Thomas Priestley
United Kingdom
๐—š๐—ฟ๐—ฒ๐—ฒ๐—ป ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ ๐—ก๐—ผ๐˜๐—ฒ , ๐ŸŒฑ Briefly summarizing what Iโ€™ve been up to this week; portfolio down -0.7%, +37% YTD. ๐—ฆ๐˜‚๐—บ๐—บ๐—ฎ๐—ฟ๐˜† ๐Ÿ“ฐ Despite a several percentage drop on Friday, happy with gains earlier in the week to offset this, leading to a very modest pullback of <1% for the week. Likely to see some follow through on Monday though, with some markets closed by the time Trump started tweeting about 100% Chinese tariffs. 12.7% cash still available to deploy, with all eyes on Trumps twitter, and China critical minerals export controls; both of which seem to have softened since news first broke. ๐—•๐˜‚๐˜†๐˜€ ๐Ÿ’ฐ None. ๐—ฆ๐—ฒ๐—น๐—น๐˜€ ๐Ÿ’ธ None. ๐—ช๐—ฎ๐˜๐—ฐ๐—ต๐—น๐—ถ๐˜€๐˜ ๐Ÿ‘€ Still interested in materials and basic resources; any pullback in Copper recycler $NDA.DE (Aurubis AG) Iโ€™ll buy, alongside lithium miner $ALB (Albemarle Corporation) which we very nearly had a limit order filled on Friday. $2899.HK (Zijin Mining) the copper/gold miner was hit on Friday, but still need to see shares giving up a little more to tempt me to add to our position. Although I do like the Chinese market at present, in a different cycle to the US. If the trade dispute gets resolved soon I may get tempted to add to electric scooter maker $NIU (Niu Technologies-ADR) , like the chart. Also watching $TRIG.L (Renewables Infrastructure Group Ltd) sat just under both the 50 and 200 DMA, a rejection here, and I have to expect it going lower to the bottom of its channel and the Covid low of 66p. ๐Ÿ“ Keeping this brief to encourage it to become a more regular posting style. ๐—ง๐—ต๐—ฒ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ๐˜€ ๐—ฏ๐—ฟ๐—ถ๐—ด๐—ต๐˜, ๐˜๐—ต๐—ฒ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ๐˜€ ๐—ด๐—ฟ๐—ฒ๐—ฒ๐—ป. ๐ŸŒฑ Thanks, stay safe out there. Have a great week, @Tom1313 โœŒ๏ธ ๐Ÿซถ
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