Stock Selection for my SIPP.

[samuelhogg]

I have a SIPP that I invest in for the long term with my money in a number of funds and stocks. I want to invest a small amount of cash in higher risk small cap companies in exciting sectors.

I have seen a lot of mention of 'algae biofuels' on Bloomberg and FT but on doing a google search I can't find any uk listed companies where I can gain some exposure, can anyone advise?

Is there anything exciting in the Tech sector? I see 3D tv is the future of tv.

Any ideas would be much appreciated.

Samuel

 

[samuelhogg]

P.S I would also be interested in funds that specialise in these areas too.

How can I find out the full holdings/stock exposure of a particular fund?

 

[samuelhogg]

Hollywood's 3-D visionary
http://www.ft.com/cms/s/0/6625aa74-ec3d-11de-8070-00144feab49a.html

 

[samuelhogg]

iShares S&P Global Clean Energy (INRG)
http://uk.ishares.com/en/rc/funds/INRG

ETFX DAXglobal Alternative Energy Fund £ (ALTP)
http://www.etfsecurities.com/fund/etfs_fund_alternative_energy_gb_en.asp

 

[samuelhogg]

Where to invest for green profits
http://www.investorschronicle.co.uk...f2af8e8/Where-to-invest-for-green-profits.jsp

 

[PokerBrat]

I see that you have found where to see a funds core holdings, so I won't go on about that.

I hold a few speculative small caps in my SIPP, which I tend to look at as high risk/high reward. This means that I never have more than 10% of my capital invested across them:

LSE:GAS - energy producer with rumours of takeover bid
LSE:NYO - gold producer with potential resources still underground
LSE:BIP - palm oil refinery trading at a hugh discount to NAV

I take a very long-term view on these.

 

[samuelhogg]

Cheers PokerBrat.

I have added those to my watchlist and will look into those. BIP sounds interesting.
'Biofutures International Plc is an investing company focused on investing in or acquiring projects or companies in the energy or utility sectors and their infrastructures. The Company, along with its subsidiaries, is involved in refining palm oil. Through its wholly owned subsidiary Zurex Corporation Sdn. Bhd. (Zurex), it is engaged in building a palm oil refinery plant. As of December 31, 2008, the Company was organized into two main business segments: development and administration of investments, and planning and construction of palm oil refining plant and related activities.'

I have small holdings in HAWK and PXS in my SIPP but I have a number of stocks on a Watchlist that I am researching.

Held ASOS (ASC) at 10p and sold with a 20% profit, look at them now!

 

[PokerBrat]

Did you get into BIP Sam? It broke out last week, but I think there is still more to come. I have my eye on 8-9p as an intermediate target.

Would be interested to know more about your strategy for your SIPP. I have only recently consolidated all my pensions into one with HL. After a few teething problems I have reached the point where 50% of my money is spread across various funds, 40% in defensive income stocks and 10% I am actively trading with.

I figure that if I can outperform the funds then I will slowly increase the capital that I trade with, until I am actively managing 100% (that is, if I can actually outperform the funds).

I think the smaller investor has an edge over the institutional funds in that we can move in and out of stocks very quickly, and can move into cash should the market turn. But I don't for a minute think that I am a better stock picker or portfolio manager than the good professionals.

 

[alemil]

PXS tipped today: http://uk-analyst.com/shop/page-article/action-article.show/id-130003123