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Re: Current Portfolios?

Posted: Sun Aug 30 2020 5:19pm
by AAAlphaThunder
planteria wrote:
Sun Aug 30 2020 7:49am
AAAlphaThunder wrote:
Tue Jul 07 2020 9:47am
Crickey $3000!!!
:arrow: $3400 now AAAT. Interesting that John Street Capital refers to the big tech companies continuing to grow, and there is talk of changing the indices in the states, with the big Nasdaq companies forming the basis for a new large cap index. JST refers to the beneficiaries of current trends to be 'big tech, bitcoin and gold'. as it happens that's pretty much a description of my portfolio.

https://www.youtube.com/watch?v=LndeW4UWtcs

38% Amazon
18% Alphabet
16% RSP: Investment/LifeAssurance
15% Bitcoin
8% Pensions: Marlborough/Wesleyan/Royal London/LV/NFU Mutual
5% Newmont
A Man of times and I wish you every success as a Man of the future.

Re: Current Portfolios?

Posted: Sun Aug 30 2020 7:31pm
by planteria
i'm not quite sure what you mean AAAT, but thank you...

Re: Current Portfolios?

Posted: Mon Aug 31 2020 7:11pm
by AAAlphaThunder
planteria wrote:
Sun Aug 30 2020 7:31pm
i'm not quite sure what you mean AAAT, but thank you...
What I mean is that your choices are at worst in their heyday and may possibly have yet to peak.

Re: Current Portfolios?

Posted: Sun Sep 20 2020 10:27am
by planteria
..my direct equities are 15% off their peak now though AAAT - there's no magic bullet.

Re: Current Portfolios?

Posted: Sun Sep 20 2020 7:40pm
by AAAlphaThunder
planteria wrote:
Sun Sep 20 2020 10:27am
..my direct equities are 15% off their peak now though AAAT - there's no magic bullet.
Just the way tings go sometimes. If you aren't selling then there is nothing to worry about - IMHO, your picks are the finest of the fine, crème de la crème.

Solid long-term prospects.

Re: Current Portfolios?

Posted: Sun Sep 20 2020 8:53pm
by planteria
praise from on high.. no self-congratulation as anyone can buy in to these companies, but i tend to agree, and i'm not selling. only thing to ponder is my gold-linked strategy. perhaps add to Newmont, perhaps start a holding in Barrick, perhaps something else.. i continue to stack sats, and my Amazon and Alphabet are a round number of shares that i don't intend to increase/decrease for now.

what about anyone else? my thought was to prompt imutualers to share their portfolios and stimulate an exchange of ideas.

Re: Current Portfolios?

Posted: Mon Sep 21 2020 5:05pm
by AAAlphaThunder
planteria wrote:
Sun Sep 20 2020 8:53pm
praise from on high.. no self-congratulation as anyone can buy in to these companies, but i tend to agree, and i'm not selling. only thing to ponder is my gold-linked strategy. perhaps add to Newmont, perhaps start a holding in Barrick, perhaps something else.. i continue to stack sats, and my Amazon and Alphabet are a round number of shares that i don't intend to increase/decrease for now.

what about anyone else? my thought was to prompt imutualers to share their portfolios and stimulate an exchange of ideas.
Whatever I have done is in the past. It cannot be replicated, the boat has sailed.

Looking to the future, I see significant potential in Guild Esports, famous shareholder David Beckham.

https://imutual.co.uk/forum/viewtopic.php?f=23&t=89466

Re: Current Portfolios?

Posted: Sun Oct 11 2020 10:21am
by planteria
taking out pooled investments, i'm currently positioned:

51% Amazon
23% Alphabet
20% Bitcoin
6% Newmont

i'm open to any thoughts, and i'd be interested in others' portfolios.

i'm kind of planning that next tax year i'll add to my Newmont holding.. and potentially add to Bitcoin too. other than potentially alternative gold miners i'm not seeing better direct investments at the moment. physical gold in a secure vault? direct property investment?

Re: Current Portfolios?

Posted: Wed Jan 20 2021 12:27pm
by planteria
with price changes and some trading..

45% Bitcoin
32% Amazon
19% Alphabet
4% Newmont

anyone else?

Re: Current Portfolios?

Posted: Wed May 26 2021 4:23pm
by Sarah
"Amazon buys Hollywood studio MGM for $8.45bn" (...if approved by regulators...)
https://www.bbc.co.uk/news/business-57249849