Top 5 stocks for 212 members

Updated:

  1. Palantir
  2. Apple
  3. Scottish Mortgage Investment Trust
  4. Alibaba
  5. Osprey Technologies (SPAC merging with BlackSky)
    5.a Desktop Metal (almost same weighting as BlackSky

Moved the majority of my Invest account over to another providerā€™s ISA, so whatā€™s left is a hodge podge of the remains;

KE Holdings
SoFi
Palantir
Planet 13
Funko

Not really my highest convinctions, bar SoFi.

In the new ISA my top 5 are;

Tesla
ChargePoint
SoFi
Digital Turbine
Coupang

Itā€™s a growth portfolio so by no means a buy and forget strategy.

Ooh is that talk allowed here, you can hold all your new ISA stocks in 212(I think) :upside_down_face:

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Yeah I know but I use my 212 ISA for swings and general experimentation.

Wanted to take the current year ISA elsewhere so I could use it for a different strategy that required less frequent monitoring.

This is a fantastic mix.
Palantir will no doubt explode as value continues to flow in. Apple is a safe play. Alibaba for a large Asian tech holding. Scottish Mortgage for growth. Osprey as a speculative play which seems promising financially.

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I donā€™t really pick individual stocks other than the obvious; but Palantir are the one for me that stands out.

Iā€™ve been tempted for a while just to get a few shares for a long term hold.

Where have you gone if you donā€™t mind me asking?

Iā€™m moving mine to Vanguard next tax year

I hear they have a bit of dodgy insider dealing with the executives taking profits from shares. Though it seems to me theyā€™re rolling in contract after contract. Iā€™d be very surprised if they havenā€™t doubled in price by the end of the year, especially given the fact theyā€™re also a meme stock!

Interactive Investor. I already hold my SIPP, wifeā€™s ISA and two JISAs with them so no impact from an annual charge perspective. Only difference is the transaction charge but my transactions on this account wonā€™t be frequent. This is growth account that Iā€™ll review annually most likely.

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He gets huge stock payouts, of which he then sells large chunks off.

Iā€™m not sure wether theyā€™re issuing new stock to pay him or what though.

Seem like theyā€™ll be around for a while none the less!

That seems sensible then.

Pretty much why Iā€™ll be off to vanguard as my daughters JISA is with them, albeit two separate fees.

Iā€™ll still use 212 also though for other bits, just looking ten years on, Iā€™ll have a large (for me) amount of capital so it feels a bit safer elsewhere.

Yeah same. Keeping my 2020/21 ISA with 212 but using it for different strategies.

HermĆØs
Ferrari
Scottish Mortgage
Microsoft
Mastercard

Combined, theyā€™re 21% of my (laughably low) net worth.

Have to start somewhere. Look after the pennies, and the pounds take care of themselves.

My top 5 holdings on 212 are:

SMT Scottish Mortgage Trust
KPC Keystone Positive Change
MNTC Schiehallion Fund
PINTerest
CHRYsalis Investment Trust
CWR Ceres Power

*Edit, VWRP was at the top, but I switched those funds over to my ISA for last year.

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Very true :slightly_smiling_face:
Wonā€™t be going to the moon, but might get to Redditchā€¦

CHRY is always in the back of my mind, not least because of Starling, but in a spasm of lunacy, I threw what Iā€™d earmarked for that into Silvergate for an armā€™s length crypto dalliance.

Thatā€™s absolutely outrageous cash. Maybe this kind of thing goes on all the time, who knows, but for me it shows his lack of faith in the company. Or maybe he just wants to be rich. Either way I think the current price is a good entry point and it will rise significantly.

Iā€™m pretty bullish on Pinterest myself but havenā€™t put my money where my mouth is. They have a huge user base and women love it. From what I see they havenā€™t done much in the way of commercialisation of the platform and if done well they could have a bright future which will hopefully bode well for shareholders.

It wouldnā€™t surprise if they got acquired to be honest. The market caps about 39B, and when you consider the free cash flow that Amazon, alphabet and Facebook etc generate even in a quarter it wouldnā€™t be out reach.

Itā€™s hard to see it being allowed or anyone daring to try what with the antitrust stuff going on in the US and the Dems in control. Iā€™d love to see the big boys broken up, so I could invest in say Instagram, AWS and YouTube as standalone businesses.

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Yeah thatā€™s true, but sales force tend to get away with acquiring a lot so you never know.

Iā€™m with with the big boys winning, theyā€™re my main individual holdings, split them up and theyā€™ll probably be worth even more.