🇬🇧 Tom - Investor £120K

APRIL PORTFOLIO UPDATE It’s been a pretty good month - Up around £4600 from the lows. Hopefully war malarkey clears up soon. April closing value £108,126.89 (includes £3000 cash) First of all - the new tax year was earlier in the month so I moved £20k of cash I had into my stocks and shares ISA and aped that into the market. My stocks and shares ISA hit an all time high around £87,300. I then put £20k into the market in my general ISA. If you’re a new follower, I do a big portfolio change up around March time - I don’t just have £20k’s knocking about lol. Total dividends earnt in April - £292. A bit lower then usual due to the change ups but May is set to be higher, watch this space. All will be reinvested. My portfolio split (16 holdings): $JEPQ 14.22% | $VUAG 10.08% | $VWRP 9.89% | $SMGB 7.16% | $SLVI 6.42% | $GLDE 6.18% | $NUCG 5.89% | $FRCH 5.71% | $DFNG 5.67% | $GIGB.GB 5.61% | $QNTM.GB 5.44% | $MAIN 5.27% | $AAIF 5.07% | $GOO| 3.17% | $TSLD 2.66% | $JEDI 1.55% Last 1 month - Movers Biggest gainers: $SMGB +29.61%
$QNTM.GB +22.48% $GOOI +16.15% Biggest decliners: $TSLD -4.89% $DFNG - 2.33% $GLDE -0.79% I am also holding 131,000 dogecoin lol. A total shitcoin but there’s not much room below it and a lot of space above to fill. Easy 2-3x from here. Just needs a bit of time (and Elon doing some bizarre doge / Space X IPO nonsense). it’s recently started to move 👀 Holdings in the photos below. As always, any questions let me know. Let’s keep stacking friends 🤝 Bring on May!

@makingmsimple A big fat zero

@2147mill How much of your ISA allowance do you have left for this tax year Tom?

I’d love to see £100k in my stocks and shares ISA before the new tax year next April. Circa £85,500 rn. Reckon it's doable?

@v96809076 Nice - good to know. Do you hold ?

Ever wanted to invest in property without buying a property? That's exactly what a REIT is. Real Estate Investment Trust. A company that owns income producing properties. Office buildings. Shopping centres. Warehouses. Hospitals. And pays you a share of the rent. I hold $MAIN which pays me monthly and I am going to keep buying more. You invest £1,000. They own the buildings. You collect the income. Examples: → Main Street Capital: US based. Lends to small businesses. ~6% yield. Monthly income. → British Land: Owns major UK retail and office spaces. FTSE 100 listed. → Segro: Owns warehouses and logistics across Europe. Dividend paying. → Primary Health Properties: Owns UK GP surgeries. Incredibly stable income. Another very popular one is Realty Income - ticker $O REITs by law must pay out 90% of taxable income as dividends. That's why the yields are so attractive. Property income. Without a mortgage. Without a boiler breaking down. Without a letting agent taking 10%. Had you heard of REITs before?

@Mikethejourney1 Will you give it to her without any rules ?

@2147mill My goal is at 20k when she is 18

My daughter has 17 years before she can touch this money That’s 17 years of compounding Junior ISA currently at £153 with 15.31% return 📈 With that kind of time horizon should I just go 100% global equities and never look at it again? What ETF would you put your child’s money in? 👇 I saw the post of @DividendDrip and it got me thinking I need to act now for her future #JISA #UKInvesting #ISA

@JHWealthSystems Pump it

He's all cash waiting for the dip. Make the markets have a generation bull run.

@BritishTuga Make spending hard

@2147mill Couldn't agree more.

Delete shopping apps off your phone.

@v96809076 Ticker ?

@2147mill HSBC have an ETF for a global reit. Low fee but lower yield. Also iukp. Uk property ETF

@aim_crusader Yes agree

@2147mill He doesn’t realise this yet, but he’s had a valuable lesson, young enough to recover. Tough but you can’t teach these lessons.

Don’t be this guy.

@FuzehUp Nice. What makes you so bullish ?

@2147mill My largest holding ! Exciting things for $ONDS

$ONDS looks fantastic here and they’ve got some great stuff in the pipeline…

@jamesDowling92 Me too. Some good stuff coming

@2147mill I'm seriously debating on going all in

@JordInvests And $SIVE

Some companies I’m liking the look of currently: $SOFI $NOW $META $AMZN Any to add to the list? 🚀

@JordInvests $ONDS

@KalumInvests Did you come 1st?

Bit of solo golf today

@IndexAndForget I’d love it open 24/7

Do you prefer that the stock market is closed on the weekend or would you prefer it to be open?

@JackW01_ My first thought when I saw it was “just don’t trade” lol

Why do people post this stuff, what advice do these idiots want? Everyone will just tell you (rightly) don’t trade

@bennybigbull I respect the hustle sir sounds like it’s working well

I rarely buy calls tbh, that’s more on the gambling side. I sell covered calls on my stocks, collect about £1k a week doing so, and then with that I can either add to other positions, keep it in cash and wait for discounts to come, or withdraw it and spend it on anything I want/need. It’s a good way to make extra money whilst theoretically hedging for any downside in the portfolio, so doing it now in this elevated market is a great time for it, and premiums are massive as the 2 main stocks I own and sell calls on are up massively recently

I want to follow some more blue tick accounts. UK based investors. Guy's and girls committed to growing here on X and their portfolios. Tag your favourite 👇🏽

Heard of Ronald Read? Ronald Read was a janitor and petrol station attendant his entire life. He never earned a high salary. He never had a financial advisor. He never tried to time the market. He just quietly bought shares in companies he understood. And never sold them. When he died in 2014 aged 92 nobody expected anything. He left £6,000,000. His neighbours were shocked. His colleagues were stunned. The financial world took note. No salary. No expertise. No strategy. Just decades of boring consistent investing. The most expensive thing in investing isn't a bad stock pick. It's underestimating what time actually does.

@JordInvests I’m thinking I might

@2147mill Holding my Palantir for sure. May open a position soon with $ONDS

@Edwardsout123 REIT / biz development

@2147mill Main isn't a REIT!

@DrHenryinvestor This is true

@2147mill He is young. That's his tuition fee. We all paid it one form or the other