🇬🇧 Tom - Investor £130k {PRIVATE}

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

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

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 mo

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

@gutdrop @2147mill 📉Ready to level up your trading skills? Search my Telegram username👉( vultruetrrades )👈and send me "Hello! 👋" to join my Trading Mentorship Group.
👇👇
( vultruetrrades )

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

@A51UK @2147mill 📉Ready to level up your trading skills? Search my Telegram username👉( vultruetrrades )👈and send me "Hello! 👋" to join my Trading Mentorship Group.
👇👇
( vultruetrrades )

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

Ok here’s tonight’s plan. Paper again hardly propped up but this time bin lid which overhangs a little inside plus the lid which will limit the little fuckers ability to jump out. Peanut butter still. Updates in morning. GN

[🇬🇧 Tom - Investor £130k @2147mill]

Paper in the bin but no mouse ffs. How does a mouse jump a near on vertical metre. I think I may need to deploy a mouse trap… Tom is being beaten by Jerry

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

Paper in the bin but no mouse ffs. How does a mouse jump a near on vertical metre. I think I may need to deploy a mouse trap… Tom is being beaten by Jerry

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

Most UK people think wealth preservation means a savings account.

It doesn't.

Here's what actually works:
Stocks & Shares ISA: £20,000/year. Zero tax on gains. Beats inflation over time.

Gold & Silver: Finite supply. No government can print more. Holds value across centuries.

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

Shall we run it

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

How does Jim do it?🤣🤣 $IBM

[🇬🇧 Tom - Investor £130k @2147mill]

How does Jim do it?🤣🤣 $IBM

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

Paste this into Ai:

I’m from the UK and I want to start investing properly.

Ask me:
• my age
• salary
• monthly expenses
• debt
• current savings
• risk tolerance
• how much I can invest monthly

Then build me a simple Stocks & Shares ISA plan for the next 10 years.

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

Ai is not a bubble. This is the beginning of the new industrial revolution imo

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

What is a stock you are convinced will be worth £0 by 2030?

Don't say MSTR

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

Proper bit of kit

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

Long chips. This is the next industrial revolution

[The Kobeissi Letter @KobeissiLetter]

Hedge funds are piling into US semiconductor stocks:

Last week, hedge funds purchased the most US semiconductor stocks in at least 3.5 years.

This follows the 2 largest consecutive weekly sales since June 2024.

As a result, semiconductor stocks now account for 10% of total hedge fund exposure.

This percentage is twice as high as during the same period last year.

However, this remains below the peak of 14% recorded in May.

Hedge funds are betting the semiconductor selloff is already over.

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

GM ☕️

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

This’ll go sub $100 id imagine $SPCX

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

Which stock can 3x+ from here by 2030?

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

The moment you become an investor:

You stop seeing a price drop as a loss.
You start seeing it as a discount.

That mental shift is worth more than any strategy.

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

I automate £400 out of my account on payday.

Before the takeaways.
Before the impulse buys.
Before the 'treat yourself' moment.

I regard that as treating my future self.

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

Pay yourself first means:

Salary hits account.
Investments leave immediately.
You live on what's left.

Not the other way around.

Most people invest what's left after spending.
That's why most people never build wealth.

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

I had loads of people asking how I’d think about generating income from a £200,000 Stocks & Shares ISA:

70% (£140k) → $JEQP / $JEIP (JPMorgan)
Around 10% yield, paid monthly.

20% (£40k) → Something like $CEPG (Rex Shares)
Around 20% yield, paid monthly.

10% (£20k) → A highe

[🇬🇧 Tom - Investor £130k @2147mill]

£200k invested correctly and you never need to work a job again

[🇬🇧 Tom - Investor £130k {PRIVATE} @2157mill]

$META announced their first data centre in Canada. £10 billion. 1 gigawatt of power.

That’s on top of:

$10 billion West Texas facility. 1GW capacity by 2028. Sixfold increase from original budget.

28th US data centre breaking ground in Tulsa Oklahoma. They’re 32nd globally.