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


Attached tweet is last weeks thread...
‘Show this thread’ to see this MONTH’S update below




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...
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...
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)
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...
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
Hospitality and restaurant stocks $CAKE


$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
£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
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

