RE: What's everyone's holding at the moment?9 Sep 2023 07:47
My large longest term positions are Tesla, Apple & Glencore.
I've got some defensive positions like Coca Cola, L&G, M &G, Nat West, BP go give a bit of stability and dividends.
My gambles are here, T Clarke, Watches of Switzerland, Rev B. Then I've started buying up tech plays again like Meta, Draftkings, & ASM International.
I'm losing faith though with there idea that the UK is undervalued and am going to start selling up some of my UK positions to buy the US again.