My Port - Opinions and Comments
Below is my portfolio, please feel free to make comments on good holds/bad holds/suggestions on selling/suggestions on buying.
Dr Jan Itor
Is this you effectively bragging that nearly all your players in the green. Have a biscuit.
Lots of good solid holds, many which I hold too. Looks like you are diverse with some good PB value.
My only concerns:
Haland - does he have much further to go? Have you bought in too high?
Lewandowski - the same as above really. His age etc will hold him back from straying much from his current level and he is now too expensive to hold just for IPDs. I sold at £1.50 something after buying in at 90p as I worried he was approaching his peak.
I would be worried about Haland, surprised he is still holding that value. Lewandowski is a £1.20 player, Di Maria is a 75p player, check out their 1 year graphs and both are aging with probably diminishing returns.
Saying this I have a lot more red in my portfolio, so maybe you should be giving me advice!!
@Martyn-B Haland, Lewandowski and Di Maria are mainly holds from CL football and should get a bit of a rise because of this??....Bayern and PSG should get to the QFs, as for Haland he may not be in the top 5 leagues but he is a goal machine like Malen so both of them should draw some media attention from PL teams in Jan 2020/July 2020 transfer windows.
@Martyn-B I don’t agree about Di Maria. He’s having a fantastic season and is back to his best. You’re basing things on last season. Look in the now and you’ll make more profit.
@AndyP32 I think Haaland may hurt you but everything else looks very solid.
No doubt about it, once RB are knocked out, there will be a sell off, even if people are just halving their hold.
I'd be halving my hold now, avoiding the drop and investing it in more Berardi
Just my opinion. Haland is young and with no prior history on FI, he could rocket, he could crash. The other two are aging superstars with a proven price history to track and a proven dividend history to analyse and consider. Di Maria is playing well, but he has to fit into a future team with a returning Neymar, Mbappe, Cavani and introducing Icardi. Squad rotation is always going to be a risk. I feel his price is at a peak. I wouldn't buy Haland and I have bought, sold and made nice profits on the other two.