🚨 PORTFOLIO UPDATE 🚨
Actuary by day. Part-time degen by night.
Here we go!
Thought I'd share where I'm currently at in my investing journey and my road to $1M.
Trading 212 - S&S ISA
This is my ISA port, which I've been building since the start of 2025.
I'm mainly invested in AI, its picks and shovels plays and space stocks. Yessss I love Rocket MONEY - $RKLB, $PLTR, $NVDA and $HOOD.
The port has been held back a bit recently by my exposure to photonics stocks. I'm still optimistic about the long term potential and hoping we see a much better 2027 for these plays.
Options Trading Account
I started options trading around October last year, so I'm pretty happy with how things have gone so far.
With options, I like to keep things simple. I genuinely believe simple = success.
I mainly focus on selling CC and CSP on a handful of stocks I have strong conviction in.
I want to own companies I actually believe in, rather than chasing every opportunity that comes along that yields high premiums.
One thing I'm learning and trying to control is that it's easy to get tempted by whatever is performing best right now. But just because something has worked for a year doesn't mean it'll keep working. Something I'm trying to remind myself of!
NOW HERE'S MY DILEMMA.....
Seeing how my options trading has been going is genuinely tempting me to move more money across from my ISA. Plus I'm not tempted to put anymore money into my 20k ISA allowance. Wild stuff.
Part of me is even thinking about going full port into options. Yeah like a degen.
But then again, am I just getting carried away by the recent performance?
Both portfolios have different strategies and risks, so it's not exactly a straightforward decision.
So do I stay patient with my ISA investment, or do I lean more towards investing into options?
I'd love to hear what you lot think, especially anyone who's been in a similar position.
THE ROAD TO £1M
One of the reasons I started Hand of Compound was to document the actual journey towards financial freedom. Not just the final results, but the decisions, lessons and dilemmas along the way.
I'm still learning, and hopefully we can all learn something from each other. If you're on your own investing journey, or just interested in building a better financial future, come along for the ride!
Let's learn, grow and build wealth together.
Not financial advice. Just sharing my journey.
NVIDIA IS REPORTEDLY SEARCHING FOR JENSEN HUANG'S REPLACEMENT
I genuinely can't believe we're having this conversation.
According to Bloomberg, $NVDA is reportedly working with an outside firm to identify potential successors to Jensen.
Here's what's being reported:
• Board considering an interim CEO
• Search for a permanent replacement
• Jensen has led Nvidia since founding it in 1993
• No removal decision has been announced
And here's my biggest concern:
Jensen isn't just any CEO. He's the man who helped build Nvidia into the AI giant it is today.
His vision, leadership and relationships across the AI industry are incredibly valuable.
But I also agree with the Raymond James analyst's point: Nvidia is bigger than one person, and its business fundamentals don't suddenly disappear if Jensen leaves.
As a long-term $NVDA investor, I really hope the board makes the right decision based on the facts.