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Useful links:
https://en.wikipedia.org/wiki/Chamath_Palihapitiya
http://www.scuttlebuttinvestor.com/;
Common Stocks & Uncommon Profits;
Benjamin Graham - The Intelligent Investor
Graham & Dodd - Securities Analysis
IPOs: AirBnB, Snowflake,
Adyen
Illumina Inc
Roku
MercadoLibre
Protolabs
Shopify
Twilio
Qualcomm
DataDog
Visa
SAP
Yum China
Hormel Foods
General Mills
United Health Group
Beyond Meat
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TESLA INC
INVITAE CORP
SQUARE INC
CRISPR THERAPEUTICS AG
ROKU INC
2U INC
ILLUMINA INC
ZILLOW GROUP INC
PROTO LABS INC
LENDINGTREE INC
INTELLIA THERAPEUTICS INC
EDITAS MEDICINE INC
COMPUGEN LTD
STRATASYS LTD
PINTEREST INC
SPLUNK INC
XILINX INC
PURE STORAGE INC
TERADYNE INC
SLACK TECHNOLOGIES INC
PAGERDUTY INC
CERUS CORP
NANOSTRING TECHNOLOGIES INC
MATERIALISE NV-ADR
VERACYTE INC
IOVANCE BIOTHERAPEUTICS INC
IRIDIUM COMMUNICATIONS INC
SYROS PHARMACEUTICALS INC
SPOTIFY TECHNOLOGY SA
ZSCALER INC
AUTODESK INC
SERES THERAPEUTICS INC
TWIST BIOSCIENCE CORP
EXONE CO
MORGAN STANLEY GOVT INSTL
ORGANOVO HOLDINGS INC
LENDINGCLUB CORP
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Various shares in alphabetical order:
BRK.A
Berkshire Hathaway
------------------
APPLE SHARES: 248,838,679
HOLDING VALUE: $55,732,400,000
PERCENT OF PORTFOLIO: 25.91%
BANK OF AMERICA SHARES: 927,248,600
HOLDING VALUE: $27,047,843,000
PERCENT OF PORTFOLIO: 12.57%
COCA COLA SHARES: 400,000,000
HOLDING VALUE: $21,776,000,000
PERCENT OF PORTFOLIO: 10.12%
WELLS FARGO SHARES: 378,369,018
HOLDING VALUE: $19,084,935,000
PERCENT OF PORTFOLIO: 8.87%
AMERICAN EXPRESS SHARES: 151,610,700
HOLDING VALUE: $17,932,512,000
PERCENT OF PORTFOLIO: 8.34%
KRAFT HEINZ SHARES: 325,634,818
HOLDING VALUE: $9,096,609,000
PERCENT OF PORTFOLIO: 4.23%
US BANCORP SHARES: 132,459,618
HOLDING VALUE: $7,330,315,000
PERCENT OF PORTFOLIO: 3.41%
JP MORGAN CHASE SHARES: 59,514,932
HOLDING VALUE: $7,004,312,000
PERCENT OF PORTFOLIO: 3.26%
MOODY'S SHARES HELD: 24,669,778
HOLDING VALUE: $5,053,111,000
PERCENT OF PORTFOLIO: 2.35%
DELTA AIRLINES SHARES: 70,910,456
HOLDING VALUE: $4,084,442,000
PERCENT OF PORTFOLIO: 1.90%
GOLDMAN SACHS SHARES HELD: 18,353,635
HOLDING VALUE: $3,803,424,000
PERCENT OF PORTFOLIO: 1.77%
BANK OF NEW YORK MELLON SHARES: 80,937,250
HOLDING VALUE: $3,659,172,000
PERCENT OF PORTFOLIO: 1.70%
SOUTHWEST AIRLINES SHARES: 53,649,213
HOLDING VALUE: $2,897,595,000
PERCENT OF PORTFOLIO: 1.35%
GM SHARES: 72,269,696
HOLDING VALUE: $2,708,669,000
PERCENT OF PORTFOLIO: 1.26%
VERISIGN SHARES: 12,952,745
HOLDING VALUE: $2,443,275,000
PERCENT OF PORTFOLIO: 1.14%
UNITED CONTINENTAL SHARES: 21,938,642
HOLDING VALUE: $1,939,595,000
PERCENT OF PORTFOLIO: 0.90%
VISA SHARES: 10,562,460
HOLDING VALUE: $1,816,849,000
PERCENT OF PORTFOLIO: 0.84%
MASTERCARD SHARES: 4,934,756
HOLDING VALUE: $1,340,132,000
PERCENT OF PORTFOLIO: 0.62%
COST SHARES HELD: 4,333,363
HOLDING VALUE: $1,248,485,000
PERCENT OF PORTFOLIO: 0.58%
AMERICAN AIRLINES SHARES: 43,700,000
HOLDING VALUE: $1,178,589,000
PERCENT OF PORTFOLIO: 0.55%
AMAZON SHARES: 537,300
HOLDING VALUE: $932,705,000
PERCENT OF PORTFOLIO: 0.43%
SUNCOR SHARES: 10,758,000
HOLDING VALUE: $339,738,000
PERCENT OF PORTFOLIO: 0.16%
3i Infrastructure (3i @ AJ Bell Youinvest)
Broker reviews:
Cost of borrowing example:
£40k, 25yrs @4.1% APR
= £64k tot cost; £215/m
How to protect your investment:
Firstly, a simple check to make sure the firm is authorised with the Financial Conduct Authority (FCA) is the best place to start.
Secondly, consider limiting your holding with any one firm to £85k – the maximum you can claim back from the FSCS.
You may also consider removing some of the risk by owning your shares directly.
You can buy shares directly via the relevant company’s share registrar (Equiniti, Capita, Computershare). One downside of this option though is the physical paperwork involved. You will be issued paper certificates. These certificates must be updated and posted back to you each time you trade which can be time-consuming. And losing that piece of paper can be costly in terms of the extra administration required to replace it.
On the plus side, you can freely vote in the company’s AGM and will automatically receive shareholder perks without having to apply for them through your broker.
But you don’t have to manage without a broker. There is another option – finding a broker that lets you trade using a “personal CREST account”. These are quite few and far between and can be costly, but the advantage over buying directly is that you don’t have to worry about the paper. You can trade electronically.
A downside to both of these options is that you can’t use them to hold shares in a tax-free wrapper like an ISA or a self-invested personal pension (SIPP).
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