Stock portfolio made up of investing and trading?

[adshilto]

Hey was wondering if it's recommendable to have a portfolio made up of long term investments and swing trading. Say a ratio of long term :70 or 80 and swing trading :30 or 20. Any advice would be great thanks.

 

[minwa]

Many people do it. Recommandable ? Depends on you, if you can manage it and think it suits your risk tolerance for the returns gained, then yeah why not.

 

[qldfrog]

Sure:
For administration purpose, make sure you have two different share holdings CHESS if you can: one on your name, other in common name if married or similar; it would ease tax return work if you still investor long term in one and trading in the other.
even if not that easy most of the time if you use stop loss on your long term trading

 

[adshilto]

Thanks for the info

 

[adshilto]

Now this is kind of off topic but say I had a set of stocks i had picked long term with fundamental analysis, would it be better to swing trade other stocks or trade Forex or options or futures?

 

[ROE]

Now this is kind of off topic but say I had a set of stocks i had picked long term with fundamental analysis, would it be better to swing trade other stocks or trade Forex or options or futures?

when it comes to stock market, it is very personal, you got to find your niche.

I hold probably 70% of my money in long term solid business that pay dividend, I then have maybe 30%
of cash lying around in at-call account for trades, options, CFDs..

I usually trade the same stock I hold long term, it only logical because I already know a lot about the business.

 

[Sharkman]

i do that. i have some that have been held for several years that i don't touch, and some that i trade in and out of, usually using options.

some stocks are better for trading and others are better for investing. QBE is a prime example of the former IMHO. great to trade in and out of, but personally, there's no way i would want that thing in my long term portfolio. conversely, something like WOW is a great stock to hold long term (again, my opinion only - this is not a recommendation) but not ideal for trading - consistent, dependable results, but doesn't usually have significant, rapid moves.

just make sure that if a trade doesn't work out, you exit it, don't get tempted to "turn a trade into an investment" - the reason you're getting into a trade is to make a short-medium term punt on something, maybe an earnings report, moving the stock quickly (in either direction), the stock is not necessarily a good long term investment, so you don't want to turn it into such.

 

[adshilto]

i do that. i have some that have been held for several years that i don't touch, and some that i trade in and out of, usually using options.

some stocks are better for trading and others are better for investing. QBE is a prime example of the former IMHO. great to trade in and out of, but personally, there's no way i would want that thing in my long term portfolio. conversely, something like WOW is a great stock to hold long term (again, my opinion only - this is not a recommendation) but not ideal for trading - consistent, dependable results, but doesn't usually have significant, rapid moves.

just make sure that if a trade doesn't work out, you exit it, don't get tempted to "turn a trade into an investment" - the reason you're getting into a trade is to make a short-medium term punt on something, maybe an earnings report, moving the stock quickly (in either direction), the stock is not necessarily a good long term investment, so you don't want to turn it into such.

Thanks for the advice,

Now my final question is best place to learn technical analysis for free?

 

[liezelB]

Interesting. Portfolio is the summary of the transactions like investments, trading as well as the assests and liabilities of the company.