RE: Optimism15 Aug 2025 20:42
Hi Ranger,
My Dad was a financial advisor and taught me what he called the triangle approach...
At the bottom in the biggest bit of the triangle goes cash, then property, funds and FTSE 100 shares as we go up the triangle. Towards the very top point are the more speculative shares, the potential multibaggers I guess. That's pretty much my approach to wealth management.
I dont want to give to much away but I worked somewhere where one of the funds I mentioned was managed. They were top fund managers who earnt millions in performance fees and in my role I saw the holdings etc and was able to research that fund in extreme detail. I will always hold it and am up well over 100%.
For my FTSE shares, I am a mixture of an income and value investor. M&G and Aviva are income examples. BP is a value example at its current price.
On smallcaps my approach really varies. Here I am primarily here for the tiny market cap and internal gold estimate. My feeling is it wouldn't take much to see NTVO become a 7 or 8m market cap and that's a multi-bagger. At the other end of the scale I have been invested in and waiting on ZIOC for many years. I know that asset very well out and have had calls with the investor relations manager several times. I have a large holding there based on the high grade, intial IPO price, Simandou comparison etc. When I have free time I do also watch the markets during the day and jump on something which is gaining attention and buy and sell on the day.
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