The Snowball

A helpful place to also put any annual reports etc, of your own portfolios
YeeWo
Lemon Pip
Posts: 53
Joined: November 5th, 2016, 10:12 am

The Snowball

Postby YeeWo » November 13th, 2016, 12:57 pm

Code: Select all

Co.  | £SP    | Portfolio | MoS   | 1st Purchase | Notes                                             
BP   | 4.3535 |        7% |   31% | 14-Jan-15    | Hold for Divi                                     
BATS |  43.07 |        5% |  -13% | 15-Aug-16    | Possible top up on Reynolds acq. SP weakness.
DGE  | 19.825 |        7% |   57% | 12-Jan-11    | Hold for Divi                                     
G4S  |  2.432 |        6% |   37% | 28-Jun-16    | Excellently timed purchase at 180p.  Hold for Divi.
GSK  | 15.345 |        5% |  -10% | 17-Aug-16    | Bought for Yield, waiting to see……..               
HSBA |  6.199 |        6% | 100%+ | 05-Nov-08    | Hold for Divi                                     
INCH |   6.39 |        6% | 100%+ | 10-Jan-12    | Hold for Divi                                     
JLT  |  9.645 |        5% |   18% | 04-Mar-16    | As per G4S.                                       
REL  |  12.98 |        5% | 100%+ | 30-Apr-15    | SWMBO's SAYE holdings.   Forever.                 
RR   |  7.405 |        5% |   10% | 22-Oct-14    | Trimmed 15 Aug 16, will continue to collect SCRIP.
RDSB |  20.38 |        8% | 100%+ | 15-Sep-15    | Ex BG holding, trimmed 23 Aug.  Forever!           
SN   |  10.75 |        3% |  -13% | 06-Oct-16    | As per GSK.                                       
SKG  |  17.75 |        8% |   -2% | 23-Aug-16    | Nice business.   Holding for Divi, may trim at £20+
STAN |  6.172 |        6% |  -68% | 12-Jan-11    | Disaster.                                         
TSCO | 1.9845 |        3% |   43% | 25-Sep-14    | A trading Stock, which may yet turnround.  I've Done OK.
ULVR | 31.635 |        7% | 100%+ | 12-Jan-11    | Forever                                           
VOD  |  2.046 |        3% |   -8% | 06-Oct-16    | As per GSK & S&N                                   
WPP  |  16.43 |        6% |   -6% | 17-Aug-16    | Nice ROCE and good Worldwide exposure.             

- This posting is pretty-much a test-of-formatting exercise. However all the above is how things were with my "Snowball" as of Friday 11th November.
- On/In(?) the other place an Excellent Thread existed making reference to Warren Buffett's "Snowball" which lead to a really excellent scenario whereby a few fools (notably dod1010) made some constructive comments. I really appreciated this.
- Perhaps as 2016 becomes 2017 we could use this section to review our progress in 2016?
- Thanks again to the wonderful people who have taken the time to create this new community!

ADrunkenMarcus
Posts: 43
Joined: November 5th, 2016, 11:16 am

Re: The Snowball

Postby ADrunkenMarcus » November 14th, 2016, 6:58 pm

We hold some key stocks in common, YeeWo.

Standard Chartered will come good in the end, I think. Long term it is a good business but all banks seem to blow up every generation or so. I like that you have chunky positions and none of the 0.5 and 1 % holdings we see in so many portfolios.

Best wishes

Mark.


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