Registered:
22/04/18
Seen:
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Comments
250

Real Name: Mark

Occupation: Private Investor

Interests: International Stocks, Private Equity, Property, Stocks, US Market

Location: Gloucestershire

Fantasy Fund: Mmarkkj777's Alt Test

About Me:

I have been investing for a long time, but have become more serious about my investments over the last 3 years and am looking to use Stockopedia tools and info. to help maximise my gains.

I have a Portfolio of 14 Buy and hold companies: 3 US, 1 European and 10 UK.  I have held one for 20 years and one for 14 years.

In the last few months I have added a growth portfolio (at least I hope they will grow!) .  It is now up to 6 stocks.

More recently Oct 2018, I have reverted to cash for a substantial part of my portfolio (over 2/3rds).  I'm now looking for bargains and opportunities to reinvest.



Investment Strategy
I trade... weekly
I tend to buy... according to my system
I hold for... a year
I invest with... <£500k
Diversification is ... essential to reduce risk
Was pure Value. Now moving towards value with low debt and high EPS growth potential. Just started a separate, pure-growth portfolio. Strategy is too long to detail here, But I learned value from reading Ben Graham, entry and exit timing from Nicolas Darvas and growth from Jim Stater.


Mmarkkj777's Latest Blogs

Recently we have seen massive increases in the deployment and use of AI. From face recognition at airport's passport control, Netflix giving personal recommendations based on learned user preferences and Amazon's table top talking shopping list app. thingy! (not to mention, the upcoming driver-less cars and mini electric aircraft/flying cars). There is no doubt it will continue to grow exponentially and seamlessly play a part…

Kaz Minerals (LON:KAZ) has recently halved in Value. It seems to be due mainly to the fact the the company has bought a new project to develop. It also seems the market didn't want them to continue to develop the business for the future as it would hit financial performance in the near/mid term. Also they have bought the new prospect with cash and shares…

I hold and have just topped up in Infrastructure India (LON:IIP). I made 30% last week (with a smaller holding) and the shares are up massively today. It seems that this fund is still trading with a massive discount to NAV. Anyone got further insight into this fund?

Griffin Mining (LON:GFM) are down 12% so far this morning. I can't see any news. Anybody know why? or is it just normal volatility (seems high for that).

I hold this stock and have held it for two long(ish) periods over the last 3 years. I heard from Evil Knievil (Simon Cawkwell) that he was short on them (due to them being overvalued). At last years investor show that I attended, they (Evil and Tom W) did a blind test on tonics on stage, probably to show that it was all hype. The…



Mmarkkj777's Latest Comments

Hi Howard A, Regarding the third Institutional investor on your list (Hargreave Hale), I know that Giles Hargreave (or his fellow fund managers) would not have bought just to add. They research their picks a lot.

Thanks Howard, Really good points, and interesting food for thought, as Water Intelligence (LON:WATR) is on my watchlist. Just one thing, perhaps Weigold looks after the Franchise growth side, which may be a bit more akin to his background. I don't know, just a thought.

Hi, I'd like to attend the next (or a future) one and l live in Gloucestershire, so Bristol would be a great alternative location to London for me. I have travelled to London a lot for investment events, and I can see the attraction of hosting in the main financial city, but somewhere non-central with loads of parking would be nice. Midlands is also a…

A great post and some really great answers. Keep doing what you are doing...thinking about it and asking questions, I say. Then make your own decisions. Tips are OK (if the source of the tip is good, and Stocko is better than most for this) but the best investors find their own stocks in which to invest. They don't follow others (in which to buy…

for xfers, HL are offering cash back (to £500). Certainly not the main consideration, I know, but would cover an awful lot of dealing costs, or maybe a small extra fund, as I did.

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