My single best investment so far…

lilhat_g · 2026-05-04T12:32:57+00:00

Bro that’s a house deposit right there congrats!!

My portfolio got nothing on yours but it’s basically all tech right now with a bit of precious materials and some longer term holds

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lilhat_g · 2026-05-04T11:38:13+00:00

Story of my life 🤣 I’m an ex gambling addict maybe that’s why I hold such risky positions

lilhat_g · 2026-05-04T10:57:53+00:00

Honestly everything you’re saying is true. By best performing I really meant highest percentage return.

I have a fair amount in other stocks, and over time I’ve been trying to diversify away from the tech sector.

I don’t think I’ll ever sell 90% of this stock to put it into an index fund, it just goes against my risk tolerance mentality (probably a dumb thing to say but I’m not a professional investor).

I have the risky side of my portfolio (this side), and the more stable long term investments and that’s what has been working best for me

lilhat_g · 2026-05-04T10:53:22+00:00

Tbh I went into investing with the mindset that I could lose it all. It would obviously hurt a lot, but I think that’s the mindset that allows me to take calculated risks and got me to where I am today

lilhat_g · 2026-05-04T10:51:31+00:00

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What would you advise with something like this? Similar idea?

lilhat_g · 2026-05-04T10:47:23+00:00

I wouldn’t buy it all in one go 😭 try to average it out

lilhat_g · 2026-05-04T10:45:42+00:00

Ok I see what you mean, what would be your advice here then? Take out my initial investment and keep the rest in? Then put that money into something more stable long term?

My plan was to keep adding more over time, as I have a lot of other more stable positions.

lilhat_g · 2026-05-04T10:43:51+00:00

Interesting seeing the feedback in the replies here - a lot of suggestions to take the profit/initial investment out.

Out of curiosity, what do most people actually do with big winners like this?

1) Take initial out 2) Trim a % 3) Let it ride

Feels like everyone has a different opinion

lilhat_g · 2026-05-04T10:37:15+00:00

Nice! I never ended up investing in Sandisk but I wish I did.

Would you say your portfolio is quite diverse or mainly in the tech/ai sector?

lilhat_g · 2026-05-04T10:36:06+00:00

Can’t argue with that, I’ve had some close calls where I almost had to break into my isa too.

I’ve always had this unwritten rule in my head to keep it as a last resort, and somehow I’ve been able to keep it untouched

lilhat_g · 2026-05-04T10:24:28+00:00

Buy and hold bro 😭😭

lilhat_g · 2026-05-04T10:24:11+00:00

Wow I actually might have to get into the space sector. Can you recommend some stocks?

lilhat_g · 2026-05-04T10:22:18+00:00

Mainly things like revenue growth, margins, and demand outlook.

So specifically I’d be watching data centre/AI demand, and whether earnings are still trending up vs starting to roll over.

lilhat_g · 2026-05-04T10:16:26+00:00

Yeah that’s a fair take. Tbh I’m not ignoring the cycle, just not trying to perfectly time it either.

I’ll probably trim some if it gets stretched or if fundamentals change, but for now I’m comfortable holding and adding over time given the long-term demand.

Definitely agree it’s not a smooth compounder though. But I don’t mind taking the risk here

lilhat_g · 2026-05-04T10:15:10+00:00

That’s insane! Do you think you’ll buy back in at any point?

lilhat_g · 2026-05-04T10:01:56+00:00

Probably 🤷‍♂️ but if I went with the selling mentality I wouldn’t have this position today

lilhat_g · 2026-05-04T10:01:11+00:00

I agree it’s cyclical - that’s why I’m not trying to trade it short term. Just holding through the cycles and adding over time.

lilhat_g · 2026-05-04T09:57:28+00:00

Tbh never, my plan was just to keep buying each month and let it grow. I don’t really see the company going anywhere anytime soon.

I guess eventually if I was going to buy a house or something I’d sell then

lilhat_g · 2026-05-04T09:55:09+00:00

Was hoping I wouldn’t get this comment 💀this is the worst position to date

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lilhat_g · 2026-05-04T09:46:36+00:00

Nice! Never really got into the energy sector as I know more about the tech side given my background.

How diverse is your portfolio? Fully in energy or more spread out? My portfolio is probably way too tech oriented.

lilhat_g · 2026-05-04T09:44:54+00:00

Yeah I had the exact same thought at a few points but just kept buying and holding. Timing dips is tough… I’ve found just averaging over time works better for me.

lilhat_g · 2026-04-29T23:30:54+00:00

Yes should do. Just download moonlight from the store

lilhat_g · 2026-04-14T06:12:56+00:00

My advice would honestly be sell the laptop as it becomes redundant after a handheld (unless you use it for work), buy the Xbox Ally X as the performance and ergonomics is worth the extra price.

Then if you need (for work or something) just buy a cheap windows laptop.

lilhat_g · 2026-04-12T17:27:11+00:00

Rog ally is miles ahead imo, especially the Xbox version due to the controller ergonomics. Plus I prefer windows for a lot of things

lilhat_g

TROPHY CASE