SEPTEMBER PORTFOLIO UPDATE 🚀 ALL TIME HIGHS 📈 My ISA hit £90,000 for the first time. My total port hit £133,000 for the first time. Total change this month = +£14,000 🤯 Absolutely WILD month!! Biggest month of capital appreciation I can remember - stocks at least, maybe rivalled by a crypto month years back, but this tops it for the market. Total return photos in comments of this tweet. Total portfolio and ISA both hit new all-time highs this month. The ISA move was the standout: up £10,000 with zero contributions from me (maxed my £20,000). As I've said before, my portfolio is very concentrated so huge swings are part of it. Ride the red weeks and get rewarded on weeks like these. Genuinely pleased with where things stand. Starting to wonder if the ISA can push toward £100k before year end. If we have a good Q4 then it should happen. Thesis hasn't changed: every industry is going to need chips, and chips need memory. Rather than guess which industry wins, I'd rather own the picks-and-shovels — the chip and memory companies themselves. Memory shortages appear to be present and will continue into 2028 and probably longer. Monitoring the situation. My only ETF, SMGB, has taken off after a long stretch of consolidation - good to see that patience pay off. I'll keep building out my current positions: SMGB, SK Hynix, Samsung, Sandisk and Nebius. Still holding Sivers - I think this will do well in 2027. I won't add more to it though. I have managed to deposit around £300 this month and will continue to deposit funds when I can. Hungry for that £200,000 port. This portfolio I feel has a genuine 2-3x over the next 4/5 years but also has a genuine 40% draw down potential. I’m ok with this. I’ve been through it before. I saw a good tweet the other day which sums up my port: “Put all your eggs in one basket and watch the basket very carefully” - Stanley Druckenmiller October plan - Honestly not a whole lot different. I don’t plan to add or remove anything, I am really pleased with where things are at. It’s been a choppy year from me but I now feel in a good place with my holdings. I also made a new pie and out £100 in. The pie is an income pie and is a test. It holds various things like JEQP and STRC. I’m not going to add anything more to it - the aim is to see how it holds up from a NAV perspective. Any questions, let me know an always but it’s amazing to see so many people winning. Let’s inspire more people! Tom

One week: 12 tanker attacks in Hormuz (worst of the war), cargo ships sunk by drones off Bulgaria, a Saudi-backed offensive on Yemen's coast, a Russian refinery knocked out, 24 civilians killed in a single night in Ukraine. Honestly reckon humans will wipe themselves out.

I remember when I was at secondary school. Every morning I’d stop at the sweet shop and buy a pack of 5 gobstoppers for 50p On my lunch break I’d then sell each one for 50p That then paid for my sandwich! Did that everyday. Gobstopper arbitrage. Chewing gum too - that shit was like cocaine on school premises

Would you buy $NBIS here ?

Who remembers 10p freddo’s

Very odd price action today !

At 8% a year the same plan reaches roughly £116,000 by the 18th birthday and about £190,000 by 23.

2 payments from this pie. Doing its job

Really not holding SK for the dividend but always a nice notification to receive

Wealth leaves the UK = less people needed to manage it!

The mentality that high earners should just accept being penalised for making more money is exactly the anti-growth mindset that got this country into this mess. If you want a thriving economy, stop punishing the people who contribute the most tax.

Why don’t more people pay for X verification?

It’s a good day to add some SK

I do miss these days. That will return one day

My retirement plan isn’t a pension age. It’s a number. Circa £250,000 in JEQP all within my stocks and shares ISA. → 9-10% yield = £25,000/year → Circa £2000/month in income → Paid monthly like clockwork → Principal stays intact → Nasdaq 100 still compounding underneath No selling. No praying the money lasts. No depending on a state pension of £11,500/year. Just a portfolio that pays me. Every single month. For the rest of my life. Stack until you hit the number. Then let the number work for you. What’s your number?

So if everyone hates Labour, realistically the Torys will be in power next?

You have a child. Put £1,000 into an investment account the day they're born. Then add £200 every month, plus £200 on every birthday and every Christmas. By 18, assuming a decent strategy averaging 20% a year, that's grown to £415,000. You could hand them that pot on their 18th birthday. I wouldn’t though. They’d lose it overnight. Because it all sits inside a Junior ISA, every penny of that £415,000 is tax-free. Keep going - instead, same contributions, same strategy, right up until just before their 23rd birthday, and that £415,000 becomes over £1,000,000.

Stock market about to be red I feel 3 oil tankers hit. 1 in Hormuz. Others Black Sea / Russia related

Love this video for an evening chill and the pic is me youtube.com/watch?v=SW5gmlB_…

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