lookingforclues’ Activity

Yesterday

NL

Boards Post

lookingforclues replied to the High Yield - Share Strategies board. 07:23

Re: When to sell a cutter

I had decided that if the reason I had bought them changed then no point in keeping

As no one else has mentioned it may I suggest that one of the key reasons you bought TSCO was for portfolio diversification, i.e. to include the [more]

Sat Aug 30

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 06:54

Re: Sell everything and buy Lifestrategy?

Commonly however you'll see HYP being compared against the FT100 - a index that heavily tilts (can have approaching 25% in a single sector, 10% in a single stock) and where such tilting has severely impacted its total reward over the last couple [more]

Fri Aug 29

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 07:12

Re: Sell everything and buy Lifestrategy?

To which the answer is almost certainly “Yes”.

IMO the answer is almost certainly "no".

My issue with HYP, over the very long term, is the old adage that markets always recover but companies [more]

Thu Aug 28

NL

Boards Post

lookingforclues replied to the Scottish Independence Referendum board. 07:17

Re: Swinney

I know it's been discussed here before, but is Sterling an 'asset'?

No.

What determines the strength of a currency, and therefore just how much of an asset it is, is not its name or the central bank that prints it but the [more]

Fri Aug 22

NL

Boards Post

lookingforclues replied to the Bert's Investor Sanctuary board. 09:37

Re: All dividends reinvested

Dividends in my opinion should not be taxed.

I think this is something HMG have got about right and, again, it favours the tortoise over the hare. An individual can now sock away £15k/year in a share ISA (£30k/year for a [more]

Thu Aug 21

NL

Boards Post

lookingforclues replied to the Bert's Investor Sanctuary board. 10:26

Re: All dividends reinvested

Terrapin

Thanks for coming back with performance numbers which do look impressive! Even if the figures only refer to 25% of your capital they would still have resulted in more than a doubling of the whole of your capital (the 25% would have [more]

NL

Boards Post

lookingforclues replied to the Bert's Investor Sanctuary board. 07:07

Re: All dividends reinvested

A diversified range of investing styles might add another 50% or so to a diversified LTBH portfolio.

Well, it might, but it's unlikely IMO. Yes, diversification across international equities (although most big-cap UK equities [more]

Wed Aug 20

NL

Boards Post

lookingforclues replied to the Bert's Investor Sanctuary board. 10:04

Re: All dividends reinvested

Sorry, Terrapin, meant to add - if you think my request is unreasonable or too onerous then consider that it is exactly what some equity investors (notably TJH) have done on the HYP board and one of the reasons I consider share investing a good way [more]

NL

Boards Post

lookingforclues replied to the Bert's Investor Sanctuary board. 10:01

Re: All dividends reinvested

Terrapin

This month's trade sold for 24, able to close out for 3 - for 2 weeks' duration 16% ROCE or 400% annualised-see what I did there?

I can only see how you have done if you can report;

1. Initial trading [more]

Tue Aug 19

NL

Boards Post

lookingforclues replied to the Bert's Investor Sanctuary board. 08:09

Re: All dividends reinvested

Dem

And this is where the LTBH/HYP crowd lose it:
A- "markets are inefficient" such that "buying low PE and high DY stocks makes sense".
B- markets are efficient enough in every other dimension that there is
[more]

Sun Aug 17

NL

Boards Post

lookingforclues replied to the Bert's Investor Sanctuary board. 12:32

Re: All dividends reinvested

Terrapin

Nobody has addressed the issue of other investments-fine wine,classic cars and property -all spanked the LTBH strategy into oblivion-especially property if you upscale and live in it.

Nonsense.

ISTM that [more]

NL

Boards Post

lookingforclues replied to the Bert's Investor Sanctuary board. 07:33

Re: All dividends reinvested

Ody

The myth that long term buy and hold will make you a lot of money has been discussed endlessly on this board.

I don't think anyone has suggested that LTBH is a get-rich-quick scheme or that you can make a lot of money [more]

Tue Aug 12

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 09:28

Re: Favourite Stocks?

If favourites = best performers then currently ABF and BT, both up over 3-fold since purchase. Until recently favourite would have been SHP which better than 4-bagged since purchase. Recently sold however.

lfc

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 09:24

Re: IGG - sector classification

I hold IGG* and I'm curious to know whether other holders regard it as a Financial or Gambling stock?

Spreadbetting firms make their crust in much the same way as bookies such as Ladbrokes, Hills and Corals. Only the vehicle they take [more]

NL

Boards Post

lookingforclues replied to the Scottish Independence Referendum board. 09:10

Re: No Plan B

Absolutely it is a red herring

So let's not use it


Would 'reneged' be a better word?

Sorry, oncewass, but if you think the markets are going to be happy to accept iScotland walking away from its share of UK debt then [more]

Mon Aug 11

NL

Boards Post

lookingforclues replied to the Scottish Independence Referendum board. 07:20

Re: No Plan B

Suppose I agree to share a mortgage on a buy to let purchase with an acquaintance, but then renege on that agreement at the last minute and decline to sign the Loan agreements with the Bank. I may be a rat, but I have surely not Defaulted on the [more]

Thu Aug 7

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 12:42

Re: Sky High

Gengulphus


Thanks for taking the time to give a considered and detailed response.

I'm not saying that it is easy to work out the odds on the whole lot combined - I very much doubt that it is!

What I would need [more]

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 08:28

Re: Sky High

Nor did Gallaher, which supplied the big capital increase that BATS built on top of - and together, by the 13th anniversary, Gallaher and BATS have supplied somewhat under a 6-fold price increase on their original £5k investment, well short [more]

Wed Aug 6

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 14:12

Re: Sky High

Looking at its initial construction in http://news.fool.co.uk//news/foolseyeview/2000/fev001113c.ht...... , it did not include any of the 6 "big winners" from [more]

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 08:46

Re: Sky High

Dod

Your comments are irrelevant for a HYP Board. We do not talk here about 'winners'.

I was careful to talk about dividend growth as well as capital appreciation. And who is this 'we', is it the royal variety or is this some [more]

Show More Activity ...

Boards Stats & Trivia

Big gold star, 5000 posts
Board Posts 6464
Recs Received 13564
People who have rec'd these posts 1760
Recs to Posts Ratio (last 30 days) 6.20
Threads Started 391
Threads Started Percentage 6.05 %
Most Frequent Board Property - Markets and Trends
Very First Post Re: costs ! (26/08/2007)
Percentage of Posts Rec'd 60.52 %
Show lookingforclues’ 10 Latest Posts