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  • The share/discuss your portfolio thread

  • Allan

    May 26, 2020 at 9:38 am

    So this is a thread, where people can post their portfolios, share their investment philosophies, exchange portfolio ideas and get feedback on their stock picks. Use the reply to thread to post your portfolio and reply to comment to leave your comments and feedback to the portfolios.

  • Allan

    May 26, 2020 at 9:38 am

    To kick things off, i’ll start by sharing my own:

    You won’t find any of the popular FAANG or tech stocks in this list, as at the moment, this is mainly a dividend-oriented portfolio, with a few small positions in less known stocks with a long term growth potential. The idea i had, was to spread out the dividend risk as much as possible by including companies from different walks of life, while also trying to keep the total yield above 5% (at the moment, yield is around 8-9%).

    So lets get to the portfolio as it stands today:

    ~50% cash

    ~2% T – AT&T

    ~2% BHP – BHP group

    ~2% BP – British Petroleum

    ~2% CCEP – Coca-cola european partners

    ~2% DRD – DRDGold

    ~3% GLEN – Glenfield PLC

    ~2% GSBD – Goldman-Sachs BDC

    ~2% HBI – Hanesbrand

    ~2% OKE – One-OK

    ~2% RIO – Rio Tinto

    ~2% VALE – Vale SA

    ~2% STOR -Store Capital

    ~2% TSM – Taiwan Semiconductor Manuf. Comp.

    ~2% TOT – Total

    ~2% TRTN – Triton int.

    ~2% VZ – Verizon

    ~2% NTR – Nutrien

    ~8% LHA – Lufthansa

    ~8% Tencent ADR

    ~3,5% STNE – StoneCo

    ~3,5% CHWY- Chewy

    Choosing to include so many large mining companies is not just because of their dividend yield, but also a bet that they will see a substantial growth over the long term (ex electrical car revolution is pushing up the demand for rare metals that are mined in small quantities with few easily accessible deposits. Also, one might see this, as betting on increased iron and steel demand in the long term, driven by the continued growth of India and China).

    There really are no tech stocks except T that have a good dividend, and they seem to have a serious debt burden, so in order to diversify a little, TSMC and VZ got added. I feel that most tech companies, esp. chip producers are ridiculously overvalued and there’s a possibility for a serious pullback when China decides to retaliate against US. Currently am looking to add AVGO and perhaps QCOM at lower valuations or when US-China relations have stabilized.

    I view BP and TOT more as energy, than oil companies, and hold them as long term plays with decent yield.

    HBI, TRNT, CCEP, NTR, STOR and LHA (hopefully they will pay dividends again in some distant future) were added to gain more diversification, as i feel that they have a strong core business, are generally well run and will recover most of their business in a 5-10 year perspective. Also some of them were on offer at bargain prices, so there’s room for a potential upside in stock price as well.

    It was a long read and an even longer write-up, but feedback / ideas / suggestions on my general philosophy as well as further diversification options are most welcome 🙂

  • Anonymous

    Deleted User
    May 27, 2020 at 12:52 pm

    Curious your thoughts on CLF? I saw you had a bit of iron ore mining in that port of yours.

    30% cash

    50% clf

    20% oxy, ngd, gnus,Eric, and a few smaller positions in a bunch of randoms

    • Allan

      May 27, 2020 at 1:43 pm

      I think CLF has some upside, but to really benefit in the long term, they need to expand into other metals, to benefit from the rising demand of rare metals. Also having most of their operations in US, could backfire in the long run when relations sour more with China. I tried to pick most of my mining companies on the principle that they 1) have a presence if Africa as that’s where most of the easiest to mine deposits are and/or 2) mine a wide range of different ores. GNUS seems like a really solid play, as does Ericcson, if you got it, when the price was low. Bottom line, i’d probably hold on to some CLF, but would look to diversify into other non-US-based mining firms as well

      • Allan

        May 27, 2020 at 1:53 pm

        correction, NGD seems like a solid play. Can’t really say about GNUS, as i am not really familiar with them.

  • Anonymous

    Deleted User
    May 27, 2020 at 8:25 pm

    Thanks Allen for your insight…I got trapped in buying clf up to $14 and again down all the way to $6. I really like GNUS growth potential. The management team has some connections that are bringing in voice overs from the likes of buffet, Arnold and j. Gardener. I bought at .27 added more at .77 and then more at 1.35. would be interested on your thoughts with GNUS. Most people don’t deal in “Penny” stocks but might be worth a look. Great original post by the way, definitely did your dd.

  • Alex

    June 29, 2020 at 4:04 pm

    I would be interested in how the ROIC Group would start their book if giving a clean slate. I want to adopt a core/satellite approach but I am unsure where to start. I am thinking I should start with an ETF that would allow me to sleep easily (S&P/Nasdaq etc) enter single stocks when I have built up the cash.

    Any suggestions/thoughts would be much appreciated Thumbsup Tone2

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