🇬🇧 Tom - Investor £130k

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🇬🇧 Tom - Investor £130k banner
🇬🇧 Tom - Investor £130k

🇬🇧 Tom - Investor £130k

@2147mill

31 | British investor making the stock market accessible for everyone-Documenting the journey openly | £130k → £200k | DM for enquires

Not financial advice Katılım Nisan 2023
191 Takip Edilen35.7K Takipçiler
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🇬🇧 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!
🇬🇧 Tom - Investor £130k tweet media
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Dough
Dough@thesimpledough·
@2147mill £200 minus taxes before going straight into their index funds surely.
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🇬🇧 Tom - Investor £130k
My mate started dog walking on weekends. £200/month extra. Every penny goes straight into his index funds. In 3 years that's £7,200 invested that his salary never touched. Side income isn't about getting rich. It's about buying time.
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🇬🇧 Tom - Investor £130k
Reckon the current top chip companies will 2x in the next 4 years? AMD, Broadcom, Micron, Nvidia etc. Yes/no 👇🏽
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Stuart Hibbert
Stuart Hibbert@StubeStrong·
@2147mill Order books are full into 2028 with more requests for larger orders continuing to come in.
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Richard | The Millionaire Journey
@2147mill I think dog walking is a legitimately good business model nowadays. Even better if you can buy a piece of land, go pick the dogs up and let them run free for an hour. Very happy customers
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Shocking stat of the day: Nvidia, $NVDA, Micron, $MU, Broadcom, $AVGO, and Applied Materials, $AMAT, are now expected to generate a record $430 billion in combined free cash flow (FCF) over the next 12 months. That would be more than TRIPLE the FCF they generated just 2 years ago. At the same time, the combined FCF of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, Microsoft, $MSFT, and Oracle, $ORCL, is projected to turn negative for the first time on record. That would mark a massive reversal from the +$260 billion peak reported by these companies in 2024. This comes as AI-related CapEx by these 5 companies is estimated to surge to ~$1.8 trillion in 2026 and 2027 combined. Chipmakers are becoming cash machines, while AI giants are burning record amounts of capital.
The Kobeissi Letter tweet media
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Bandemic
Bandemic@CacioPepPep·
@2147mill A. Nasdaq will do minimum 2x in 5 years
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🇬🇧 Tom - Investor £130k
Conor McGregor made $16,000,000 for 69 seconds of work. That works out at: • $231,884 per second • $13,913,043 per minute • $16m for one very expensive knee explosion 69 seconds in and his knee basically handed in its resignation.
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J.E
J.E@JE_Investing·
If Fin X knew I'd blown my budget today on 3 pints and a plate of nachos... I'd be hung, drawn and quartered. 😂 Back to index funds and meal prep tomorrow.
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Dan | 📈💪🚕
Dan | 📈💪🚕@danhinvesting·
15g of Creatine per day has been the sweet spot....
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