ASX Shares The 10 share challenge

Discussion in 'Shares & Funds' started by Silverson, 18th Feb, 2019.

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  1. Silverson

    Silverson Well-Known Member

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    You can buy 10 stocks, they have to be listed (have a ticker code)
    You can not sell a single stock.
    You can top up/DCA.
    Which 10 will they be and why?

    There's no real 'challenge' just sounded catchy (click bait) haha
     
    Silverson, 18th Feb, 2019
    #1
    Never giveup likes this.
  2. oracle

    oracle Well-Known Member

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    How about only 4. Disclaimer: Only considering AU domiciled.

    VAS
    IVV
    VAE
    IJR

    I know cheeky but hey nature of capitalism, technological advances, innovation leads to companies that used to be hot favourites in one era disappear in another. Indexing virtually guarantees you success no matter which industry/companies are doing well.

    Cheers,
    Oracle.
     
    oracle, 18th Feb, 2019
    #2
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  3. datto

    datto Well-Known Member

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    bhp
    cba
    tls
    fmg
    fms
    qan
    pls
    cpv
    osh
    sto
     
    datto, 18th Feb, 2019
    #3
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  4. devank

    devank Well-Known Member

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    That's not much fun... :)
    AVZ
    ZIP
    AJM
    SYR
     
    devank, 18th Feb, 2019
    #4
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  5. datto

    datto Well-Known Member

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    syr has copped a caning.
     
    datto, 18th Feb, 2019
    #5
  6. Scott No Mates

    Scott No Mates Well-Known Member

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    I'm a glutton for punishment:

    AMP
    TLS
    TPG
    ANZ
    CBA
    WBC
    NAB
     
    Scott No Mates, 18th Feb, 2019
    #6
  7. The Y-man

    The Y-man Moderator Staff Member

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    Location:
    Melbourne
    BEN
    BOQ
    CBA
    CMA
    CQR
    GOLD
    NAB
    SGP
    VCX
    WBC

    Why?

    Simple version: this is my current live portfolio as it stands today except CMA which I took profit on last week,

    A more detailed version: Banks - I firmly beleieve banks will continue to find innovative ways to rip customers off..... er.... make profits sort of ethically and mostly legally (Actually, BOQ announced today they had made less money from fees and got pummeled). I believe due to recent APRA changes, they will be more secure (less likely to collapse). The yields of these banks at todays prices are over 6%pa, some over 7% making for good income. The rest are REITs, and at today's prices will income at least 6%, some over 7%pa. VCX and SGP is at discount to NTA, CQR riskier at a premium to NTA. CMA would be at NTA. Income is critical as OP said it cannot be sold (no point having massive CG, if you can't realise it). In this case, GOLD which is held as buffer and fall back for major market events is probably not required..

    A better choice than CQR today might be IDR.

    the Y-man
     
    The Y-man, 19th Feb, 2019
    #7
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  8. willair

    willair Well-Known Member Premium Member

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    ....UKI nth nsw ....
    ..TLS--CBA--NAB--ANZ--CPH--TAH--BEN--BOQ--AMP --BHP --..

    There are a few others THAT I would rather not talk about within the ASX,ALSO there are some O/S listed 3 banks and one fast food all long term held..

    AMP and CPH are high risk as they may be swept away by the onrush,or unable to withstand the onslaught..

    CBA is the largest holding maybe over 60%,but CPH if one listens to day trader spruikers ,get rich quick artists
    is one that I have over 300000 units from 13 cents upwards and the timing was perfect even as it has not produced a dividend it is a least worth something..imho..

    Please don't buy any of the above have a alternative strategy ..
     
    willair, 19th Feb, 2019
    #8
  9. devank

    devank Well-Known Member

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    Added BoQ today.
    Blackmore is 12 month low as well...
     
    devank, 19th Feb, 2019
    #9
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  10. devank

    devank Well-Known Member

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    upload_2019-2-19_19-44-24.png

    That would have been a nice gain within a few hours today... well... I didn't buy any either :oops:
     
    devank, 19th Feb, 2019
    #10
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  11. Silverson

    Silverson Well-Known Member

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    I like this very much!.
    Why no ANZ?
     
    Silverson, 19th Feb, 2019
    #11
  12. The Y-man

    The Y-man Moderator Staff Member

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    At the time I wrote it, the yield was below 6%.

    The Y-man
     
    The Y-man, 19th Feb, 2019
    #12
  13. The Y-man

    The Y-man Moderator Staff Member

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    No point - the OP said you can NOT sell - so how will you realise the gain? :oops:

    The Y-man
     
    The Y-man, 19th Feb, 2019
    #13
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  14. bobbyj

    bobbyj Well-Known Member

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    Sydney
    VAE
    VAS
    VGS
    IVV
    WHF
    SOL
    CSL
    ALU
    APX
    DDR

    Those are currently in my portfolio.
    Looking for growth and dividend income together.
     
    bobbyj, 20th Feb, 2019
    #14
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  15. bobbyj

    bobbyj Well-Known Member

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    Sydney

    Are you a holder of AMP?
    Did you recently buy in or are you sitting on hefty losses?
     
    bobbyj, 20th Feb, 2019
    #15
    willair likes this.
  16. Silverson

    Silverson Well-Known Member

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    Am I reading this right? CBA is over 60% of your portfolio? I'll be honest CBA is 17% of my holdings and I still feel as if I should buy more haha.
     
    Silverson, 20th Feb, 2019
    #16
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  17. willair

    willair Well-Known Member Premium Member

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    I have been a long term unit holder for a many years in AMP --from memory they had a sales slogan ""The Millionaire makers , and with the finding's in the ""RC"" some of the high paid top end of the company are far more cunning then me..This time started buying in at $3--27 and finished at $2 .32

    Loss wise it's not that high ,,i think the break even is around $2..73 and i'm not worried may take 2 years ..

    I was in the line number xxxx this morning bought a few more BOQ just a normal day..


    [​IMG]

    ..,,
     
    Last edited: 21st Feb, 2019
    willair, 21st Feb, 2019
    #17
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  18. willair

    willair Well-Known Member Premium Member

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    Correct,just a slight percent above 60% and quite happy to stay at that levels ,during the GFC I borrowed against two debt free titles ,and even then I never bought in on target as CBA went into the $26.00 range my entry was just below $30.. that went just below $95.00 plus the div's franking credit ..
     
    willair, 21st Feb, 2019
    #18
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  19. Silverson

    Silverson Well-Known Member

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    That's contrarian investing right there!!
     
    Silverson, 21st Feb, 2019
    #19
  20. Bran

    Bran Well-Known Member

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    At work
    NUH, BAT, GOR, G1A, EGA, ANW
    TSLA, AMZN, NFLX, GOOGL

    That's already my portfolio (and its boring to talk about VAS, MLT, NDQ)
     
    Bran, 22nd Feb, 2019
    #20
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