Uk ISA Grind

This is my current starting point:

@londonHenryGB @RachelReevesMP As I’ve been earning more I always felt like working less just because the reward would be less.

Straight from an economics textbook. Higher marginal tax → lower incentive to work → lower output. Not ideology. Just incentives. Might be worth a read for @RachelReevesMP.

This was a great call! £IAG is down +20% since I sold! I was obviously lucky due to the war increasing oil prices and less travel but as I stated I wasn’t that bullish on the industry as a whole.

This week I sold $IAG (International Airlines Group). I held since 2021-2023 when I was adding to it. Despite speculation of @TheMotleyFoolUK about the stock going to £5 I'm not bullish into it anymore.

@steady_profits Are you buying? Is starting to look interesting!

New Street Research have just added $NVDA to their best ideas list for 2026, alongside $AMD and $TSM. This is largely because they believe that their order trajectory could reach $1 trillion by the end of 2027, and based on this, they could potentially generate EPS of $20+ next year. This would put them on a valuation of approximately 9x next year's earnings. This is a bold prediction considering the average analyst EPS forecast is $10.82 for next year, but it is based on comments from CEO Jensen Huang that suggest that their order trajectory has doubled from $500 billion to $1 trillion in just 5 months. Even if they are completely wrong and the average analyst forecast EPS of $10.82 turns out to be correct, they are still only valued at 16.63x next year's earnings, which still seems too low for a company that is at the forefront of the AI industry. However if they are correct and Nvidia do manage to generate $20 EPS next year, then there could be huge upside from here, possibly as much as 100% or more. A doubling of the share price would still only put them on 18x earnings, which would be very reasonable considering the growth rate.

@harry_210189 haha

What a day so far. Ship is sinking but we are still sailing

@antibearthesis Could always be worse 😅

@ukgrind Well your YTD puts me to shame so no worries man😂

@Mariusz_Invest God! 🩸🩸🩸

@ukgrind 😉

@MyLegoBookFund Good day to buy!

Today’s buys. $VUSA $VUKE $VWRL

@potatoes199 I don't invest in crypto.

@ukgrind Dude just put this in bitcoin 🤣

@CashfloCrusader No one knows but we shall be holding our boat afloat regardless.

@ukgrind I feel we sink further

@2147mill I've been in the sideline since the start of the year so far but I will add my remaining isa allowance end of this month so will have quite a few spare cash ready to be deployed. Will be buying. Not sure what just yet but will post for sure.

@ukgrind Buying ?

@milli_in_isa Yeah it will pay off I’m sure!

@ukgrind Same buddy 😭😭 hang in there

@AccrueReturns The yearly looks great but YTD looks even worse 😅 but flat the grand scheme of things

@ukgrind Does the YTD view look any better!?

@Dom_Investing Cobgrats! Little by little building wealth

Just crossed €35K invested in my stocks portfolio for the very first time! Please don't ruin this moment Jerome!

@InvestorFront Congrats to you, big gain!

I’ve nearly made £100,000 profit since I started investing 5 years ago 🤯. I would have never of thought that I could have reached this target in a short time period. I’m excited to hit 7 figures one day 🤞

@CapitalChr92373 God! 3 months ago I thought it was too hyped. I was absolutely wrong! That's what being a monopoly in HBM memory does to you

Holy Micron $MU. Forget grateful for this position which is now my largest holding. Makes me a little nervous heading into earnings though 👀

@JamesP728 Could afford 2 Maccy D's menus with that 🍔

Just received my dividend from McDonalds $MCD £13.48 Anyone else get any dividends today? 🤔

@JamesP728 @Trading212 This is huge good news! Finally my favorite UK platform getting the feature that was missing!

Huge news for @Trading212 They have won approval for personal pensions (SIPPS) Hopefully it won’t be long now until they are released 😁

@2147mill Such a big change! Wishing you the best but remember: Time in the market > timing the market

BIG PORTFOLIO UPDATE I have sold everything… Yesterday I sold everything as in recent weeks I have had a change of mind. The world is getting more volatile and I wanted to have far more exposure to growth stocks / ETF’s because as you know I was purely in income focussed funds. That, combined with the fact I am only 30 years old and sitting on a £100k+ cash stack, the opportunity for growth couldn’t be ignored. Here’s what I’ve done… I sold every single position- even ones in the red. I pulled the bandage clean off. Sure I could have waited but I wanted it done. I made this pie which is essentially my growth pie but with JEQP added. It still includes dividend paying funds but now with a great balance of growth and income. I am looking forward to seeing how it performs. I think it’ll do well. Pie here: trading212.com/pies/ltzntt0aH… Currently now in my stocks and shares ISA I have £60k in this pie (lumped it all in) but in my normal ISA I am keeping circa £45k as cash for now in preparation for the next huge market dump like April Donny tariff wars. I have put £1000 into the pie and I am going to DCA £50 a day into it. Any questions let me know. THANK YOU FOR YOUR ATTENTION ON THIS MATTER Tom