Saturday, 28 June 2025

Stocks and Shares on my 'to buy' watch list now

In my General Investment Accounts (GIAs), I try to hold just a small number of ETFs for several years without selling. This is mainly because it is a real pain to have to work out Capital Gains Tax (CGT) if I have a  100+ sell transactions in a tax year. I also do the same with my SIPP.

I use my ISA accounts for shorter term trading. Some people set up watchlists, but because I use Trading 212, I like to actually buy a small amount of any share that is on my current hot list as there are no trading fees on T212.

Because I max out my ISA allowance every year, I cannot add more into my ISAs, so this means I cannot 'gamble' more than is in the ISA accounts (and I also keep at least half of my ISAs in more 'sensible' long-term ETFs like all-world ETFs or S&P 500 or NASDAQ, IITU, IUCM, etc.).

If I see the price of any share in my portfolio trending downwards, instead of selling 100% of the share, I will sell just a portion of it. For instance, if I have £1000 in Palantir and the price starts to dive, I will sell between 50% and 95% depending on how I feel about it's chances of recovery. If I think the shares were a 'one hit wonder' or that they are going to go to zero - only then do I sell 100% of them.

This allows me to keep an eye on all my 'potential' good prospect shares because they are still in my portfolio (albeit some at a low value of just £10 or so).

The shares that are on my current 'to buy' watchlist are (next week's possible buys are in bold):

Sunday, 22 June 2025

How to add a WinPE USB Recovery drive to E2B or Ventoy (e.g. Lenovo Recovery USB)

If you have a working USB flash drive that contains WinPE, such as that made by the Lenovo USB Recovery Key app., you may need to follow this procedure if you want to add an image of that drive to your E2B USB drive.

See also the .imgptnREP3 section at the bottom of this article if you want to have multiple images on one E2B USB drive without temporarily replacing the first partition of your E2B drive.

Thursday, 19 June 2025

This one ETF beats the S&P 500, NASDAQ and All-World ETFs over 1mnth, 6mnth, YTD, 1, 3 and 5yrs!

If you are looking for a USA ETF that consistently beats the S&P 500, All-World ETFs and even the NASDAQ 100 and don't live in the USA then try a hedged NASDAQ ETF such as EQGB.

The chart below shows you the YearToDate (YTD) performance.



Sunday, 15 June 2025

What speculative ETFs am I buying in June 2025?

The performance of global ETFs (e.g. SWDA) and S&P 500 ETFs (e.g. CSP1) so far this year has been disappointing to say the least!

It seems that bonds are not as safe as we thought either. However, it does appear that rare and precious metals are doing quite well. Two ETFs that have caught me attention are:

  • GJGB - VanEck Junior Gold Miners UCITS
  • NUCG - VanEck Uranium and Nuclear Technologies UCITS ETF A

Both of these have shown 17% and 26% gains in just the last month:

Sunday, 8 June 2025

How to back test your portfolio for free

I have wanted to back test the performance of various portfolios for a while now.

One of the best sites I have found is https://www.portfoliovisualizer.com

You can go to https://www.portfoliovisualizer.com/backtest-portfolio to build and back test several portfolios.

For Europeans, there is also the curvo.eu backtester which I will discuss later.

Saturday, 7 June 2025

My ETFs for H2 2025

We are now 6 months into 2025 and it is looking like Trump's devastating tariffs and his 'Big Beautiful Bill' is not going to be allowed to go ahead in it's entirety.

It may be that now is a good time to invest some spare cash that I may hold because it is looking like 'play time' will soon be over and the grown-ups will start to take charge of the USA soon.