UK Stock Portfolio December 2024

Summary

The speaker shares their investment strategy focused on navigating the UK stock market during downturns. Reflecting on past successes, such as profiting from the 2022 market crash, they discuss their current approach of buying undervalued stocks and maintaining a diversified portfolio. Despite the risks of over-diversifying, the speaker is confident in the long-term recovery of the market and plans to adjust their positions as stocks appreciate. They are considering adding a new position and will update their patrons once the decision is made.

Takeaways

• 😀 The speaker is actively buying stocks in the current market downturn, similar to their strategy during the 2022 stock market crash.
• 😀 They are considering a new stock position but want to conduct further research before making the purchase.
• 😀 The speaker was busy managing a Black Friday deal, which delayed their plans for additional stock purchases.
• 😀 The speaker aims to diversify their portfolio by adding stocks, even if it results in too many positions, with the plan to rebalance later when the market recovers.
• 😀 They plan to sell stocks that no longer align with their long-term goals once the market bounces back, such as Watches of Switzerland or properties in the housing market.
• 😀 Previous stock picks during the 2022 crash, like Moonpig and Dtrace, yielded significant profits (50%-100%).
• 😀 They believe that buying during market dips presents great opportunities for profit when the market recovers.
• 😀 The speaker plans to trim their portfolio by selling off positions that performed poorly or are no longer relevant as the market improves.
• 😀 They acknowledge that the UK market is currently in a downturn, but they remain optimistic about future growth after a potential rally.
• 😀 The speaker values the feedback and insights from their Patreon community, where they share detailed information about their investments and stock picks.

Q & A

What is the speaker's current strategy for buying stocks?

The speaker is focusing on buying stocks during the market downturn, especially in the UK market, and is actively purchasing a few specific stocks. They also mention considering a new position, but they are taking time to research it further.

What is the speaker's approach to portfolio diversification?

The speaker acknowledges the risk of over-diversifying but plans to add more stocks to their portfolio if there are strong opportunities. They intend to rebalance the portfolio when the market recovers, selling stocks that no longer align with their goals.

How did the speaker profit from the 2022 stock market crash?

During the 2022 stock market crash, the speaker aggressively bought stocks like Moonpig and DTR, which eventually yielded significant profits (50% profit on Moonpig and 100% profit on DTR). They also profited from an acquisition of Hotel Chocolat.

What does the speaker plan to do with underperforming stocks in the future?

The speaker plans to sell underperforming stocks as the market recovers. For example, they mentioned potentially selling positions like Watches of Switzerland and Sall Capital if those stocks do not perform well as the market rebounds.

Why is the speaker hesitant to add more positions to their portfolio?

The speaker is cautious about over-diversifying and is mindful of the risk of having too many positions. They want to ensure the portfolio remains manageable and balanced, even though there are many opportunities in the market.

How does the speaker handle new investment opportunities?

The speaker actively looks for new investment opportunities, but they prefer to research each stock thoroughly before committing. They aim to pull the trigger on a new position once they are confident, as they mentioned doing with their current research.

What role does the speaker's Patreon play in their stock strategy?

The speaker uses Patreon to keep their followers updated on their stock decisions. They specifically mentioned that their Patreon supporters would be the first to know if they decide to make a new investment.

How does the speaker view the current UK market?

The speaker views the UK market as currently experiencing a downturn but sees this as an opportunity to buy stocks at a lower price. They expect a market recovery in the future and plan to capitalize on it by holding stocks until the market bounces back.

What specific stocks is the speaker considering for purchase?

While the speaker does not explicitly name all the stocks they are considering, they mention looking at stocks like Watches of Switzerland, Eurell, and Sall Capital, as well as others they are actively buying.

What is the speaker's long-term outlook for their stock portfolio?

The speaker aims for long-term success by holding stocks through market cycles, buying during downturns, and rebalancing their portfolio when the market recovers. They plan to trim positions as needed and focus on stocks that align with their long-term goals.