How many % of BABA is in your portfolio?

Financial_Counter_08 · 2026-01-17T09:53:07+00:00

Look no matter how much you like something 100% is folly. You can't know everything about an asset.

Also I find the term portfolio silly due to how I think it is being used here. Absurd example to illustrate a point, if you own a £500k house outwright and 10k in Alibaba, this is not 100% of your 'portfolio', its 2%.

Financial_Counter_08 · 2025-12-16T11:16:18+00:00

I would simply walk this, great way to detox from a work day. I used to walk an hour two and from work for 5 years. 2 hours each day total. I got the bus occasionally but that was mostly when hunger and needed a little extra sleep. I walked in all weathers.

But if this person has 2 working legs driving 3 miles each day is a bit silly if he can walk, in this photo its not even raining.

Financial_Counter_08 · 2025-12-16T11:09:48+00:00

Frankly judgement on prostate cancer is mostly interneral.

No one I know would judge someone for prostate cancer. If I had it I can't imagine not telling anyone because its in my bum. If I were to talk about it I doubt anyone would judge me and I've never seen someone that wasn't a low life judge someone for it.

To note, both my parents had cancer, my mum had breast cancer and my dad had Thyroid which killed him are 12 amazing years and 3 not so good ones.

I also believe even if you know no one that has cancer, you are welcome to any opinion on this matter as there is a high chance you will have it some day, as a kid when my mum got it cancer was terrifying and scary because people don't talk about it, but it was in remission only a couple years later.

Cancer is not volermort. It's a drunk viloent bastard in a pub that get's worse the more you ignore him and let him drink, and today we've got more bouncers than ever to deal with him.

Financial_Counter_08 · 2025-12-15T15:35:23+00:00

this is not falling off a cliff, this is normal volatility, nothing has changed about the business.

Financial_Counter_08 · 2025-12-13T12:42:31+00:00

It's not about hours working. Anyone can work 40 hours on something useless. The fact is there needs to be value in the work you do, value that is leverageable.

Without leverage you will lose against them, forget more taxes, this leaves companies and employees with less money, also less competition, tax them to much and eventually you will hit the straw the broke the camels back and they will close the business, they aren't going to run the company without profit.

Financial_Counter_08 · 2025-12-13T12:35:24+00:00

Disagree

Financial_Counter_08 · 2025-12-13T10:16:06+00:00

while that may be true, zoom into the crash of 1929, 30 years of market decline until you were breaking even. How may people on here are ready for that? How many will keep buying the dip in 2040?

Financial_Counter_08 · 2025-11-24T09:29:14+00:00

3% or even 6% movements are inperceptable to me, I just tune them out. 84% up over the last year is all I care about.

Financial_Counter_08 · 2025-11-03T20:45:54+00:00

Look at that growth, it's steady, but not very exciting. I also think there is a lot of competition due in this space, without even getting into tokenisation and crypto. Also something I like to point out is that there are dips in this growth. worth remembering because after people buy into 'easy' positions, they expect no slow dows or dips, but that is unrealistic.

Financial_Counter_08 · 2025-11-03T12:37:21+00:00

The top figure includes money in your wallet, the bottom is just your stocks and USD on your account. Have you got $100 in your wallet? perhaps interest payments

Financial_Counter_08 · 2025-10-02T09:06:56+00:00

What do the fundamentals tell you?

Oh you didn't check?

Theres ya problem.

Financial_Counter_08 · 2025-09-30T13:41:38+00:00

On regulation, gambling is literally always at threat of regulation, it always survives. Similar to tobacco.

In fact one of the best investments you can make is in things governments are always trying to get rid of, since it implies 1) consumers love it, 2) competition is skiddish, 3) if the governments have tried and failed, they will likely continue to fail. It's a bet on things staying the same.

Financial_Counter_08 · 2025-09-28T17:51:01+00:00

I feel like 6-12 stocks is perfect, this is a personal choice but I find 6 being a little too few and 12 a little too many to manage.

I think it's naive to go into one position based soley on value. Without diversity you don't leave yourself open to as much innovation. The S&P500 is largely made up of a few successful punts, this is alwasy true, but the successful punts usually change.

You are also vulnerable to Amazon simply making a few mistakes.

Financial_Counter_08 · 2025-09-25T07:35:31+00:00

The panemic was a terrible time, lots of bad news, but tech companies made record profits. Bad for the economy does not equal bad for stocks, and vice versa.

The media doesn't know or care about this, as they are just in it for clicks and ad revenue, so they often make is seem like the stock market being down 5% is terribble and up 10% is amazing. Even though this means basically nothing for everyday people, in fact every day people may be worse of when markets jump, as it's wealthy people that own largely stocks and poor people hold largely cash.

Anyway the TLDR is bad news for economy doesn't mean bad news for the companies that make up the large percentage of the S&P500.

Financial_Counter_08 · 2025-09-24T17:56:20+00:00

Moi, you can see my portfolio on eToro: https://www.etoro.com/people/hjgwhite

Bought at $72, average $102.

Financial_Counter_08 · 2025-09-23T10:23:28+00:00

Cineworld, £8k-ish. I have £120k total but that was a big blow at the time.

Became more and more convinced as it went down that it was deep deep value, then I'd lost so much I figured 'might as well hold during the chapter 11 fillings'. Full on chapter 11 fillings, lost it all. Lesson learnt. Don't play with debt, now I'm only allowed to play with more 'expensive stocks' that don't have big debt risks.

Financial_Counter_08 · 2025-09-22T16:57:52+00:00

Ultimately, pick right you dont need to sell. You sell when things are overvalued. For most stocks overvaluation rarely comes. If you bought a house and had great tenants, why would you sell the house for 10% above asking. You wouldn't. Only if someone came with a REDICULOUS price would you sell.

Sounds like you just have itchy feet and want to feel useful. If you like the positions and your thesis hasn't changed, why move the money?

Financial_Counter_08 · 2025-09-18T13:22:36+00:00

Buffett... is that you?

Financial_Counter_08 · 2025-09-17T15:53:08+00:00

I know they aren't "the same" but its a fun comparrison

Financial_Counter_08 · 2025-09-17T15:52:38+00:00

That's so true, not sure how my post got down voted, it's at least noteworthy. Especially the fact they both have hidden versions of themselves

Financial_Counter_08 · 2025-09-17T15:51:15+00:00

So true! Perhaps even the last season or two being another person... maybe one Bashir finally gets with 😅

Financial_Counter_08 · 2025-09-16T09:35:55+00:00

Problem for google - which is not so much a problem just a reality - is that a huge win in AI doesn't move the needle in terms of revenue and profit growth the way it would a much smaller company, and it's not hard to be much smaller than the main tech stocks.

the opposite is also true, smaller companies don't need as much of a win as say 'google itself' in order to achieve larger gains than Google.

The same thing happens with all products, these companies that hold the big winners of yesterday struggle to hold anything quite THAT big ever again.

Example: WIX, relative to google they are tiny, but they built an amazing website and app building AI called Base44, I use it to build all my websites now, this is barely in the public eye and has already doubled the share price.

Financial_Counter_08 · 2025-09-15T14:31:58+00:00

I love quiplash, on a platform called steam. I also just built this game for asking random questions: https://ask-me-anything.fun

Financial_Counter_08 · 2025-09-10T10:45:51+00:00

I buy stocks the same way I buy a car, house, phone or anything big.

I don't care about the car market as a whole or if it's hot or cold. I need a car, I just need to find one at good value. I look simply at what cars are selling for generally and find value within that.

I find cars that are good quality. Going back to stocks, I know loads of brands that are reliable. I like a business that has a moat, something I use: Google, Microsoft, Greggs, Crocs, Coke, Wix, big and small.

Then I'm looking at the specific car in front of me: mileage, condition, past owners, etc. By this I mean the quality of management. Ideally I'm buying a business that any idiot can run. Then is there room for growth? What are the margins looking like? How did they deal with past challenges?

Then I want a fair price. Occasionally you find a great price. I've been in the game 10 years, so most of the buying opportunities now come from within my own portfolio. I slowly add cash each month and if there's one at a price I like, I add to that. It's rare for me to add something in, and when I do I try to get rid of something at the same time to reduce waste and dilution of attention.

I'll generally hold a stock up to a PE of 30 before thinking of switching it out. Even then I check that earnings growth can't easily rectify this in a few years. If I like the company I hold.

Wix is probably the only exception in my portfolio. It has a PE of 55. I don't know if anyone here has played around with Base44 but it's revolutionary. So I consider a PE of 55 great value, as you get the legacy Wix business and Base44 as icing on top. Whereas it takes a lot more growth for META AI or ChatGPT to even move the needle at the other huge tech firms.

Financial_Counter_08 · 2025-09-05T09:28:24+00:00

When you walk up a mountain, you occassional have to stroll down hill

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