August marks an exciting month for the portfolio. 🎆
Over the last fortnight I have been working on an investment model which uses market data to decide what to buy and in what quantities.
What we should see over the next couple of years is
✅ more consistent returns
✅ lower drawdowns
✅ more dynamic... Show More
It’s been a good few days.
And maybe not for the reason you think.
Yep, stocks and crypto are up, which is nice cos it makes the green number on my portfolio go up. But the same is true for everyone, so why is it good for me specifically?
Well, it means a few Take Profit order have triggered, and... Show More
The purge continues 🥀
Yesterday I got rid of 30+ assets that were basically dead in the water. Most of these I have been holding for about 3-4 years longer than I should have, hoping they would come back to ATHs. But, there’s no time like the present and now they are gone.
I still plan to trim approx... Show More
This week I have taken more of an active role in the portfolio by “taking out the trash” AKA closing positions that were dead losses.
The majority of these were fairly small positions I have been holding for 2 or 3 years in the hope that they would come back. Maybe they will, one day. Probably not.... Show More
Here’s a question for you, and it’s kind of a biggie.
How does the economy feel right now?
And I’m not talking about stock prices, 7 day move if averages, bullish trends and green/red candles, I’m talking out there in the real world.
When you walk down the high street, does it feel like a hive... Show More
✅ ALL GREEN! ✅
I started investing just over five years ago and, after learning a few lessons in the early days, it really does feel like the portfolio is in a really good place now.
Plenty of diversification, nice amount of dividends, some good entry points and a handful of small speculative positions... Show More
Doubled down on a few existing assets in the portfolio over the past week or so. I feel generally the portfolio is pretty well diversified so don’t really need to invest in new assets, instead just strengthen the ones I already have.
Will be coming up with a plan for 2027 in a couple of months or so... Show More
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Wed Oct 14 2026 01:52:44 GMT+0000 (Coordinated Universal Time)