ADividendGrowingMarcus
855 posts

ADividendGrowingMarcus
@ADrunkenMarcus
$AZN $BRSC $DGE $DPLM $DPP $EVO $KNEBV $MA $MYI $ROR $RSW $SPX $ULVR Seeking MOATS (CROIC) and growing dividends
Katılım Aralık 2022
353 Takip Edilen66 Takipçiler
ADividendGrowingMarcus retweetledi

I am sorry if I'm being repetitive.
I can't live peacefully while this madness is playing out.
Had to buy more Mastercard today at $497 with a DXY of $97.7 - giving me solid 7 pennies-on-the-dollar compared to yesterday
People who bought in 2022 at the bottom (28x ttm P/E) have been well rewarded
I also discussed my new thesis with #claude & #gemini
- I asked them "am I right to count on a historical pattern where financials and software as low-risk and high-margin businesses have been the first to fall before the broader market fell"
- They logically backed my thesis.
I also asked them "is it possible for those two sectors to kinda lead the way up or even be inverse-market if we get a broader weakness as mid-terms are nearing"
👇🏻
We came to one conclusion: as a 20 year old investor, it is much more reasonable to buy companies like Mastercard since they are already heavily compressed. The risk of being underwater for a few months while buying more & averaging down is greater than waiting out of fear and missing out on a slingshot when it happens.
$MA $IGV $XLF

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ADividendGrowingMarcus retweetledi

John Major is right: successive governments have failed young people.
Too many problems have been pushed onto them: unaffordable housing, weak growth, student debt, climate change, and a pensions system that politicians are too nervous to discuss honestly.
We won’t pretend there are easy answers. But we are working with experts on serious, long-term policies to give young people a better chance in life than they have today.
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@johnnylightnin @Armita69930Liz @GreatBig_Sea In ten years I hope $BAM will be triple its current price.
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@Armita69930Liz @GreatBig_Sea I just but $35000 in to Brookfield stock in Ampril 2026....) $BAM and $BN ....where do you see me in 10 years? And where do you see you?

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My SIPP is performing beyond expectations! 🚀
Strategy: 100% ETFs.
Goal: Funding my world travels in 12 years. 🌎😉
A +37.9% return in just over two years shows why staying consistent matters. Make sure you’re looking after your future self – are you paying into your SIPP yet? 💸
#Investing #Pensions #GlobalTravel #WealthBuilding

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@Therichardralph Agree, excepting ‘global equities’ rather than just ETFs.
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@TBstockinvestor I still have a small holding and hope for a longer term recovery. Sadly I bought early in 2021 and had over 100% profit in twelve weeks…but didn’t sell!
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@100kDiary I upgraded from a 19 year old car worth £500 to a 9 year old car worth £4,700! In cash. 💪 I’m hoping it lasts ten years or more.
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Unpopular opinion: Buying second hand is the biggest flex in personal finance.
Second hand car. Facebook Marketplace furniture. Vinted clothes. Refurbished phone.
The person buying a 3 year old BMW for £15k cash is wealthier than the person leasing a new one for £500/month.
Letting someone else take the depreciation hit and buying their stuff at half price is the smartest money move nobody talks about.
Agree or disagree? 👇
🇬🇧 Chris | The £100k Journey@100kDiary
Unpopular opinion: Leasing a brand new car is the most financially illiterate thing normalised in the UK. You're paying £500/month for something that loses 40% of its value by the time you hand it back. Then you sign up for another one. A £5,000 used car does the exact same job. Gets you from A to B. Doesn't care about your ego. The difference over 10 years? Roughly £60k. Your car isn't a flex. It's a monthly donation to a dealership. Agree or disagree? 👇
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ADividendGrowingMarcus retweetledi

Attempts at explaining triple lock #87
You’re at the pub with friends
Every hour the price of a round increases
The first round costs less and not everyone has arrived yet. Result.
That was current pensioners when they were working.
As the night goes on the price keeps rising but not enough to worry about and everyone’s having a good time
Towards the end of the night more people show up, expecting a drink despite them now being more expensive
It’s the last round and the person who bought the first round is demanding drinks from everyone else because ‘they bought the first round’ and why not throw in shots too
It’s now the end of the night the young person who’s been buying drinks all night is told the bar is closed.
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@PronkDaniel I initiated a position last week and intend to add to it!
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ADividendGrowingMarcus retweetledi

Some thoughts on a core holding in our Global Equity Growth Fund. $MA
murraywealthgroup.com/company-spotli…
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@moneyandmore72 I exited and ended up binging the proceeds in $DPLM, which is up about 19% since. The trust had such promise but disappointed.
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Smithson $SSON (Fundsmith) - Moved from being an investment trust to an open-end fund. The website for the open-ended fund has no past performance data (the trust underperformed by 2.7% annualised over 7.25 years). Circa £1bn exited on conversion. 🤔 1/n fundsmith.co.uk/sef/factsheet/

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@londonHenryGB Expenditures are pre-programmed to rocket due to the demographic changes, including state pension, sickness benefit and NHS funding pressures.
The population isn’t just ageing but is ageing in ill health.
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ADividendGrowingMarcus retweetledi

I’ve invested my full £20k today
I could have waited but which ever one I went for would have been wrong, so I’m not going to try and time it 🤷🏻♂️
I’ve basically moved $ASML, $MA, $META, $NFLX and $SPGI from my GIA account and also purchased $MU

James Philips@JamesP728
ISA limit filled up Now it’s time to invest 💪
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@UK_Compounder @JamesP728 It’s come good for me but in hindsight my position size was way too small! Of course I don’t mention my losers… 😂
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@UK_Compounder @JamesP728 I was tempted to top up my longstanding $DPLM.L holding (held since 2012 and now a 13 bagger) but it’s growing out of hand. 😊🍻
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@ADrunkenMarcus @JamesP728 I'll have to have a look, haha. Love a little inspiration
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