Stock Whittler

Full-time investor in quality stocks. My aim is to continually reduce the doubling time of my Voyager portfolio. I don’t tweet YTD, ATH, daily % move stuff.

[Stock Whittler @dosh100]

For once, I agree with Trump. Yet, will schoolboy Ed, who has never had non-political work experience, ever be able to add up the crazy impact of his policy on our country?

[Martin Flitton @private_punter]

#CLX returning to growth.
Write-up, following my catch-up with management.

https://t.co/jMvPs5yRWB

[Donald Pond @DonaldPond6]

The plan to grow the UK economy by providing expensive energy and raising the cost of employing people is still failing to work. Who would have thought it?

[KevBuschhold ⭐️⭐️💙 @KevBuschhold]

Please can I ask all of my followers to sign and share the below petition.

As someone who was diagnosed with Prostate Cancer it should not be left to chance.
Let’s get a national screening program in place.

Thank you 🙏

https://t.co/7TVBkbslGE

[Andrew Neil @afneil]

From what he’s just said in the White House Donald Trump seems to think we’re selling the Chagos Islands to Mauritius (‘do the Brits need the money?’).
Of course the UK is surrendering sovereignty AND paying Mauritius up to £34 billion over the next 100 years to lease back the islands, in what must be the worst deal any government has made in modern times.
You own something that nobody can take from you (whatever international lawyers say).
You give it away to a country of which it has never been a part.
Then you pay billions to lease it back.
Bonkers

[Guido Fawkes @GuidoFawkes]

Trump takes a massive swipe at the UK's Net Zero policies:

"They're sitting on top of the North Sea, one of the greatest reserves anywhere in the world. But they don't use it..."

[Bob For A Full Brexit @boblister_poole]

Let’s spend £4.5 trillion on net zero over the next 25 years.
Let’s ban new oil and gas licences in the North Sea but spend £40 billion buying the same North Sea oil and gas from Norway.
Let’s buy coking coal from Japan but ban UK
Ed Milliband is an absolute moron.

[Andrew Neil @afneil]

You do understand this only happening because your government has guaranteed a price £214/MWh based on 2024 prices and index linked for 20 years. Just about the most expensive electricity anywhere in the world — and you’ve locked it in for two decades. Do you have any idea what you’re doing …

[Stock Whittler @dosh100]

@tradermark72 Many thanks

[Stock Whittler @dosh100]

@graham69717 thanks for informing me

[Stock Whittler @dosh100]

Exited #ZTF today, decent enough return following the upbeat H1 in the summer, but this update IMO leaves the door open for a near-term miss. Just me balancing risk and opportunity.

[Stock Whittler @dosh100]

@GrazzaHope Early days but I am not terribly optimistic about our prospects this season

[Stock Whittler @dosh100]

It's been a while since I did anything of a portfolio update. So, here we go: as ever, the approach is 8/8 balanced with price & market direction. I am a touch light on the 8/8 with only 4 full positions & a couple of beefy apprentices at the moment: 1 of 4

[Stock Whittler @dosh100]

@RebelHQ

[Stock Whittler @dosh100]

4 of 4: Oh, the other thing that I learnt is that whilst I thoroughly enjoy life as an investor, real wealth is family health, putting food on the table, and a roof over one's head. Everything else after that, including making a few £££ from investing, is simply a bonus.

[Stock Whittler @dosh100]

3 of 4: Been at this game for >25 years & possibly the most significant learning point, apart from keeping things simple & listening to market direction, is that stocks that rise have a tendency to keep rising whilst losers hang out with losers and have a tendency to keep falling

[Stock Whittler @dosh100]

@wearelutontown Our Relegation to D1 v much his own work: Terrible 2024 Summer Window “the best bargains late in the window”, hanging on to RE post Middlesborough, arrogantly appointing a replacement with no championship experience & expecting MB to motivate a demoralised squad into winners

[Stock Whittler @dosh100]

2 of 2: We have two major price movement catalysts: TUs & Interims/Finals: whilst on the chart I can now see historic trading updates going back several years; I can only see, on the lower axis in royal blue, Q2 & Q4 results for the last 3 occasions: is this an error?

[Stock Whittler @dosh100]

@sharescope thank you for including the option for showing trading updates on the chart. However, as TUs are such an important catalyst, can a) they be moved to sit on the bottom axis & b) be shown in a more significant colour that stands out: maybe a pink? 1 of 2