James Paterson @Airwalk86: "Good afternoon from London, UK..."

United Kingdom

Good afternoon from London, UK guys. Yes, I am back in the country and back to graft! A post today to share recent moves and forward outlook. This week after adding new software positions in $MSFT (Microsoft) & $ORCL (Oracle Corporation) I quickly sold for a quick profit and reinvested (alongside some Crypto gains) into some momentum stocks; currently Space & Chips sector with further funds added to $RKLB (Rocket Lab Corp) which had an amazing + 34% day with new positions taken out in $BKSY (Blacksky Technology Inc) & $SNDK (Sandisk Corp/DE) which have already delivered us good returns. Despite huge rallies I still see further catalysts for returns with Space hype being fuelled by the imminent IPO of SpaceX & Chips sector surging on impending scarcity. Now (at time of writing) this portfolio is outperforming our benchmark $NDQ100 both YTD & on the more important 5yr chart however we could be set for a huge outperformance when/if Crypto reignites. I've attached below an interesting chart from the research I pay for out of Real Vision, Alpha tier which lays out a watchlist for Crypto enthusiasts. If some of the below catalysts play out the way we hope/expect it may just send this portfolio to the stratosphere as it still tilted heavily towards Cryptocurrencies. Whereas last year many people joined the Copy at the market peak and suffered an unfortunate drawdown with me (which I am wholly responsible for) this year is entirely the opposite with an opportunity to potentially join the Copy at a Crypto market bottom. This month could be telling. Look out for news on the CLARITY act. Many thanks, James

Not investment advice. The author may have financial interests in the mentioned instruments.