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I think Tysonboss1 has started an interesting thread. It's pretty brave to put your most important decisions up for public review. It is excellent to see what other people think of various stocks.

No-one else has responded with a portfolio in kind (well, except for those in cash). Maybe we're all in cash. I'll be brave too. Here is mine. A bit of background first.

Was active in stock market from 1994 to 2001. Sold out completely for reasons unrelated to the sharemarket. Have held cash for several years now, and after many months of patient research I recently put 50% back into shares. How recently? Actually last Friday, in the last hour of trading. Picked up most stocks very close to their closing lows. I don't know if this is the bottom or not (hence only 50% committed) but I intend to hold most for 10-15 years. Time will tell if this was really stupid or really lucky. Here it is:

BHP 15%
CSL 10%
SHL 10%
IPL 8%
ORG 8%
QBE 8%
UGL 8%
WBC 8%
WOW 8%
WPL 8%
NHC 5%
AOE 4%

(Note % are of all stocks - at the moment stocks 50% cash 50%)

Comments?

<blockquote data-quote="BeerBaron" data-source="post: 390478" data-attributes="member: 23924">I think Tysonboss1 has started an interesting thread. It&#039;s pretty brave to put your most important decisions up for public review. It is excellent to see what other people think of various stocks.No-one else has responded with a portfolio in kind (well, except for those in cash). Maybe we&#039;re all in cash. I&#039;ll be brave too. Here is mine. A bit of background first.Was active in stock market from 1994 to 2001. Sold out completely for reasons unrelated to the sharemarket. Have held cash for several years now, and after many months of patient research I recently put 50% back into shares. How recently? Actually last Friday, in the last hour of trading. Picked up most stocks very close to their closing lows. I don&#039;t know if this is the bottom or not (hence only 50% committed) but I intend to hold most for 10-15 years. Time will tell if this was really stupid or really lucky. Here it is:BHP 15%CSL 10%SHL 10%IPL 8%ORG 8%QBE 8%UGL 8%WBC 8%WOW 8%WPL 8%NHC 5%AOE 4%(Note % are of all stocks - at the moment stocks 50% cash 50%)Comments?</blockquote>

[QUOTE="BeerBaron, post: 390478, member: 23924"] I think Tysonboss1 has started an interesting thread. It's pretty brave to put your most important decisions up for public review. It is excellent to see what other people think of various stocks. No-one else has responded with a portfolio in kind (well, except for those in cash). Maybe we're all in cash. I'll be brave too. Here is mine. A bit of background first. Was active in stock market from 1994 to 2001. Sold out completely for reasons unrelated to the sharemarket. Have held cash for several years now, and after many months of patient research I recently put 50% back into shares. How recently? Actually last Friday, in the last hour of trading. Picked up most stocks very close to their closing lows. I don't know if this is the bottom or not (hence only 50% committed) but I intend to hold most for 10-15 years. Time will tell if this was really stupid or really lucky. Here it is: BHP 15% CSL 10% SHL 10% IPL 8% ORG 8% QBE 8% UGL 8% WBC 8% WOW 8% WPL 8% NHC 5% AOE 4% (Note % are of all stocks - at the moment stocks 50% cash 50%) Comments? [/QUOTE]

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