Harry | Growth Investor |

Insights into managing my 100k+ portfolio, focused on growth, dividends and a bit of social arbitrage.

30 - UK

[Harry | Growth Investor | @CompoundingISA]

Been lurking on here for a while, probably time to properly start interacting.

Cashed out my ISA which was just VUSA for £7,000 profit after holding for a few years to pursue a property deal that never materialised. Now fully back in.

[Harry | Growth Investor | @CompoundingISA]

@2147mill Unilever after the earnings drop. About as far away as tech and growth as you can get lol. Needed some more safety postions.

[Harry | Growth Investor | @CompoundingISA]

@JamieFInvests I agree mate

[Harry | Growth Investor | @CompoundingISA]

Couldn’t resist - $GOOG 11 shares acquired - average $300

Might be catching a falling knife but happy to take the risk to get into a position here.

Will look to increase on further correction.

[Harry | Growth Investor | @CompoundingISA]

@antibearthesis It really is! 🐐

[Harry | Growth Investor | @CompoundingISA]

A big day for me, heading into $AMZN earnings with a monster conviction.. currently my $AMZN position is 50% of my ISA. My largest single holding ever.

All eyes will be on AWS growth of course.

Some bullish facts to consider heading into earnings.

☁️ Andy Jassy says AWS capacity for 2027 is largely sold out, with some of 2028 already committed.

💸AWS backlog hit ~$496B in signed commitments.

🤖 AWS grew 36.7% YoY in Q2, its fastest growth in 18 quarters.

Demand is there. Let’s hope the numbers prove it the street.

[Harry | Growth Investor | @CompoundingISA]

@freedombill3 Hopefully so Bill!

[Harry | Growth Investor | @CompoundingISA]

@DividendDrip Already brought 👌🏻 expect a little bounce on this tomorrow.

[Harry | Growth Investor | @CompoundingISA]

@_LamNam_ I had it yesterday with $HOOD, & $BE this week 😭

[Harry | Growth Investor | @CompoundingISA]

@drayinvests Bullish

[Harry | Growth Investor | @CompoundingISA]

@jzrdan Time to double down! 😉 just opened a position myself - average $300 happy with that.

[Harry | Growth Investor | @CompoundingISA]

@steady_profits Fantastic, can’t see us going to far wrong here long term.

[Harry | Growth Investor | @CompoundingISA]

@KieranT1000 Hopefully so 😀

[Harry | Growth Investor | @CompoundingISA]

@FinanceTiger 💯

[Harry | Growth Investor | @CompoundingISA]

@2147mill I’m just treating this as a prolonged amount of time for us to buy sub 300 the market has GOT to wake up soon. Coiled spring.

[Harry | Growth Investor | @CompoundingISA]

@Mariusz_Invest Small victories I guess 😂👌🏻

[Harry | Growth Investor | @CompoundingISA]

The ISA limit not being lowered feels bittersweet, if we’re honest we should be annoyed it’s not been INCREASED.

It hasn’t been increased since 2017 nearly ten years…

Adjusted for inflation alone we should be allowed £27,500 a year

Government has us celebrating mediocrity.

#budget2026

[Harry | Growth Investor | @CompoundingISA]

@Mariusz_Invest My thoughts on this Mariusz..

https://t.co/vD6VmAokHW

[Harry | Growth Investor | @CompoundingISA]

The ISA limit not being lowered feels bittersweet, if we’re honest we should be annoyed it’s not been INCREASED.

It hasn’t been increased since 2017 nearly ten years…

Adjusted for inflation alone we should be allowed £27,500 a year

Government has us celebrating mediocrity.

#budget2026

[Harry | Growth Investor | @CompoundingISA]

@873739O82 Not a bad investment thesis tbf 😂