Medium/Longer Term Stock Portfolio

[aus_trader]

Sold another of my recent mining stocks and bought a fresh food production company to add to the portfolio.
Stock sold is OZ Minerals Limited (OZL) and stock bought is Costa Group Holdings Ltd (CGC).

Closed Positions:


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[aus_trader]

Although not involved with anything in this area directly, I have an affinity towards farming / food production / agricultural related stocks. Already got fresh food producer Costa Group Holdings Ltd (CGC) in the portfolio and today added another stock to it.

Rural Funds Group (RFF), has a diversified portfolio of agricultural assets ranging from Vineyards, Poultry, Cattle, Cotton, Macadamias and Almonds. Has a reasonable return from assets and pays dividend/distribution a tad over 4% at current prices.

 

[aus_trader]

Sold 3P Learning Ltd (3PL) today, this time for a bit of profit.

Closed Positions:

 

[HelloU]

profit yea, for a month that has been 'level' (as in xao month start is same as xao today) I have been smashed. So good on you for getting some.
side note: whenever I look at your post I gag when I see ozl. I know it is all just business, dont get attached, dont carry grudges etc (not sure how old you are) but the oxiana and zinifex experience is one that i still use to temper my attitudes to the market - read as not real good for 99.9% of people - but really good for 0.1%.

 

[aus_trader]

profit yea, for a month that has been 'level' (as in xao month start is same as xao today) I have been smashed. So good on you for getting some.
side note: whenever I look at your post I gag when I see ozl. I know it is all just business, dont get attached, dont carry grudges etc (not sure how old you are) but the oxiana and zinifex experience is one that i still use to temper my attitudes to the market - read as not real good for 99.9% of people - but really good for 0.1%.

Thanks, yes it's tough to make gains even in this market when it seems to be heading higher slowly. Just to highlight this point, I sold the most recent buy Rural Funds Group (RFF) today as it seems to be going against the general market trend. I do remember the Oxiana/Zinifex merger way back around the GFC times, at one stage the merged entity OZL looked like it wouldn't survive due to financial troubles.

Closed Positions:

 

[aus_trader]

Sold several of the stocks due to some uncertainty coming into the market over the last couple of days.

Closed Positions:

 

[aus_trader]

Although it's more of a longer term portfolio that should be held through volatile market conditions, I've liquidated it to go into cash for the time being. Will look for opportunities again when things settle down a bit...

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[aus_trader]

I've been looking for stocks that may be able to hold up well in a volatile flash crash like we've seen in February. Many stocks that had stretched valuations or have been rallying due to speculative prospects have corrected sharply especially if any disappointing results got reported.

Bought BWP Trust (BWP) which is a commercial real estate business majority of which are Bunnings Warehouse property sites. Price has come down since Dec 2017 which provides an entry with a Dividend Yield of around 6%.

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[aus_trader]

There has been a bit of news coverage about Australia's recycling crisis. Many articles come up if the topic is googled.

I thought to buy into this sector which may benefit from the crisis. Cleanaway Waste Management Ltd (CWY) is a major player in this waste management sector and it has grown even bigger with the recent take over of Tox Free Solutions Ltd (TOX) which has just completed successfully.

Open:

 

[Country Lad]

There has been a bit of news coverage about Australia's recycling crisis. Many articles come up if the topic is googled.

Article today in Livewre.

 

[aus_trader]

Bought a stock from the big end of town today, main reason being the falling Aussie dollar may be good for commodity producers.

To be commodity specific is a bit risky though, I've already had a few oil/gas punts go against me in my speculative portfolio. So went with the diversified miner BHP Billiton Ltd (BHP) which tends to hold up well even when individual commodities can go up and down.

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BWP went ex-dividend on 28th of June, so will update table once I receive that...

 

[aus_trader]

Bought the retail property fund Aventus Retail Property Fund(AVN) today. It has a portfolio of retail properties and shopping centers. It pays distributions 4 times a year, whereas dividend paying companies usually pay only 2 times a year. It also has an impressive 7% yield at current prices which compares favourably with a poultry 2% at the bank for savings accounts.

Current Portfolio:

 

[aus_trader]

Bought first gold related investment for the longer term. Gold is in a declining phase at the moment so I will keep money to buy more should the price become cheaper. The ETF purchased is BetaShares Gold Bullion ETF (QAU), a summary of the ETF is shown below:

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[aus_trader]

Just updating a few dividend payments on the portfolio. Have received BHP and BWP dividends. Also eligible for CWY and AVN dividends as I have held those shares over the ex-dates.

Some sort of re-structuring must have taken place with AVN since the code was changed to AVNDA for a few days and now changed back to AVN.

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[Smurf1976]

I've liquidated it to go into cash for the time being

Is it part of your strategy to do that on a periodic basis? Or just a one off?

In my case I do have a “stop buying” rule based on macro factors but that doesn’t mean sell everything unless that happens for some other reason.

 

[sptrawler]

Is it part of your strategy to do that on a periodic basis? Or just a one off?

In my case I do have a “stop buying” rule based on macro factors but that doesn’t mean sell everything unless that happens for some other reason.

Biggest mistake I've done was to sell out completely, it was a difficult time retirement etc, but I should have taken a deep breath and thought it through better.
I thought have cash at hand, just in case, sold some shares I should have just kept.
One that comes to mind 3,000 CSl @$27 sold at $34, because I just thought it would be better to have the cash available. lol

 

[Skate]

Biggest mistake I've done was to sell out completely, it was a difficult time retirement etc, but I should have taken a deep breath and thought it through better.
I thought have cash at hand, just in case, sold some shares I should have just kept.
One that comes to mind 3,000 CSl @$27 sold at $34, because I just thought it would be better to have the cash available. lol

Ouch !

$517,830 Capital gains plus Dividends (August/September 2011 till today)

No wonder the memory lingers..

From the 4th September your 3,000 shares would have declined $99,240 and that would have been a hard pill to swallow

Double Ouch !!

Skate.

 

[aus_trader]

Is it part of your strategy to do that on a periodic basis? Or just a one off?

In my case I do have a “stop buying” rule based on macro factors but that doesn’t mean sell everything unless that happens for some other reason.

Good question. Most of what I have is for the medium term i.e. if there seem to be a downturn I will sell for the time being and look to buy back later if market takes off again.

One of the problems of hoping to buy back if the market takes off is it could just take off without you such as the case with sptrawler's CSL example ​

There may be an odd stock or ETF that I may look to hold long term and perhaps even accumulate possibly at lower prices. Current portfolio has 1 such holding that I plan to hold long term and possibly add to and that is BetaShares Gold Bullion ETF (QAU). Reasons are in Storing Physical Gold - Coins etc. thread.

 

[aus_trader]

Unfortunately two of the stocks have been removed during the heavy market falls today, both
Cleanaway Waste Management Ltd (CWY) and Aventus Retail Property Fund (AVN) sold.

All Ordinaries(XAO) has fallen back below 6000 level as well.

closed positions:

 

[aus_trader]

Sold BHP Billiton Limited (BHP) today as the market continued to fall for another day. The dividend made it a smaller loss than otherwise.

Closed Positions: