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 short 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).

If any of them are low value, I look to see if now is a good time to buy or just wait. I try to keep some cash in my ISA for this purpose. 

Since April 2025, my 20k deposit into my T212 ISA is currently worth 21.86k with an IRR of 10% which isn't too shabby for 3 months considering it was not fully invested until mid-May!

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

• ESGB Video and Gaming (Acc)
• AMZN
• GOOG
• MA
• ASML
• MSCI
• NOA3 Nokia
• MRVL Marvell Technology
• AMD and AMD3 (AMD x3 long)
• BOWL (Hollywood Bowl)
• EQGB and QQQ3 (NASDAQ x3 long)
• JDW J. D. Wetherspoon pubs (hot summer in UK - should do well!)
• SOFI
• SMGB  semiconductors 

I look at these every day buy only buy them after a good price dip followed by a growth trend (hockey stick or consistently rising). I don't buy them just on YouTube tips or other recommendations because the market will have already anticipated any value trend and priced it in. What I tend to do is listen for mildly bad news on these shares and then buy them on the hockey stick bounce (if there is one). Mr Trump usually obliges the market with bad news at least once a month!

I am also looking to buy even more EQGB NASDAQ to hold for quite a while, but I am waiting for a price dip as it is at an all-time high at the moment!

Many of the big tech companies have already invested heavily in AI and AI companies, so for AI investing, I am mainly looking at the NASDAQ 100 and S&P 500 for longer term AI investing. I also buy XLKQ and IUCM for similar reasons.