Code: Select all
Co. | £SP | Portfolio | MoS | 1st Purchase | Notes
BP | 4.3535 | 7% | 31% | 14-Jan-15 | Hold for Divi
BATS | 43.07 | 5% | -13% | 15-Aug-16 | Possible top up on Reynolds acq. SP weakness.
DGE | 19.825 | 7% | 57% | 12-Jan-11 | Hold for Divi
G4S | 2.432 | 6% | 37% | 28-Jun-16 | Excellently timed purchase at 180p. Hold for Divi.
GSK | 15.345 | 5% | -10% | 17-Aug-16 | Bought for Yield, waiting to see……..
HSBA | 6.199 | 6% | 100%+ | 05-Nov-08 | Hold for Divi
INCH | 6.39 | 6% | 100%+ | 10-Jan-12 | Hold for Divi
JLT | 9.645 | 5% | 18% | 04-Mar-16 | As per G4S.
REL | 12.98 | 5% | 100%+ | 30-Apr-15 | SWMBO's SAYE holdings. Forever.
RR | 7.405 | 5% | 10% | 22-Oct-14 | Trimmed 15 Aug 16, will continue to collect SCRIP.
RDSB | 20.38 | 8% | 100%+ | 15-Sep-15 | Ex BG holding, trimmed 23 Aug. Forever!
SN | 10.75 | 3% | -13% | 06-Oct-16 | As per GSK.
SKG | 17.75 | 8% | -2% | 23-Aug-16 | Nice business. Holding for Divi, may trim at £20+
STAN | 6.172 | 6% | -68% | 12-Jan-11 | Disaster.
TSCO | 1.9845 | 3% | 43% | 25-Sep-14 | A trading Stock, which may yet turnround. I've Done OK.
ULVR | 31.635 | 7% | 100%+ | 12-Jan-11 | Forever
VOD | 2.046 | 3% | -8% | 06-Oct-16 | As per GSK & S&N
WPP | 16.43 | 6% | -6% | 17-Aug-16 | Nice ROCE and good Worldwide exposure.
- This posting is pretty-much a test-of-formatting exercise. However all the above is how things were with my "Snowball" as of Friday 11th November.
- On/In(?) the other place an Excellent Thread existed making reference to Warren Buffett's "Snowball" which lead to a really excellent scenario whereby a few fools (notably dod1010) made some constructive comments. I really appreciated this.
- Perhaps as 2016 becomes 2017 we could use this section to review our progress in 2016?
- Thanks again to the wonderful people who have taken the time to create this new community!