See how the WheelieDealer trades shares Safely and Successfully by learning from my investing mistakes. Free Education for beginners. Learn how to buy and sell shares.

Quantum Pharma QP. Buy Rationale

29/12/2015

THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITES. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY.
You may have noticed that on Christmas Eve, I bought into Quantum Pharma (Epic Code: QP.) at 105p. This might have been a surprise because recently I wrote a Blog entitled ‘A Ropey looking Chart - featuring Quantum Pharma QP.’, however, if you managed to get to the end you might have noticed that I was actually quite taken by the pure Numbers on the ShareScope ‘Details’ Screen and this led me to do further Research because I could sniff Money and the Stock looked on the cheap side.

8 Comments

Wheelie’s Christmas and New Year Message 2015

24/12/2015

9 Comments

OK, where did that year go? I vividly remember typing last year’s Xmas Message and it really seems not so far back…..

2015 been a big year for me - it is the first Full Calendar Year of doing WheelieDealer and I gotta say I am very pleased with how things have gone. I feel like the Website is in a sort of acceptable format (although hugely old-fashioned and not too easy to navigate, I will freely admit !!) and the Content is of a pretty decent standard on it and the bits I regularly update are easy enough for me to manage. I now have over 1400 Followers on Twitter and regularly get over 1000 people visiting the Website every week which is quite a large number when I think about it (imagine the Bus Queue with 1000 humans in it…..SGC, FGP and NEX would be fighting over that particular Route.)

9 Comments

The Final Throes of 2015 - 2 Weeks to go !!

20/12/2015

2 Comments

THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITES. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY.
Well, it’s Sunday Night and I want to have a quick look at the Indexes and stuff to get a view on how things are likely to play out in the next couple of weeks before 2015 is officially consigned to the Investment Annals of History. My main motivation here is that I have a pretty chunky FTSE100 Long Spreadbet in place and I want to re-evaluate the logic of holding such a position.

I’ll look at the Historic backdrop first and then do some Charts - but time is short so I will just pick out some key things that I think are noteworthy.

2 Comments

Why do Share Prices Rise and Fall?

17/12/2015

2 Comments

MOST OF THE TEXT WHICH FOLLOWS, APART FROM THE PODCAST AT THE BOTTOM, I WROTE ABOUT A YEAR AGO BUT WAS NEVER HAPPY ENOUGH TO ISSUE AS A BLOG. IT IS OK NOW SO THAT’S WHY IT IS HERE IN FRONT OF YOUR BEADY PEEPERS…………HOWEVER, SOME OF IT MIGHT READ A LITTLE STRANGE AS IT HAD A TIME ELEMENT TO IT - APOLOGIES !!

I had Big Ideas to write something about the infamous ‘To Stoploss or Not To Stoploss’ debate - but the following subject area came into my head and it seemed sort of appropriate with Markets going through a pretty painful Correction at the moment. Additionally, Paul Scott on his Small Cap Value Report on Stockopedia wrote some very good text on this in the ‘Comments’ bit at the bottom either in his Friday 10th Oct or Monday 13th Oct update - he was ably assisted by inputs from several commenters. I will give my two-penneth worth in a future Blog Post. (Edit note 17th Dec 2015 - I did - link at bottom of this blog).

2 Comments

Where for art thou Santa? A look at the Charts and Strategy

14/12/2015

5 Comments

THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITES. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY.
Well, after a couple of really shocking Weeks, I am beginning to wonder where Santa has got to with his infamous Rally. I screwed up a treat by buying a FTSE100 Long Spreadbet back at 6389 and I have been nursing this whilst the Markets have been selling off big time. This is the catch in not using Stoplosses much - when trades go against you, it can hurt quite a lot. Luckily I made one good decision regarding that Trade and limited the size compared to what I was considering - had I done the larger size it might have got quite hairy !!

5 Comments

Diversification - am I enjoying too much of a Good Thing? Part 3 of 3

9/12/2015

1 Comment

Why is Diversity Good?

I am sure most Readers will be fully aware that if you hold a bunch of Stocks, you have the advantage that gains from the good Stocks will outweigh the losses from the poor performing Stocks - obviously just holding 1 or 2 Stocks is pretty much suicidal. However, this of course is very much linked to the number of holdings - for example, if you hold just 5 Stocks there is a very real Risk that 2 of them could Blow-up badly and you will make a loss overall on the Portfolio (especially if you focus on Small Caps and AIM). Whereas if you hold 100 Stocks then you will pretty much just track the overall Markets and will have a Management/Administration nightmare. I have gone into this whole subject many times before in various Blogs so I won’t dwell much more, but probably the minimum sensible number of Stocks to hold is around 15 and probably 40 is really the maximum (that is lucky, cos I am aiming to get down to the WD40 !!). It is also my view that only very experienced and successful Investors can get away with holding just 15 Stocks - it is much more Risky than people realise and it just takes a couple of Errors to murder your Returns. As recent weeks in the Stockmarket have shown me mercilessly on Stocks like Entertainment One ETO, Telit Communications TCM, Utilitywise UTW, Brady BRY, Black Swans can swoop in at any time and cause devastation. I would bet that most people with extremely concentrated Portfolios massively over-estimate their Stockpicking and Portfolio Management Skills.

1 Comment

Diversification - am I enjoying Too much of a Good Thing? Part 2 of 3

4/12/2015

1 Comment

The Current Situation of my Portfolios
Please visit my ‘Portfolios’ Page to get a clearer view on how my Portfolios are built up, but in essence I hold 3 Portfolios:

Trading ISA
Overseas Unit Trusts
Income Portfolio.

On top of these I use Spreadbetting for Leverage but this is a ‘Mirror’ in effect of most of the Stocks I hold in my Trading ISA and my Income Portfolio, so I am not really addressing the Spreadbet stuff in this discussion - whatever the outcome of my thinking over how many and what Stocks to hold, this will get Mirrored in my Spreadbets. For full details on how I do Spreadbetting, please click the ‘Spreadbetting’ Category on the Blog Page.

1 Comment

Galliford Try GFRD Buy Rationale

1/12/2015

1 Comment

THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY.
You may have noticed that I bought some Galliford Try (Epic Code GFRD) Shares today at 1469p and I also did an equivalent sized Spreadbet at about 1462p - I did the Shares straight after the Spreadbet so it is surprising just how fast the price changed (normally I would expect the Spreadbet price to be within a few pence.)

I have gone straight in quite heavy here because I really like the GFRD business and Readers may have seen from various comments that I am generally pretty Bullish on the Markets at the moment and I want to maximise the opportunity which I think exists. I have gone for an exposure of 3% to GFRD in my overall Total Portfolio Exposure - so no mucking about.

1 Comment

Quantum Pharma QP. Buy Rationale

Wheelie’s Christmas and New Year Message 2015

The Final Throes of 2015 - 2 Weeks to go !!

Why do Share Prices Rise and Fall?

Where for art thou Santa? A look at the Charts and Strategy

Diversification - am I enjoying too much of a Good Thing? Part 3 of 3

Diversification - am I enjoying Too much of a Good Thing? Part 2 of 3

Galliford Try GFRD Buy Rationale

'Educational' WheelieBlogs

Archives

Categories