Share Picks 2020

Valhallapt · 31-12-2020 10:55AM

crushproof wrote: »

I spotted this at the start of the year but totally forgot about it, checked in a couple of months ago and was kicking myself. Sensational returns YTD, no idea how much further it can go though

Yea I got on it as soon as they announced it. 190% ytd. Just exited most of my position.

hottipper · 31-12-2020 02:59PM

Anybody still left in vxrt and know how approval is going?

beertons · 31-12-2020 04:41PM

Sold all of Hive a few days ago. In@60c, out@$2.72

patsy_mccabe · 31-12-2020 05:09PM

Tesla hit $712 today. It's like the tree that keeps on growing.

Mister Vain · 31-12-2020 06:10PM

And NIO back up today too.

Beam up 124%. Fecking raging I only bought one share.

Timmaay · 31-12-2020 06:32PM

patsy_mccabe wrote: »

Tesla hit $712 today. It's like the tree that keeps on growing.

And I thought I was a great lad buying at the 1st dot and selling at the 2nd back in Jan lol

Valhallapt · 31-12-2020 07:21PM

Mister Vain wrote: »

And NIO back up today too.

Beam up 124%. Fecking raging I only bought one share.

I’ve been long on crsp for about 2 years now, but I’m thinking of selling some to get into beam, good idea?

Mister Vain · 31-12-2020 07:30PM

Valhallapt wrote: »

I’ve been long on crsp for about 2 years now, but I’m thinking of selling some to get into beam, good idea?

I don't know much about crsp to be honest. Maybe have both?

Shedite27 · 01-01-2021 12:01AM

Can’t imagine we’ll ever have a more eventful year for stocks

jams100 · 01-01-2021 12:37AM

Shedite27 wrote: »

Can’t imagine we’ll ever have a more eventful year for stocks

Think your right, alot of people expecting a 5-10% correction at some stage in January, probably worthwhile keeping a bit of cash on the side

Stormington · 01-01-2021 01:46AM

Shedite27 wrote: »

Can’t imagine we’ll ever have a more eventful year for stocks

It is that sentiment that will allow us to repeat it in 2021.

99nsr125 · 01-01-2021 03:34AM

patsy_mccabe wrote: »

I'm amazed reading the posts on here. It all seems to be rumours, tips and quick ins and outs hoping to make a quick buck.
Does anyone actually look at the financials of the companies and go the 'value investing' approach? I'm trying to get my head around balance sheets, cash flow statements etc myself at the moment. Anyone else take this approach?

Yes, I do

I like Canadian stocks above other markets

massdebater · 01-01-2021 09:51AM

99nsr125 wrote: »

Yes, I do

I like Canadian stocks above other markets

Hi! Do you mind me asking you why you like Canadian stocks so much? I live in Canada but have less than 5% of my portfolio in canadian stocks. Seem to be mainly banking and oil. The individual companies I like, I just buy them but would love to hear a different perspective!

Shedite27 · 01-01-2021 10:12AM

jams100 wrote: »

Think your right, alot of people expecting a 5-10% correction at some stage in January, probably worthwhile keeping a bit of cash on the side

The people waiting for that correction since April have lost more money in lost gains than we'll ever lose in a correction.

Shedite27 · 01-01-2021 10:12AM

massdebater wrote: »

Hi! Do you mind me asking you why you like Canadian stocks so much? I live in Canada but have less than 5% of my portfolio in canadian stocks. Seem to be mainly banking and oil. The individual companies I like, I just buy them but would love to hear a different perspective!

From what I read of Canadian stocks, they've some great big dividend players so its mainly dividned investors that invest there.

Shedite27 · 01-01-2021 11:13AM

What a mental year, portfolio is up 61% for the year. My annual bonus in work gets paid in March, which coincided with the crash this year. It was nervy adding them to stocks but the shares I bought around Paddy's Day are up crazy numbers for 9 months, Trade Desk, Pinterest and Peloton all up nearly 4x.

Here's where my money is as we turn the year.

Onto 2021

bcklschaps · 01-01-2021 12:35PM

Shedite27 wrote: »

What a mental year, portfolio is up 61% for the year. My annual bonus in work gets paid in March, which coincided with the crash this year. It was nervy adding them to stocks but the shares I bought around Paddy's Day are up crazy numbers for 9 months, Trade Desk, Pinterest and Peloton all up nearly 4x.

Here's where my money is as we turn the year.

Onto 2021

Thats a pretty neat pie chart (Excel?)

Shedite27 · 01-01-2021 12:53PM

bcklschaps wrote: »

Thats a pretty neat pie chart (Excel?)

Yeah, exported portfolio from Degiro, created pie chart in excel. Find it a good exercise every so often to see what stocks you have more or less invested in. Wouldn’t have guessed Docusign and Shopify would be in my bottom quadrant

01-01-2021 01:10PM

Augeo wrote: »

https://pharmafield.co.uk/pharma_news/mhra_fast_track_nod_for_uk_pharma_companys_covid-19_study/

4d Pharma PLC

currently under 60p, was £1 prior to a placing in Feb that was at 50p, RNS yesterday regarding Phase II study in COVID-19.

Company is funded for the short term after the recent placing, they are working on a treatment not a vaccine........ as folk likely know, a vaccine being developed isn't at all guaranteed.

I'd put this one as low risk but potential high reward, and it'll be sooner rather then later

My share pick from April, closed at 129p yesterday and none of that rise is covid fuelled

outonawing · 01-01-2021 05:08PM

Augeo wrote: »

My share pick from April, closed at 129p yesterday and none of that rise is covid fuelled

I bought 4 tranches during November at an average of 94.5p. Looking forward to the merger with LOAC, in what could be an epic year for the company.

A big thanks to you and the other guys who championed 4D.

01-01-2021 05:17PM

I think the potential upside in 2021 is x3 x5 ish from current SP but things can sour or stagnate very quickly too.

Either an IBS phase 3 partner / trial or the cancer treatment pairing with MSDs keytruda will do wonders for it. The UK AIM market is volatile so another rise pre NASDAQ is likely as well of course.... A last hooray for some in the know profit taking :pac:

freyners · 01-01-2021 11:12PM

Logged in today to notice massive jumps in my Degiro, looks like a big shift in the EUR/USD fx rate but when i looked elsewhere it doesnt seem to have moved that much, is there an annual rebalance of the FX or something?

bfa1509 · 01-01-2021 11:16PM

freyners wrote: »

Logged in today to notice massive jumps in my Degiro, looks like a big shift in the EUR/USD fx rate but when i looked elsewhere it doesnt seem to have moved that much, is there an annual rebalance of the FX or something?

I see it too. I hope it's not a mistake cause I could do with the 350euro it's giving me :pac:

One More Toy · 01-01-2021 11:19PM

bfa1509 wrote: »

I see it too. I hope it's not a mistake cause I could do with the 350euro it's giving me :pac:

What TF is going on? Seems to be usd only for me acting up

99nsr125 · 02-01-2021 02:41AM

massdebater wrote: »

Hi! Do you mind me asking you why you like Canadian stocks so much? I live in Canada but have less than 5% of my portfolio in canadian stocks. Seem to be mainly banking and oil. The individual companies I like, I just buy them but would love to hear a different perspective!

Snap for living in Canada, not there presently.

Yes banking and resources are the bigger ones but there's also utilities, telecoms, reits too.

I saw the inner workings of some of the resource companies and was quite impressed by the grown up and mature way Canadians behaved and ran things.

Dividends are nice, distributed 4 times a year smoothing the swing, hold some listings for that reason, but buy others after the drop to build a position.

Everyone is after the fast, easy money forgetting that it's a casino and this is how you loose your shirt. I don't have time to be watching the market every second of the day. My day job is always potentially a life or death scenario so a mature market generating 6 - 10% is good for me.

Saying all the above I expect the 20's to be roaring and what comes after that I don't really want to think about.

massdebater · 02-01-2021 05:09PM

99nsr125 wrote: »

Snap for living in Canada, not there presently.

Yes banking and resources are the bigger ones but there's also utilities, telecoms, reits too.

I saw the inner workings of some of the resource companies and was quite impressed by the grown up and mature way Canadians behaved and ran things.

Dividends are nice, distributed 4 times a year smoothing the swing, hold some listings for that reason, but buy others after the drop to build a position.

Everyone is after the fast, easy money forgetting that it's a casino and this is how you loose your shirt. I don't have time to be watching the market every second of the day. My day job is always potentially a life or death scenario so a mature market generating 6 - 10% is good for me.

Saying all the above I expect the 20's to be roaring and what comes after that I don't really want to think about.

True, I mainly focus on riskier growth stocks for my individual stock portfolio and keep the slower, steadier growth for my main one (I hold XIC in this for Canadian exposure). Dividend investing is something I want to learn more about in 2021, been spending the past while learning the Canadian system (ETFs, different account types, taxes etc).

massdebater · 02-01-2021 06:41PM

Crazy year here too! Individual stock portfolio is up 69% for 2020 (nice)

I also got very lucky with timing - decided to pick up some part-time delivery work to give me extra money to invest, did that from feb-sept so was adding heavily to my positions during this time.

Biggest winners were:

TSLA 295%
TTD 293%
ZM 199%
LSPD 140%
SHOP 127%
LIT (etf) 107%
DRIV (etf) 104%

and a shout out to ALB 76%, DIS 74%, BUD 73%, SNSR (etf) 68%, Z 65%, LYFT 56%

The losers I still hold are NKLA -75%, GMBL -22%, and GAN -9%.

I do very little selling, mainly buying companies I think will be worth more in 3-5+ years with a focus on growth and new technologies. Have money on the side to be invested next week and looking at getting more SQ, DOCU, NET, DIS, Z and TWLO

All of the above is about 12-15% of my overall portfolio with the rest currently made up of low-cost global ETFs (70-75%) and crypto (12-15%) which I track separately.

Thanks for the advice this past year and best of luck to everyone in 2021!

PS: Tried to upload a pie chart image of my end of year holdings but I couldn't figure it out on boards :pac:

timetogo1 · 02-01-2021 07:20PM

I was just looking up Driv & Lit.
They're not on degiro for me. What platform do you use?

greenfield21 · 02-01-2021 08:09PM

Any thoughts on TTd, it had a great year but a bit of pull back recently. Need to really grow to their valuation. In saying that still lots of potential in ctv/ ad space with digitisation etc. Also think they plan to try and get more busines in China so may (not) be a positive there. Downside is government regs on data and also the big players trying to corner the market Google etc.. I also own a bit of magnite and trmr on the LSE. Will probably sell TTd and mgni early next year and seem like their a bit froty in a bubble. Still think upside on tremor but very high risk so will hold for while.

massdebater · 02-01-2021 08:25PM

timetogo1 wrote: »

I was just looking up Driv & Lit.
They're not on degiro for me. What platform do you use?

Sorry, I'm in Canada so I bought them here. Not sure what the euro equivalents would be. LIT is a lithium and battery etf and DRIV is an electric vehicle etf

Share Picks 2020

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