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Wow I just crossed the 1800 follower threshold.. thank you so much for everyone following!
A big thank you to @2147mill for the shoutout earlier today. It means a lot to be noticed for my authenticity & transparent approach to sharing my portfolio.
Here’s a bit about me for any new followers:
- 36 years old, Male
- Based in UK (North Wales)
- Married with 2 kids
- Working in tech (9-5) but leaving soon to pursue my own software business (coachdog.co.uk) and also create life/ investing content.
My portfolio:
It is heavily weighted towards the AI trade, so has taken a serious hit in the last month -£18k
I am happy with my positions and if I had the money would 100% add here.
FYI - I have £110k pension transfer landing in my SIPP soon so I will have around £200k on my T212 account (all in on individual stocks)
Follow along if you want to see me try and work towards my goal of £1m+ across my ISA and SIPP!
Jamie retweeted
Get behind this fellow $NBIS bull folks 💪
Wow I just crossed the 1800 follower threshold.. thank you so much for everyone following!
A big thank you to @2147mill for the shoutout earlier today. It means a lot to be noticed for my authenticity & transparent approach to sharing my portfolio.
Here’s a bit about me for any new followers:
- 36 years old, Male
- Based in UK (North Wales)
- Married with 2 kids
- Working in tech (9-5) but leaving soon to pursue my own software business (coachdog.co.uk) and also create life/ investing content.
My portfolio:
It is heavily weighted towards the AI trade, so has taken a serious hit in the last month -£18k
I am happy with my positions and if I had the money would 100% add here.
FYI - I have £110k pension transfer landing in my SIPP soon so I will have around £200k on my T212 account (all in on individual stocks)
Follow along if you want to see me try and work towards my goal of £1m+ across my ISA and SIPP!
Excellent analysis.
Calling for $NBIS short after its already >50% off its highs is stupid. Except, when it comes to short sellers, dont amount to stupidity what can be amounted to malice.
Nebius is best in class of the non-mag7 data center builders and in the $135 range, the risk-reward to short here seems bananas to me.
But the reality is big funds behind the scenes are greedy and need FUD to further fuel the drop so they profit off your losses.
Citrini and others are just the mouthpiece.
Wow this is a nice surprise in the pre-markets. I'm skeptical this might get faded, but yesterday's sell off seemed completely irrational.. lets see how we open later 👀
Gm everyone!
Here is a rough plan with regards to allocation of £110k. No ETFs!
This will vary depending on pricing at the time of my deposit landing and of course NFA
1. $NVDA - £25k
2.$AMZN - £25k
3. $GOOG - £25k
4. $META - £20k
£15k into higher Beta stocks
$NBIS - £5k
$MU - £5k
$BMNR - £2.5k
$MSTR - £2.5k
This isn't locked down but a rough plan. I'd sleep easy holding this portfolio and I think it's a relatively safe play going heavier on Mag 7 stocks.
What would you do?
Jamie retweeted
To anyone that’s fairly new to investing and this weeks market has shaken you, here are a bunch of good guys to follow that are transparent with their ports.
Always helps seeing that you’re not alone. Drop them a follow
@JayJayX
@Mariusz_Invest
@JamesP728
@steady_profits
@JamieFInvests
@TheISAJournal
@freedombill3
(Sorry if I missed anyone. Tag some others below)
Here is the damage as we near the market close. -£19k for the month
Nasty day, wasn't expecting this much downside, maybe a bit of chop around the pre-market levels.
I'm confident we'll recover. Drawdowns are part and parcel of investing. Genuinely think this correction will lead to an even stronger recovery. (NFA)
Today has been so much fun 😬😬
Been here before, this will be a blip in a few weeks/ months.
Generational buying opportunities right now (NFA)
Order filled, great DCA to get me down to a $173 average.
Hopefully I can get my average sub $140 if this big SIPP transfer lands soon - £110k incoming 👀
Big SIPP update...
I have a big boy transfer on the way to my T212 SIPP
£110,000 🤯🤯🤯
Might take 1-2 weeks to come through, so hopefully I can get in on time for some of this crazy sell off.
Honestly, so excited to go shopping 🛍
What would you buy with £110k, right now?
Gm all ☕️
Well I've had better months... coming up for -£14k.. 😬😬
All part of the journey, not losing any sleep.
Actually got a huge update regarding my SIPP which has come at a beautiful time 👌
How are well all today?
























