🇬🇧 Tom - Investor £130K Back up page

31 | British investor making the stock market accessible for everyone-Documenting the journey openly | £130k →
£200k | DM for enquires

[🇬🇧 Tom - Investor £130k @2147mill]

JUNE PORTFOLIO UPDATE:

Portfolio value: £122,500 + £2,500 cash.

All time high touched: £130,000.

Current drawdown from ATH: £7,500.

Sell in May and go away?
Apparently real. Let’s see what July brings. Historically one of the best months for the S&P 500.

What changed this month:

OUT:
→ Sold S&P 500. Doubled up with VWRP. Gone.

→ Sold JEQP. Done with income. Fully growth mode now. My dearly beloved JEQP, I shall hold you again one day.

→ Sold MAIN. Stagnant price action. Capital better deployed elsewhere.

IN:
→ Increased VWRP and SMGB. Still heavily US bullish. SMGB holds most of the big tech anyway.

→ Added $ASTS and $HYLN. New shorter term positions.

→ Active swing trading. NBIS. OUST. SIVE. ONDS. Some big profits on Sivers in particular. OUST was the top gainer for June.

The rock of the portfolio:

VWRP. SMGB. QNTM.
Not touching these.
SMGB especially. Still my highest conviction fund. Up 28% for the month. Holding circa £25,000 of it at the time of writing.

I do still have urges of putting all £120k-£130k in 4/5 companies… META GOOG NVDA etc. I feel I’m currently being too cautious. Conviction play to £200k… Thinking on it.

Dividends?
Almost non existent now.
And I’m completely fine with that.
Growth first. Income later.

Watch this space:

Thinking about opening paid subscriptions at £4/month to share real time buy and sell decisions.
People have been asking.
More details coming.

Although I finished down from the highs of May, june was a good month overall. We’re still up by £4000 or so from April.

Let’s see what July holds!

[🇬🇧 Tom - Investor £130k @2147mill]

Lunch time run in the shire

[🇬🇧 Tom - Investor £130k @2147mill]

$DFNG

[🇬🇧 Tom - Investor £130k @2147mill]

Anyone bidding? or is it dead

[🇬🇧 Tom - Investor £130k @2147mill]

Critique this. £130k split.

40% SMGB
20% Microsoft
15% Meta
15% Alphabet
10% Amazon

[🇬🇧 Tom - Investor £130K Back up page @2147millls]

Laços eternos...

[🇬🇧 Tom - Investor £130K Back up page @2147millls]

@hell_ribeiro ela quer brincar de oprah... coitada... heehehehe

[Humor Feminino @Humor_Feminino]

Alcohol improves my English...

[Humor Feminino @Humor_Feminino]

Doa-se preguiça. Tratar aqui.

[Circus @Circus_Belem]

Quem ta afim de concorrer ao #rodiziodeminihamburguers e #RefilDeRefri da RT,sorteio as 18hrs

[🇬🇧 Tom - Investor £130K Back up page @2147millls]

@bkbelem... sua linda... divulga logo onde vai ser o endereço da loja de Belém... :D

[Humor Feminino @Humor_Feminino]

-"Me vê três horas de sexo selvagem, por favor?"
-"Hoje só tem chocolate"
-"Ok, então me vê 3 quilos..."

[Circus @Circus_Belem]

HJ,PIZZA 50%OFF vc seguidor q RT,concorre a uma PIZZABURGUER (2 pizzas c/ ,qjo,bbq e 1 BURGUER NO MEIO) ver foto

[Penélope Nova @Penelope_Nova]

eu só torço pela EXTINÇÃO DA HUMANIDADE
RT @bethcastilho: ASSASSINO mata cãezinhos a machadadas na frente de crianças http://t.co/ywmRVRKv

[🇬🇧 Tom - Investor £130K Back up page @2147millls]

Diga à Nestea para Parar de Torturar Animais! http://t.co/Zapzo544

[🇬🇧 Tom - Investor £130K Back up page @2147millls]

nesse final de ano a minha única promessa será a de não prometer porra nenhuma, afinal, promessa é DÍVIDA né... no more...

[Ironia S/A @IroniaSA]

E quando você acha que nada pode ficar pior, fazem uma versão em inglês da "Então é Natal" da Simone.

[Ironia S/A @IroniaSA]

A fina arte de começar uma coisa, ser interrompido para fazer outra, parar para fazer outra e terminar não fazendo merda nenhuma.

[Humor Feminino @Humor_Feminino]

Às vezes observo algumas pessoas e penso: "como este pode ter sido o espermatozóide mais esperto?"