Investment Portfolio

MONTH-END Update

Attached tweet is last weeks thread...

‘Show this thread’ to see this MONTH’S update below

https://twitter.com/FiSavvyDad/status/1297102743195320320

What follows are some snap shots

Insights into the investment account I started from scratch

I started it to demonstrate how powerful the stock market can be as a tool to build wealth.

It’s been active just over 14 months

I deposit £200-300/month

These are the results...

Monthly overview:

Starting point vs. End point

Up £775 in pure market growth... that’s an 18% gain THIS MONTH

Let’s take a look at some insights...

I’m currently at 10% cash which is as low as I’ll ever go.

It’s critical to ALWAYS have money on the sidelines to take advantage of market opportunities.

My rule:
- 10% minimum (when there’s deals to be had)
- 30% max (when the markets are volatile/overvalued)

Further breakdown:

I manage to stay well diversified and monitor this constantly to ensure I keep balance.

Anyone with $TSLA in their portfolio will tell you how much of a pain this can be

Let’s look at my positions...

News of $TSLA 5:1 split and continued S&P addition rumours sent their share price soaring.

Hospitality and restaurant stocks $CAKE & $WYNN moving higher off vaccine hopes and promising recovery signals... I’m sceptical though

$RVLV Q2 results were dope too

Down positions:

£CCL.L is FINALLY recovering, as anticipated, due to announcements of cruises restarting next month in Europe

£DGE.L is not doing well at all! They’ve been annihilated by current circumstances, unfortunately.

But I see a mid to long-term recovery on the way

Let me know your thoughts!

What are you buying/selling/holding right now?

Drop your comments below

If you have any questions about investing, want to know how to get started or want to chat investing

My DMs are always open!

Have a great week!

Invest wisely