The Lemon Fool

Here's a quick rundown of the holdings in my SIPP and the current profit/loss in case it's of interest to anyone.

Angle (AGL) +98.47%
Anglo Pacific (APF) +16.27%
Arix Bioscience (ARIX) -0.09%
Avingtrans (AVG) +4.22%
Aviva (AV.) -1.18%
Brand Architekts (BAR) -13.8%
Caffyns (CFYN) -21.58%
Camellia (CAM) +3.95%
Cenkos Securities (CNKS) -15.43%
Charles Stanley (CAY) +27.9%
Coral Products (CRU) +16.56%
Driver (DRV) -12.29%
Flowtech Fluidpower (FLO) +34.72%
Global Invacom (GINV) -12.28%
Hargreaves Services (HSP) +42.72%
Headlam (HEAD) +29.25%
Inland ZDP's (INLZ) +10.57%
LMS Capital (LMS) -17.41%
Northern Bear (NTBR) -21.32%
Saga (SAGA) -47.67%
Severfield (SFR) +15.09%
Smart (J) & Co (SMJ) +5.66%
Synectics (SNX) +14.98%
Times Finance (TIME) -37.09%
Titon Holdings (TON) +39.55
Universe (UNG) -18.40%
Walker Crips (WCW) -7.53%
Zytronic (ZYT) +1.81%

I am a bit overweight in Financials at the moment but am comfortable with my holdings. I actually had an excellent year last year and reckon I have returned close to 50% since the start of last year. This was largely due to my then largest holding, Omega Diagnostics (ODX) getting lucky with COVID and the price rocketing. I missed the top by a long way but sold out near to the bottom of the market and was able to reinvest in and trade value shares for more profit.

The best current performer is Angle which is a total punt on them getting FDA approval for their Parsotix liquid biopsy system which could propel the value into the billions. It's only a small holding but i'm not planning on selling.

Lester

Look like I missed one. I also hold:

STM (STM) +9.76%

I hold 3 of those, in a portfolio of about 40.

Interestingly they have returns of -22%, -15% and -63%. Yours are all positive. We clearly have different holding periods!

dealtn wrote:I hold 3 of those, in a portfolio of about 40.

Interestingly they have returns of -22%, -15% and -63%. Yours are all positive. We clearly have different holding periods!

I tend to be mostly a value investor and will sell once something has reached my opinion of fair value. A lot of these investments have also been made post the March crash so I was able to get in at keen prices. If i'd posted the portfolio this time last year it would have looked a lot different as I have also culled some dogs.

WickedLester wrote:

dealtn wrote:I hold 3 of those, in a portfolio of about 40.

Interestingly they have returns of -22%, -15% and -63%. Yours are all positive. We clearly have different holding periods!

I tend to be mostly a value investor and will sell once something has reached my opinion of fair value. A lot of these investments have also been made post the March crash so I was able to get in at keen prices. If i'd posted the portfolio this time last year it would have looked a lot different as I have also culled some dogs.

I had made an assumption that your "turnover" was more frequent than mine typically, such that your holding period might be shorter.

Your range of return is -47% to +98%

Mine is -91% to +665%