Each to their own but I try to leave ethics out of investing altogether. Itâs all far too subjective and itâs often bordering on virtue signalling. You can find something unethical about just about any company if you look close enough.
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You really wouldnât! Itâs just the world and the systems we live in are faulty. The reality is, thatâs the way things are though and the cards weâve been dealt. Maybe I should try harder and feel otherwise, though I feel my few quid I invest wonât make a whole pile of difference. However my investment will make a difference (hopefully) in allowing me to lead a better, and grant me further financial security to lead a more conscientious life!
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The following would be my top five buys to hold no matter what:
NVDA
DOCU
IAC
APPLE
PYPL
Been a while since the last update:
Vanguard All World 5.2%
Amazon 4.9%
Abbott 4.4%
Alphabet 3.9%
Berkshire 3.2%
Roku 3.2%
AMD 3.0%
Adyen 3.0%
Kellogg 2.8%
Alibaba 2.7%
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You know thatâs 10 right?
These are mine:
- SMT Scottish Mortgage Investment Trust
- KPC Keystone Positive Change Investment Trust
- MNTC Schiehallion Fund (only because it was added before MNTN)
- EWI Edinburgh Worldwide Investment Trust
- CHRY Chrysalis Investment Trust
I do rotate a bit, based on their premium/discount.
If youâre predominantly in trusts, do the fees not bother you at all?
I know SMT is really low though Iâm fairness
No the fees are similar to the OEIC equivalents, which are generally low anyway.
I buy the trusts when at a discount, and flip to the OEIC when at a premium so I can put them in my ISA.
That and youâre paying for someone else to effectively manage your funds. Dont get anything for free nowadays!
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Ignoring funds, top 10 are as followsâŚ
Amazon 5.1%
Abbott 4.3%
Alphabet 4.1%
AMD 3.7%
Berkshire 3.4%
Adyen 3.2%
Roku 2.7%
Kellogg 2.7%
Autodesk 2.7%
Kimberly Clark 2.6%
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Excluding SMT:
Hermès
Microsoft
Ferrari
Silvergate
Etsy
9 years to goâŚassuming Iâm not hit by an EVâs standing start.
Except my user name has changed recently. Itâs interesting to reflect and remember I need total conviction in long term holdings. Nice to see $bomn conviction is as strong as ever 
Current positions:
- SMT
- Boston Omaha
- Nelnet
- ASML
- Palantir
They make up 75% of the portfolio with the remaining space 25% reserved for more speculative stocks:
Rocket labs, Upstart, Ionq, Lilium & Ginko bioworks
Also a large position in 4D Pharma which Iâm playing as a trade albeit holding for a year or so.
1 KPC Keystone Investment Trust
2 Schiehallion Fund MNTC
3 Scottish Mortgage Investment Trust
4 Edinburgh Worldwide Investment Trust
5 Chrysalis Investments.
Or non Trusts:
1 Ceres Power Holdings
2 Mitchells & Butlers
3 Aston Martin
4 Pinterest
5 Argo Blockchain
I like Schiehallion but the orders never executed 
Boston Omagh interests me. Do you listen to Industry Focus? Matt Frankel is mad on it.
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The ânew berkshireâ?
Iâm interested in Nelnet 
.
@Alpha_bandit , did you decide to invest mainly based on their âloanâ cash flows or based on their additional investments?
I know, as are a few of the 7investing guys. I also think Brian Feroldi is due to do an analysis video on them with Brian Stoffel. But yes I listen to all the MF podcasts, chit chat money have a good podcast about them last year too.
$bomn is a bet on management and their capital allocation but read their letters! Thatâs a good place to start.
Nelnet is very similar play, theyâre only trading just above book value and a very misunderstood tech conglomerate. (Using student loan income to fund new ventures) again great capital allocators. Their stake in Hudl is probably worth a multiple of the market cap.
Student loan income is just a fixed revenue stream - itâs what they re invest it into like the renewable projects, hudl, payments biz, banking license which interests me.
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GME
AMC
CLOVER
BIIB
XILINX
Buy n hold or hodl
Nice, glad to see another Boston Omaha fan, and Nelnet too actually. I am building out both positions, my Nelnet is tiny. More bullish on BOMN than NNI perhaps in part due to fact NNI 10Qs are a little more difficult to digest with their loan book in the mix.
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Powerhouse had not been in top 5 until last week.