Current Portfolios?

Money, investing, mutuals etc
planteria
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Re: Current Portfolios?

Post by planteria » Thu May 27 2021 10:13am

an important purchase for their tv/content/streaming..
often such a big purchase would see a dip in the buyers share price, with fear that they've got it wrong/overpaid/will be short(er) of cash, but Amazon is a beast. nudged up yestertday on the news that the deal had been confirmed, for a bit less than anticipated.
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planteria
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Re: Current Portfolios?

Post by planteria » Wed Oct 27 2021 8:54pm

i've done various trading since last updating here, but the outcome now does not look so different:

52% Bitcoin
24% Amazon
21% Alphabet
3% MicroStrategy

along with pooled investments with Marlborough, Oddfellows, Wesleyan, RoyalLondon, LV, NFU Mutual.

i'd be interested in other imutualers' portfolios and their rationale behind them :angel:
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planteria
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Re: Current Portfolios?

Post by planteria » Mon Aug 29 2022 8:29pm

best part of a year later:

38% AMZN
32% GOOGL
23% BTC
7% MSTR

i'd be interested in other imutualers' portfolios and their rationale behind them :angel:

planteria
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Re: Current Portfolios?

Post by planteria » Thu Jul 27 2023 8:29pm

how are folks here set up now?
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planteria
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Re: Current Portfolios?

Post by planteria » Tue Nov 14 2023 8:01pm

no one else seems to want to share here nowadays... i am making some changes at the moment, but not really anyone to bounce ideas around with here unfortunately.

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Re: Current Portfolios?

Post by planteria » Mon Nov 27 2023 6:54pm

now, along with some pooled investments and physical assets, i'm now very focused:

60% MSTR
40% BTC

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Re: Current Portfolios?

Post by planteria » Wed Mar 06 2024 4:02pm

MSTR
BTC
ETH
SOL

i bought more Sol.. my holding before wasn’t worth considering.
and i was awarded Eth as part of the proceeds of a Ch11 distribution.

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Re: Current Portfolios?

Post by planteria » Mon Mar 25 2024 6:24pm

72.3% MSTR
27.0% BTC
0.5% ETH
0.2% SOL

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Re: Current Portfolios?

Post by planteria » Sun Aug 18 2024 10:15am

broadening out to accounts held as well as investments, after a tidy up with several accounts closed:

current accounts:
HSBC
Lloyds
Child & Co (NatWest)
Nationwide
First Direct - with DDs available to switch
TSB - with DDs available to switch
4 x TSB S&S generating £5/m

charge/credit cards:
American Express
Barclaycard
MBNA

savings:
accounts with 41 of the 42 Building Societies :geek:

pensions:
Aviva
ii SIPP
LV SHP
NFU Mutual SHP
Royal London
Scottish Widows
Wesleyan SHP

investments:
LV Bond
Unity Mutual RSP
Royal London ISA
Wesleyan FSP
ISA/SIPP/Exchanges: 72% MicroStrategy 28% Solana (currently@5.42%)

all shared on the basis that anyone can pick apart/query/suggest/criticise :mrgreen:

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Re: Current Portfolios?

Post by parchedpeas » Sun Aug 18 2024 5:58pm

Halifax Rewards missing? Between me and Mrs Parchedpeas, we've got 10 of these (not sure you can do this now, but you can do 2 each plus a joint), paying £5 a month if you spend £500 on the debit card (lots of ways to do this, including NS&I, and paying off other credit cards).

A nice £600 a year for very little effort.
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