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Phil 2
Posted: 29 July 2024 08:09:18(UTC)
#2413

Joined: 20/07/2018(UTC)
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Sold my entire NBPE holding (£16k). Took a year to get it into the green, been on a tear recently. Dividends were always a sweetener despite being modest.

Doubled £5k stake in GSF.

Rebought £15k of my old chum BRLA, has drifted back down in price. Excellent reliable yielder of 6.6% … if I’ve got back in too soon I’m happy to top up accordingly. Discount not huge at 9%.



Edited as missed a couple of words out about holding longer term.
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9 users thanked Phil 2 for this post.
Taltunes on 29/07/2024(UTC), Raj K on 29/07/2024(UTC), what me worry? on 29/07/2024(UTC), Big boy on 29/07/2024(UTC), MartynC on 29/07/2024(UTC), Helen L on 29/07/2024(UTC), Auric on 29/07/2024(UTC), Old Scientist on 30/07/2024(UTC), Sara G on 30/07/2024(UTC)
Big boy
Posted: 29 July 2024 09:12:32(UTC)
#2414

Joined: 20/01/2015(UTC)
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Topped up 2 " bad boys". IPO/SERE. as encouraging stats to-day.

Looking to sell OIG at 20% discount (part unquoted) on excellent -re-rating with good reduction in discount and stock nearing 12 month highs. I appreciate that they are up near 40% from low....
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3 users thanked Big boy for this post.
Helen L on 29/07/2024(UTC), Phil 2 on 29/07/2024(UTC), Sara G on 30/07/2024(UTC)
Ian Eccles
Posted: 29 July 2024 09:18:17(UTC)
#2415

Joined: 04/07/2021(UTC)
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Just topped my holding in Entain, £6/share
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Phil 2 on 29/07/2024(UTC)
Tug Boat
Posted: 29 July 2024 17:31:25(UTC)
#2416

Joined: 16/12/2014(UTC)
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I’m thinking of dumping half of my JGGI. It’s up double and it’s in US growth.

Anyone else doing the same?
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Mr Bean on 30/07/2024(UTC)
Johan De Silva
Posted: 29 July 2024 17:43:39(UTC)
#2417

Joined: 22/07/2019(UTC)
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Tug Boat;313667 wrote:
I’m thinking of dumping half of my JGGI. It’s up double and it’s in US growth.

Anyone else doing the same?

Are they? Normally JPMorgan trusts have one growth and one value manager. Certainly, JAM does. The US is having a pull back and it's possibly too late now ahead of rate cuts.

Having sold some ATT I am using that money to buy the dip and bought back ATT and some JAM.
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5 users thanked Johan De Silva for this post.
MartynC on 29/07/2024(UTC), Helen L on 29/07/2024(UTC), Auric on 29/07/2024(UTC), Phil 2 on 30/07/2024(UTC), lindsay Morrison2 on 30/07/2024(UTC)
Tug Boat
Posted: 29 July 2024 18:00:47(UTC)
#2418

Joined: 16/12/2014(UTC)
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Microsoft, Nvidia, meta, Apple etc top holdings.

Think I’ll take profits.

Where to invest? Is the question.
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2 users thanked Tug Boat for this post.
MartynC on 29/07/2024(UTC), Mr Bean on 30/07/2024(UTC)
Johan De Silva
Posted: 29 July 2024 20:34:24(UTC)
#2419

Joined: 22/07/2019(UTC)
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Tug Boat;313671 wrote:
Microsoft, Nvidia, meta, Apple etc top holdings.

Think I’ll take profits.

Where to invest? Is the question.

If you're selling those then you think the economy will be strong and you're going to buy smaller companies? Something like PIN, OCI, AGT, CDLN, WSML, or keeping a larger cap then VHYL/VHYG or IWSZ.

If you think the economy will be poor then you need to buy defensive stocks like Infrastructure (HICL, PINT...), healthcare or even Microsoft, Nvidia, Meta and Apple!
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9 users thanked Johan De Silva for this post.
Taltunes on 29/07/2024(UTC), MartynC on 29/07/2024(UTC), Helen L on 29/07/2024(UTC), Auric on 29/07/2024(UTC), Raj K on 30/07/2024(UTC), Sheerman on 30/07/2024(UTC), Newbie on 30/07/2024(UTC), dlp6666 on 30/07/2024(UTC), lindsay Morrison2 on 30/07/2024(UTC)
Phil 2
Posted: 30 July 2024 07:34:02(UTC)
#2425

Joined: 20/07/2018(UTC)
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Took some profit out of PINT and topped up GSEO. Just fettling really.
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4 users thanked Phil 2 for this post.
what me worry? on 30/07/2024(UTC), Big boy on 30/07/2024(UTC), Raj K on 30/07/2024(UTC), Auric on 30/07/2024(UTC)
what me worry?
Posted: 30 July 2024 13:45:06(UTC)
#2426

Joined: 20/11/2007(UTC)
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Dipped a toe in to DGE @ 2423 (£5k) in the SIPP. Long term hold. Would have loved more but will have to wait till the next divis

Bit slow on the RKT, up 75p today. But with loads of fun to come there will be more opportunities I'm sure. (smiley face)
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Raj K on 30/07/2024(UTC)
Newbie
Posted: 30 July 2024 13:54:37(UTC)
#2427

Joined: 31/01/2012(UTC)
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Small nibble at RIO - back below £50.
To fund it shaved a bit of the recent punt on Burberry (had a few bite on way down) and it seems to have paid off.
The pot shots at things like RELX, IGC, AIE coming good also.
Nice to see HVPE and NBPE showing life
SSON on the other hand is inching closer to the slaughter house.
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5 users thanked Newbie for this post.
Sara G on 30/07/2024(UTC), Raj K on 30/07/2024(UTC), what me worry? on 30/07/2024(UTC), Phil 2 on 30/07/2024(UTC), Auric on 30/07/2024(UTC)
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