Dan - Accrue Returns

Long-term investor in passive dividend index funds: $VHYL, $GLDV, $IEUX, $VFEM, $WSML, $IWFQ. Beautifully boring. Not financial advice.

[Dan - Accrue Returns @AccrueReturns]

Funds officially moved from YieldCore into YieldCore2

New allocation and weighting below
25% $VHYL
25% $IEUX
15% $GLDV
15% $VFEM
10% $WSML
10% $IWFQ

One deliberate addition this time around whcih is the addition of $WSML for some small cap exposure. Historically small cap has outperformed large cap over long time horizons and with a 20+ year runway it felt like the right factor tilt to add.

Backtested AAR over 5 years comes in at 10.12% with this allocation and am happy with that as a starting point.

What do you think of the new allocation?

[Dan - Accrue Returns @AccrueReturns]

@pixiedustdip Respect the moves but the battery has fully hijacked my attention. How are you this relaxed at 4%?

[Dan - Accrue Returns @AccrueReturns]

Good morning, we made it to Friday!

Goldman reckons SpaceX AI revenue hits $322bn by 2030. Up from $3.2bn last year, so 100x in five years!

$SPCX lists 12th June, is this our chance for generational wealth? Anyone buying into the IPO?

https://t.co/tmnSB8QEUj

[Dan - Accrue Returns @AccrueReturns]

32% of my ISA is in cash, which is a position but it’s also the most boring one I own, and not in the good way.

Circling $MDT but Nothing else is making the case.

Pitch me a stock, boring compounders welcome.

[Dan - Accrue Returns @AccrueReturns]

I do love X sometimes, you’d think the apocalypse was upon us. Calm down paldini, you’re down £26 and it’s the first time in the red for 9 weeks!

What are people buying though?

[Dan - Accrue Returns @AccrueReturns]

@pixiedustdip Iconic

[Dan - Accrue Returns @AccrueReturns]

@Anthonylexton I don’t ever invest in individual stocks, I stick to ETF’s.

Yeah, it might go up more, I bought at $92.47 after watching for 2 months. Only a small position in the grand scheme of things but discipline is very important to me

[Dan - Accrue Returns @AccrueReturns]

Sold $NOW today. +£223.53 banked, ~45% return.

Im not a trader, I set a 25% target, it blew past that, so I’m out. Might keep climbing without me and that’s fine.

Profit beat my expectations either way.

Small position, did its job and rotating into my next pick this week.

[Dan - Accrue Returns @AccrueReturns]

@wealthyfranklin What way of investing is that?

[Dan - Accrue Returns @AccrueReturns]

@itsbullionaire_

[Dan - Accrue Returns @AccrueReturns]

@SpeedBHHD Everyone is on their own journey, brother. There is no one size fits all.

Single stocks aren’t bad, neither are ETF’s, it just depends on your time horizon, risk appetite etc.

I have 20 years until my retirement, I need to balance assets in pension, ISA, cash, house et.

[Dan - Accrue Returns @AccrueReturns]

@2147mill That 1d performance is outrageous

[Dan - Accrue Returns @AccrueReturns]

If anyone gets a chance, read my first article.

Tell me what you think

[Dan - Accrue Returns @AccrueReturns]

https://t.co/HdzUECYYg8

[Dan - Accrue Returns @AccrueReturns]

@AH94RAR $NOW could well go to the moon, I’m not a trading by any means. So when something hits 45% profit, exceeding what I set out by 20%, then that’s a win in my eyes.

I’m sure the $NOW bros will come for me 😂

[Dan - Accrue Returns @AccrueReturns]

@AH94RAR This was my first individual stock buy and I sent a profit target of 25%, it shot past this to 45%. It may well go up much more but I wanted to stay disciplined on this

[Dan - Accrue Returns @AccrueReturns]

@steady_profits Thanks, James.

I am very much the boring ETF investor, this was my first individual stock purchase and am v happy with the result. It surpassed my expectations and so quickly aswell!

[Dan - Accrue Returns @AccrueReturns]

@CapitalChr92373 Haha, that was my first individual stock. Maybe go into another but most likely will rotate into $WINC or $INCU

[Dan - Accrue Returns @AccrueReturns]

@SpeedBHHD Woulda, coulda, shoulda, son. Maybe $NOW carries on, maybe it doesn’t.

I’m not interested in trading, I don’t have the time, I’ll rotate into a stock or most likely an ETF.

[Dan - Accrue Returns @AccrueReturns]

@ratrace86 Very nicely done!

[Dan - Accrue Returns @AccrueReturns]

@JamesP728 $MDT, I just posted about the why!

[Dan - Accrue Returns @AccrueReturns]

$MDT Medtronic, the medical device giant I've been circling for a while.

$73.98, near multi-year lows.
P/E 20.7
EV/EBITDA 12.2x
FCF yield 4.29%
14% below 200WMA (7 weeks running)

Cheap on cash flow, but earnings drop tomorrow.

No sense buying the day before a print that could swing it. I'll see the number first.

[Dan - Accrue Returns @AccrueReturns]

@capitalzeph You’re still earning nicely here, brother! Hope $NOW continues to rise!