@patcat68

It’s pronounced Patchy! UK investor with 20+ years experience. Chartered Engineer when not investing. Flirted with BlueSky but X is where the action is.

 Maidenhead, South East
Joined January 2011
  • Tweets3.3K
  • Following639
  • Followers983
420Media
The @AICPRESS Investment Trust showcase is in full swing and I've just listened to a presentation about Henderson Smaller Companies #HSL by Cassie Herlihy the co-manager. It's an ex-holding that I'll be taking another look at.
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They must have been smoking exotic cigarettes in cabinet the day they came up with the idea of a 36% annual charge on paper gains. The socialists have had a giggle, munched some sweets and returned to the real world - it is now the more traditional CGT of tax on profits at sale.
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This chart is very bad news for everyone, more households are net gainers than contributers and it's getting worse. Do not assume there will be a meaningful state pension in the future. We all need to save and invest for a secure retirement, the current system is not sustainable
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E290 - Interview with Pat (@patcat68) Part 2 In this episode, Sam is re-joined by Pat (X - @patcat68), an automotive engineer with more than 30 years of industry experience.  In Part 2 we discuss the stocks and funds in Pat's portfolio. open.spotify.com/episode/3JS…
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E289 - Interview with Pat (@patcat68) In this episode, Sam is joined by Pat (X @patcat68), an automotive engineer with more than 30 years of industry experience.  open.spotify.com/episode/4rC…
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Stock shakedown live on stage at the hugely enjoyable Investors Summit with @conkers3 and @HTVIOLA #InvestorSummit26
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An interesting post by Peter Urbani on LinkedIn describing a novel way to describe market moves. It is visually appealing, but I think a stacked bar chart may give the same info in an easier way to digest. Maybe it could describe sector moves within the overall market more easily
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Weekly pf update: +1.1%; +7.7%ytd 📈#GDWN, #AAF, #BP 📉#FSG, #SSLN, #HLN 💰#BBOX div ytd looks weak compared to some other #fintwit but pf is at ATH. I'm not in competition with anyone except my target benchmark which is +9.7%ytd & gap closing. Happy weekends everyone.
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Earlier today I was possibly too critical of @TheSecretAcct by saying his data was old. It's fine to highlight good US ETF performers, but he misses that there are actually better UK ITs covering similar sectors, often with less volatility and all available in UK. #AICPress
The Secret Accountant@TheSecretAcctAug 29
Very American biased and not sure if you can buy them all as a UK investor but nice past returns. Buy the market not gamble on individual stocks. DYOR, not advice, I’m not an adviser, past performance is no guarantee of future results etc etc.
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A fascinating article and chart from Unhedged at ft.com showing with data that the 60:40 stock bond portfolio is no longer justifiable. Since post-COVID high inflation bonds are less useful. Worth thinking about risk & diversification within the your equities tho
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Portfolio update August: ytd +6.7%, Aug +3.9% Strong gains from BRWM +21%, GCL & VLX (now #2 holding) +18.9%, SSLN Silver +18.7%, CCC +17.8%, GAMA +16%, SUP +13% Weakness from BATS & SN. -11.6%, BBOX -9.1% Cash ~9% Big RNS news from #1 holding GDWN, continuing to hold.
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Buckinghamshire Council's SEND school transport payments to one taxi firm rose 11.4x in four years: £310,397 to £3,550,151. All payments to the firm: from £1.17M (2021) to £6.18M (2025), according to the council's own FOI figures. The contracts behind that money? Almost none are published. The accounts for the firm? Incorrectly filed in a way that obscures any useful details. 🧵
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In the 1640's the Dutch inhabitants of New Amsterdam built a 12 foot wall to keep the "bad people" out. In 1664 the British ignored the wall and took New Amsterdam by sea. It's now called New York. They took down the wall and built a street, which is now called Wall Street.
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Wow, FT reporting that #AZN is in talks to create a $400Bn super pharma company with BMS. Is this a good long term thing for shareholders? Probably too soon to say.
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I have as much exposure as I judge prudent through a holding in Scottish Mortgage IT #SMT, but the SpaceX launch tells us much about the market generally.
Ed Page Croft
@edcroftJun 12
SpaceX may be the finest engineering company of its generation - and I'm a believer in the Sci-Fi fantasy of Dyson Swarms. But our StockRanks framework still calls it a Momentum Trap.
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Sometimes a crazy thought enters my head! With the World Cup about to kick-off later today I wondered earlier in the week if the England team’s results could have any bearing on the performance of the stock market. This thread reveals all 🧵... (apologies for the tacky AI pic!)
🤖 Made with AI
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What about the day after England gets knocked out entirely? Across all 10 tournaments, the market drops its emotion instantly. The day after final elimination is a perfect 50/50 split (5 up days, 5 down) averaging a completely flat +0.005%. Life without match-stress 😥resumes.
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This analysis is just for fun. There is no statistically significant link between the national team’s record to the FTSE index. But if England do progress to the knockout stage in North America then a win may mean a positive day is more likely! 📈 Good luck England 🏴󠁧󠁢󠁥󠁮󠁧󠁿🦁🦁🦁🏴󠁧󠁢󠁥󠁮󠁧󠁿
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