Current Portfolios?

[planteria]

an important purchase for their tv/content/streaming..
often such a big purchase would see a dip in the buyers share price, with fear that they've got it wrong/overpaid/will be short(er) of cash, but Amazon is a beast. nudged up yestertday on the news that the deal had been confirmed, for a bit less than anticipated.

[planteria]

i've done various trading since last updating here, but the outcome now does not look so different:

52% Bitcoin
24% Amazon
21% Alphabet
3% MicroStrategy

along with pooled investments with Marlborough, Oddfellows, Wesleyan, RoyalLondon, LV, NFU Mutual.

i'd be interested in other imutualers' portfolios and their rationale behind them

[planteria]

best part of a year later:

38% AMZN
32% GOOGL
23% BTC
7% MSTR

i'd be interested in other imutualers' portfolios and their rationale behind them

[planteria]

how are folks here set up now?

[planteria]

no one else seems to want to share here nowadays... i am making some changes at the moment, but not really anyone to bounce ideas around with here unfortunately.

[planteria]

now, along with some pooled investments and physical assets, i'm now very focused:

60% MSTR
40% BTC

[planteria]

MSTR
BTC
ETH
SOL

i bought more Sol.. my holding before wasn’t worth considering.
and i was awarded Eth as part of the proceeds of a Ch11 distribution.

[planteria]

72.3% MSTR
27.0% BTC
0.5% ETH
0.2% SOL

[planteria]

broadening out to accounts held as well as investments, after a tidy up with several accounts closed:

current accounts:
HSBC
Lloyds
Child & Co (NatWest)
Nationwide
First Direct - with DDs available to switch
TSB - with DDs available to switch
4 x TSB S&S generating £5/m

charge/credit cards:
American Express
Barclaycard
MBNA

savings:
accounts with 41 of the 42 Building Societies

pensions:
Aviva
ii SIPP
LV SHP
NFU Mutual SHP
Royal London
Scottish Widows
Wesleyan SHP

investments:
LV Bond
Unity Mutual RSP
Royal London ISA
Wesleyan FSP
ISA/SIPP/Exchanges: 72% MicroStrategy 28% Solana (currently@5.42%)

all shared on the basis that anyone can pick apart/query/suggest/criticise

[parchedpeas]

Halifax Rewards missing? Between me and Mrs Parchedpeas, we've got 10 of these (not sure you can do this now, but you can do 2 each plus a joint), paying £5 a month if you spend £500 on the debit card (lots of ways to do this, including NS&I, and paying off other credit cards).

A nice £600 a year for very little effort.