Hiya Mitch, have you held onto your AMD shares? I didn't see them mentioned in your most recent portfolio vid - may have just missed it. Thank you, Emma
Hey Paul, I wanted to invest in individual shares and could only do that on T212. I still invest in the same fund that’s done so well for me on Vanguard I just do it on T212 instead
I feel you could definitely change your weightings around to have a much better risk/reward ratio. You have a decent chunk of your portfolio invested in the S&P between the two brokers so you are well diversified. I just question why you have such a big position in apple? Apple already has the highest weighting in the S&P so that plus your individual holding you are banking on them outperforming be market. With a high PE and very limited growth I can’t see it myself.
Hi Reece. Completely see where you’re coming from, for me I’m pretty comfortable with the risk profile of the portfolio at the moment. If anything based on the size of the weighting towards tech in the S&P500 and individual tech stocks I hold in the portfolio I’ve considered shifting some of that exposure to different areas but for now I’m happy with it. What does your portfolio currently look like?
@@MitchShoesmith I think there's nothing wrong with giving extra weighting to companies you have researched and believe in. Apple isn't going anywhere anytime soon. They have an extremely loyal customer base (I'm not one of them as I personally don't like most of their products - i.e. I'd always choose an Android phone over an iPhone and always a Windows laptop over a Macbook or whatever they're called these days but I'm in the minority) and so it's as close as a sure thing you're gonna get during these rather turbulent times.
@@retsoptihs0 thanks Mark. I certainly agree. That's an important point to make as well around the customer base and essentially investing in the stocks where you use the product or service, I think there is value in that as a starting point for any investor and asking yourself what products do I use and would I invest in the company as a result? I guess if the products are good at scale (like Apple/Microsoft etc..), chances are the finances will be good too!
@@MitchShoesmith iv recently started investing and watch all ur videos...I look forward to your tesla discussions...your content is easy to understand and to the point...keep up the good work mate and I look forward to your content...
I’m pretty comfortable with my principle investment in AMZN compared to my other holdings. It’s a case of evening out my exposure/allocation rather than not wanting to invest in them if you know what I mean 👌🏼
@@MitchShoesmith I think one issue with Amazon is that Jeff Bezos is not very well liked, because of poor working conditions, etc. That could ultimately negatively affect the share price. Not saying it isn't a worthwhile company and Amazon of course are in my ETFs but I don't want to put too much there.
I started my T212 account a couple of years back and we’ve been in a bear market the past 15 months. Once a bull market cycle comes back around I’ll be heavily in the green after cost averaging during this period of lower market prices 👌🏼
@MitchShoesmith hopefully, I hope you make loads of money. I was only confused as to how the 7-10% a year over a decade works, as Warren Buffet says. This always confuses me.
@@Zero-Investing It certainly confused me when I actually tracked the FTSE 100 and its dreadful returns over the last 30 years lol. Warren of course has made a lot more than that. But most people will make less.
@@retsoptihs0 yeh FTSE has performed really poorly, when I say stock market I’m usually referring to the US market, I should probably be more clear on that!
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The transparency is great, it shows that investing isn’t easy and doesn’t pay off 100% of the time. Loving the videos 🙌
Thanks! For sure, definitely have to take the rough with the smooth 👌🏼
Glad we have someone as transparent as you 😌
Hiya Mitch, have you held onto your AMD shares? I didn't see them mentioned in your most recent portfolio vid - may have just missed it. Thank you, Emma
Hi Mitch, why did you stop investing in the Vanguard portfolio when it had +70% returns? Just wondering…
Thanks,
Paul.
Hey Paul, I wanted to invest in individual shares and could only do that on T212. I still invest in the same fund that’s done so well for me on Vanguard I just do it on T212 instead
7:42 Haha, I'm actually on holiday in Malaysia right now!
Will be heading to Penang soon, might catch a glimpse of the new AMD fab
Oh nice!! I’d love to go over there
Great video again
Thanks Paul!
I feel you could definitely change your weightings around to have a much better risk/reward ratio. You have a decent chunk of your portfolio invested in the S&P between the two brokers so you are well diversified. I just question why you have such a big position in apple? Apple already has the highest weighting in the S&P so that plus your individual holding you are banking on them outperforming be market. With a high PE and very limited growth I can’t see it myself.
Hi Reece. Completely see where you’re coming from, for me I’m pretty comfortable with the risk profile of the portfolio at the moment. If anything based on the size of the weighting towards tech in the S&P500 and individual tech stocks I hold in the portfolio I’ve considered shifting some of that exposure to different areas but for now I’m happy with it. What does your portfolio currently look like?
@@MitchShoesmith I think there's nothing wrong with giving extra weighting to companies you have researched and believe in. Apple isn't going anywhere anytime soon. They have an extremely loyal customer base (I'm not one of them as I personally don't like most of their products - i.e. I'd always choose an Android phone over an iPhone and always a Windows laptop over a Macbook or whatever they're called these days but I'm in the minority) and so it's as close as a sure thing you're gonna get during these rather turbulent times.
@@retsoptihs0 thanks Mark. I certainly agree. That's an important point to make as well around the customer base and essentially investing in the stocks where you use the product or service, I think there is value in that as a starting point for any investor and asking yourself what products do I use and would I invest in the company as a result? I guess if the products are good at scale (like Apple/Microsoft etc..), chances are the finances will be good too!
Awesome 👏 nice video
Thank you!
why would you not buy any more tesla at the moment....
I would if I had more money to invest 😆
@@MitchShoesmith fair enough...I thought it was off the cards!
@@sham-em5jw definitely not!
@@MitchShoesmith iv recently started investing and watch all ur videos...I look forward to your tesla discussions...your content is easy to understand and to the point...keep up the good work mate and I look forward to your content...
@@sham-em5jw appreciate it man, thank you!
Why not buy AMZN?
I’m pretty comfortable with my principle investment in AMZN compared to my other holdings. It’s a case of evening out my exposure/allocation rather than not wanting to invest in them if you know what I mean 👌🏼
@@MitchShoesmith I think one issue with Amazon is that Jeff Bezos is not very well liked, because of poor working conditions, etc. That could ultimately negatively affect the share price. Not saying it isn't a worthwhile company and Amazon of course are in my ETFs but I don't want to put too much there.
Buy tesla maté that’s where the money is
In your T212, you invested for so many years, and you made no money? I'm confused
I started my T212 account a couple of years back and we’ve been in a bear market the past 15 months. Once a bull market cycle comes back around I’ll be heavily in the green after cost averaging during this period of lower market prices 👌🏼
@MitchShoesmith hopefully, I hope you make loads of money. I was only confused as to how the 7-10% a year over a decade works, as Warren Buffet says. This always confuses me.
@@Zero-Investing the 7-10% is an average, so some years the market will be up 20%, other years it could be down 15% etc..
@@Zero-Investing It certainly confused me when I actually tracked the FTSE 100 and its dreadful returns over the last 30 years lol. Warren of course has made a lot more than that. But most people will make less.
@@retsoptihs0 yeh FTSE has performed really poorly, when I say stock market I’m usually referring to the US market, I should probably be more clear on that!
Mitch, do you use the trading212 ISA or invest account?
It's the ISA account I use
thoughts on idiots who went all in on boohoo stock and are 90% down.
Live & learn I guess!
@@MitchShoesmith but this person believes he can beat the market with boohoo stock 😂
@@Black-Circle lol who ?
@@MitchShoesmith ozbourne Foreman
@@Black-Circle is he a RUclipsr? Not come across him before 😬