UncleEbenezer wrote:One thing from TMF that LemonFool lacks is any kind of board for Growth Investment or GARP. I guess Fools have very little to say on the subject. But they're investment strategies, so this board will have to do.
1. Well done.
2. Just a thought. Would it help if a new board was set up called (say) "Growth & Value Share Strategies", and the "Investment Strategies" board was slightly re-titled to become "Other Investment Share Strategies". ????
3. In answer to your other quest personally I have some growth / value ideas running alongside my 30+ share HYP (which included a PFAC addition that could be termed a value play, and thank you fellow Fools for pointing it out):
a) lowest risk: index trackers (VUKE/VERX/VAPX/VWRL) to access a very wide range of stuff over the very long term. Not exciting maybe.
b) medium risk: a fairly large Shell & BP position to access what I see as a cyclical industry that was very underpriced when I bought in and is moving back into favour. I still hold and expect to do so for quite a few years to come, but am not topping it up any more.
c) high risk: a large (for me) position in a single share (HUR) which is an interesting oil exploration play - but it completely maxes out my appetite for risk for the next 2-4 years !!!
d) so I am very interested to watch and learn from what other people are doing but HUR has me overdosed on risk.
e) in a portfolio for a friend there is a position in PatVal (CAK) which looks to be an interesting growth play, and which I think could be an M&A target one day.
regards, dspp