What stocks are currently in your portfolio?

[justjohn]

ABQ-food franchiser owns cooky-man ect up over 30% on this
ANG-mining engineering company up some 60%
BPT-my oil play
GBG-
MAP-long-long-long time favourite div play
MQG-average$69 when fell sharpley from $100-$59 a few months ago
MRE-mining div play
SDG-an Australian and overseas building company
SGB-steady banking stock
WES-acquired bunnings and coles plus coal mining L/T
ZFX-:horse::dunno:a lot of us own this heres hopingL/T good div

 

[The Mint Man]

Currently own:
BDG Sonny Bill William (SBW) Stupid Bloody waste
VPE waiting for them to prove up some more on top of recent gas finds with BOW energy, I also like their play in Greenearth, with labor in now this could be good.
OSH bought about a year ago, very happy with this one 40% up.
MQG largest holding, bought today @ $75.5, got off to a great start!

Cheers

 

[Nyden]

Currently own:
OXR - Doing reasonably well as per usual.
ZFX - Painful watching this one!
BHP - Just bought this today, already a 1% gain, not bad Was actually a rather difficult choice finally deciding to buy into it, especially with this current business of RIO.

Recently sold:
FNT - Fantastic move selling that, as it went on a 3 day plummet afterwards! Never re bought, decided to shift to more solid stocks in these uncertain times

 

[winanga]

That's your entire portfolio Nyden? I thought I was agressive with 40% resources, but whoa, respect to a true believer!

 

[Nyden]

That's your entire portfolio Nyden? I thought I was agressive with 40% resources, but whoa, respect to a true believer!

I held ANZ for a while, it put me off the financial sector : I believe commodities are a relatively safe place to be, due to China. I put the money where it's hot

The way I see it, if Commodity stocks take a hit - that's indicative of the wider economy slowing...which means all stocks are going to be suffering. From retailers, to banks. So, I'd rather be in a position that at least has high growth

 

[Fleeta]

Interesting thread - i've got a fair bit in PCG and COA which is essentially cash, so here is my portfolio - kind of not happy to have this much cash on the sidelines! Anyone else holding more than 50% in cash??

NMS Neptune Marine Services 13.60%
GMI Global Mining Investments 12.36%
MGX Mount Gibson Iron 3.96%
FDY Findlay Securities 3.74%
MFF Magellan Flagship Fund 3.35%
AED AED Oil 2.37%
RAU Republic Gold 1.52%
RCO Royalco Resources 1.48%
BTC Biotech Capital 0.69%
MPI Mark Sensing 0.37%
TOTAL SHARES 43.44%

 

[awg]

First, have held long term, in order of size

BHP
CBA
AFIC
WOW
SGB
ASX
Toll
MBL
Telstra
IAG (got them thru demutualisation for nix)
Bluescope


Stocks I have bought strongly in last 18 mths, in order of size

BHP
WPL
Newcrest
Rio
Oxiana
ASX
News corp (my worst performer)
T3
LGL
WOW
WES
HVN
WTF
HMC
NIB (got thru demut for nix)
AIO (spun off Toll)

Cash currently 8%
AUS shares 80%
Have also MINs in OS shares and property trusts.
All mostly held in Super.

Returned 36% last financial year on the shares, including realised and unrealised Capital gain, Dividends & Imputation, after tax.

Am happy with them except News and IAG, Telstra has been poor, but come good this year

 

[ithatheekret]

I don't personally own these , in fact I have very little in my name . But holdings I have purchased are :

IPL

ORI since 4.75 including calling in option ( $4B cash turnover per annum ) last entry double digits .

NAB ( recent )

FMG eons ago

RIO ( BHP recent exit )

SUN

MCC

CEY

APN

ZFX since low dollars ( exited )

AXA last entry at $5+ twice

QBE looking to exit and divert funds elsewhere .

Currently looking at SGB

 

[Lucky_Country]

bhp
era
wpl
mon
pen
adi

 

[michael_selway]

ABQ-food franchiser owns cooky-man ect up over 30% on this
ANG-mining engineering company up some 60%
BPT-my oil play
GBG-
MAP-long-long-long time favourite div play
MQG-average$69 when fell sharpley from $100-$59 a few months ago
MRE-mining div play
SDG-an Australian and overseas building company
SGB-steady banking stock
WES-acquired bunnings and coles plus coal mining L/T
ZFX-:horse::dunno:a lot of us own this heres hopingL/T good div

Lol i love your emoticons lol

CEY
FLX
GCL
ANG
KCN

thx

MS

 

[Ken]

AXT - held since float, olympic damn discovery bring it on

ARG - boring, done nothing held from $7.90, but 14% returns for 25 years i will take that

ANZ - bought August 10 in the $25's, looks undervalued compared to peers, good dividend, no reason to sell.

AIO - bought today, $7.13 - wanted some infrastructure, and i sold MIG as it has reached my target price yesterday

PEM- bought for the undervalued factor, have purchased from $3.93 right down to $2.85, Average price $3.35, 2008 i am looking for $5.00, 2010, $10....

ZFX - boguth for dividend, and takeover factor at $13.97 - holding on margin.

RRT - bought a couple at 71.5 cents, for the 15% dividend, and the undervalued factor.

TLSCA- held since prospectus, waiting for m free shares, been my best performer in the blue chippers.

COE- cooper energy - held since Smart magazine told me to buy 12 months ago, go coops

OXR - copper say no more

bhp -no comment

rio tinto- iron my ore please.

Nab - i work there.... soo

 

[uhu]

Now:

OXR
ZFX
Solarworld
Apple

and i will buy (again) ABB LTD (swiss company, not the australian one), when my money will be in my account

and I am thinking:
Google
Garmin
Posco
Mcafee

(but only one)

 

[patrick]

One account holds and I trade from this one fairly regularly:
CVN
BRM
IMI
AIM
AZZ

My other consists of things I hold on to for a lot longer:
NAB
BHP
HSP
MTS
IBA
TSE
ROC
TLS
WBC- My biggest holding. My dad bought Perth building society when i was just a lad, they were bought by Challenge Bank, who were then bought by Westpac. I've had them on dividend reinvestment ever since and they just keep growing. Not bad for something I didn't have to pay for!

 

[Aargh!]

OXR
AED
CUO
KZL
KSX
ICP
TMR
EXM
MLX
JMS
CVN
RAU

 

[Kauri]

Mainly IVC... with all of this volatility in the markets they are bound to pick up business..
Cheers
........Kauri

 

[So_Cynical]

Mainly IVC... with all of this volatility in the markets they are bound to pick up business..
Cheers
........Kauri

LOL INVOCARE LIMITED (IVC) Principal Activities Provider of funerals, burials and cremations.

Nice chart.

 

[noobs]

ede
edeo
avx
hlx
hlxo
jms
mhl
nms
taso
bta
vms
vmso

A spec stock portfolio - goes without saying!

 

[sunboy]

Nice stocks in your portfolio.
The biggest part in my portfolio is the solar company Solco (SOO), which should profit from the new government, new managers and the tendency to go away from oil to alternative energies. Still cheap at the moment.
Good luck for the next year for everybody.

 

[austek]

stocks for a SMSF

CIG getting tired holding it
SWK
CVI
NMS
BEC daughters name
WTP owes me nothing
WOR
SEK owes me nothing
RIV owes me nothing
FMG owes me nothing
AOE
AWE short term only

would like to get hold of AGY at right price

 

[grace]

My family
AAX
BHP
BRM
CAB
CVN
FRS
GIR
LNC
LYC
MLB
ORI
TTS
TZL

MY name
AAQ
AGM
ANZ
CRJ
CTS
ESG
FER
IMA
MMX
MON
MTS
NAV
ORI
QGC
SXP
WPL
I have been investing for 12 months (apart from TTS my very long term hold from the Unitab float). I have made a lot of mistakes, and hope to learn from them! I would also like to buy AQA and LEI.