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Sheerman
Posted: 30 July 2024 15:51:29(UTC)
#2428

Joined: 01/07/2019(UTC)
Posts: 183

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Bought some DGE (@2292.9) this morning before I went out to bring it back up to normal holding size, so nice surprise to find today's drop has halved, instead of doubling which is more common (for me).

Also had a couple of chunks over the last week of RIO, like many others topping up between £48-£50.
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what me worry? on 30/07/2024(UTC), Phil 2 on 30/07/2024(UTC), Raj K on 30/07/2024(UTC)
MarkSp
Posted: 30 July 2024 18:08:22(UTC)
#2420

Joined: 02/02/2020(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.


Look at the full list
At the moment they are c 55% growth 45% value
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Sheerman on 31/07/2024(UTC)
Tug Boat
Posted: 30 July 2024 19:25:04(UTC)
#2421

Joined: 16/12/2014(UTC)
Posts: 2,029

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MarkSp;313786 wrote:
Tug Boat;313671 wrote:
Microsoft, Nvidia, meta, Apple etc top holdings.

Think I’ll take profits.

Where to invest? Is the question.


Look at the full list
At the moment they are c 55% growth 45% value


I can’t press the sell button, as usual Mr. Finger, who is a much better investor than me will not let me press it. I’m sick of that digit.

He once let me press it for BBOX but he’s a hard master with the sell button.

Why am I the only one who has to bow to Mr. Finger before I can sell an investment?
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Newbie on 30/07/2024(UTC)
Newbie
Posted: 30 July 2024 20:36:44(UTC)
#2424

Joined: 31/01/2012(UTC)
Posts: 3,828

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Tug Boat;313794 wrote:
MarkSp;313786 wrote:
Tug Boat;313671 wrote:
Microsoft, Nvidia, meta, Apple etc top holdings.

Think I’ll take profits.

Where to invest? Is the question.


Look at the full list
At the moment they are c 55% growth 45% value


I can’t press the sell button, as usual Mr. Finger, who is a much better investor than me will not let me press it. I’m sick of that digit.

He once let me press it for BBOX but he’s a hard master with the sell button.

Why am I the only one who has to bow to Mr. Finger before I can sell an investment?

Be glad it is not Mrs Heart calling the shots.
If that was the case then I am sure that the in-law, to Mrs Heart, Sir Brain (who sits on your shoulders) might get involved and then fully upset Mrs Heart and if you did bow down Mrs Heart, your head, Sir Brain may have some reservation about your judgement to manage monies.

Thus let the kid, Mr Finger be the culprit. It keeps everyone happy and at bay, after all the kid is loved my Mrs Heart, he can do no wrong in the eyes of Sir Brain AND, if he messes up you can make appropriate adjustments and still be be one piece, mind, soul and body !
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Auric on 30/07/2024(UTC)
NoMoreKickingCans
Posted: 30 July 2024 21:54:03(UTC)
#2429

Joined: 26/02/2012(UTC)
Posts: 4,470

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Sold 10k IGLT and bought 10k GLTL today.
Hoping for a first cut this week.
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Cm258 on 31/07/2024(UTC), Phil 2 on 31/07/2024(UTC)
Johan De Silva
Posted: 31 July 2024 09:41:28(UTC)
#2422

Joined: 22/07/2019(UTC)
Posts: 4,433

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Added to CHRY on a large discount but represents a small hold.

Tug Boat;313794 wrote:

I can’t press the sell button, as usual Mr. Finger, who is a much better investor than me will not let me press it. I’m sick of that digit.

In my experience, I don't think he is...

If Mr. Finger is massively resisting then in my experience those are the trades to make.

It is when Mr. Finger is trigger-happy it is often a mistake and lack of research. I am sure some pro-investor mentioned that every good trade should fill you with dread. As long at it is well-researched as you then understand the risk and increased dread.

For example, I sold 10% shares of my shares in AXL flippant sell, and this morning with a good RNS I lost a bit of gain.
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5 users thanked Johan De Silva for this post.
Sara G on 31/07/2024(UTC), Newbie on 31/07/2024(UTC), Big boy on 31/07/2024(UTC), Phil 2 on 31/07/2024(UTC), Auric on 31/07/2024(UTC)
Sara G
Posted: 31 July 2024 10:26:53(UTC)
#2430

Joined: 07/05/2015(UTC)
Posts: 4,061

Thanks: 13138 times
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I also topped up CHRY today. Discounts starting to narrow on other holdings I might have wanted to add to, so I'm thinking this will be my last trade for a short while.

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Newbie on 31/07/2024(UTC), Big boy on 31/07/2024(UTC), Phil 2 on 31/07/2024(UTC), what me worry? on 31/07/2024(UTC), dlp6666 on 31/07/2024(UTC)
lindsay Morrison2
Posted: 31 July 2024 11:08:49(UTC)
#2431

Joined: 22/02/2017(UTC)
Posts: 590

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None - just enjoying!
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Newbie on 31/07/2024(UTC), Phil 2 on 31/07/2024(UTC)
Big boy
Posted: 31 July 2024 11:15:30(UTC)
#2423

Joined: 20/01/2015(UTC)
Posts: 6,694

Thanks: 5685 times
Was thanked: 11121 time(s) in 4256 post(s)
Johan De Silva;313837 wrote:
Added to CHRY on a large discount but represents a small hold.

Tug Boat;313794 wrote:

I can’t press the sell button, as usual Mr. Finger, who is a much better investor than me will not let me press it. I’m sick of that digit.

In my experience, I don't think he is...

If Mr. Finger is massively resisting then in my experience those are the trades to make.

It is when Mr. Finger is trigger-happy it is often a mistake and lack of research. I am sure some pro-investor mentioned that every good trade should fill you with dread. As long at it is well-researched as you then understand the risk and increased dread.

For example, I sold 10% shares of my shares in AXL flippant sell, and this morning with a good RNS I lost a bit of gain.


I always found it best to trade against all those that did full due diligence and bought higher and higher till 99% had bought and shares could only go one way as the 100th did due diligence and realised the SP was overvalued.. Pushing the sell finger is very uncomfortable but the more uncomfortable it was the more outperformance happened. Simply not what you buy but when. Logically you buy near the low when all the due diligence has happened.

Remember all FMs do due diligence fully yet they all tend to underperform.

Remember there is a Buy/Hold/selling price for every IT/IC and all the due diligence has been done.

Edit...... due diligence is great if a FIFO investor but bad if a LILO investor...It seems we have a few LILO investor who tell us they were in higher but did their due diligence???
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Sheerman on 31/07/2024(UTC)
Ian Eccles
Posted: 31 July 2024 14:00:39(UTC)
#2432

Joined: 04/07/2021(UTC)
Posts: 1,081

Thanks: 314 times
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Just sold a few of my TW shares taking advantage of the political rhetoric which as bolstered the share price .I hold three housebuilders in my portfolio and the star this month being Persimmon which is up 16.95%
Nearing the end of trading this month my portfolio is up 5.95%
My laggard holding being Entain which is down 8% this month , I have slowly built up my stake which is now 6.8% of my portfolio. They are speculating to accumulate, spending money to boost future growth thus they will make a loss this year. The jewel in the crown being their joint venture with BetMGM
Four dividend payments this month , the big ones being Persimmon and GSK.
August is usually a quiet month because the market is in bucket and spade mode ,although a dividend payment on Friday from Vodafone.
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3 users thanked Ian Eccles for this post.
Phil 2 on 31/07/2024(UTC), what me worry? on 31/07/2024(UTC), Newbie on 31/07/2024(UTC)
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