@TheAlphabetISA

Tax free income focused long term investor buying monthly & compounding divis since 2011 '25 yields: ISA=6.04%; SIPP=6.63% XIRRs: ISA~8.4%('11) SIPP~2.7%('14)

 FinX journal by @MrCook2USon
Joined May 2023
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  • Followers209
202Media
ISA holdings: #ASHM, #BIPS, #CCC, #DNLM, #ELM, #FOUR, #GFRD, #HWDN, #IGG, #JHD, #KLR, #LAND, #MRO, #NG, #NXQ, #OSB, #PHP, #RFX⏳,#SDLF, #TFIF, #UU, #VTY, #WTB, #XPS, #YNGN, #ZTF SIPP holdings: #BATS, #FXPO, #GSK, #JEGI, #JGGI, #JUGI, #LLOY, #MICC, #PMI, #SHEL, #ULVR ✍️23/09/26
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😢 Thanks for hosting what has become a useful proxy for 5 of my holdings on a monthly basis for 7 years😲
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Completed October's split monthly buy this morning with another tranche of #ASHM to compliment the purchase on 13/10, the day before the Q1 TU. There's also some commentary on Ashmore at the start of the latest IC podcast🧐 investorschronicle.co.uk/con…
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W/E 16/10 review ISA⬆️3.80% & 👊value ATH😀 #BIPS, #CCC, #RFX & #TFIF holdings👊ATLs #CCC, #DNLM, #HWDN, #UU, #WTB, #YNGN & #ZTF holdings 👊ATHs #ASHM holding 10%🔝13/10 SIPP⬆️4.50%😀 #JEGI, #JGGI & #PMI holdings👊ATLs No holdings👊ATHs #JGGI 🔝12/10 Enjoy your weekends🍝🧄🍞
Cookie's αβ ISA@TheAlphabetISAOct 9
W/E 09/10 review ISA⬆️0.05% aka🥞🫤 #IGG, #MRO, #NXQ, #OSB, #PHP, #RFX, #SDLF & #VTY holdings👊ATLs😬 #WTB & #YNGN holdings👊ATHs Final #RFX divi received &⏩🔝#TFIF on 12/10 SIPP⬆️1.63%🙂 #GSK, #JEGI & #PMI holdings👊ATLs #GSK & #JGGI divis received💷 Enjoy your weekends🍕
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Portfolio might be highly volatile, won nowt on Premium Bonds and don't play the lottery but I did win 1600 Octopoints* this weekend🍾 *worth £2 icyww
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W/E 09/10 review ISA⬆️0.05% aka🥞🫤 #IGG, #MRO, #NXQ, #OSB, #PHP, #RFX, #SDLF & #VTY holdings👊ATLs😬 #WTB & #YNGN holdings👊ATHs Final #RFX divi received &⏩🔝#TFIF on 12/10 SIPP⬆️1.63%🙂 #GSK, #JEGI & #PMI holdings👊ATLs #GSK & #JGGI divis received💷 Enjoy your weekends🍕
Cookie's αβ ISA@TheAlphabetISAOct 2
W/E 02/10 review ISA⬇️1.88%🙁 #IGG, #PHP, #RFX, #SDLF & #YNGN holdings👊ATLs #DNLM, #GFRD, #HWDN, #KLR & #YNGN holdings👊ATHs, #IGG not my 1st 20% daily📉, #GFRD did so 2019 and now it's my🥇 SIPP⬇️4.97%😬 #BATS, #JEGI & #PMI holdings👊ATLs #JUGI divi 🏦 Enjoy your weekends🍛
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Cookie's αβ ISA retweeted
Young's Pubs
@YoungsPubsOct 7
A big moment in our 195-year story 🍻 From October 9th, we will officially join the FTSE 250. A milestone that reflects the growth of our business, but the recipe remains much the same: outstanding pubs, exceptional locations and brilliant people. A huge thank you to everyone who’s helped get us here. Here’s to the next chapter🍻
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Cookie's αβ ISA retweeted
City A.M.
@CityAMOct 6
Just months after her exit from Number 11, Rachel Reeves has been given the dubious honour of being voted “worst chancellor”, in a new survey.
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Someone think of the poor children 🇭🇷🏴󠁧󠁢󠁥󠁮󠁧󠁿
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W/E 02/10 review ISA⬇️1.88%🙁 #IGG, #PHP, #RFX, #SDLF & #YNGN holdings👊ATLs #DNLM, #GFRD, #HWDN, #KLR & #YNGN holdings👊ATHs, #IGG not my 1st 20% daily📉, #GFRD did so 2019 and now it's my🥇 SIPP⬇️4.97%😬 #BATS, #JEGI & #PMI holdings👊ATLs #JUGI divi 🏦 Enjoy your weekends🍛
Cookie's αβ ISA@TheAlphabetISASep 25
W/E 25/09 review ISA⬆️0.12% but volatile AF😵‍💫 #NXQ, #RFX. #SDLF & #ZTF holdings👊ATLs #GFRD, #HWDN & #TFIF holdings👊ATHs Sold remainder of #DCC & 🔝#DNLM & #YNGN SIPP⬆️2.11%🙂 No holdings ATLs or ATHs this week😴 #SHEL divi the highlight😉 Enjoy your weekends 🥩🍳🍟
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#IGG⬇️27%😬 Febrile market this morning. Was expecting c10% drop and a recovery but this is🫣. Holding on - for now.
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Septembers Scores on't Doors ISA⬇️1.21% but 👊ATH 22/09 & now⬆️24.35% YTD😀 September buy🔝 #HWDN, Oct buy⏩🔝#ASHM holding by 22% SIPP⬇️2.25%🙁& now⬆️9.74% YTD🙂 August's divis🔝#JGGI September stock challenge ongoing but looking at a Top 50 finish at best🫤
Cookie's αβ ISA@TheAlphabetISAAug 28
August's Scores On The Doors ISA⬆️4.19%,👊ATH &⬆️25.57% YTD😀 August buy #HWDN, same again in Sep SIPP⬇️0.81%🙁but⬆️11.99% YTD😀 July's divis🔝#JUGI #BSIF funds opened🆕holding #JGGI No🌳pulled up in August's as yet unfinished stock challenge but a Top 60 finish on the cards🤨
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Cookie's αβ ISA retweeted
Matt Cartoons@MattCartoonistSep 28
My latest cartoon for tomorrow's @Telegraph Buy a print of my cartoons at telegraph.co.uk/mattprints Original artwork from chrisbeetles.com
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W/E 25/09 review ISA⬆️0.12% but volatile AF😵‍💫 #NXQ, #RFX. #SDLF & #ZTF holdings👊ATLs #GFRD, #HWDN & #TFIF holdings👊ATHs Sold remainder of #DCC & 🔝#DNLM & #YNGN SIPP⬆️2.11%🙂 No holdings ATLs or ATHs this week😴 #SHEL divi the highlight😉 Enjoy your weekends 🥩🍳🍟
Cookie's αβ ISA@TheAlphabetISASep 18
W/E 18/09 review ISA⬆️5.41% - boing boing😀 #ASHM, #NXQ & #ZTF holdings👊ATLs #DCC, #DNLM, #GFRD, #HWDN & #ZTF holdings👊ATHs #KLR, #FOUR & #IGG divis dripped & #OSB divi received. SIPP⬆️1.00%🙂 #JEGI holding👊ATL #LLOY & #ULVR divis banked & 🔜🔝#JGGI Enjoy your weekends🦐🍟
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Cookie's αβ ISA retweeted
Cookie's αβ ISA@TheAlphabetISASep 21
Attention stock challengers - October's competition starts next week even with 3 September days left so as Fred Pontin always said - "Book early"
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Sold the other 50% of #DCC today and reinvested the proceeds into #DNLM & #YNGN 🔝s. Only held #DCC for 7 months and got lucky with the takeover so exit with a 20% profit.😀
Cookie's αβ ISA@TheAlphabetISASep 8
Bit of an ISA tweak today. Sliced 50% of #DCC holding to open a new holding in #DNLM a bit sooner than planned given the SP drop today.
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Attention stock challengers - October's competition starts next week even with 3 September days left so as Fred Pontin always said - "Book early"
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Had worse days on the market (👊an ATH today😀) and now only 9 better ones since 2011. 😉 Still⬇️0.01% for September though, but⬆️>9% in last 5 days. 🤩 #volatileAF 🎢
Cookie's αβ ISA@TheAlphabetISASep 17
Had worse days on the market, and only 11 better ones (including yesterday) since 2011😀. Best two day gain by far though & #GFRD comfortably🥇holding now. At this rate September could go +ve tomorrow, currently ⬇️~3% but was ⬇️~9% two days ago😌
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ISA just waltzed to a youtu.be/AvrIbipVBCY?si=Kazh… this morning despite all the negative macro-economics.

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W/E 18/09 review ISA⬆️5.41% - boing boing😀 #ASHM, #NXQ & #ZTF holdings👊ATLs #DCC, #DNLM, #GFRD, #HWDN & #ZTF holdings👊ATHs #KLR, #FOUR & #IGG divis dripped & #OSB divi received. SIPP⬆️1.00%🙂 #JEGI holding👊ATL #LLOY & #ULVR divis banked & 🔜🔝#JGGI Enjoy your weekends🦐🍟
Cookie's αβ ISA@TheAlphabetISASep 11
W/E 11/09 review ISA⬇️5.75%😬 #ASHM, #CCC, #DCC, #RFX, #SDLF & #WTB holdings👊ATLs #TFIF & #ZTF holdings👊ATHs Sliced #DCC by 50% & opened🆕holding #DNLM Monthly buy 🔝#HWDN SIPP⬇️2.12%☹️ #BATS, #FXPO, #GSK, #JEGI & #JGGI holdings👊ATLs Monthly buy🔝#JGGI Enjoy your weekends🍻
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