Posts
Investing in European defence tech & autonomy: critique my pie
Sharing for discussion, not advice. I’ve built two public Trading 212 pies focused on European & NATO defence rearmament. **Thesis:** Defence spending in Europe is structurally rising, with increasing focus on ISR, robotics, satcom, cyber and autonomous systems rather than just traditional platforms. **Structure:** • Core defence pie (platforms & …
Technology Sector/Buffett/Graham Thoughts
Probably just a tangent but collective thoughts are valued in my books. Warren Buffett is largely considered the greatest value investor of all time. He has also stayed away from technology. He represented that the reason was because one should stick to what they know. He also highly regarded Benjamin …
Which stock should I pick for my mom for the next 5-7 years?
I encouraged my mom to invest money over the next five years. Right now she is keeping everything on her bank account with no yield returns. And I told her she could get more money back than getting 2-4% from a bank, if she locks her money away for a …
How would you go about this?
Hi yall, Didn't really have cash to invest last year, and the stocks I invested in before (but not enough, that's the thing) have skyrocketed since. Here they are, from the lesser amount I need to put in to complete what I have, to the biggest: UEC: average of 6.50, …
IWLD: the quietly better version of VOO
Vanguard's VOO seems to be the default ETF 'hold' and with good reason: it's performance has been exceptionally solid. But, when you look at Blackrock's Australian-founded, internationally-invested ETF IWLD, its upside in every respect seems to be far superior (except for management fees, which are more than offset by total …
How much of a concern is Dedollarisation to you?
It seems like globally there is more efforts to diversify out of the dollar. Skyrocketing gold and silver prices in addition to BRICs agreements all seem to highlight it. I don't see the trend reversing. So I'm putting more thought into how my portfolio should be allocated. I have US …
VOO and chill for people living outside of the US?
34M got £115k in VOO in my Vanguard SIPP (tax efficient UK private pension) and got a further £10k in my employer pension account (ex-UK global equity fund). I appreciate and enjoy the simplicity of “VOO and chill” and “DCAing” but this seems to be geared towards US based investors …
For those considering crypto allocation: lessons from implementing systematic DCA strategy
After several quarters of research, I allocated 5% of my portfolio to crypto using a disciplined dollar-cost averaging approach. Sharing observations for others considering similar allocation. Initial concerns: * Volatility significantly higher than equity markets * Tax reporting complexity (every transaction is taxable event) * Custody risk (exchange solvency vs. …
What do you think about Gold vs Stocks (long term)?
Just from talking to people I know and reading what I guess would be considered 'mainstream' financial news, I've noticed that most people generally seem to think: 1. The S&P500 or any of the large equity ETF'S (QQQ, VTI, etc...) are pretty much the best bet for long term investing …
Sorted list of quality companies by valuation - week 1
https://imgur.com/a/QxnyH2b Based on current analyst 2026 consensus EPS estimates to correct for one time events in TTM EPS. PEG column uses price, FY26 EPS and entered growth rate Annualised return is calculated backwards from 2030 based on future assumed P/E, growth rate and FY26 estimates