100% agree!

My feed is a majority US news/opinion alongside the finance. When I keep reading "This is not who we really are" 👍 my head keeps thinking - "Let's see who you really are at the ballot box" when all will be revealed. I remain sceptical until then...

Trimmed 18k off #BRWM in my SIPP to bring it back to 30k yesterday evening, Oz time! G'day 🦘🕷️

In Sydney visiting family and friends via Hong Kong. Been here barely 12 hours...

I've never understood why content published on platforms isn't their own responsibility, just like newspaper editors curate readers' letters. Can't think why billionaire owners seem to get a free responsibility pass 🤔

My hastily produced 2025 review which helps me 12 months down the line so don't feel guilty for ignoring it! thereluctantinvestor.blogspot.com/2026/01/2025...

1/ Happy New Year to all. Been quite a year both personally and financially. Reduced holdings down to 46. 2nd best year ever as my stubborn adherence to the UK finally proves a broken clock etc... Overall growth across all PFs is 16.78%, as ever taking balances + cash withdrawn

Trimmed back another £9k of #BRWM yesterday to bring it to 10k. May prove to be trimming the flowers etc... but I've sat and watched gains evaporate before and over target commodities exposure.

More than happy to see Saba take a stake in #GSF if only to accelerate something. Anything. Was considering pulling the plug on the 50% capital loss and moving on.... www.marketscreener.com/news/saba-ca...

Exited last 12k chunk of #IBT in my SIPP so zero in direct pharma now.

Exited #GSK so I'm sure it'll fly from here but - happy to have made a profit - isn't a fit for the income ISA -top of 10 year range

#DGI9 : "No-one better than us at creative NAV accounting" #HGEN: "Hold my 🍺" Finally exited another alt poster child - I've seen this play before. More reputational damage to a tarnished sector. Maybe Saba will be the catalyst for something more than a few discount closings

De-risked some risky 50k of debt in #TFIF and dumped 100k into perennial fave Royal London Extra Yield Bond fund. All in our SIPPs. Enjoy your weekend 🍻

New holding - 7.5k in #CSN in the income ISA. Been watching a while. Have a good weekend everyone.

Only got a small holding (-52%) in still-suspended #HGEN who seem to have taken inspo from another "niche" diversifier (#DGI9) and mis-valued NAV. Weird how it's never under-valued 🤔

Trimmed this chunk of #BRWM back to 16k today to bank 5k. That's more than replaced the 4k tax we paid taking it out of the SIPP to gift into son's ISA 😁

Sold 11k of my 21k of #IBT in my SIPP. Not sure I have the patience to wait another 4.5 years for it to reach this level again for a relatively low yield. Underweight specific pharma and not really sure how useful a 5% weighting is in the grand scheme of things.

Sold ~half of remaining #GSK - it's in the income ISA and isn't a particularly high yield so will try to take profits within the 12-18 range. Which will probably fail so end up purchasing less volatile 8% debt income in the end 😉

1/3 I have to put you thru the quarterly rigmarole as it forces me to evaluate what I'm doing on a regular basis. Had a big chunk (230k) in cash/MM during Peru trip and not in a hurry to interrupt the progress YTD as 2025.Q3 is up 3.3% for total YTD (inc divis) of 🥁🥁 12.8%

Ended up with 17% in just under a year disposing of this today for total return of £5847 as a #GSK top-slice. Not even had time to post the Q3 numbers yet...

Added 14k to #CREI to bring it up to 40k, still below RE target alloc of 15% by 40k and more winding up with likes of #RESI in the pipeline

Just back from month away and pleased to see #BRWM allocation going ok so far whilst we've been YOLOing. Few PE holdings like #OCI, #IPO, #ICGT done well too. I'm liking the much more boring look to our PFs

2025.Q2 numbers are as in as working on Slovenian campsite WiFi will allow and I'm more than pleased with over 9% YTD with Q2 putting in a respectable 7%. Holding on to renewables, REITs and boring debt and insurance income finally coming good.

For reasons outside our control we are on a month-long van trip round bits of Europe, currently roasting in Bled. There are lots of pics I could post to represent the holiday so far but this one from Kitzbuhel seems to neatly cover everything

Top-sliced 5k off #MNG to bring it back to 18k. Gobsmacked tbh that markets not reacted to "events" 🤔

The last time we had this much cash was just before taking our lump sums in Jan 2020 and I started dripping money back into markets just before Covid! As we've 2x 5 week trips this year, have lumped 100k into #CSH2 money market ETF for now. Happy to keep our 8% YTD tbh.

#GACB monies all landed today in HL accounts

Averaged down £1400 in #HGEN today. Not advice, DYOR etc... but been some momentum of late

Been an absolute belter couple of months for the main income ISA. Plus £135 from #CREI over @ajbell.bsky.social Still to work out how to obtain monthly income like HL present.

Actually 2 days ago - I'm getting too good at sitting on 👐 in 2025, partly due to being distracted and partly because already on track for 2nd best YTD since my records began 5 years ago and don't want to jinx things with bad choices so cash pile optionality is fine for now.

#BBGI proceeds dropped into Mrs RI's SIPP today. Yet more cash to reallocate, along with #GACB next week...

Great interview with Sam and discussion on commodities. Extra bonus as no squirrels were harmed in the making of this pod 👍👏

Out of curiosity I thought I'd ask Gemini what it thought of the #BBGI situation and was pleasantly surprised. I must devote more time this winter to exploring how best to prompt and sanity-check the output...

Really feel for #AGFX holders. I fell for some of the pump a while back but didn't like the vibe and decided to exit after a year and luckily actually made a profit, something I don't usually achieve on AIM. The recent new skin in the game showed how it's only 1 measure to consider.

I should visit AIC more often as been wondering if/when to accept the offer for #BBGI given the current low acceptance level. As most in for the long haul, illiquid disposals sounds a too antagonistic for my liking and this sums things up. News AND a bit of comment www.theaic.co.uk/aic/news/ind...

Have we reached the FO part of FAFO yet?

Exited 20k of #SHED so it'll probs attract a counter bid from here but happy with AR over 5 years and looking to invest in property at a bigger discount than #LMP. Seems only losing July divi on current tabled offer. 🤞 Trump provides another opportunity soon...

Exited small 10k holding in #EGL in Mrs RI's SIPP for small profit. Suspect a future EO may close down anything with "Eco" in its name and 43% in US. Not worth the divi < 5%

Has the internet run out of n-dimensional chess explanations yet for what is basically a joke administration burning all of US's trust and soft power to the ground? For nothing.

Some good news this a.m. as #TFIF announce a record 5.07p final divi, 150% above previous quarters 👍

Exited 6k of #RCOI as winding up and in $$ to add to #CREI

Added 6k of #TRY to ISAs. Meaningful 44k chunk now of RE exposure in this IT as a core holding.

Added 15k of #3IN in SIPP below £3.

Just the 16 (mainly 52-week low) alerts this morning 😱

Was quietly pleased with 25.Q1 peformance up 1.89% on Monday as we left for a mini-break in Derbyshire. Alas Q2 is already down 3.16%. Added 10k of #HICL in SIPP near the bell.

This too shall pass - America definitely up for a Darwin awards nomination this year 🤔

Added a token 2k of #GGRG in kids' ISA one of which I may simply apply pound cost averaging to this ETF to up our equities exposure which is currently £117k underweight the 30% loose target.

Added 16k of #BRWM to bring commodities exposure up to 5%. Hoping it fares better than previous inflation-linked decisions.

Added 5k of #INPP to Mrs RI's ISA @ajbell That's this year's transferred money spent on infrastructure. More #HICL targetted for next year's...

It's not often I get the chance to report boring money upsides, but #GACB was a SIPP stalwart whilst it lasted. Cash (& MM) is 14% without this, and soon be ~20. Finding new dull homes is tricky without going overweight in faves #MGCI #TFIF and #SMIF 🤔