I need help with my portfolio

Can someone look at my portfolio and help me please

You didn’t provide any pictures, link or holdings of your portfolio. Do you need help with a technical problem with your portfolio (i.e. orders stuck) or is this just a rate my portfolio question?

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I just need to know if I’m going the right way with investing in stocks to hold for the long term or is this too risky ? I have 3 pies and other individual stocks as to why there are little amounts in some and bigger amounts in others

First question:

What are your goals with investing? Do you have a specific strategy in mind (dividend, growth, spec?)

you have a bit of risk due to stocks like OXY and Tesla, but tesla and microsoft etc offer good growth potential. I would assume by looking at your list of holdings that your portfolio beta is still pretty low.

comparing our portfolios by a single holding, I currently have over 100 shares of OXY sitting at a net-loss of about 36% :wink: so not risky at all compared to where I am and I built a rather safe portfolio as a whole xD

I focus on dividends with some growth upside and the occasional growth stock, however I don’t really touch ETF’s and so this is still riskier than somebody whose portfolio is primarily bonds and funds.

My goal was mainly to invest in good companies with good growth potential over 5-10 years , I haven’t really looked into dividends as much yet I am really new to this , is it something good I should look into or maybe a less risky option?

What do you class as good companies? And did you do research before buying them? - Nothing personal, just a question I ask new investors

dividends tend to be a major part of companies that have long histories and solid track records, but little growth potential available due to their scale or market. the dividend is effectively a portion of the stocks theoretical “growth” paid back to investors.

dividend payers in a portfolio tend to make their major appearance as you approach retirement and want a steady supply of funds rather than risky growth returns.

Wow. Why are you invested in so many companies? You can’t possibly have a deep understanding of all of them. My advice is probably going to be controversial but it’s enabled me to multiply my portfolio several times since March 2020.

Determine what your goals are - growth or dividends. Determine your risk tolerance. Find companies that are going to be disruptive in their respective industries over the next 5-10+ years. I don’t hold long-term positions in more than 3-5 companies at any one time. Some might say that’s risky but I say holding loads of companies (not all of which are going to be quality and barely half of which you understand) is riskier. Tesla is a good example as it’s going to disrupt the car and energy sectors, amongst others, and it is nowhere reaching it’s full growth potential. Find similar companies in other sectors for diversification.

Finally, you only have £1,200. If you blew up your account, it wouldn’t take you that long to earn that back. Even if you made a 100% return, you’d only be on £2,400. Stop being so conservative and take some risks! Nothing wrong with the odd swing trade here and there but that’s up to you, my real solid advice is to be found in the second paragraph.

I wish you the best.

I wonder, you have deep understanding about Tesla or some other “disruptor”?

Would love to get enlightened by someone on the topic of disruption, carbon credits and so forth.

Interesting to see, almost every millennial on the board has 30-100% tesla position, how does one plan to make any money, if already everyone is invested to the max/near max in tesla? :thinking:

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Yes, I have a deep understanding of all stocks in my portfolio, hence why I give the advice I do.
If you want to learn about disruption, go listen to Cathie Woods. For carbon credits, go listen to Rob Mauer. I’m not here to educate you, just to give this guy feedback on his portfolio and make suggestions.
Your final paragraph doesn’t make sense, what does “everyone” investing in Tesla have to do with anything?
Also, this whole talking down of millennials and how they invest is so tiresome. Value investing is dead. Warren Buffet, whilst a legend, is over the hill. Boomers can go sit in the corner analysing stocks by their PE ratios, making 5-10% a year max, laughing at millennials, turning their nose up at innovative companies like Tesla all they want. They’re the real fools.

Good.

Now do a screenshot of this statement.
Then in next decade when Value outperforms Growth. You can come reminiscent on your words of wisdom.

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looks good just wait for them to grow now

I’ll have better things to be doing in a decade’s time than to reply to you on this forum. Perhaps sunbathing on a yacht that I bought by cashing out my Tesla shares. Enjoy your shares in Johnson and Johnson.

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@sampg2579

Please read some relevant topics:

Also good read for all others claiming value is dead. Same thing was proclaimed not so long ago.

Wonder how it went down for them.

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Please waste somebody else’s time, Warren.

I just don’t know lol not a clue what to do now really , I kinda thought having lots of different company’s would be less risky ? and to kaspers question I just look for company’s that seem to be doing well I also picked some that aren’t but I think could be great over time ,the reason for so many stocks is that they are in pies and I just put money into them each week without thinking about it but I kinda feel silly now as to what you said I can’t keep track of them all , someone help me with what to do next please I just need to be set on the right path , should I have a smaller portfolio ? Or should I just put it all into something like s and p 500?

What you’re saying about the value premium isn’t backed up by scientific research:


Value stocks seem to have a meaningfully positive average expected premium.

I also invest in growth stocks but saying value is dead just isn’t correct

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Put it all in the S&P 500 whilst you learn more about investing and develop your own strategy, based upon your goals.