Thomas Mead

Nothing like an all time high. My eToro portfolio is now up +54.92% this year. It’s free to copy. 😄🙌🏻

Here with the legend @mrmagoon in Limassol at Day 2 of the @etoro Pro Investor summit! A top 10 popular investor in Germany 🇩🇪

GM Limassol 🇨🇾

With the most copied investor on @etoro @JeppeKirkBonde 🔥✅ here in Limassol. Amazing chat & thank you for being so open about your life, investment strategy and journey!

📍 Mackenzie Beach, Larnaca 🇨🇾 Perfect beach for the Flightradar enthusiasts amongst us ✈️

I'm delighted to be hosting a webinar with legendary fund manager William de Gale from BlueBox Asset Management on November 16th. We'll be discussing Q3 earnings, the outlook for technology stocks and where we see opportunities ahead. With the recent volatility in tech stocks, this should be a particularly interesting discussion! Everyone is welcome to join. 📅 November 16th | 10 AM UK Register here 👇 zoom.us/webinar/register/WN_…

📍Mackenzie Beach, Larnaca 🇨🇾 - Jug of Red Wine Sangria - Black shell Mussels (500g) - 3x Oysters - Popcorn Prawns €80 💶 Value?

First day in Larnaca, Cyprus - Locals seem very nice & friendly - Eating out and drinking is pretty affordable here - Climate is super nice. Blue sky in the day, cooler at night - Relaxed, slower living

The market is at a 10% discount. For long term investors, this is an opportunity to buy the dip and capitalise.

Weekly Portfolio Update 📊 📈 YTD: +40.36% 📉 Last week: -1.93% Another tough week, with semiconductors taking the biggest hit. We've now pulled back over 12% from our all-time highs, but that's the reality of long-term tech investing. Pleased to see our software holdings cushioning some of the declines. Still very confident in the long-term outlook for AI infrastructure. I think we're setting up for a potentially vicious rally at some point. Thanks to everyone copying me. Let's hope for a better week ahead! 📈

The air quality is clean in KL again! Blessed 🙌🏻 Missed this view.

Are you buying this dip or waiting? 👀

Markets rebounding nicely off the lows 🙌🏻

With indexes nearing all time highs, and more concern about valuations. Some investors are looking to take a more defensive approach to equities. One ETF I think is worth looking at is the SPDR S&P US Dividend Aristocrats ETF $UDVD. To qualify, companies must have increased their dividends for at least 20 consecutive years. That’s 20 years of dividend increases, through recessions, market crashes and everything in between. The ETF currently holds 155 companies, trades at a forward P/E of around 16.4 and offers a dividend yield of approximately 2.8%. Certainly worth a look for anyone wanting to stay invested in equities but perhaps take a bit less risk.

Borders & Southern Petroleum $BOR There was a lot of chatter around this stock back during the lead-up to Rockhopper Exploration’s FID announcement. $RKH Particularly over on the LSE share chat forums. Share price currently sits at 10.90p. The company recently raised £2m from a single investor at a premium to the market price. Still a long way to go before the Darwin project is up and running. However, reason for some encouragement.

$ADBE Adobe’s struggles continue as we now sit at a price of USD 240.20. I recently increased my allocation and am HOLDING in my eToro portfolio. Despite a recent earnings beat, the stock continues to slide due to the perceived threat of generative AI to Adobe’s business. I’m counting on Adobe having the technology & customer base to profit from the AI buildout in the long run. Adobe currently comprises 5.27% of my portfolio.

A tough few months for Rare Earths since reaching a top in May. This cyclical & thematic ETF can be a valuable addition to high risk long term portfolios. Contains many strategic metals & resources businesses located in Australia. $ASX Attractive entry point. $REMX