@Dougal1984 yeah i will need to sell loads to lessen the impact on profit taking and if i need to increase my position in future when i think the market has overreacted that’s another set of fees.
i agree with @Hbomb fees sucks and actually stings, HL really needs to wake up and bring down their individual stock trading fees even though i understand they are operating on a different customer focus to T212
Well, here is an update on mine, broadly speaking if you had equal weighted investment in these 6 you would be down a few % YTD, so outperform S&P by circa 15%:
Achieved or on course too:
Unilever (3945p) will outperform the S&P 500 index (VUSA = £67.09) in total return.
Currently beating VUSA by about 5%, however about 10% of VUSA return is currency spread (GBP ETF but with USD holdings), S&P is down -15% on Unilever YTD currency taken out.
BP (330p) will be back above 400p
Achieved in January, and has stay above or close much of the year (currently have exited this position anyway).
Activision Blizzard ATVI ($66) will be back above $80.
Went well above on Microsoft acquisition, has drifted below since, but acquisition price is $95, nice arb opportunity.
Verdict is still out:
Alibaba 9988.HK (119 HKD) will be back above 180 HKD
I think this could still well happen if relations thaw a bit or as sanctions ease and sentiment to China changes.
Amazon ($3,334) will break $4000 (or equivalent if it splits) and end year above that level.
Unlikely to happen this year now I would say.
Boston Omaha book value ($17) will increase above $20, so about a 18% uplift to most recent quarter.
Partly overzealous perhaps and partly due to how they will account for Sky Harbour holding using equity method which means it will actually drag down on their book value even if share price moves up as its profit linked.
For what it’s worth, I’m still silently loading up and bullish on BABA. It’s a sleeping giant. The media is blowing the Sino-American relations story up a little too much.
I have just come across this thread as I´m catching up on a lot of unread threads over the last 2-3 months and I have realised that I had an “unsent prediction” written up.
The prediction is completely off, but in the interest of contributing I will post it either way - I have not editted it.
Predictions:
Zepp Health to go from around 5 USD to over 7 USD
Bristol Myers Squibb including dividends to outperform the S&P500
Organon to go from around 32 USD to 40 USD
I think only 1 of my 3 predictions is looking good at the moment, we will see at the end of the year!