The Brown Pound Fund

Updated as of July 1, 2021

Trading and Portfolio Management

Picture
ALTernative, FuND, TRaDing
* Vanguard Developed World ex-UK​
Growth
​
Picture
Rate of Return

Dividend

Crypto - Interest, Stake, Liquidity, Reward


​Goals for the year - here.

​

Referral Links

Binance - Crypto
eToro - stocks, CFDs, crypto [Disclaimer: 67% of CFD investors lose money]

Personal Investment Philosophy (February 2021)

​Diversification
Globally diversified funds. Conservative aggressive individual stock opportunist.

Asset Class
ETF, Index, Crypto

Allocation
50% Equities (Long Term), 35% (Trading Account), 15% Crypto

Platform
Vanguard, eToro, Interactive Brokers, Binance

Investment Strategy
Buy and Hold Funds and Crypto-assets
Long and Short Positions
Crypto Interest, Stake, Liquidity Provider, Loan Leverage?

Education
Trading and Portfolio Management
​Momentum Trading
​Binance Academy

​Note: This Personal Investment Philosophy is "In Motion". I'll make changes as I progress.​


*** As of February 2021

​Diversification
Globally diversified funds. Conservative aggressive individual stock opportunist.

Asset Class
ETF, Index, Individual Equities, Bitcoin, De-Fi Cryptoassets

Allocation
95% Equities, 10% Crypto (Update from 5%-10%, March 2021)

Platform
Vanguard, Trading212, eToro, Revolut
Goal: eToro Popular Investor

Investment Strategy
Buy and Hold Funds and Crypto-assets
Long and Short Positions

Education
Trading and Portfolio Management

​Note: This Personal Investment Philosophy is "In Motion". I'll make changes as I progress.

***
As of January 2020
​
​Diversification
Globally diversified funds.

Asset Class
ETF, Index, Individual Equities, Bitcoin

Allocation
98% Equities, 2% Bitcoin

Platform
Vanguard, Trading212, eToro, Revolut
Goal: Interactive Brokers or TradeStation

Investment Strategy
Buy and Hold Funds and Crypto-assets
Long and Short Positions

Education
Trading and Portfolio Management

​Note: This Personal Investment Philosophy is "In Motion". I'll make changes as I progress.

​*****

As of November 2020

Highlighted in Red (Removed from Strategy)
Highlighted in Green (Change)

Reason for Change: Impact of the Pandemic, Expanding Knowledge

​Diversification
Globally diversified Index and ETFs with deliberate overlap towards the, UK, US and Emerging markets.

Asset Class
Exchange Traded Funds, Index fund, Commodities, High Yield Dividend Stocks. Gold hedging. No Cryptocurrency. BTC.

Allocation
100% equity position until 45 years old. 0.5% Gold. 0.5% BTC.

Platform
​Commission free trading. No withdrawal fee. No currency exchange fee. Access to US and EU markets. ISA provider.

Investment Strategy
​Buy and hold instruments monthly.
​Maximum 5 Quality High Yield Dividend Paying Stocks - UK instruments.
Growth - US stocks.
Swing Trade Commodities.
​Forex Flip CFDs.
Equity Trading on CFD, mostly short sell.
Avoid dilution of fund. Keep it Small and Simple.

July 2020

Change of Strategy - 
Close all individual stocks.
Focus on Intraday and Swing Trading.
Will decide what is best at the end of the year.
What I am up to in 2021? Click the hashtag below.
​

#212021challenge

Portfolio update, rebalancing, dividends, company commentaries.


February 2021
Opened Interactive Brokers Account
​Started Staking Crypto for Passive Income

​January 2021
Sold growth stocks on T212 except $TSLA; will build portfolio in eToro for USD trading. It is the only way I could hedge currency risk for a rising £ (if predictions are correct on Brexit).

November 2020

Initiated Long term growth stocks pie on trading 212.
Stocks: $TSLA, $SQ, $AAPL, $AMZN, $AMD, $PACB, $JMIA, $BA, $FB
​ 
Active trading on CFDs.
Value as of November 8, 2020
Invest: 14042.61
CFD: 1823.70
​Total: 15866.31

August 2020

Closed all individual stocks. Primarily swing and intra-day trading now.
Total account value on my trading account is £10000. This will be my base value. I will no longer add to this. Progress is being tracked, will post my journey as long as I have enough data.

July 2020

01/07/2020 - Position Closed.
01/07/2020 Dividend Pay-out IMB at p20.85/share

June 2020

​05/06/2020 Dividend Pay-out Unilever at 36.14p/share £13.01
03/06/2020 Bought 34 shares Pfizer, £971.65

​May 2020

18/05/2020 Sold 2 shares KDP, £43.77 - Position Closed
04/05/2020 Bought 50 shares RR, £141.71
01/05/2020 Sold 1 share ESPO at £19.99/shares - Position Closed
01/05/2020 Bought 3 shares IMB, £49.30
01/05/2020 Bought 30 shares Lloyds, £9.27
01/05/2020 Bought 20 shares BT, £22.91

April 2020

19/4/2020 Dividend Pay-out KDP at $.13/share, £0.20
02/4/2020 Dividend Pay-out IMB.L at 72.01p/share, £1.44
27/04/2020 Bought 10 shares United Airlines, £201.10
27/04/2020 Bought 60 shares Wisdom Tree Crude Oil, £98.31
27/04/2020 Bought 500 shares Premier Oil, £128.14
28/04/2020 Bought 60 shares IAG, £132

March 2020 😳STOCK MARKET BOTTOMS😳

30/3/2020 Bought FTSE Developed World ex-U.K. Equity Index Fund, £759.89
30/3/2020 Bought VUKE, £477.54
26/3/2020 Bought MCRO.L, £28.94; LLOY.L, £136.90; IITU.L, £80.97; HSBA.L, £127.40; APH.L, £1.26
24/3/2020 Bought MCRO.L, £153.52

​February 2020 😳COVID19 STOCK MARKET CRASH😳

24/2/2020 Bought MCRO.L, £116.010
24/2/2020 Bought Lloyds Bank, £107.60
24/2/2020 Bought VUKE, £222.46
24/2/2020 Bought  FTSE Developed World ex-U.K. Equity Index Fund, £989.98
​20/2/2020 Dividend Pay-out Unilever at 34.72p/share £12.50
06/2/2020 Bought MCRO.L, £308.25

January 2020

​29/1/2020 Bought Alliance Pharma and HSBC, £213
28/1/2020 Bought FTSE Developed World ex-U.K. Equity Index Fund, £490
27/1/2020 Bought VUKE, £1082.70; Bought BT Group (BT.L) shares worth £303.1, Top up Lloyds Bank shares worth £71.27
20/1/2020 Dividend Pay-out Keurig Dr. Pepper Inc (KDP) at $0.10/share
​17/1/2020 Sold VGOV, Bought VUKE and FTSE Developed World ex-U.K. Equity Index Fund - Accumulation

YE2019

17/12/2019 Opened Trading212 Account - Trading212Invest
06/05/2019 Opened a Vanguard ISA Account

    Comments

Disclaimer: The views expressed on this blog are personal opinions only and should not be construed as financial advice. Information presented on the blog is intended for informational and entertainment purposes only and is not meant to be taken as financial advice. While all attempts are made to present accurate information, it may not be appropriate for your specific circumstances and information may become outdated over time.  The author of the content on the Website is not finance expert and you should seek professional advice before making any financial decisions. Please make sure to do your own due diligence and seek a trusted financial professional before making any financial decisions of your own.
​