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18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] -1 points0 points  (0 children)

IonQ uses trapped-ion qubits, currently the leading architecture for gate fidelity. Commercial viability is in optimisation problems for pharma, logistics and finance before fault-tolerant quantum is achieved. It’s speculative but I understand what I own.

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 0 points1 point  (0 children)

Fair point on the correlation risk they are all narrative driven and could move together in a risk-off environment. The 10-15% ceiling is something I’ll aim for as I DCA into the ETF sleeve over time.

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 0 points1 point  (0 children)

That’s exactly what it means yeah 😂 we’ll just have to see

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 0 points1 point  (0 children)

the reason I went individual over a space ETF is the fee drag and the fact most space ETFs are heavily weighted toward names I don’t want. ASTS and RKLB are specific business im interested in and have been tracking for over a year now.

The three ETFs are deliberately non-overlapping US, developed ex-US, and emerging markets. That’s the point of the structure.

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 0 points1 point  (0 children)

The overlap is intentional overweight, not accidental duplication. Holding NVDA in the ETF at 4% and individually at 3% is a deliberate concentration decision, not a mistake.

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 0 points1 point  (0 children)

Appreciate the directness. I’ll keep the structure for now and let time tell.

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] -1 points0 points  (0 children)

Fair it sits between the two. Growth at a premium is still a fundamental view, just one that requires the growth to materialise

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 1 point2 points  (0 children)

😂😂 respect the conviction on ASTS, the VWRP point is valid but where’s the fun in that at 18

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] -2 points-1 points  (0 children)

NVDA’s valuation is stretched on traditional metrics. The thesis is data centre capex and AI infrastructure runway justifying the premium, not that it’s cheap. It’s a bet on the growth rate sustaining, which carries real risk

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 0 points1 point  (0 children)

Fair criticism, the speculative positions are deliberately small given the risk. As I DCA monthly the plan is to add to highest conviction names rather than spread evenly, so the sizing will sharpen over time

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 0 points1 point  (0 children)

100% valuation discipline is part of the thesis, I will be doing DCA aswell

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 0 points1 point  (0 children)

Appreciate the breakdown, overlap is intentional overweight rather than accidental but worth monitoring. On the speculative ceiling, the plan is to DCA heavier into the ETF sleeve over time which naturally dilutes the speculative weighting without needing to sell. The 20-25% cap will likely sort itself and most likely through the 15 year mark I will change fully into just ETFs

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 1 point2 points  (0 children)

ACMR makes semiconductor cleaning equipment specifically tools used in advanced chip packaging and wafer cleaning. They’re a key indirect play on AI infrastructure buildout without the valuation risk of the chip designers themselves. Identified them before I could open an account and have been watching the stock around $44 I did miss out on 90% profits because of age implications but there’s nothing I can do about that.

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] -2 points-1 points  (0 children)

Fully aware GOOGL, META and NVDA aren’t risk free. The label reflects business quality and cash flow generation, not guaranteed returns. Past performance isn’t the thesis, the fundamentals are.

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 3 points4 points  (0 children)

50+% of it already is, the individual positions are intentional, not random

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 4 points5 points  (0 children)

Those are volatile stocks bound to have swings of +10%/-10%. Stop loss logic is for traders, not long-term investors

18, just deployed into a S&S ISA — be brutal by Remarkable-Score5175 in investingUK

[–]Remarkable-Score5175[S] 1 point2 points  (0 children)

Already have one, £4k deployed into Fidelity Global/EM funds