Stock Market Investing & Trading
My investment strategy is grounded in a commitment to ethical investing within sectors that are shaping the future of our world. By focusing on the US technology, artificial intelligence (AI), solar energy, and electric vehicle (EV) industries, I aim to support and benefit from companies driving innovation and positive change.
Focus on Ethical Investing in US Tech, AI, Solar, and EV Sectors
Ethical investing is at the heart of my portfolio management. I have consistently avoided investing into fossil fuels, tobacco, crypto, mining and other investments I consider morally dubious. Some may question the ethical stances of some of the companies I have invested but I generally see all these companies as being a net force for good (e.g. lithium mining and Chinese EV companies are still arguably making the world “net” greener. I prioritize companies that not only demonstrate strong financial performance but also contribute positively to society and the environment. The US tech sector offers a wealth of opportunities in cutting-edge fields like AI, which is transforming industries from healthcare to finance. Investing in solar and EV sectors aligns with my commitment to sustainability and supporting the global transition to renewable energy sources.
Expertise in Value Investing, Growth Investing, and Swing Trading
To maximize returns and manage risk, I employ a blend of:
- Value Investing: Identifying undervalued companies with strong fundamentals that the market has overlooked.
- Growth Investing: Targeting companies with significant potential for revenue and earnings expansion, particularly in emerging tech and sustainable energy.
- Swing Trading: Capitalizing on short- to medium-term market movements to enhance portfolio performance without compromising long-term investment goals.
This multifaceted approach allows me to adapt to market conditions and seize opportunities across different time horizons.
Utilizing Leading Investment Platforms
Access to reliable and efficient trading platforms is crucial for executing my investment strategy. I leverage:
- IG: For its comprehensive market access and advanced trading tools.
- Interactive Investor: Valued for its robust research resources and investment options.
- eToro: Offers social trading features that provide insights into market trends.
- Trading212: Appreciated for its user-friendly interface and commission-free trading.
These platforms enable me to monitor markets in real-time, execute trades promptly, and manage my portfolio effectively.
Conducting In-Depth Research with Trusted Resources
Informed decision-making is the cornerstone of my investment process. I rely on a variety of reputable financial analysis and research platforms:
- Seeking Alpha: Provides a diverse range of opinions and in-depth analysis on stocks.
- The Motley Fool: Offers investment advice and insights into market trends.
- TYKR: Assists in stock screening and valuation to identify potential investment opportunities.
- Morningstar: Known for its comprehensive data and objective investment research.
- Simply Wall Street: Visualizes financial data to simplify the analysis of company fundamentals.
By integrating insights from these resources, I perform thorough due diligence, stay abreast of market developments, and refine my investment strategies accordingly.
Through this disciplined and ethical approach to investing, I aim to achieve sustainable growth while contributing to sectors that are pivotal to technological advancement and environmental sustainability.
Over the past 16 years, I have dedicated significant time and effort to making carefully considered investment decisions in the stock market. By conducting thorough research and staying attuned to market developments, I’ve been able to identify promising companies and strategically time my investments. The following list of current holdings and exited positions serves as an illustration of this consistent approach. My goal in sharing this information is to provide insight into the methods and considerations that have guided my investment strategy over the years.
Current Investments
- Alphabet (Google)
IPO: 2004 – Invested: 2009-
- Amazon
IPO: 1997 – Invested: 2009-
- Microsoft
IPO: 1986 – Invested: 2022-
- Nvidia
IPO: 1999 – Invested: 2018-
- Tesla
IPO: 2010 – Invested: 2013-
- Deere
IPO: 1923 – Invested: 2020-
- Adobe
IPO: 1986 – Invested: 2022-
- Airbnb
IPO: 2020 – Invested: 2023-
- Uber
IPO: 2019 – Invested: 2019-
- Netflix
IPO: 2002 – Invested: 2015-
- PayPal
IPO: 2002 – Invested: 2009-
- Salesforce
IPO: 2004 – Invested: 2015-
- Cloudflare
IPO: 2019 – Invested: 2020-
- Palantir
IPO: 2020 – Invested: 2020-
- CrowdStrike
IPO: 2019 – Invested: 2022-
- Workday
IPO: 2012 – Invested: 2023-
- ServiceNow
IPO: 2012 – Invested: 2023-
- Enphase Energy
IPO: 2012 – Invested: 2023-
- Intuit
IPO: 1993 – Invested: 2023-
- AMD (Advanced Micro Devices)
IPO: 1972 – Invested: 2018
- Lattice Semiconductor
IPO: 1989 – Invested: 2018
- Arista Networks
IPO: 2014 – Invested: 2022
- Super Micro Computer, Inc. (SMCI)
IPO: 2007 – Invested: 2023- - Tecnoglass
IPO: 2013 – Invested: 2020-
Exited Investments
- Nio
IPO: 2018 – Invested: 2020-2022 - eBay
IPO: 1998 – Invested: 2009-2022 - Meta (Facebook)
IPO: 2012 – Invested: 2014-2016, 2020-2024 - Albemarle
IPO: 1994 – Invested: 2020-2022 - Spotify
IPO: 2018 – Invested: 2018-2023 - Zoom Video
IPO: 2019 – Invested: 2020-2022 - Shopify
IPO: 2015 – Invested: 2018-2020 - Moderna
IPO: 2018 – Invested: 2020-2022 - AstraZeneca
IPO: 1999 – Invested: 2020-2022