JW 🇬🇧

🤔 I'm frequently asked about my investment theme. I'll share a detailed post on my long-term investment strategy later, as it needs more refinement. But for now, here's a glimpse of my current investment approach which includes four pillars. What's yours? Please share below! ✍️ @AICPRESS 🌎 Core Global Investment Trust Holdings! My investment strategy anchors on core global Investment Trusts, where I entrust top fund managers to select high-quality stocks worldwide, with a lighter focus on Emerging Markets. My portfolio includes trusts like #JGGI, #JAM, #AEI, #JCGI, and #JAGI, with #JGGI being my largest holding due to its reliable dividend stream. A handy safety net for unexpected splurges, like a luxury cruise. These trusts are chosen for their diversified exposure and proven management expertise, allowing me to tap into global growth while balancing risk. By relying on skilled professionals to navigate international markets, I ensure steady, long-term returns with a focus on stability and quality. For now, all dividends are being reinvested. 💷 Dividend Stocks and Income Generation! Dividend paying stocks, including Investment Trusts, Infrastructure, Private Credit and REITs, form a cornerstone of my portfolio, with holdings like #PHP, #SUPR, #HICL, #CORD, #UKW, #TFIF, #NCYF, #RECI, #MGCI along many others to ensure dividends coming in evenly on a monthly basis as one day I will be calling on them! My approach is disciplined: I never buy at peak prices (I tend to sell at peak!), always aiming to purchase at a discount compared to past and future buyers. This strategy leverages the power of compounding and time, which I consider the true drivers of wealth creation. These income generating assets provide consistent cash flow, enhancing portfolio resilience and funding reinvestments. Patience and strategic timing are key to maximizing returns in this theme. I firmly believe that the price you pay for an asset is the most critical aspect of your investment! Avoid getting swept up in FOMO! I was there during Covid too and it does not end with a smile on your face! I often make an effort to disclose the price I paid for a security. 📈 Growth Stocks for Exponential Gains! Growth stocks are where I chase high returns, extremely high returns, often achieving 10X gains or more. Past winners include Halma and Renishaw, while recent successes feature $PLTR (bought at $8, sold at $80) and #RR, both delivering exceptional returns. My current growth bets include #CHRT and #IGP, among others including #SMT, which is one of my favorite IT, selected for their potential to disrupt or dominate their sectors. I've recently sold #ATT and #PCT with delivered great profits - I will be back for them, when the price is right! This theme is about identifying companies with strong innovation and market momentum, accepting higher risk for the possibility of outsized rewards. My focus is on businesses with scalable models and long-term growth trajectories. #MTU, Charles Montanaro's Investment Trust has been added as well - UK small caps are truly chronically cheap and they will have their time once again in the sun, I'm sure of it! 🤒 Recovery Stocks for Opportunistic Profits! Recovery stocks are my passion, they really are! The thrill of buying when others are fearful - loving it! Historical wins include #BARC in 2008 (bought at 50p, sold at triple the price) and #RR in 2003 (bought at 70p, sold above £2). During Covid, stocks like #ITV, #IAG, and Stagecoach doubled my investment in a very short period of time. In April I've purchased $SOFI $AXON $HOOD $KKR $SN .... the list goes on - You gotta to grab these opportunities, as they don't come around too often - you snooze you lose is the saying. My goal is to achieve at least 20% returns in a short timeframe, as seen with #RKT and #ABF - which I've posted on X. Today's additions like #DOM and #RWA reflect my optimism about the UK economy’s rebound potential. While one in ten trades may result in a loss, like #TET, sold at a 50% loss, I remain calm, knowing panic leads to even bigger losses! For instance, I held $EL despite a 60% drop, and it’s now nearly recovered, with hopes of a 100% profit by next year. Comfort with risk and disciplined patience are critical to success in this high-reward strategy. However you invest make it fun - you'll be more successful. Lovely weekend to all 😊

@NickHol06 @jet_aero Through @HLInvest and I’m sure other platforms too. The little ones like Trading212, freetrade etc. might not offer it.

@FinanceTiger @jet_aero How do you buy the Ranmore fund ?

#DGE might be a great recovery play … Ranmore bets big on it. Daily Mail 🗞️

@MarkDampier @rikirikiroo Councils were greedy for yet more money … that was their only plan.

@FinanceTiger @rikirikiroo The idea was to use the money to build houses for locals, as yet I have seen little evidence for this. So far in my village there are 26 properties for sale. How’s this working out for the local economy?

🏝️ Labour hates success! He said: “Anyone converting their home into a holiday let to avoid paying tax should be ashamed of themselves – I’d support an increase of up to 200pc.” telegraph.co.uk/money/tax/news…

@RidyardMike @OhriDee Likewise; I avoid residential REITs. Having said that Grainger does have a good reputation.

@OhriDee @FinanceTiger Not a sector I’m investing in at the moment. The business is becoming more regulated but there’s still a shortage of UK housing.

Fixed income in my portfolio has been performing strongly 📈💷. With interest rates no longer expected to fall in the short term, the yield backdrop remains supportive for bonds and income assets 🏦. A reminder that macro drives returns more than narratives.

They are insane! Instead of fostering a welcoming environment for entrepreneurs and ensuring their stay, they’re planning to expel them!

@rikirikiroo Madness! I’m curious about the specific reasons for needing more money as services haven’t improved. I guess more to dish out on benefits … 🙈

@FinanceTiger This already happens in some council areas. I got pinged trying to bring a derelict house back to life... Triple council tax for as long as it is empty. They call it an empty homes supplement. I think they will all do this with air b and bs... That would put up prices

Conor has double the number of followers as the population of Ireland! His quest could prove even more difficult than a boxing match!

Palantir expected to report Q1 revenue jump as software stocks rebound finance.yahoo.com/markets/articl…

@NoLongerTheFuzz Do share!

Currently working on an expose piece on Dave aka Zack Polanski and the ‘Green’ party…. Will post a link here when complete ! 🔥

@DalrympleWill This election is about the U.K., forget Palestine, Gaza, or Israel for that matter. Focus on what matters at home. Simple!

I'm just so so sick of ignorant media Islamophobes in senior positions of the UK & US media viciously going after anyone that dares stand up against the slaughter and ethnic cleansing of the Palestinian people. Trevor Phillips notoriously got suspended from the Labour Party for Islamophobia, and you get the feeling, watching this astonishingly rude & sneary interview with @ZackPolanski, virtually the only senior British politician to show any sympathy for the Gazans, that Phillips frankly wouldn't lose a wink of sleep if every last Palestinian was erased from the face of the earth. He certainly can't see anything positive about protesting their genocide. Which raises the question: how and why did someone with such a record of toxic divisiveness ever get offered a Prime Time show in the first place?

@MatthewStadlen You are feeling the heat, Matt!

Reform is fast becoming a laughing stock of a party.

@wesstreeting would be my choice!

@RhonddaBryant Here’s a little snapshot and what to expect from each mainstream party!

It’s striking that all the news on the elections this week is about process, predictions and polls. I remember when journalists reported on policies.

@stats_feed 🇬🇧 Visit England!

🇹🇷 Turkey is no longer a cheap travel destination. Inflation is driving up hotel, restaurant & excursion prices. Many now quote in Euros, reducing the cheap Lira advantage. Middle East tensions are also slowing bookings. Still popular, but expect higher costs in 2026.

A rising tide lifts all boats comes to mind.

Don’t they realise energy is the backbone of business? Scrap the net-zero BS!

@FinanceTiger BUY!!!!

🇬🇧📈 The Bank of England's Deputy Governor said this week that the stock markets are too high and a correction is coming. Was she correct to put this out there ? Is this the job of a central banker to warn us when markets are too high ? Well, I bought some more stocks this week. Not because I think she's wrong. She may well be right. But here's the thing nobody talks about! ⚠️ If you'd invested £10,000 in global equities in 1995 and done NOTHING, you'd have ~£134,000 today. Miss just the 10 best trading days per year? £31,000. The market's best days nearly always come right after the worst ones. If you sell due to her words, you’d almost certainly lose out the very best days! It will cost you dearly!! Panic selling locks in losses AND misses the recovery. I don't know when the dip is coming. Neither does the BoE to be very honest. But I know compounding doesn't care about headlines. Stay invested. Stay boring. Win slowly.

🇪🇸 Our neighbours, who moved from Spain to London fearing for their safety, were repeatedly approached by strange people back home. She was scared to go out in her own. Thankfully, they’ve both now found jobs and work for the NHS as nurses.

@owenjonesjourno @jk_rowling You’re far more skilled at propaganda than Joseph Goebbels ever was!

Hi there @jk_rowling 👋👋👋 Palestinian women are being murdered and tortured by Israel. When are you going to end your silence?

Very smart move!