• Australian (ASX) Stock Market Forum

Rate Stock Portfolio - New to Stocks

Discussion in 'ASX Stock Chat' started by CORAL, May 16, 2017.

  1. CORAL

    CORAL

    Posts:
    3
    Likes Received:
    1
    Joined:
    May 16, 2017
    I'm new to stocks and have some cash I want to invest.
    I setup a test portfolio with 10 different companies I have in-depth knowledge of through my type of work and experience that I trust.

    They are all Overseas stocks (US, EU) some will stand out as obvious ones like (Google, Facebook, Apple & Amazon) others would be less known to the typical person who is not involved in the games Industry.

    Could you please rate my portfolio and let me know what you think? I have an investment guy I'll be going through this with but would like some feedback from others.

    Portfolio.png
    Graphs.png

    These are based on $2,500 over 10 companies but I might be going as high as $6,000 for each. I have not yet invested anything.
    Thanks for your time!
    - Carl
     
  2. peter2

    peter2

    Posts:
    1,704
    Likes Received:
    590
    Joined:
    Jan 12, 2008
    Carl, without knowing your aims for the portfolio, it's impossible to judge.

    Are you buying stocks for income or growth?
    Do you have a trading plan or an investment plan?
    Are you managing each trade separately or as a whole portfolio?
    Are you prepared to manage the downside exposure of each stock or the portfolio as a whole?

    I love the fact that all your stocks are going up. That's great, but they all won't continue up indefinitely.
    It's worth considering your "uncle" point? What sort of portfolio loss are you willing to endure (-10%, -20%,-30%, -50%) before you sell?

    Good luck with it. If your investment guy tries to sell you stocks that are going down (and they're great value), get an investment gal.
     
  3. CORAL

    CORAL

    Posts:
    3
    Likes Received:
    1
    Joined:
    May 16, 2017
    I'd be looking to have them for long term investment. 1 year at a time if they were doing well.
    I think I'd have them as a whole portfolio since I know some are going to go down for a while, they all do and have in the past but overall I think the others can help stabilize any that are down as I do believe in the future of most of the companies listed.

    If 1 was down for atleast 6 months I'd consider selling that one off.
    If the whole portfolio was down a total of 10% or 20%+ then I'd wait maybe 12 months before considering to sell but I have a good idea of the future of majority of the companies and expect them to do well at the end of this year/ start of next year due to new products coming along and influence within the community.

    Thank you for your information. Like I said I'm new to this and I know I can't really expect a solid answer on if they would be a good bet before nothing is 100% here and it's technically 50-50 weather you up or down.
     
  4. Rypieee

    Rypieee Newbie Keen Beans

    Posts:
    131
    Likes Received:
    42
    Joined:
    Sep 22, 2015
    Can't seem to find a lot of wrong companies in the portfolio(I'm not looking at their prices, rather I am just thinking of their potential in the future).

    I might consider decreasing my exposure to those gaming companies, would personally drop Ubisoft and EA while keeping Blizzard, whose cashflow would be CRAZY in comparison to Ubi and EA. Blizz's subscription services through WoW, in-game shops through Hearthstone and Overwatch + ownership of the Starcraft/Warcraft/Diablo series are the cashcows that I see.

    I'm not too familiar with Ubi or EA but as a gamer, EA sucks......... They destroyed so many good games...

    I get a feel that you are of a technology/programmer orientated background so maybe consider looking at other companies that deal with 5G network, Fibre, connectivity etc? There was a seminar yesterday and one of the stocks listed by a fund manager was Zayo Group (NYSE:ZAYO). Snippet of what the fund manager said about Zayo:

    Mobile data volumes is growing at 53% CAGR (driven in part by popularity in streaming from popular services such as Netflix, Amazon, and Microsoft etc..). Fibre networks assets are ‘the backbone’ of this growth. Assets are expensive and hard to replicate. Zayo has assets that traverse the US. Peers have been acquired on 16-17 times multiple, while Zayo is on 10 times.

    Might interest you:)

    Nvidia vs AMD, I pick AMD
     
  5. CORAL

    CORAL

    Posts:
    3
    Likes Received:
    1
    Joined:
    May 16, 2017
    Actually the opposite Rypieee. I work as a 3D/ Environment Artist in the games Industry so my background is in games, Digital Art, selective software (Adobe & Autodesk) and selective Hardware (Nvidia).
    You are right about the community view of EA & Ubisoft however in the coming year/s they have revealed a few potentially mass selling titles (Star Wars Battlefront 2, COD WW2, Far Cry 5 & new assassins creed which is Ubisofts biggest seller).
    AMD is a hard one because the Ryzen while a good performing and competitive CPU against Intel AMD have been out of the picture for a few years now and I don't really know where they plan to go. There GPU sector is still massively lacking compared to Nvidia and Nvidia to me seem to have a much brighter future and have already released info about there new series of GPU's. I used to be an AMD guy.

    I don't really know anything about Mobile data or anything programming related and I only really want to go with companies I know and trust. Thanks for the reply helps a lot!
     
    Rypieee likes this.
  6. DwayneBuzzell

    DwayneBuzzell

    Posts:
    8
    Likes Received:
    1
    Joined:
    May 19, 2017
    Investing in the stock is now pretty much risky as RBA haven't given any clear clue regarding the next movement of their currency strength.It's better to invest in the currency market rather than stock until the dust settles down.
     
  7. tech/a

    tech/a No Ordinary Duck

    Posts:
    17,106
    Likes Received:
    520
    Joined:
    Oct 14, 2004
    Haha
    Better to invest in something that even the RBA have no idea where it's going.
    Makes sense?
    Just pass me that dart board next to you.
     
  8. Value Hunter

    Value Hunter

    Posts:
    244
    Likes Received:
    29
    Joined:
    Feb 24, 2013
    OP they seem like a list of strong well established companies with decent future prospects. Furthermore they are within your circle of competence, companies that you can easily understand or monitor.

    They only thing I would say with many of these companies they are not set and forget you have to stay on top of them because they are only as good as their latest product release. What if the next two or three apple product launches flop or their competitors come out with better products? What if the next E.A. game is a dud? If any of these companies lose their market positioning and release multiple dud products you have to cut your losses and get out before they get stuck in a downward spiral and become the next Blackberry, etc

    Adobe, Amazon, Alphabet and Facebook are safer than the rest of the companies because they are less exposed to technology/obsolescence/product release risk. To a lesser extent the same is true for Blizzard because of the recurring/subscription nature of much of its revenues coupled with the longevity of its main cash-cow games. Perhaps rather than having equal weightings you should invest more into these 5 stocks and less into the other 5 stocks. Just a thought.

    Also I have not looked closely at the companies financials but I suspect that while they are strong high cash flow businesses many of these shares are likely to be overvalued. I would say keep them all on a watch-list, determine an approximate range for intrinsic values and have per-determined buy prices for each stock and wait patiently to pull the trigger if they get to your buy price. If they do not get to your buy price do not buy!! Paying a reasonable price is just as important as picking the right companies!!
     
Loading...

Share This Page