jonny79rotten

Apologies for the lack of updates lately, I've been left in limbo with my isa been placed on hold for the last few weeks as I switch from iweb to ig and also let my sharepad subscription lapse.I managed a few big trades before the switch,will update properly soon,Happy wkend 🥂

@steady_profits Thanks James, as always ill await a pullback🤔😅

If you are a UK investor and are looking for an alternative to the Roundhill Space And Technology ETF $MARS that I discussed on here yesterday, you basically have three options: - VanEck Space Innovators $JEDG - ARK Space & Defence Innovation $ARCX - Seraphim Space Investment Trust $SSIT VanEck Space Innovators is probably the most similar because it's top holdings are $RKLB, $PL, $VSAT and $SATS, and has returned 190.29% in the last year. Cathie Wood's ARK space-themed ETF has a more wide ranging selection criteria, and includes more companies loosely connected with space travel and innovation, such as $TER and $AMD, but still might be worth considering. This one is up 19.6% since it launched in December. The London-listed Seraphim Space Investment Trust holds a diversified, international portfolio of predominantly early and growth stage unquoted SpaceTech businesses, and has seen its share price rise by 308.39% in the last year.

@steady_profits Well done James, id be up similar if I hadn't taken profit on nbis & iren, ill learn one day😅

My Trading 212 account was up another 3.1% today and is now up 21.4% in 2026. The biggest winners in this portfolio were the two AI data center stocks $IREN and $NBIS, which finished the day 11.42% and 10.9% higher respectively. $NVDA also had a very strong day, finishing 5.77% higher after $AMD reported excellent results yesterday, and several stocks were also up more than 2%, including $GAMB, $GRAB and $GOOGL. So it's been another excellent day, and I'm delighted to see this account make a new all-time high. I hope you are seeing similar results with your own portfolios now that the US markets are also hitting new all-time highs.

@steady_profits @TheBigBerbowski I cant see it on 212 James? Is there a way for a UK investor?

@TheBigBerbowski $DRAM is the play. Then you will own them all. 🙂

You missed $SNDK? You missed $MU? You missed SK Hynix? You missed $WDC and $STX? You missed $SIMO? Here's the next memory sto... no, wait dude. You'll miss it again. F it, pull the trigger already.

@KevBuschhold Well done, it was on my buy list this morning 😫

A well timed ISA investment in #SDLF yesterday ahead of their 28.05p dividend tomorrow

@steady_profits Im down around the same, although I have been hedging by shorting the Nasdaq 100 with a eye on the news/war and a trailing stop

$NBIS shares are now around 6% cheaper than before they announced the $27 billion deal with $META, having fallen due to the $4.34 billion debt financing and general market weakness. On the day of the announcement they went from $112.95 to over $130 at one point, but the share price has fallen right the way back to $106.50. This comes on the same day that Nebius CEO Arkady Volozh said: "Think about Nebius as a fourth hyperscaler." I remain very bullish about Nebius and am happy to continue holding this stock for the long term to see just how big this company can become.

@TheSecretAcct I have a spoon of this and 2 spoons of milled flaxseed in a bowl of overnight oats every morning 👍

Low cost superfood. Easy to eat in cereals or smoothie.

@ShareSpeculator Well done and great start to the year👏, are you still dabbling on US stocks as well?

That’s January done! I thought I’d kick off 2026 a little differently - cash figures this month rather than YTD%. I’ll probably go back to percentages from next month but it helps to put things into context now and again. A pretty good month for me, +£8,620. Probably pocket-change to the big boys out there but it’s a lot of money to most people (me included) and certainly more than I ever took home from a day job. It's also far more than I need to keep me in the lavish lifestyle I’ve become accustomed to; Luxury cribs & sweet rides (3 bed semi in West Yorkshire & Ford Mondeo Zetec😂). Seriously though, as a trader I get to work for myself with no staff to worry about and no customers to worry about. Just me Vs. Mr. Market. To me, that's living the dream. The usual two strategies at play this month. “Results Trading” – This is my main strategy of seeking out positive catalysts in the form of upcoming result and trading statements. Select the companies very carefully, buy ahead of the news, sell the news. That’s the general idea. “Plinking” – A supplementary strategy. A very short term, very low risk day-trading strategy with a high probability of a small profit. All my trades this month are below. Results Trading profit = £6,234 Plinking profit = £2,386 N/B Before you say “Everything you’ve bought on a Plink has gone loads higher, you should have held!”. I know. I am aware. Sadly, my crystal ball didn’t tell me the market was only heading in one direction this month. Saying that, I know there’s definitely a lot of room for me to improve this strategy and make it a lot more profitable. Rest assured, I will be working on it. Cheers all 🍻 Have a good weekend. #Trading #Investing #Stocks #DayTrading #Livingthedream

@crockpics I thought Syd was gone by very early Jan 67

Pink Floyd at BBC Studios, 1967. Photo by Chris Walter

@Woodywudpeck They certainly won't be cancelling their 5%council tax rises in April, helping raise our inflation and protecting their Gold plated pensions

We used to live in a democracy Now it's almost a dictatorship.

@amitisinvesting Happy New year Amit & thank you for all your hard work this year

The last Substack for the year is out: 2026 Portfolio Updates & Ideas! This is a long one and goes deep into my personal portfolio management philosophy, ideas I have for 2026, sectors/names I'm interested in even if I haven't bought yet, actual core positions for next year, hedges, and more. Hopefully it serves as somewhat of a framework that can help think about different ways of thinking of risk, capital preservation, and more. As always, the substack is free with no paywall and free to subscribe to as well. Looking forward to hearing other perspectives and top convictions going into 2026 for other people!

@KevBuschhold Thank you Kev and again well done

@jonny69rotten As requested Tax year 25/26 YTD as at 29.12.25 All numbers are GBP My ISA has generated Dividend Income of 47.6k and realised gains of 17.9k My SIPP has generated Dividend Income of 122.5k and realised gains of 39.1k

Portfolio Update 29.12.25. ISA Sold #SEIT xd Bought #PHP Ex Div #SDP SIPP Ex Div #BT.A Tomorrow (30th) Div Pay Date #INVP £1445.33

@KevBuschhold Great, I'd say probably just 12 months(ytd) profit, with your style of nipping in and out of stocks before and after ex div dates whilst being confident of the quality of your picks i should imagine youve had a solid positive year

@jonny69rotten Yes what info should I share ?

@Rathean2 Well done fella

A 7-day hold and 18% gain on a sizeable $RKLB position was enough to wipe out the last 2 weeks of losses and return a solid blue week. Mrs R will be getting presents this Xmas after all 🤣 Carrying over #FTC along with $BTC $ETH $SOL & $SUI. Have a great weekend all 🎄🍻🤓

@Beth_Kindig Trying to take advantage of the Black Friday deal, but on Google pay the discount isn't taken off? Any ideas?

This year, my firm has 15 positions beating the Nasdaq YTD, up from ten positions last year – helping to cement the I/O Fund as one of the world’s leading AI portfolios. Our cumulative return of 210% over a five-year period would rank us #2 if we were a hedge fund and #5 if we were an ETF – notably, this strong cumulative return does not yet include our 2025 performance. For a limited time, we are offering $250 off on our Advanced tier with real-time trade alerts, webinars, deep dives and access to our portfolio. This Black Friday deal expires soon on December 8th. io-fund.com/premium-servic…

@IOFundOfficial trying to rake advantage of your black Friday deal and when it passes to the Google pay screen the discount isn't taken off, any ideas?

@TacticzH Open a previous older months portfolio or update so we can see what your all about

@jonny69rotten Haha how? 😄

I just posted my Portfolio update for the Month November! Still sitting at a comfortable 32.76% YTD, even though this month was far from great with almost a 6% loss. What you can expect in my portfolio updates: ✅All buys and sells ✅Portfolio return, compared to benchmarks ✅Sentiment-list for all stocks in my portfolio ✅My thoughts on all companies I hold ✅Watchlist Go check it out and let me know what you think! 🔗You can find it in the usual place and via the link in my Bio

@TacticzH It's behind a pay wall, you need to make it more tempting to subscribe,

Direct link to the update: open.substack.com/pub/tacticzhaz…

@Woodywudpeck Well done Sue🎉

A great month up 3.5% Divis up 5% on last November & total YTD up already on last year's total. My drip feed tracker still performing well considering add monthly to it(4mths) biggest gainers silver miners up 15% battery value chain up 17% & physical gold up 10% none are -ve

@APompliano @DivesTech Great guy but im sure he's colourblind🤭

Dan Ives (@DivesTech) is one of the best analysts on Wall Street. He breaks down whether we are in an AI bubble, along with his outlook for various stocks including: $TSLA, $PLTR, $CRWD, $GOOGL, $AAPL, $NVDA, $AMZN, $MSFT, and many others. Enjoy!