What stocks are currently in your portfolio?

[imajica]

just AQA at the moment

risky I know to have a lot on one stock but I must say I have fallen in love with this story

 

[franga28]

Currently holding

EXM
NLX
TAM
BLR
MLS
ITC

Recently sold
GPN
PNA

 

[drillinto]

My current top three:

1. RIV (coal)

2. TAM (gold)

3. AAC (cattle)

::::::::::::::::::::::::::::::::::::::::::::

 

[andy87]

MIG

TLS
both are sh*te

Sold QAN about 12 months ago,
100% return

 

[Atma]

1/3 is in UMC

1/7 in CEY

1/6 in FRS

Rest
BMY, BCI, NOD, MOL, MAK, KAR, and WRK, WHC,CEY and other ones which are 80% losers

 

[swill]

LNC, MEE, AVX:

 

[vine]

Currently holding all resources
15% BCC
15% BMY
15% DMM
40% THX
10% IGR
5% SUR , URL

Recently sold BRM and MXR thanks YT

 

[eddyeagle]

Too many at the moment for my liking, and too many of some.

Love the pie chart Kennas!

 

[eddyeagle]

Here are my current stock holdings and their %s- obviously a heavy emphasis on resources, gold, oil etc. Some start performers in there and some dogs ie. DIO.
That makes up about 40% of my entire portfolio. I have another 40% in cash and 20% in managed funds - mainly property trusts.
Feel free to offer feedback.

 

[Goldmann]

LNC, MEE, AVX:

have a few wines, and been looking at new snow boards for most of the eveing.. now the shiraz is kicking, and i feel we have an infinity...

have been holding AVX for a long time,.. bought in at .20. my portfolio heavily weighted towards this finally kicking the **** we know it will...

not so lucky with LNC.. bought in today actually... but lots of upside.

own a bit of gold DIO, LGL etc am a gold bulll.... well my mate is... hahaha

moved into coal today with RIV... looks reall good.. have a look at the release in the RIV share thread...

apart from that NIB gave me some shares that i would swap for a band aid.. does that count.. hahaha your all way too serious.. its only money.... haha and there is plenty more of that around...

 

[Goldmann]

Here are my current stock holdings and their %s- obviously a heavy emphasis on resources, gold, oil etc. Some start performers in there and some dogs ie. DIO.
That makes up about 40% of my entire portfolio. I have another 40% in cash and 20% in managed funds - mainly property trusts.
Feel free to offer feedback.

do you subscribe to fat prophets.. my mate does.. and you have very similiar portfolios....actually your wheel looks like that of the FP...

i did forget..Andean is the one gold play i have held that actually has been working..

i should say despite the immature disrespect to the yellow god, i am long gold...

 

[Goldmann]

Hi everyone, I'm new to this site and by the looks of it i'll be spending a lot of time here.

I have recently added to my small portfolio which has:

ANZ, CBA, WES

My new additions which I purchased in the last 2 weeks are :

CBA MQG SGB WBC NAB GFF TLS QBE TOL AGO

would love to see a chart of where you are now, from where you were when you purchased these... i think nearly all of them would of fallen (some fairly decently) since your purchase...

you look like you have copped a hiding... call me a sadist.. but would love to see a graph... haha.. atleast my gold bull mate warned me away from anything financial related (or that use oil!)!..

im not immune though.. i do possess the DIO....

 

[eddyeagle]

do you subscribe to fat prophets.. my mate does.. and you have very similiar portfolios....actually your wheel looks like that of the FP...

i did forget..Andean is the one gold play i have held that actually has been working..

i should say despite the immature disrespect to the yellow god, i am long gold...

I dont subscribe but read all their free newsletters and do my own research from there. I use them as a guide.

 

[eddyeagle]

would love to see a chart of where you are now, from where you were when you purchased these... i think nearly all of them would of fallen (some fairly decently) since your purchase...

you look like you have copped a hiding... call me a sadist.. but would love to see a graph... haha.. atleast my gold bull mate warned me away from anything financial related (or that use oil!)!..

im not immune though.. i do possess the DIO....

Yeah have to agree that that portfolio of Banks stocks did look pretty ugly!!!

 

[chrissyoscar]

would love to see a chart of where you are now, from where you were when you purchased these... i think nearly all of them would of fallen (some fairly decently) since your purchase...

you look like you have copped a hiding... call me a sadist.. but would love to see a graph... haha.. atleast my gold bull mate warned me away from anything financial related (or that use oil!)!..

im not immune though.. i do possess the DIO....

Have a look at page 9 on this thread for the post dated 17/06/08 from me.
You will see that I no longer hold most of those shares.
I took a small hit on some.
CBA - small loss
MQG - small profit
SGB - sold the day before Westpac announced the merger (really pissed me off)
WBC - small Loss (with dividend almost square or close enough)
NAB - Small loss (with dividend small gain)
GFF - small profit
TLS - almost square
QBE - nice profit
TOL - Nice profit, got in at $7.90 and out at $8.50 thank god, they are now $6
AGO - Still own and have a nice profit and looks likely to keep going up as they go into production in 3-4mths.

The current shares I'm in are speculative and a lot more risky but they are in the hot resource sector so I'm hopping to make some good money then get out. I'm in, FMS, ADY, MXR, BMY, AGO.
They are all up and my portfolio is up 20% when it could have been down 30% if I stuck with the blue chips.
I got sick of watching the banks going up then down then up and down it was making me dizzy.
All the experts where saying more down side to come so I got out.
Started looking at Flinders Mines (FMS) as it was on my watch list and it kept going up.
Did some research on it and decided to take the plunge, then noticed Brumby Resources was very cheap with good prospects so I got some of those as well. before I knew it I had sold all my blue chip stuff and my portfolio had mainly speculative mining companies.
There'll be investors reading this and thinking I'm a fool and have probably broken most investing rules.
My portfolio started with $50,000 so if things go sour and I lose 1/2 the damage isn't life changing.
The bills still get paid and the house payment still get made.
But if things go well then the house payments become history.
Good luck everyone, interesting times ahead with this crazy market.

 

[Speewha]

Hello,
BPO, GOLD, HGO, KEN, MAH, MAK, VEC, VMT, OXR/ZFX.

For better or for worse, fortunately not until death depart.

HAPPY NEW all posters

Regards

 

[i.hunter]

WOW only..haha..wanna keep it for long

 

[vishalt]

All long-term shares:

Beach Petroleum - Oil/gas
Australian Worldwideexp - Oil/gas
OZ Minerals - Minerals
Westpac - Bank
ASX - Financials
Woolworths - Retail
SP Ausnet - Electric
Neptune Marine - Engineering

 

[AussiePaul72]

G'day All,

Well no one has posted on this thread for about 10 weeks. Can't say i blame anyone for that as its been a real roller coaster with many downs and not to many ups! However I'd be interested to hear from other ASFers to see what stategy others have taken during the downturn in market sentiment.

Well i haven't sold out of all of my stocks but rather got out of a few, been averaging down on some others and well just sitting on others.

My current portfolio in order of value is:

BMY - have increased holding through averaging down buy in price. Picked up a nice parcel at 10c the other day. Prepared to sit on this one as they have lots of exploration work happening in the near future on some very prospective tenements.
BCC - have also increased holding through averaging down buy in price. They are already producing in the Gulf of Mexico with many more projects to come on stream by the end of the year. Drilling of new projects was announced last week to start within the next week.
AXE - averaged down to a lesser extent as it has held its SP quite well during the market turmoil. Many projects in South Australia across a number of commodities. Currently waiting on drilling results (due any day now) from highly prospective manganese / iron ore at Jamieson Tank project.
CYS - Sitting on this one as they own some highly prospective iron ore ground in WA but also multi-commodity projects throughout WA.
AHN - Also sitting on this one for the time being.

Hopefully today was the beginning of a turn around in market sentiment. It will take a while to turn things around and for investors to gain confidence again but it would be nice if we had seen the bounce off the bottom today. Anyway, good luck to all

 

[ormond]

I've done plenty of shuffling of the deck chairs over the last few months.
My current portfolio in value order is:

UGL-United group
AJL-AJ Lucas group
KAR-Karoon gas
AGK-AGL Energy
WOR-Worley parsons
MLB-Melbourne IT
RHL-Ruralco holdings
WDS-WDS Limited
WBC-Westpac banking
KBC-Keybridge capital
AED-AED Oil
ORE-Orocobre Limited
IGG-Ingena group
MAK-Minemakersa Limited
TRY-Troy Resources
SEA-Sundance Energy
BON-Bonaparte Diamonds