paddyspud

Slowly building ISA pot. 9 years in now.

[paddyspud @paddyspud]

My pf is not regained it's mojo meh

+1.7% fortnight. Rebought #EVPL

+1.1% TaxYTD
About 50% cash, one foot in one foot out

Have a great Sunday 👍

[paddyspud @paddyspud]

Been fairly active on this rising tide market.

SOLD RWS +25%, BUYS in GRG YOU RPI VIC BRCK

+8.8% Tax YTD (still about -2.5% YTD)
Cash 14.3%

Enjoying the sun and less involved in market noise 😀

[paddyspud @paddyspud]

Not much volatility in my pf this week tbh

-0.6%

Sold #MPAC (Re)Buy #TRST

-0.6%TaxYTD 62% Cash

Enjoy the rest of the weekend 😌

[paddyspud @paddyspud]

My pf is not regained it's mojo meh

+1.7% fortnight. Rebought #EVPL

+1.1% TaxYTD
About 50% cash, one foot in one foot out

Have a great Sunday 👍

[paddyspud @paddyspud]

Bought a position #GRG Greggs 1838 ahead of trading update 20th May. SL 1712
Surprisingly volatile stock having had x3 near 50% draw downs over 6 years.

[paddyspud @paddyspud]

Been buying the rip last 1-2 wks after selling out a lot near the bottom 😁Rebought a few old positions on one dog stock as things are bouncing. Pf below

[paddyspud @paddyspud]

@donutsareace Get in there lad!!

[paddyspud @paddyspud]

#TRST top up. The recent takeover offer for #ROO makes me wonder if it's vulnerable to a US takeover 🤔

[paddyspud @paddyspud]

@CapitalPmh You've shown 100% class throughout this Paul.

Your contribution to the PI is absolutely top drawer 🙏🙏

[paddyspud @paddyspud]

Pf

[paddyspud @paddyspud]

I've bottom fash 🐟 #trst with a stoploss 183 which is about the one year low.

[paddyspud @paddyspud]

SOLD #TRST for +several %

Mainly because I've gone risk off 🤨

[paddyspud @paddyspud]

'If your going to panic, panic late, or possibly somewhere in the middle' as the saying goes 🙌 but always play your own game

An up day so I've sold some positions in #AVON #EVPL #GBG #MEGP 61.9% cash now.

😁 Hope everyone is fairing okay in these tough markets 🙏
pf below

[paddyspud @paddyspud]

@BrilliantLeader Thanks Simon for your kind words.

Your writeups/posts/reviews etc have been great over the years 🙏

[paddyspud @paddyspud]

Another full year ISA Tax Year gone, and that's my 9th since inception! +13.0% this TaxYr.
Record I track below and current pf in pic 👏

2024-25=+13.0%
2023-24=+31.3%
2022-23= 0%
2021-22= +9.9%
2020-21= +50.7%
2019-20= +1.4%
2018-19= +10.4%
2017-18= +8.4%
2016-17= +32.2%

[paddyspud @paddyspud]

-6.4% week

-10.4 YTD
Approx 30% cash

No Trades

Enjoy the weekend 🙏

[paddyspud @paddyspud]

Meh crap start to the year.

Fully invested..no trades.

YTD -3.0%. Let's home reporting season gives a boost 😅😅😅

Enjoy the weekend.

[paddyspud @paddyspud]

Better week +4.1% thanks to solid results from #AVON #EVPL

-4.3% YTD

TOPUP #MPAC
Approx 28% cash

Enjoy the weekend 😁🙏

[paddyspud @paddyspud]

Aka I bought the very ATH 🙌

[paddyspud @paddyspud]

I TOPPED UP #mpac at £4.20
Hmmm 😁 Initial buy in Jan was at £5.80 😅😅

[paddyspud @paddyspud]

A small positive from my pf is I managed to off load my biggest pf position in #TRST pretty much on the recent top.

Hat tip to @MGinvestor for getting me thinking 🙏👍

[paddyspud @paddyspud]

SOLD #TRST for +several %

Mainly because I've gone risk off 🤨