Making portfolios public to the Stocko investing community

4th Jan '21 by harvs19

6 comments 491 reads

Hi All,

I just wondered whether if it is possible to make your personal portfolio public on the site (I dont think it is), and if not would be interested to know whether the investing community here think this would be useful if made available on the site?

I am an avid reader of the SCVR and it's the main reason I subscribe to the site. Alot of my investing comes from research done off of the back of Paul and Jack's excellent daily stock reviews and commentary, but I also greatly value the views of the community in the commentary section of the reports.

JollyBiologist made a great post over the Christmas period regarding his superb performance and I would put myself firmly in the same bracket as him, being someone who shamelessly takes ideas from people that I respect in the investing community and cherry picking what I think are the best ideas (following my own research of course). After reading JollyBiologist's post, I was thinking it would be great to view his portfolio in order to see what he is currently holding as he has clearly performed very well this year and has a sound approach to stock picking. It would be interesting for me to see how his portfolio stacks up against mine, whether we have similar holdings, how the portfolio is weighted etc etc. There are many posters here that I have come to value the opinions of and I just think it would be really useful to have a better idea of how there personal portfolio's are constructed.

I know some people would not like to share their personal portfolios with the community (which I understand), but I would have thought many would be on the basis that there was a way of only making it viewable on a percentage basis rather than in currency format.

Do many people run their portfolios and monitor via the stocko folio's function? Or am I in the minority? I know some people use different software to track their performance or dont update on a regular basis like I do, but for those that do would you be interested in viewing others holding's if made available? Anyway, just thought I would post to see if there is anyone else that would like to see this made possible.

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Edward Croft

4th Jan '21

It’s on the roadmap for us to do this. We ran fantasy funds on the old site, but I want to replace them with public portfolios (default would always be private - so it would be opt in of course). It would be great to have synchronisation with brokerages to verify true performance too.

harvs19

5th Jan '21

Brilliant. Thanks Ed, I look forward to this .

Rusty2

You can set up a fantasy fund on the old site.

Macro

Ed,

When will the 10 folio limit be increasd?

I am being teased by the system message: "You have reached the 10 folio limit - more will be coming soon".

May I ask: How soon?

xerxes

Do many people run their portfolios and monitor via the stocko folio's function?

I monitor portfolios for myself and family members which are held across several providers. I use the Stocko folio function to provide a single access point to readily see how they are all progressing (or not) on a daily basis. Having said that I also download the relevant data from the various providers as well the Stocko rankings into Excel spreadsheets once/twice a week to help me think. I would also second the request from Macro (see below) that the permissible number of folios be increased to allow further groupings of actual/potential holdings to be monitored.

As for going public, I really don't think anyone would be interested in my various portfolios except perhaps to comment on their diversity in scope (and a preference for dividend payers). They are very much work in progress - although I have managed to purge many low ranked shares over the past year or so to give a mean/median stock rank of around 70. Obviously one can pick and choose folios and holdings (and time frames) to show high performances - but wouldn't it be simpler to set up a momentum screen based on share price change to show which shares one should have owned for maximum returns? (By way of example, I see that 16 UK shares with Mkt Cap >£100m have tripled (or more) in the last 6 months - none of which I hold partly because their median stock rank is 24!).

I agree 10 folios is too few, I'm having to delete folios so I can do more all the time. I have US and European shares which I prefer to keep in separate folios.

I wish the new site folios were the same as the old site.

Making portfolios public to the Stocko investing community

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Harvs19

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