy pie
    - A recovery in the nuclear energy markets could also put downward pressure on oil

    If I'm planning to hold long term it's better to go with an oil ETF rather than taking on individual company risk by buying a stock. So purchased some BetaShares Crude Oil ETF (OOO).

    Open Portfolio:
    upload_2018-12-18_15-8-56.png
     
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  8. jjbinks

    jjbinks

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    Haven't read up on this in detail but on ABC news Alan Kohler was describing how oil from US (mainly from fracking) had resulted in increased supply.
    This probably accounts for lower prices. Also makes it difficult for OPEC/Saudi to reduce supply
     
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  9. aus_trader

    aus_trader

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    What about the long term? Is supply of oil likely to exceed demand for extended period?
     
  10. jjbinks

    jjbinks

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    [​IMG]
    this is from wikipedia.
    It was very similar to graph shown in ABC news although the one on news was more up-to date.
    I don't know much about demand side of things but it seemed as though supply was allowing for lower prices in current times.
     
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  11. aus_trader

    aus_trader

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    This is certainly interesting how a lot of new production has come into the market of late specially US and Russia.
    Hey look at it from a positive, we might be paying lower prices at the fuel station for quite some time ;)
     
  12. aus_trader

    aus_trader

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    Bit disappointed with letting go of Cleanaway Waste Management Ltd (CWY) but it hasn't held up well over this period given it's usually the time of the year when stocks get a boost from Santa Clause rally. Sold this morning for $1.63 per share.

    Oil is in freefall so added to my ETF position by buying another parcel of BetaShares Crude Oil ETF (OOO).

    Closed Positions:
    upload_2018-12-24_13-17-0.png

    Open Portfolio:
    upload_2018-12-24_13-28-34.png

    Season's greetings to everyone
    upload_2018-12-24_13-23-53.png
     
  13. aus_trader

    aus_trader

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    Just updated the portfolio with the Dividend/Distribution for the BWP Trust (BWP).

    Open Portfolio:
    upload_2019-2-22_18-21-23.png
     
  14. aus_trader

    aus_trader

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    Although the market has been in a strong rally since the start of the year, I felt cautious buying into it. In fact some of the Gold related Entities in this portfolio is a reflection of this.

    The healthcare sector has shown defensive qualities in the past and have remained steady or declined more slowly during any market declines. So I'd be happy holding a healthcare stock through thick and thin as long as it does not crash, especially if it pays a good dividend. With that in mind, today bought Estia Health Ltd (EHE) which has a nice 7% dividend yield. It is an aged care operator that has assets in the Eastern states of the country, see below:

    upload_2019-3-12_16-30-22.png
    Open Portfolio:
    upload_2019-3-12_16-33-40.png
     
  15. Utopia17

    Utopia17

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    You should be pleased with SSM. Has shown over 100% gain for me over 18 months or so, especially, with most gains this year.
    Vector Vest alerted me to this stock back then.
     
  16. Zaxon

    Zaxon The voice of reason

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    I'm also a happy holder of SSM. We're a significant part of the NBN rollout.
     
  17. aus_trader

    aus_trader

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    SSM is going along nicely.
     
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  18. aus_trader

    aus_trader

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    BWP Trust (BWP) has had a good run including dividends and now showing resistance near the previous high's around $3.80 including a Head & Shoulder pattern. It was exited today banking some profit for this portfolio.

    Closed Positions:
    upload_2019-5-13_20-41-38.png
     
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  19. aus_trader

    aus_trader

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    Sold the two Oil ETF positions to lock in profits, just in case the POO (Price Of Oil) decides to have another leg down and evaporate my paper profit. Also sold Estia Health Ltd (EHE).

    Closed Positions:
    upload_2019-5-29_20-34-12.png
     
    jjbinks and Skate like this.
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