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Garpal Gumnut said:
It is interesting that most peoples portfolios fall in the first half of the alphabet.

There is so much opportunity in the second half that folk like me tending to be contrary focus on.

You only have 2 stocks after the letter M.

This is a common Broker's fallacy although please don't take this as criticism as I haven't read the thread to see how you chose these stocks.

gg
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Good point GG,

Must admit, when looking at stocks, I start at A and give up round about M.

Perhaps I should start at Z and work backwards?
 
Garpal Gumnut said:
It is interesting that most peoples portfolios fall in the first half of the alphabet.

There is so much opportunity in the second half that folk like me tending to be contrary focus on.

You only have 2 stocks after the letter M.

This is a common Broker's fallacy although please don't take this as criticism as I haven't read the thread to see how you chose these stocks.

gg
Click to expand...

Interesting observation. There are 654 companies listed in the 'Materials' category. 418 starts with A-M, and only 236 starts with N-Z. 84 of them starts with A. :)

Would be interesting to see if these 236 actually give better returns.
 
MR. said:
MCW is at a 200% profit. Not bad at all.....
Did some calc's on your portfolio's return to date, assuming that it is still left untouched. The shares have returned 85% on the investment.
Good job.
Early on this portfolio was looked apon as not the best.

. :cwm10:
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Yeah it's been a good run, I have had a few good wins the past year. My main Gains have been on the back of MCW, Beppa, AHE, SGM, CBA, and APA most of which I loaded up after the original post.

over the year I hope to see growth from a holding I have taken in MDT 10.5c, BPT 77c, and WDC which is now my largest holding which I have bought between $11.40 and $13.36, yes I am currently in the red on the wdc so far but that tends to happen to me..lol.
 
Jonfrodo said:
Yes I am bullish on AHE. Great company!
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Yep AHE is one of my favourites too, :)

There is much to like about this company when you really take a good look at the fundamentals of it's businesses, How ever most people breeze over this company and fail to see the value.
 
Garpal Gumnut said:
It is interesting that most peoples portfolios fall in the first half of the alphabet.

There is so much opportunity in the second half that folk like me tending to be contrary focus on.

You only have 2 stocks after the letter M.

This is a common Broker's fallacy although please don't take this as criticism as I haven't read the thread to see how you chose these stocks.

gg
Click to expand...

If I find a company that is good value I am not going to skip it just because my portfolio already has stocks in that part of the alphabet.

The companies that I have invested in I have bought because I can understand their businesses and believe they represented good value at the time of purchase, I don't normally buy with the intention selling in the shorterm I am quite happy to wait for the market to recognize the value especially if the dividends are good in the mean time.
 
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