# My current buy list (future pies) **URL:** \ **Category:** ⚖ Active trading\ **Created:** [August 20, 2020, 5:06pm UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676 "2020-08-20T17:06:50Z")\ **Posts on this page:** 20\ **Page:** 2
**Author:** ![kali](https://avatars.discourse-cdn.com/v4/letter/k/a88e57/32.png) [@kali](https://community.trading212.com/u/kali)\ **Post date:** [October 27, 2020, 12:48am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/21 "2020-10-27T00:48:12Z")
I could not find it faster probably 🙂 ---
**Author:** ![Alpha\_bandit](https://avatars.discourse-cdn.com/v4/letter/a/8e8cbc/32.png) [@Alpha\_bandit](https://community.trading212.com/u/Alpha_bandit)\ **Post date:** [October 27, 2020, 7:38am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/22 "2020-10-27T07:38:43Z")
Thanks @Vedran @kali looks like I need to look at AMD, Stone and Nvidia 👍🏼 ---
**Author:** ![InvestOnly](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/investonly/32/8010_2.png) [@InvestOnly](https://community.trading212.com/u/InvestOnly)\ **Post date:** [November 22, 2020, 11:12pm UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/23 "2020-11-22T23:12:04Z")
@Vedran when did you jump in on StoneCo? I came in a bit late at 56.52 ---
**Author:** ![EquityInvestor](https://avatars.discourse-cdn.com/v4/letter/e/8491ac/32.png) [@EquityInvestor](https://community.trading212.com/u/EquityInvestor)\ **Post date:** [November 22, 2020, 11:16pm UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/24 "2020-11-22T23:16:17Z")
> [@InvestOnly](#): > > @Vedran when did you jump in on StoneCo? Probably more of a question for @kali 🙂. ---
**Author:** ![kali](https://avatars.discourse-cdn.com/v4/letter/k/a88e57/32.png) [@kali](https://community.trading212.com/u/kali)\ **Post date:** [November 23, 2020, 2:07am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/25 "2020-11-23T02:07:05Z")
I bought the bulk of it in December 2018, but kept adding occasionally. Initial buy was for £6K from $15.xx second buy for £3.5k from $17.xx ---
**Author:** ![InvestOnly](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/investonly/32/8010_2.png) [@InvestOnly](https://community.trading212.com/u/InvestOnly)\ **Post date:** [November 23, 2020, 5:07am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/26 "2020-11-23T05:07:02Z")
Wow sweet, grats on you’r investment. Ive got 2 quistions if you wouldnt mind using your time. 1. Are you still long in the company? 2. If yes, then why? ---
**Author:** ![kali](https://avatars.discourse-cdn.com/v4/letter/k/a88e57/32.png) [@kali](https://community.trading212.com/u/kali)\ **Post date:** [November 23, 2020, 7:46am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/27 "2020-11-23T07:46:58Z")
Yes I am still long, but I don’t sell investments frequently in any case. > [@My 2019/2020 TTWROR monthly](https://community.trading212.com/t/my-2019-2020-ttwror-monthly/25676/7): > > I don’t think you’ll regret it. STNE has more offerings than Adyen in EU or SQ in US (I also have those as well) but the kicker is they have much more room for growth in South America, with little to no competition. they are at a 55 P/E at the moment, and yes expensive, but you know where those P/Es are for other “growth” stocks. In one of the news I read on yahoo newsfeed some analysts put them on 4.71$ earning per share in 2021 (I have not researched this value yet, it seems very very high) … ---
**Author:** ![EquityInvestor](https://avatars.discourse-cdn.com/v4/letter/e/8491ac/32.png) [@EquityInvestor](https://community.trading212.com/u/EquityInvestor)\ **Post date:** [November 23, 2020, 7:52am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/28 "2020-11-23T07:52:44Z")
> [@kali](#): > > I bought the bulk of it in December 2018, but kept adding occasionally. Initial buy was for £6K from $15.xx second buy for £3.5k from $1 I guess the fun question is, which companies do you think are the “next” Mercado Libre, Stone, AMD, Nvidia and Square? (Potentially very overperforming growth stock) 😃 ---
**Author:** ![kali](https://avatars.discourse-cdn.com/v4/letter/k/a88e57/32.png) [@kali](https://community.trading212.com/u/kali)\ **Post date:** [November 23, 2020, 11:08am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/29 "2020-11-23T11:08:31Z")
Disclaimer btw, don’t trust my words 🙂 stoneco is my largest percentage position in my portfolio. I might just be shilling here 🙂 > [@EquityInvestor](#): > > I guess the fun question is, which companies do you think are the “next” isn’t that always the question? 🙂 ---
**Author:** ![Vedran](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/vedran/32/182_2.png) [@Vedran](https://community.trading212.com/u/Vedran)\ **Post date:** [November 23, 2020, 11:27am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/30 "2020-11-23T11:27:32Z")
@kali Btw, looking at MELI fundamentals. What happened in 2017/2019 period? Their EPS flushed to negative from 3.47$ in 2016 to -3.71$ at 2019… also cut dividend. looks crazy… ---
**Author:** ![InvestOnly](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/investonly/32/8010_2.png) [@InvestOnly](https://community.trading212.com/u/InvestOnly)\ **Post date:** [November 23, 2020, 12:02pm UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/31 "2020-11-23T12:02:02Z")
![image](https://europe1.discourse-cdn.com/flex013/uploads/trading212/original/2X/e/e95282d6300fc87a9dc1dbc9a630116c0dc1e78e.jpeg) 💶💶💶 ---
**Author:** ![kali](https://avatars.discourse-cdn.com/v4/letter/k/a88e57/32.png) [@kali](https://community.trading212.com/u/kali)\ **Post date:** [November 23, 2020, 12:11pm UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/32 "2020-11-23T12:11:02Z")
it was mostly investment spending on online but also a lot of deferred tax payments, hit in 2019. Could be said it is nice since it is decreasing its “debt” but if they were in US there was a chance to get a “trump” elected, who’ll forego the taxes 🙂 [https://www.globenewswire.com/news-release/2019/10/31/1939096/0/en/MercadoLibre-Inc-Reports-Third-Quarter-2019-Financial-Results.html](https://www.globenewswire.com/news-release/2019/10/31/1939096/0/en/MercadoLibre-Inc-Reports-Third-Quarter-2019-Financial-Results.html) > Net loss was $146.1 million, resulting in basic net loss per share of $2.96, due not only to the increased investment in marketing, but also a valuation allowance on deferred tax assets in Mexico and Colombia which accounted for $91.5 million and $7.2 million, respectively. you can see in the report almost every metric is improving, except these bulk payments. But you can see similar effects in previous Q3/Q4 results as well. ---
**Author:** ![MoneyMaverick](https://avatars.discourse-cdn.com/v4/letter/m/ad7895/32.png) [@MoneyMaverick](https://community.trading212.com/u/MoneyMaverick)\ **Post date:** [December 2, 2020, 5:44am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/33 "2020-12-02T05:44:32Z")
Hi Kali, If you don’t mind me asking, what have you used to make the visualisations? I have tried in excel but seems so longwinded is there any tips you have here? ---
**Author:** ![kali](https://avatars.discourse-cdn.com/v4/letter/k/a88e57/32.png) [@kali](https://community.trading212.com/u/kali)\ **Post date:** [December 2, 2020, 10:50am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/34 "2020-12-02T10:50:47Z")
can you point out which one? ---
**Author:** ![MoneyMaverick](https://avatars.discourse-cdn.com/v4/letter/m/ad7895/32.png) [@MoneyMaverick](https://community.trading212.com/u/MoneyMaverick)\ **Post date:** [December 2, 2020, 11:41am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/35 "2020-12-02T11:41:19Z")
Hi Kali, The pie chart at the top! Where it put them together based on sector. Is this information you can pull automatically from the web, or would you have to do it manually every time? Thank you Ali ---
**Author:** ![kali](https://avatars.discourse-cdn.com/v4/letter/k/a88e57/32.png) [@kali](https://community.trading212.com/u/kali)\ **Post date:** [December 2, 2020, 2:51pm UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/36 "2020-12-02T14:51:33Z")
Oh, that is good old google docs, but it is not pulling this criteria automatically. It can pull this data automatically as well but my sectors are not strictly following SNP sectors. For example CCI is a reit but at this time I’ve sectored this into 3: Technology, Communications and Reit. If I were to follow SNP EQIX = data centers CCI = cell towers PLD = commercial storage would all go to same sector despite being very different verticals. ---
**Author:** ![obrienciaran](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/obrienciaran/32/2705_2.png) [@obrienciaran](https://community.trading212.com/u/obrienciaran)\ **Post date:** [December 3, 2020, 9:48am UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/37 "2020-12-03T09:48:17Z")
> **[sharesTracker.xlsx](https://drive.google.com/file/d/1Mhh9-EMJnSYOKUKVWMLsqqSW9ObaXFEs/view?usp=sharing)** > > Google Drive file. Here is a sample of a file I made before. Feel free to download it. If you have any questions just ask but I think it’s fairly self explanatory. The tax and capital gains calculations on the ‘sold’ sheet are for Ireland though, so you’ll need to change that yourself for the tax rules of the country you’re based in. ---
**Author:** ![Vedran](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/vedran/32/182_2.png) [@Vedran](https://community.trading212.com/u/Vedran)\ **Post date:** [January 25, 2022, 12:29pm UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/38 "2022-01-25T12:29:03Z")
@kali Gives us some update. What have you been looking into during this tech downturn? 🥺 ---
**Author:** ![kali](https://avatars.discourse-cdn.com/v4/letter/k/a88e57/32.png) [@kali](https://community.trading212.com/u/kali)\ **Post date:** [January 25, 2022, 1:08pm UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/39 "2022-01-25T13:08:41Z")
honestly, I’m still working on this: > [@Top 5 stocks for 212 members](https://community.trading212.com/t/top-5-stocks-for-212-members/33166/113): > > That portfolio is a moving target and changes almost every month slight_smile Out of curiosity how is it doing? FWIW here is what I am planning to buy in my SIPP FY21/22 (all prices in pound sterling) Name Cost buy Popular, Inc. 51.0534304 60 3063.21 SBA Communications Corporation 209.4988302 14 2932.98 Mastercard Incorporated 275.4728054 10 2754.73 BILIBILI ADR/1Z DL-,0001 74.89753958 34 2546.52 NETEASE INC. ADR/100 78.32746723 30 2349.82 Roku, Inc. 256.4320331 9 2307.89 … I don’t usually change my plans excessively with short term changes, I still have around £6000 left in my allowance (until march) From that list, I’ve decided not to buy PDD and net ease, I’ve bought minor amounts of consumer staples instead like ABBV and DGE and opened a minor VOW3 position. again that remaining 6K limit will either go to my semiconductor pie, or some ETF. sorry for being boring 🙂 🧌 ---
**Author:** ![EquityInvestor](https://avatars.discourse-cdn.com/v4/letter/e/8491ac/32.png) [@EquityInvestor](https://community.trading212.com/u/EquityInvestor)\ **Post date:** [January 25, 2022, 9:44pm UTC](https://community.trading212.com/t/my-current-buy-list-future-pies/16676/40 "2022-01-25T21:44:24Z")
I’m surprised that you aren’t putting a big portion into StoneCo @kali , considering that if you found it good value around 30-40USD now it should be very cheap 🙂 Or is it already too big a part of your portfolio? Are you still bullish on the stock? Edit: By the way, thanks for sharing your recent investments in the post above 🙂 [Previous page](https://community.trading212.com/t/my-current-buy-list-future-pies/16676.md?page=1) [Next page](https://community.trading212.com/t/my-current-buy-list-future-pies/16676.md?page=3)