I am pleased to announce that my portfolio is up over 30% year to date. If you are looking for something a bit different I do not trade US stocks or crypto. 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.
Keir will pay a dividend next week to my portfolio so I am already busy planning where to allocate those funds.
$UK100$GER40$NSDQ100$SPX500$DJ30... Show More
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Sat Dec 06 2025 23:55:32 GMT+0000 (Coordinated Universal Time)
