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Ideas please - on a non-income portfolio!
busy bee
Posted: 10 November 2012 11:25:04(UTC)
#1

Joined: 06/09/2009(UTC)
Posts: 91

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Can anyone help with ideas for a circa £60,000 portfolio of shares in Trust where capital growth is required for 10 years, no income as it will be hit with high tax. I will be using HL (yep - I know, higher fees than some, but its easy). I will use the annual CGT allowance, with luck, I like diversification, will have the cash part of it loaned out in property so don't need property shares. The beneficiaries all have ISA's with shares that produce income and, hopefully, gains (such as VOD), so I can be quite specific here. When I take it over it (from a professional) has already VOD, HRI RDSB, JEO, BG, and TSCO, the latter 2 nursing losses but the others gains - so selling and buying will be done over a period to try to make the most of any tax breaks.

Ideas please !
Timothy Skinner
Posted: 13 November 2012 12:53:22(UTC)
#2

Joined: 22/10/2010(UTC)
Posts: 8

Templeton Emerging Markets Investment Trust - for non-ISA use the company share purchase scheme
JEL G
Posted: 13 November 2012 14:44:25(UTC)
#3

Joined: 29/11/2010(UTC)
Posts: 50

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Was thanked: 31 time(s) in 14 post(s)
For excellent long term growth why not invest in:
Clarkson,
Halma,
Interior Services Group,
Wilmington


joe stalin
Posted: 13 November 2012 14:45:47(UTC)
#4

Joined: 25/06/2010(UTC)
Posts: 15

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Banks and house builders and maybe a growth fund such as the one already mentioned for diversity
D B
Posted: 13 November 2012 17:48:12(UTC)
#5

Joined: 19/12/2011(UTC)
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recommend the IC article on the UK construction sector. Company yields are attractive & can be simply reinvested, plus I’m don’t think share prices can get much lower, hence long term, even medium term(?), appreciation should be promising. Even our dithering lot at Westminster must get their act together soon to get Britain working gain!

Company Market cap (£m) PE ratio Yield Dividend cover
Balfour Beatty 2,144 7 5.6 1.8
Carillion 1,358 7 5.7 2
Costain 156 7 4.5 2.1
Galliford Try 612 10 4.1 1.9
Keller 393 16 3.8 1.4
Kier 506 8 5.5 2.3
Morgan Sindall 287 8 7 1.7
Rob Walker
Posted: 13 November 2012 18:57:41(UTC)
#6

Joined: 31/03/2009(UTC)
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Look at the over-reactions to bad news but don't put all your eggs into too few baskets! Currently I'm buying Lamprell and Cape - both recently hit by recent mis-management debacles but with healthy order books. Then there is Wincanton, still a major transport service who screwed-up in Europe. Never get too greedy - once the stock has risen 50% sell half, and then review any further recovery against the share value before things went bad. eg. Lamprell at 75p today, Sell half at 110p and maybe set a price for the rest at about 200p - still less than the value before the bad news broke. I'm not saying it works every time but I've won more than I lost and made a spectacular gain on Cable and Wireless recently whe bad news was followed by its takeover.
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