๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments

913 posts

๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments banner
๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments

๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments

@SerfCapital

100% Equities | ยฃ550k+ personal portfolio

City of London, London ๊ฐ€์ž…์ผ AฤŸustos 2025
275 ํŒ”๋กœ์ž‰187 ํŒ”๋กœ์›Œ
๊ณ ์ •๋œ ํŠธ์œ—
๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments
๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments@SerfCapitalยท
๐Ÿ”Š Iโ€™ll be doing daily portfolio updates starting Monday 27th April ๐Ÿ“ˆ Starting portfolio value: ยฃ561.5k Itโ€™s a big week with over 50% of portfolio value reporting on Wednesday April 29th Hereโ€™s what the portfolio looks like before market open:
๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments tweet media
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๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments
๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments@SerfCapitalยท
๐Ÿ’ท Serf Capital daily portfolio update (portfolio in pinned post) Starting: ยฃ569,817 End: ยฃ574,353 ๐ŸŸข Daily Change ยฃ: +ยฃ4,536 ๐ŸŸข Daily Change %: +0.8% ๐Ÿ—ฃ๏ธ: Well, that was an eventful day. Trimmed my $GOOG by 19%, locking in a 127% return. Added ยฃ25k of $META. $AMZN flat, $MSFT down. Still no love for SaaS, but $NVO caught a bid ahead of earnings next week. $UBER still unloved. Cya tomorrow ๐Ÿ‘‹
๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments tweet media
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Stock Market Nerd
Stock Market Nerd@StockMarketNerdยท
If AI isnโ€™t killing Atlassian & Twilio. AI isnโ€™t killing software.
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witty turtle
witty turtle@turtlewitsยท
@SerfCapital ๐Ÿ‘Œ๐Ÿ’ฐ๐Ÿ’ฐsometimes it's good to take some and run.
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๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments
๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments@SerfCapitalยท
I find it more difficult to sell winners than buy, Iโ€™m now playing with 100 shares house money $GOOG still represents 19% of the serf capital portfolio - will trim further on continued strength Continue to hold a larger holding in my SIPP, the below sell was to derisk ISA
๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments@SerfCapital

86 $GOOG sold at $381 Avg price = $161

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Chris Capital
Chris Capital@CapitalChr92373ยท
What do people buy when they arenโ€™t sure what to buy but want money in the market? Everythingโ€™s too high for me rn including the S&P
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๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments
๐Ÿ‡ฌ๐Ÿ‡ง Serf Capital | AUM: ยฃ550k+ | Investments@SerfCapitalยท
Insane from Google and best believe it was 21% of the @SerfCapital portfolio before today Sundar, we love you
The Kobeissi Letter@KobeissiLetter

BREAKING: Alphabet, $GOOGL, has added +$420 billion in market cap today and is now just 6% away from surpassing Nvidia as the worldโ€™s most valuable public company. Alphabet is on track to post the largest single-day market cap gain in history.

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Trevor Heslop
Trevor Heslop@trevhesinvestsยท
Just bought more $META this morning Classic overreaction | In Zuck we trust
Trevor Heslop tweet media
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taobanker
taobanker@taobankerยท
Okay lmao. Here's why $META sold off. The first analyst on the call was like "How do you know this is positive ROIC?" Mark Zuckerberg -- a genuine autist -- was so taken aback at such a silly question because in his mind we are literally living in a revolution.
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