Top 5 stocks for 212 members

📊 Investing
121

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
122

Moved the majority of my Invest account over to another provider’s ISA, so what’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

It’s a growth portfolio so by no means a buy and forget strategy.

123

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

2 Likes
124

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.

125

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.

2 Likes
126

I don’t really pick individual stocks other than the obvious; but Palantir are the one for me that stands out.

I’ve been tempted for a while just to get a few shares for a long term hold.

127

Where have you gone if you don’t mind me asking?

I’m moving mine to Vanguard next tax year

128

I hear they have a bit of dodgy insider dealing with the executives taking profits from shares. Though it seems to me they’re rolling in contract after contract. I’d be very surprised if they haven’t doubled in price by the end of the year, especially given the fact they’re also a meme stock!

129

Interactive Investor. I already hold my SIPP, wife’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 won’t be frequent. This is growth account that I’ll review annually most likely.

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130

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

I’m not sure wether they’re issuing new stock to pay him or what though.

Seem like they’ll be around for a while none the less!

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131

That seems sensible then.

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

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

132

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

133

Hermès
Ferrari
Scottish Mortgage
Microsoft
Mastercard

Combined, they’re 21% of my (laughably low) net worth.

134

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.

1 Like
135

Very true :slightly_smiling_face:
Won’t be going to the moon, but might get to Redditch…

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

136

That’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.

137

I’m pretty bullish on Pinterest myself but haven’t put my money where my mouth is. They have a huge user base and women love it. From what I see they haven’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.

138

It wouldn’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 wouldn’t be out reach.

139

It’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. I’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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140

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

I’m with with the big boys winning, they’re my main individual holdings, split them up and they’ll probably be worth even more.