Member Info for TrekMadone

Sorry should say RP!

Trek

RO,

O/T

“ Could I ask - do you pick all your divi stocks youself, or use funds/ETFs?”

I pick all myself don’t like charges with funds ETF’s and you can see what they have invested and copy if you want…

This may help you…

https://www.dividenddata.co.uk/quarterly-dividends.py

https://www.dividenddata.co.uk/dividendyield.py?market=ftse100

http://www.stockchallenge.co.uk/ftse.php

Note this one only has primary listings so SEPL not covered as NIgeria

https://www.dividendmax.com/dashboard

You can also use the stock screener on ii.

Usual caveats

Trek

Nearly all AT ALGO trades again today. I guess it can go up on low vol as well as down!

https://api.londonstockexchange.com/api/gw/lse/download/SEPL/trades

I decided to leave this alone now and just take the well covered income. Will add a few more if it goes lower else just sticking for the long term now.

Usual caveats

Trek

SP Been steady a while now. Needs to hold above 2p then it can go to 3p. Obviously news changes all but bottom may just be in now as recent venture was higher before pulling back and it’s come off 165 quickly twice now.

Usual caveats

Trek

They’re at it again grabbing stops. 565 open but can’t buy a bean!

Now ask is 594 up 19p!

Usual caveats

Trek

If anything it shows that any asset needs great management to survive. PUR had some fantastic grades and thickness but appalling management. They lost complete control of costs and ended up with death spiral finance.

I did have a large position there in profit for a while and then thankfully managed to trade my way out nursing a manageable loss as the house of cards came down.

The market had it right; the BB posters, brokers, fancy vids and interviews were at best misleading!

A good lesson!

I also learnt loads about flipping forest fires! I never knew they were so prevalent and used to check the live website to see if the mine was under threat or the main highway!

There were hundreds burning at any one time all graded! It’s funny what unexpected things you pick up and you can read across to other ventures.

Anyways I wish the best for fellow PI’s that may be stuck in there.

Usual caveats

Trek

Hi RPdard,

I think the posts below have pretty much covered it. It’s what works for you. Slice means to sell some, recycle buy back to work your average often around news of TA (technical analysis, charts). But I also do different things for different stocks.

TXP I have bought sub 20p and pretty much held as the story is in tact and with I low average I can ride the volatility.

Others I have sold and bought back cheaper particularly my income stocks. I get an average yield of 8.55% now across a diverse range of companies with a payment on 10 from 12 months.

Something not mentioned is liquidity, trading costs (I pay £3.99) and taxes. They also have to be factored in.

It helps to be clear with each investment what you want from it wether that be capital gain, income, both or even just fun as it can be easy to loose your way and always challenge your own views. I am not afraid to change my mind if the data/outlook changes. I have even rebought stocks for more than I sold them for before.

I do this for my own income. Aim/small caps are for capital gain the trading profits have been used to build my income pf which I now live off. Not for everyone and if can be quite scary with macro and geopolitics as it is!

Good luck with your investments

Trek

Hi nom,

Well done! I did 365, just to prove that I could.

Now have 5 non alcoholic days a week and don’t over do it.

It works for me.

Trek

History buff… me to Mick, no not that me to! I like ancient history. I teach a little…

I also like to catch up on the tube with some great movie highlights… just came across this one. What great tension…. Of course there are ‘millions’ of others some of Troy are my fav, obviously Homers Iliad. But I chose to post this one hoping that Ukraine have flooded the battlefield with some of the best snipers using western tech…

https://youtu.be/AqcthD64Srs

Any fav movie highlights Tecan… If so share before the open. You never know there may be a gem of a movie for us that we haven’t seen!

Back to my red…

Futures should be positive Monday! Hic!

Usual caveats

Trek

Posted by nom on Tecan BB….

Short on copper…

https://txtify.it/https://www.ft.com/content/80fdd315-2db4-46fa-a76e-6d3d4eff83e5

Usual caveats

Trek

Posted by nom on Tecan BB….

Short on copper…

https://txtify.it/https://www.ft.com/content/80fdd315-2db4-46fa-a76e-6d3d4eff83e5

Usual caveats

Trek

Hi JC,

If I went old school my pf would be red now. Selling in particularly ftse stocks and buying back cheaper has been a fantastic opportunity to gain a lower average and higher yield with this lively vix. As for aim/smallcap, just look at the charts. Buy and hold seldom works even for the best of the best you need luck as much as research.

I do the same as many. Hold a core and trade a %. That way you are always in just incase good news lands but your average can stay in touch with the Sp. Also buying in in tranches helps.

Got loads of these sub 7 now but will need to slice a few at the right time and will then leave the rest in for the longer term hopefully in the blue!

I think we are close to putting the trading to bed here now.

Good luck with your investments

Trek

Enjoyed this vid love the guys ‘semi-synthetic’ monotone!

https://youtu.be/y9UW1vJ0kKc

Trek

Russians arrested flying drones in Norway…

https://youtu.be/B9MHbFbGUio

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Trek

You may have already scene this nom….

https://youtu.be/wO2lWmgEK1Y

Trek

I have loaded up on GCAT this week, plan is to sell into news next week or week after and pull out just leaving my core holding in at a lower average. My .063p buys are already in the money!

Intend to put the winnings into SEPL, sat on support atm at 100p and results due the 27th which should given POO catch market out. It’s dropped ahead of results on v low volumes. Obviously! Lol! Will be keeping them though for quarterly yield!

I sold WSBN was in at 7p

Usual caveats

Trek

Sell on news buyers arriving? Expect a tick up much into into close I reckon.

Buy now, get average down, sell on RNS v likely next week or week after for a profit and leave your stake in for the ride. Of course as long as there is a positive reaction to the news that is! Well that’s the plan….Shhh!

Usual caveats

Trek

Interesting move on US10yr treasuries 14 year high!

But when you look at the 20yr it could go to 5% but if you look at all then 4% is actually the floor since the 1960’s but the resistance since 2009. Let’s hope that resistance holds!

https://www.macrotrends.net/2016/10-year-treasury-bond-rate-yield-chart

And in terms of gold we could be seeing a repeat of the 2015-19 pattern where gold marked time or worse a bear market for gold. Albeit the demand/supply dynamic is different and the basel 3 rules mean you need to underwrite paper with physical, what a damp squib that was! Lol

I have been bullish on gold but given the outlook for USD based of the strength of their economy compared to the RoW I am wondering. I get POG is out performing other currencies, great that makes one fell better but the reality is the market couldn’t care less!

https://www.macrotrends.net/1335/dollar-vs-gold-comparison-last-ten-years

Plenty to think about!

Usual caveats

Trek

Troajan,

Yep so try and they have maxed out the capacity for LNG.

They desperately more storage.

My three biggest holdings are in O&G and I am happy to stick with them for the foreseeable.

Trek

Apparently Europe have worked out gas prices are related aged to supply and demand. So how do you cap?

https://www.theguardian.com/world/2022/oct/20/eu-summit-gas-prices-cap?utm_term=63524c2f8ae673163c2f9e8eed495667&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Usual caveats

Trek