Share Picks 2020

bcklschaps · 07-12-2020 06:35PM

RedRochey wrote: »

How do people track their portfolios? I have an excel doc that works OK on a portfolio level but I don't have anything set up for specific stocks

Is there any good websites? I know yahoo finance is good but anything else?

The BEP feature and profit/loss features on Degiro, are handy.

jams100 · 07-12-2020 06:59PM

bcklschaps wrote: »

The BEP feature and profit/loss features on Degiro, are handy.

The overall profit/loss figure on degiro isn't at all accurate though

Kilboor · 07-12-2020 07:01PM

RedRochey wrote: »

How do people track their portfolios? I have an excel doc that works OK on a portfolio level but I don't have anything set up for specific stocks

Is there any good websites? I know yahoo finance is good but anything else?

I use Yahoo finance personally but I check a few things, degiro, stocktwits, random stock apps on android.

I must get an excel worksheet setup to properly track

RedRochey · 07-12-2020 07:16PM

Anyone use WallMine? Looks handy enough, just a bit of work at the start setting it up

Bob Harris · 07-12-2020 07:21PM

I've mentioned Investing.com before for keeping track of prices. Very hand website and app to set up as many watchlists as you like and for the most part they are real time prices.

DutchYurt · 07-12-2020 09:22PM

jams100 wrote: »

The overall profit/loss figure on degiro isn't at all accurate though

What do you mean? You mean I'm not in the red?

Mickiemcfist · 07-12-2020 09:24PM

RedRochey wrote: »

How do people track their portfolios? I have an excel doc that works OK on a portfolio level but I don't have anything set up for specific stocks

Is there any good websites? I know yahoo finance is good but anything else?

Excel now has a stock data type so I have my purchase price & fees as a fixed value, and the stock price is updated every time I open the sheet. Very easy to set it up, just input the ticker and it'll figure out the rest.

cronos · 07-12-2020 09:24PM

Bought some PSTH at 26.25. Hope for the best!

RIGOLO · 07-12-2020 09:44PM

cronos wrote: »

Bought some PSTH at 26.25. Hope for the best!

welcome aboard the SPACkman train ...

culchie_abroad · 07-12-2020 09:52PM

RIGOLO wrote: »

welcome aboard the SPACkman train ...

It's actually starting to tank on the back of a tweet by Patrick Collison... looks like it's not Stripe.

Keep the faith in Bill and buy the dip? Thoughts?

cronos · 07-12-2020 10:16PM

culchie_abroad wrote: »

It's actually starting to tank on the back of a tweet by Patrick Collison... looks like it's not Stripe.

Keep the faith in Bill and buy the dip? Thoughts?

I sold out of fear at 25.51. One of my poorest trades to date but it's hard to put a value on a stock like this. How much is tied up in the hope it's Stripe. Seems to have rebounded though. So that's couple of hundred down the drain haha. Will rejoin if it drops a bit.

retalivity · 07-12-2020 10:24PM

PLTR has had some day, up 21%. Already in at $23, and had an order in for $21 for the last week or so that never got filled.
Will fill my boots if it yo-yo's again.

Shedite27 · 07-12-2020 10:48PM

While on the topic of apps, I'm looking for something to track the 1 week, 1 month, 3 moht etc performance of stocks. In my head It's an app that I can just put in the 30 stocks or so that I've invested in, and it';ll show me those values in a table. Sounds like it should be straightforward but I can't find anything, Yahoo Finance doesn't show me. Anyone have anything like that?

DutchYurt · 07-12-2020 10:50PM

culchie_abroad wrote: »

It's actually starting to tank on the back of a tweet by Patrick Collison... looks like it's not Stripe.

Keep the faith in Bill and buy the dip? Thoughts?

I went to school with him.. I doubt he'll answer my text though :pac:

cronos · 07-12-2020 10:57PM

DutchYurt wrote: »

I went to school with him.. I doubt he'll answer my text though :pac:

He just may answer your tweet though. He cost me 10's of euros today (well technically a little more

).

jinish · 07-12-2020 11:08PM

DutchYurt wrote: »

I went to school with him.. I doubt he'll answer my text though :pac:

Congrats him on the IPO, he might answer

jinish · 07-12-2020 11:13PM

Any comments on BFT? Merge news re paysafe. Any comments?

outonawing · 08-12-2020 01:34AM

Shedite27 wrote: »

While on the topic of apps, I'm looking for something to track the 1 week, 1 month, 3 moht etc performance of stocks. In my head It's an app that I can just put in the 30 stocks or so that I've invested in, and it';ll show me those values in a table. Sounds like it should be straightforward but I can't find anything, Yahoo Finance doesn't show me. Anyone have anything like that?

You can set up your stocks on Google Sheets to show the price on specified dates.

RIGOLO · 08-12-2020 09:54AM

Im always happy to post trades , warts and all, we are all always learning in this game. What I like about this thread, the honesty, theres no honesty in all that millennial PC woke bs .

Going thru my CGT filing , I came a cross a whole bunch of MRNA MODERNA buys at 22 back in March... currently sits at 160 !!!

Unfortunately I sold most in the 30s.. mostly cos I didnt trust the smarmy CEO who was getting alot of airtime on CNBC back at the time and selling his stock.
Plus even though I owe France alot my innate WW2 bias has never forgiven the French for Mers-El-Kebir and everytime I saw his face Id think yeah he would definitely have been Vichy, couldnt stomach holding the stock long term .:P

Cest la vie its only money albeit would have been a very major sum, still too much comfort is unhealthy , as Joe Rogan says I dont want to sit around getting my toes painted and grapes stuffed into my face.. get those fking grapes out of my face.

Heh newbies research and patience will often pay off. One without the other is just another woulda,shoulda,coulda story .
pity party over .

freyners · 08-12-2020 10:04AM

RIGOLO wrote: »

Im always happy to post trades , warts and all, we are all always learning in this game. What I like about this thread, the honesty, theres no honesty in all that millennial PC woke bs .

Going thru my CGT filing , I came a cross a whole bunch of MRNA MODERNA buys at 22 back in March... currently sits at 160 !!!

Unfortunately I sold most in the 30s.. mostly cos I didnt trust the smarmy CEO who was getting alot of airtime on CNBC back at the time and selling his stock.
Plus even though I owe France alot my innate WW2 bias has never forgiven the French for Mers-El-Kebir and everytime I saw his face Id think yeah he would definitely have been Vichy, couldnt stomach holding the stock long term .:P

Cest la vie its only money albeit would have been a very major sum, still too much comfort is unhealthy , as Joe Rogan says I dont want to sit around getting my toes painted and grapes stuffed into my face.. get those fking grapes out of my face.

Heh newbies research and patience will often pay off. One without the other is just another woulda,shoulda,coulda story .
pity party over .

I've a similar story with Fiverr. One of my first ever trades and I bought in at around 30 and sold around 60 thinking I was hot stuff with my 100% gain

Now at 202.....

Weird first year, a lot of time lurking here seeing how others pick stocks and reading reports available on yahoo finance. Cloudera was my largest stake until late last week when I sold out at around the 12.50 mark having accumulated shares for an average of 10.14. Stock has been up and down all year and will likely go back in if it goes into the 10s again, some takeover rumours but they have had four earning beats in a row which is where my confidence lies.

Worst trade by far was OVID, lost over 60% when their Neptune trial came back a bust. Still a tie in with Takeda for another promising phase 3 so holding firm for now in the hopes of it making a recovery and I can cut my losses smaller.

Comhrá · 08-12-2020 10:12AM

Me too... Moderna in at 69, out at 99 feeling very smug with myself.

Shedite27 · 08-12-2020 10:15AM

On one day in Feb, I decided Tesla was the only EV stock to own.

Sold 20 NIO @ 3.94 - currently at $45
Sold 20 PLUG @ $3.99 - currently at $25

Missed out on 1100% and 600% gains

RIGOLO · 08-12-2020 10:32AM

PLTR , doing well again, that was some dip, thats why you need either balls of steel or else just stay off the net for a short time and let the things you have researched and believe in work themselves out.

I think they are distinguishing themselves in a crowded market, if you want quality software and dont want to have to sign an agreement that says no one legged unicorns were harmed in the making of this software, then PLTR are the company you buy from. Many competitors are beholden to the agendas of employees and this will only increase.
Military, US govt agencys all buying in, the scale at which they operate is at a level far above most companies, once your ingrained in their systems thats it they will never get you out, plus these institutions are also fked up anyways with politics, internal slush funds, over budget, over staffed, that all they want is someone to provide a service without adding another layer of sjw complexity, although no one who works there would say that publicly.

Plus the irony for the Robinhood millenials is pure entertainment... do you want to make a great investment and make a whole lot of money, or will your principles hold you back as your generation creates their future (and somehow recreates the past even though its already happened).

PSTH getting a shakedown, seems like a buying opputunity if you believe in Ackman . Remember nothing is what it seems on Wall Street, even that bronze bull, Im always deflated when I see it, the thing is much smaller in real life than pictures make out.

Mister Vain · 08-12-2020 11:08AM

Anyone getting Airbnb tomorrow?

robman60 · 08-12-2020 11:34AM

cronos wrote: »

Bought some PSTH at 26.25. Hope for the best!

cronos wrote: »

I sold out of fear at 25.51. One of my poorest trades to date but it's hard to put a value on a stock like this. How much is tied up in the hope it's Stripe. Seems to have rebounded though. So that's couple of hundred down the drain haha. Will rejoin if it drops a bit.

Did you really buy in and panic sell out of a stock all within an hour? Everyone has their own strategy but I think you should never have made that buy if you were going to get spooked out of it by a 2-3% drop.

Mister Vain wrote: »

Anyone getting Airbnb tomorrow?

I'm very keen but I saw they've upped the IPO price to give a valuation around $40bn. I want to get in but will probably wait for it to settle down a bit, or I may just average in over the next few weeks/months.

DutchYurt · 08-12-2020 11:46AM

robman60 wrote: »

I'm very keen but I saw they've upped the IPO price to give a valuation around $40bn. I want to get in but will probably wait for it to settle down a bit, or I may just average in over the next few weeks/months.

Will be doing the same!

cronos · 08-12-2020 11:57AM

robman60 wrote: »

Did you really buy in and panic sell out of a stock all within an hour? Everyone has their own strategy but I think you should never have made that buy if you were going to get spooked out of it by a 2-3% drop.

In retrospect I sure shouldn't have made that buy, wasn't possible to know how far the drop would go. But the Collision tweet came literally a minute after I bought. Was hard to know how far it would drop. Was hoping to see it drop to 23/24 and rebuy. Keeping an eye on what happens still as it's still down. But may go back up. I didn't think it was Stripe to begin with to be honest but hard to know how people thinking that would have upped the price.

Mickiemcfist · 08-12-2020 12:07PM

cronos wrote: »

In retrospect I sure shouldn't have made that buy, wasn't possible to know how far the drop would go. But the Collision tweet came literally a minute after I bought. Was hard to know how far it would drop. Was hoping to see it drop to 23/24 and rebuy. Keeping an eye on what happens still as it's still down. But may go back up. I didn't think it was Stripe to begin with to be honest but hard to know how people thinking that would have upped the price.

To be fair I'd have done the same in expectation of a big drop.

jinish · 08-12-2020 12:10PM

Bob Harris wrote: »

I'm still holding a bit of a bag in NIO but I am quite optimistic and I think this is a medium to long term hold. They are close to a billion dollar financing package and sales are picking up nicely for what are fantastic cars.

While I'm on the subject of electric cars I think Tesla are on their way to $1000+ dollars over the next few years. I'm not as optimistic on NIO but they are both way ahead of the competition and there market gets bigger by the day.

Just searching some of the shares discussed during 2020 January.
I should have come to this board a lot earlier

I hope Bob held on to his Nio and Tesla

hottipper · 08-12-2020 12:13PM

Shedite27 wrote: »

While on the topic of apps, I'm looking for something to track the 1 week, 1 month, 3 moht etc performance of stocks. In my head It's an app that I can just put in the 30 stocks or so that I've invested in, and it';ll show me those values in a table. Sounds like it should be straightforward but I can't find anything, Yahoo Finance doesn't show me. Anyone have anything like that?

Wallmine will give you that view on the benchmark tab, its split into
5 days, 1 month, 3 months, 6 months, 1 year, 5 years
and allows you to compare performance with the s&p, nasdaq etc

Share Picks 2020

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