NVIDIA CEO last week described the UKs AI talent as the envy of the world. This helped send the portfolio to a gain of 43% year to date. I just focus on where I believe I have an edge and that is the UK market. Being based here and having a deep understanding of what is going on means I can really lean into some big positions in certain stocks and still have a big margin for error.
One of my best ideas at present is kier Group on a price to earnings of 6. It is a construction company that is throwing off cash and pays a big dividend too. I expect it to keep rising in the coming months. The UK is one of the few countries where the population is expected to keep rising. There is a 50 year back log in house building for example which is what Kier is expanding further into.
With the CEO of NVIDIA planning to invest here and the Government allocation billions to infrastructure projects I believe there is a huge period of out performance coming for UK equities which I only invest in.
$UK100$SPX500$DJ30$NSDQ100$SPX500... Show More
Daaaaamn sir.. .98% in one position. That's some high conviction.
Shocked your at a risk score 6 to be fair.... Show More
3 replies
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