Tom Dearling
2.3K posts
Tom Dearling
@tdearling
Embarking on my journey to financial freedom The Wealth Journey on YouTube https://t.co/AezMTscXmD Currently All-in Tesla
Leeds Katılım Eylül 2010
406 Takip Edilen425 Takipçiler
The $ZETA thesis is beyond marketing.
The long term thesis is creating business intelligence. I’m holding for the long-term.
So, I added today.
Buy: +4% ($25.50/share)
Allocation is now ~31% of the portfolio.
$ZETA
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@slapmylovespuds I’ve seen someone mention them before…not too sure what the thesis is behind them
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@tdearling Take a look at $VIVO vivopower.com/investors
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I know not all months will be like this, but my ISA balance grew £48k in a single month.
To put that into comparison, someone would need to earn c.£1m gross in order to earn this Net a month.
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@Jasper231231 @laughingblade I think I merged ISAs and/or had amazing growth (was invested in Tesla at the time)
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@tdearling @laughingblade Lol - what happened in september 21!
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@ricster71 @laughingblade You read it right yeah.
Thanks, I couldn’t not max it, although this year i will fall short
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@tdearling @laughingblade Thanks for sharing that - so if I’m reading your CAGR right, your average annual return since 2020 is 12%?
Ps. Loved the fact you didn’t let that £70 unused allowance get away 😂😂
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@slapmylovespuds Yeah exactly. I have high conviction in a few companies.
I don’t like the S&P500 index as I don’t like 80% of the businesses in it
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@tdearling They are all mid cap to large cap companies, I don't see much risk there but there is a lot of concentration in a few name's.
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@tdearling Do you mind sharing as I have stock and shares ISA for my son and would like to better allocate.
Anyway it’s a follow
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@KingDamoUK Will take some capital away from the top 10 companies.
But give it a year and I see it coming down in valuation.
I think it’s a great business (the starlink part) but it’s WAY too richly valued
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@tdearling How do you think the space x ipo will affect the markets?
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@KingDamoUK Great to hear!
Keep patience
There will be some rocky weeks ahead…
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@Zombielooville I don’t have it l, I have a different personalised number plate actually
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@tdearling If you wanna treat yourself to a stock & shares themed numberplate to flex your recent ISA gains Tom, just let me know.
Did a quick check on the DVLA website for FT53 TOM but it's not listed as available, so maybe you already have?
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@wealthmatica @TheLongInvest How many shares do you own of $ZETA?
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@TheLongInvest I didn't buy enough – and if I didn't buy enough...
Most people didn't buy enough! 😅
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@tdearling Nope! I’m worried to post it – people will just ape into the stock and I don’t wanna do that.
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Working on my spreadsheets this morning over ☕️
$ZETA is sandbagging so hard.
Management is giving us projections that assume failure.
Street doesn’t know what’s coming…
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Not a single kick off time where I can watch while ‘working’ from home. It’s an absolute disgrace.
bet365@bet365
The World Cup group stage schedule: 11th June - 8pm 12th June - 3am, 8pm 13th June - 2am, 8pm, 11pm 14th June - 2am, 5am, 6pm, 9pm 15th June - 12am, 3am, 5pm, 8pm, 11pm 16th June - 2am, 8pm, 11pm 17th June - 2am, 5am, 6pm, 9pm 18th June - 12am, 3am, 5pm, 8pm, 11pm 19th June - 2am, 8pm, 11pm 20th June - 1.30am, 4am, 6pm, 9pm 21st June - 1am, 5am, 5pm, 8pm, 11pm 22nd June - 2am, 6pm, 10pm 23rd June - 1am, 4am, 6pm, 9pm 24th June - 12am, 3am, 8pm, 11pm 25th June - 2am, 9pm 26th June - 12am, 3am, 8pm 27th June - 1am, 4am, 10pm 28th June - 12.30am, 3am 🤩 𝟭𝟬. 𝗗𝗮𝘆𝘀. 𝗧𝗼. 𝗚𝗼.
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Here are the buys I made with the money from the sales
$SPGI $META $MU $MSFT $ASML $AMZN $GOOG
I’m just increasing positions I already had as I expect all of these to do well in the future or carry on doing well at the moment
James Philips@JamesP728
First of the month so I thought I’d make some changes to my portfolio I had too many small positions which were pretty stagnant and some which were purely for the dividend I have sold out of 9 stocks and 1 ETF $O $VICI $ABBV $PEP $ULVR $PG $DIS $MCD $KO $VUKE Some for a gain and some for a loss but still made a profit overall which is good I will post my buys later today
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@TheRonnieVShow Well another 10% today gets us bit by bit closer
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@kinheiwong @clintoptions Most would use more characters to explain it, well done.
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