🇬🇧 Tom - Investor £130k

JUNE PORTFOLIO UPDATE: Portfolio value: £122,500 + £2,500 cash. All time high touched: £130,000. Current drawdown from ATH: £7,500. Sell in May and go away? Apparently real. Let’s see what July brings. Historically one of the best months for the S&P 500. What changed this month: OUT: → Sold S&P 500. Doubled up with VWRP. Gone. → Sold JEQP. Done with income. Fully growth mode now. My dearly beloved JEQP, I shall hold you again one day. → Sold MAIN. Stagnant price action. Capital better deployed elsewhere. IN: → Increased VWRP and SMGB. Still heavily US bullish. SMGB holds most of the big tech anyway. → Added $ASTS and $HYLN. New shorter term positions. → Active swing trading. NBIS. OUST. SIVE. ONDS. Some big profits on Sivers in particular. OUST was the top gainer for June. The rock of the portfolio: VWRP. SMGB. QNTM. Not touching these. SMGB especially. Still my highest conviction fund. Up 28% for the month. Holding circa £25,000 of it at the time of writing. I do still have urges of putting all £120k-£130k in 4/5 companies… META GOOG NVDA etc. I feel I’m currently being too cautious. Conviction play to £200k… Thinking on it. Dividends? Almost non existent now. And I’m completely fine with that. Growth first. Income later. Watch this space: Thinking about opening paid subscriptions at £4/month to share real time buy and sell decisions. People have been asking. More details coming. Although I finished down from the highs of May, june was a good month overall. We’re still up by £4000 or so from April. Let’s see what July holds!

@antibearthesis COMMODITY?!

@2147mill Starts with a C and ends in ommodity

You know why $SNDK & $MU are crashing, right?

@heavygoldbag And I’ve replied a million times saying that one can do that but this requires no thinking. This isn’t about accumulating. It’s about income

@2147mill You're paying higher fees for lower total return than the underlying index. Why would an accumlating investor do this? This has been explained to you a million times.

I had loads of people asking how I’d think about generating income from a £200,000 Stocks & Shares ISA: 70% (£140k) → $JEQP / $JEIP (JPMorgan) Around 10% yield, paid monthly. 20% (£40k) → Something like $CEPG (Rex Shares) Around 20% yield, paid monthly. 10% (£20k) → A higher-risk IncomeShares ETP like $AMDI Historically has paid 50-80%, also monthly. The idea isn’t to maximise yield. It’s to let the lower-risk core do most of the heavy lifting, while only allocating a small amount to the highest-yield products. Using illustrative yields of 10%, 20% and 65%, a £200k portfolio like this could generate roughly: • JEQP/JEIP: ~£1,167/month • CEPG: ~£667/month • AMDI: ~£1,083/month Total: ~£2,900/month tax-free inside a Stocks & Shares ISA. Of course, yields can change, distributions are not guaranteed, and capital values can rise or fall. But it’s fascinating that UK investors can now access monthly-paying income products like these from a Stocks & Shares ISA.

The moment you become an investor: You stop seeing a price drop as a loss. You start seeing it as a discount. That mental shift is worth more than any strategy.

@JE_Investing Yeah I’d like WINC to be monthly too

@2147mill Not far off what I’d have. Easier for monthly payments love WINC but pays quarterly which is annoying.

@rizzreed Nty

@2147mill Let's collaborate

@2147mill check your Dms

@freedomisntfree Charts look good..

@2147mill Do the high yield plays not suffer from NAV erosion? I can never make up my mind about JEPQ

@heavygoldbag Why is it garbage?

@2147mill Complete garbage as has been explained to you many times.

@saylor Lol dat wording

Strategy has increased its USD Reserve by $450 million. As of 7/12/2026, we hodl ₿843,775 in our BTC Reserves and $3.0 billion in our USD Reserves. $MSTR $STRC strategy.com/press/strategy…

@DividendDrip Although when you put the same dates in manually the numbers are all different. Who knows lol

@2147mill Haha! No problem! Good find aye 👀

Realising today is the last day X pays out for impressions, despite being paid on Friday 👀

@DividendDrip Yeah gear find! Makes things easier

@DividendDrip What a sausage - got it. Thanks mate

I automate £400 out of my account on payday. Before the takeaways. Before the impulse buys. Before the 'treat yourself' moment. I regard that as treating my future self.

@DividendDrip Although I can’t see it. Got a pic ?

@2147mill When you go into your analytics, if you change your daily, weekly etc to ‘pay period’ it shows a 13 day cycle. That 13 day cycle ends today, and you’re then paid on Friday.

@DividendDrip Very interesting! I didn’t know this

@IndexAndForget Concentration / conviction builds wealth. Diversification maintains wealth

For those who have a $100,000+ stock portfolio. Give one crucial advice for someone to get there too.

@IndexAndForget GM

Can I get a GM FinX? 🌞

@cashflow_king94 @hanetf @Hector_McNeil Yeah I remember watching yours and a few others content - seemed near on impossible to get weekly here

@2147mill @hanetf @Hector_McNeil Pushed it so much earlier on with managers - fragmented exchanges make it so hard in Europe to work with. Maybe in the future but not anytime soon.

Just buy $CHPY from @hanetf probably one of the best plays in the UK at the moment if you are long semis & want cashflow.

@cashflow_king94 @hanetf @Hector_McNeil Tbh we are lucky to have the fund here available full stop. Weekly would be too much to ask for

@2147mill @hanetf @Hector_McNeil Never.