Your top 3 holdings and why you hold them

[VSntchr]

CCP - debt collection with a business model that appears to be growing smoothly. Management are serial underpromisers & over deliverers.


FGE - Large rise in SP over the last 2 years has caused this to be a substantial holding. I think there is growth left, especially with the recent acquisition.


ARP - excellent long term record. Leveraged to the mining boom but not entirely so.



These three business all have low debt, high ROE.

Well,

1) CCP is still there for me and my reasons still stand. Its earnings momentum has slowed over the last 12 months or so, but it has been investing solidly and has a few irons in the fire with the carefully carried out US expansion and also the lending operations. No reason for me to sell yet, and the yield on purchase price is nice.

2) RFL. This one has big frustrating yet educational experience for me. Selling when I thought it was expensive, only to re-buy later after realising I had made a mistake. Exposed to the financial services sector which I think has some favourable trends helping it over the next decade at least. Sticky recurring revenue with strong clients (big 5) gives me confidence in the earnings stream. Thanks to springhill for bringing my attention to this one (albeit a lot earlier than when I finally purchased!)

3) DTL. The third entry is not exactly in the top 3 by exposure (yet), but I intend on it being there soon. Price has been getting smashed due to earnings falling short (very short) of recent periods and on managements guidance. DTL has positioned itself to benefit from the eventual turn-around of the IT business cycle. The downside risk is that IT has forever changed and DTL's services are no longer relevant to the modern business consumer, obviously judging by a 3 year chart on DTL there are many that subscribe to this phenomenon, however I am no longer one of them.



Removals:
- Selling ARB corp was a difficult decision for me. Its a fantastic business but I felt that it would be facing some strong headwinds over the coming years. So far those winds have been blowing, but ARB has been performing soundly - this could prove to be a big mistake for me.
- FGE, well that doesn't need too much explaining. With the help of SKC, during my early days learning about fundamental analysis, my attention was drawn to the decline in quality of FGE. I was fortunate enough to be out early at ~$6.30 from memory. Since exiting the business got far more complicated with its increased size, that combined with the headwinds of the industry prevented me from even considering re-investing when it became cheaper.

 

[So_Cynical]

CPU - Computershare
Now 14.32% of total portfolio value, due to removing some (other portfolio) capital for a RE purchase last year and the run up in SP...still a part open trade from 2012 i think.

IIN - iiNet
7.13% due to the extraordinary run up of the SP (264% open profit) that and the fact that i havent sold any since Nov 2011.

SND - Saunders
6.55% Due to the fact that i have a completely open parcel and a profit taken, part parcel open since Nov 2009 and the fact that the SP has almost doubled since the second entry in May 2012.

All stocks im happy to hold, i have written May $13 calls on half my CPU holding so that looks like it mite get taken out.

 

[shouldaindex]

Just did a bit of an experiment. Went through the first 2 pages and analysed how many of the stocks picked have beaten the market (7% P.A).

0/3
2/3
0/3
2/3
1/3
1/3
2/3
1/3
0/3
0/3
2/3
0/3
0/3
0/3
1/3
1/3
0/3
1/3
1/3
1/3

16 out of 60 picks.

 

[qldfrog]

the other interesting bit is would these few winners have done an overall positive effect
were these few enough to make up for the huge majority of underperformer;
also note that referencing the asx average means mostly looking at banks due to their abnormal weight
in any case, interesting check!
Many thanks

 

[johnpendles]

Thanks for doing that exercise.

Very interesting.

 

[burglar]

... how many of the stocks picked have beaten the market (7% P.A) ...

I, for one, do not "buy and hold".

 

[Bill M]

The threads gone off topic a bit so back on track, here are my 3 top holdings.

RDV High yield ETF which also includes REITS. Paying over a 5% dividend yield and with franking the gross dividend is close to 7%. Ideal for my Super Fund.

VHY Same as the above except it is by a different provider and there are no REITS in the fund.

SVWPA Seven Group Holdings Preference Shares. I hold these for the magnificent income it provides me. At the current price of $85.79 it is a tad over 6% fully franked or around 8.7% gross. Plus, should Seven Group ever convert or buy back the security I stand to make substantial capital gains as well.

 

[grehar]

I've only started. Need to be excused for not having 3 holdings.
Have only shares in the one company, being WPL.
The shares are franked and is expected to have a dividend yield of 5% this year. The company is financially strong and has a large customer base.

 

[galumay]

In my SMSF my 3 largest holdings are,

CCP

NVT

RFG

CCP I bought in the SMSF because I had TGA in the investment portfolio and I thought both were very good companies.

NVT because thy had been on my watch list for a fair while and I topped up with some extra funds.

RFG have become a large holding thru capital growth and the recent SPP.

In the investment portfolio,

TGA

SIP

MMS

TGA have been my best performer so represent the largest holding.

SIP also been a very strong performer in the last 12 months

MMS one I got into cheap when the dying Rudd gov. proposed changes to novated leases, also strong capital growth.

 

[burglar]

The threads gone off topic ...

I still have an interest in AXE Archer Res. and FMS Flinders Mining.
But my main interest is MEP Minotaur Expl.

As of last week, the tide has turned and all three are firmly stuck in the mud.

The Economic Clock ticks on!

 

[grehar]

Hope you're not stuck in the mud too long Burglar. Will keep an eye on my first ever stock purchase as it's gone down twenty two cents since purchase. Am looking at acquiring shares in a well known transport stock and a service company. Both of which are charting in the right direction. When next talking with the adviser, will run it past him. That will give 3 and then will look at other investment ideas and diversify.

 

[robusta]

Wow I have not updated this thread with my super fund since September 2011, anyway this is it back then




Looking back there have been some big winners and loosers there, anyway the current top 3

1. Still FGE but back to a bit under 11% now, last took some profits at $6.50 and now all free carry.

2. TGA holding almost as much as FGE for the dividend and long term capital growth.

3. VOC just over 10% this is a long term holding deep in the red at the moment, waiting for the growth to turn into $ but losing patience.

The above post is Jan 2013 just over two years ago. Got out of FGE in profit but was still a mistake I don't wish to repeat, TGA is still there but now the seventh largest position after taking profits at $3.00 + and sold VOC for a loss only to watch the sp more than double.

So in the meantime I decided to concentrate on businesses with overseas earnings...

1) IPP - Iproperty 15.67% Love the Asian growth story and the Realestate.com business model

2)NVT - Navitas 12.96% Good growth in USA plus lower A$ makes it cheaper for students to study here, plus fantastic cash flow.

3) SRX - Sirtex 12.29% Fantastic growth potential and overseas earnings.

In my personal portfolio it's

1) IPP

2) NVT

3) TGA - Thorn group, solid business with a nice dividend.

 

[issh]

Percentage wise probably

AJX: Bought it a three months ago when they were 9c each; as of now they are 70c(however they did reach 80c last week). Going to hold it out most likely till they reach $1(which I reckon will happen within the next 6 months)

ZIP: I actually purchased this at the end of Dec @ 29c each; hovering around 45c now. However, I do plan to sell before the end of this month

MPL: Got on the IPO; up 20% or so .


However, not all my picks were great; my worse stock in my portfolio is probably E88; purchased at 0.150 now at 0.110.

Again, do your own research.

__________

Should also add that I'm planning to either purchase EGP or CWN in the next couple of weeks pending decision of Queen's Wharf at Brisbane CBD

 

[So_Cynical]

Just did a bit of an experiment. Went through the first 2 pages and analysed how many of the stocks picked have beaten the market (7% P.A).

0/3
2/3
0/3

16 out of 60 picks.

I bolted my contribution to page one of this thread...beat the market - its all timing and decisions.

(12th-March-2010) Top 3 by portfolio weight

• TRY - Troy resources = Gold and brilliant management
• HDF - Hastings diversified fund = 14%+ dividend return (still in the trade)
• CTN - Contango MicroCap = exposure to the Micro cap sector, china growth, economic cycle etc (still in the trade)

Looking at the best performing parcels i made 386% out of TRY and 180% out of HDF (Both sold out) and 20% from CTN (still holding a small parcel) - so much for 0 from 3, i smashed the market with 2 of those 3 picks.

 

[noirua]

My top three holdings are:
Univision Engineering LSE:UVEL
Oxus Gold LSE:OXS
Boadicea Resources BOA

UVEL due to plans to hive off its 51% owned Chinese Zhongshan Shopping Mall to shareholders, that is worth 4 times the present market cap of £3.5m at 0.9p.
OXS on the gamble the International Arbitration commission will award over US$400m in compensation from Uzbekistan. Up to 40 times the present market cap.
BOA in that it will strike gold, and nearology to Nova in the Fraser range.

 

[issh]

Should also add that I'm planning to either purchase EGP or CWN in the next couple of weeks pending decision of Queen's Wharf at Brisbane CBD

Bloody hell EGP up 6.45% today; and CWN 1.1%

 

[rahh]

My best three
RSM .. Just keeps going up 70% of earnings in US dollars
APA ... Good steady stock with great growth potential and yield.
CSL....I like health stocks and this is one of the best.Great international exposure.

 

[shady]

Does it count if the top 3 are ETF's??? I only hold 2 stocks in my smsf being MPL and WPL but....

My Top 3 holdings in my smsf...

RDV 24% (up 14%..purchased in Feb 2013/May 2013/July 2013)
IEU 23% (up 55% ..May 2012 & Feb 2013)
IVV 21% (up 98%..May 2012)


RDV I'm happy to keep this as is with it's reasonably healthy yield.

IEU I still think this has a way to go and will stick with it also.

IVV I think this is getting to the end of its run, mainly form an exchange rate point of view. I'm still bullish on DOW but half the attraction when I bought in was the extremely high $AUD. My very humble opinion was that there was no way in hell it was staying anywhere near $US1.10. My 2 cents is that there is just as much chance of the $AUD falling another .05 as rising another .05 (he says just as they drop interest rates) so I stick with it for now. I have thought about hedging this against the exchange rate.

 

[noirua]

My top three holdings are:
Univision Engineering LSE:UVEL
Oxus Gold LSE:OXS
Boadicea Resources BOA

UVEL due to plans to hive off its 51% owned Chinese Zhongshan Shopping Mall to shareholders, that is worth 4 times the present market cap of £3.5m at 0.9p.
OXS on the gamble the International Arbitration commission will award over US$400m in compensation from Uzbekistan. Up to 40 times the present market cap.
BOA in that it will strike gold, and nearology to Nova in the Fraser range.

Over four years have past so what has happened:

Univision UVEL were priced at 0.6p and rose rapidly in May 2017 hitting 5p. They now trade on London's AIM market at 1.9p. Profits at the half way point 2018/2019 rose 380%.
UVEL hived off its Chinese interests in a shopping mall, hotel and holiday centre to shareholders on a one for one basis in June 2015. They still do not have a market quote and a holding company, Leader Smart Holdings Limited was setup registered in the British Virgin Islands and trading out of Hong Kong.

Oxus Gold are all but bust having lost their Arbitration battle in France. An Appeal is due to be heard later this year or early next. Uzbekistan are refusing to cooperate until the Appeal is settled.

Boadicea Resources have gone nowhere really and still drilling as the nearest to the Nova and Bollinger historic nickel and copper find in the Fraser Range. They have a drilling campaign due to start shortly.

 

[noirua]

My top five holdings at present are:
1. Placer Pacific HK:575 at 23c
2. Univision Engineering LSE:UVEL at 1.9p
3. Red Rock Resources LSE:RRR at 0.53p
4. White Energy ASX:WEC at 9.1c
5. Jupiter Mines ASX:JMS at 30c

Jupiter Mines held due to high interest paid 24%pa and sale of iron ore assets. USA's AMCI and two directors have a 28% holding.

Univision held due to leaping profits at 380%. Also has a large contract out to 2023.

Red Rock holds an Area at Musonoi DRC being sandwiched between Chinese companies and Glencore. Expecting a buyout or bid.

White Energy expecting a large award later this year from the Arbitration court in Singapore.

Placer Pacific are progressing their products including boots etc., Shares look sold down. Plethora Solutions Holdings PLC -Http://www.regentpac.com/template?series=201
Http://www.plethorasolutions.co.uk/
The DIABETIC BOOT COMPANY LIMITED Http://www.regentpac.com/template?series=206