Just a quick update from me about the UK PF/FI Gathering which took place in York this weekend, as I’m sure Huw will do a detailed one on his blog.
All I can say really is that it was a most enjoyable weekend – many, many thanks to Huw for organising it all!
It was great to catch up with people I’d met at the last gathering in Stratford-Upon-Avon (eg Huw, Lou, Richard, Alison and M) and to meet up with new faces, namely Cerridwen, TheFIREStarter + Mrs TFS, Emma, Craig, MikeS, A+Z and JimMcG, a resident of York who directed us to the best pubs! Much local beer and ale was consumed over the weekend, or was that just me, haha?
Incidentally, it was JimMcG who wrote the guest post on Early Retirement Guy’s blog, Top 10 Downsides of Financial Independence & Early Retirement – I hope I’ve managed to persuade Jim that if he started his own blog, there will be plenty of readers who will enjoy his wit and dry humour!
Typically, we had the usual mix of British weather – rain one day, glorious sunshine the next – but regardless of the weather, it was fantastic company. I thought it was great just listening to other people’s stories and also being able to talk to others who didn’t think I was a freak/bore/lottery winner (delete as applicable) just for mentioning investments or early retirement!
I’m not sure I’ll be able to attend the next gathering (down south somewhere) but for those toying with the idea, I would highly recommend making the effort.
I think I feel even more motivated than ever after this weekend!
As promised, one of the highlights of Saturday afternoon was the blind drawing of stocks for my Monkey Stocks League Challenge! There was great participation and it looks like it’s going to be an exciting and fun league!
However, only two brave souls will join me in actually purchasing for real the shares that were blindly drawn out – yes, step forward Cerridwen and Lou (Mrs FFB40) – us women are fearless, haha!
Ok, here are the shares that I picked out of the hat:
ARM Holdings plc
Sainsbury (J) plc
Tate & Lyle plc
Temple Bar Investment Trust plc
Am I happy with my picks? Well to be honest, I was a little disappointed as I actually wanted 5 companies I’d never heard of before and there are plenty of those in the FTSE 350!
Oh well, I shall indeed be purchasing the above shares on 10th September and have set regular investments as follows on my share account:
Now, I’m really excited! 🙂
Here are Cerridwen and Lou’s picks:
OneSaving Bank plc
Redefine International plc
BG Group plc
Rolls Royce Holdings plc
Ten others blindly picked their ‘virtual’ portfolios so that they could join in on the fun. Who’s to say that they won’t sneakily invest for real in their picks!? Anyway, I’ve listed those portfolios at the bottom of this post.
For the people who are joining the Monkey Stocks League Challenge and actually purchasing their shares (eg FireVLondon, Mr Z), please can you ensure you buy your stocks in the month of September and let me know the numbers, eg cost etc.
Same goes with others joining in virtually, eg , John K, Dividend Drive and Dividend Legion, (plus Huw and M for their hand-picked portfolios), can you let me have your picks any time in September.
Oh and if you haven’t already done so, I’ll need the names of your portfolios for the league table.
Prize for the Winner
I did mention that there wasn’t going to be a prize but there’s likely to be a trophy for the winner – might even get it engraved!
Anyway, I’d best continue working on my Google sheets for the portfolios – a bit more work than I thought as I didn’t think so many people would be joining in, haha!
Hope everyone had a great weekend!
EDIT – Ok, FIbrarian’s the last entrant, need to keep this easy to update!
Virtual Portfolio Picks
Richard: CLS Holdings Plc, Enterprise Inns plc, Royal Dutch Shell plc, Smith & Nephew plc, Spire Healthcare Group plc
Alison: Antofagasta Holdings plc, Big Yellow Group plc, Nostrum Oil & Gas plc, Redrow plc, Standard Life plc,
Emma: Centrica plc, Jardine Lloyd Thompson Group plc, Rexam plc, Serco Group plc, Unite Group plc
Huw: Bank of Georgia Holdings plc, Booker Group plc, Bunzl plc, Carillion plc, UK Commercial Property Trust plc. (Huw intends to submit a second portfolio of personally selected shares to pit against his monkey portfolio!)
TheFIREStarter: Alliance Trust plc, Bovis Homes Group plc, Carnival plc, Mondi plc, Restaurant Group plc
A+Z: City of London Investment Trust plc, Hunting plc, Inchcape plc, Sky plc, Synthomer plc
JimMcG: Blue Crest AllBlue Fund Ltd, Electra Private Equity plc, Grafton Group plc, Rio Tinto plc, Taylor Wimpey plc
MikeS: Amlin Group plc, British American Tobacco plc, Cineworld Group plc, Experian plc, Millennium & Copthorne Hotels plc
Craig: CRH plc, Compass Group plc, NMC Health plc, Northgate plc, WPP plc
M: Brewin Dolphin Holdings plc, Coca Cola HBC AG,
CSR plc. AVEVA Group plc, Debenhams plc, Zoopla Property Group plc.(Like Huw, M intends to submit a second portfolio of personally selected shares to pit against her monkey portfolio!)
FIbrarian: Bodycote plc, Morgan Advanced Materials plc, SVG Capital plc, Standard Chartere plc and WH Smith plc