Founder | Businessman | E-commerce | SEO | Writer | Stocks | Of the philosopher Scruton family line; small-c by disposition | Things you may want here ⬇️
Cheshire (UK) & Hong Kong.
Joined August 2009
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Having read the tragedy for savers in the #Budget26, the #HNWI still has options. You’ve maxxed out all available ISAs, SIPPs and Premium Bonds, and you still have some £ sloshing about you want to remove from Labour’s grasp? Better to export your £ before the commies introduce capital controls. You may also want to remove £ from your estate to avoid #IHT. Hong Kong banks have the answer: real-deal-blog.com/how-high-…
I’ve followed JW on this one. #IBZL.
🇧🇷 I've pounced on Brazil - Wish me luck! #IBZL
Quick snapshot on some of its holdings which I like:
💳 NU Holding:
This is the genuine growth engine in the portfolio. I wouldn't buy it for income, but for long-term growth. That's quite different from most of the other top holdings.
🏦 Itaú Unibanco:
Probably my favourite all-rounder here: profitable banking franchise, growth plus dividends, rather than being dependent on iron ore or oil.
⛏️ Vale:
Very cash-generative and capable of excellent dividends, but profits depend heavily on iron-ore prices and China. Vale distributed R$32.5bn in H1 2026.
🛢️ Petrobras:
Exceptionally profitable and potentially huge income. First-half 2026 net profit was around R$85.1bn. The reason I wouldn't give it 5 stars is the political/government-control risk and exposure to oil prices.
🍻 Ambev:
Less exciting, but financially very sound. I see this more as a quality + dividend company than a high-growth company. It announced roughly R$11.5bn of dividends in the late-2025 distribution wave.
Who else bought it this morning ?
I took a scoop of #ASHM today as @KevBuschhold did below. ExD in a week or so, 7%+ divi. You can sit on a stock like that in turbulent times, and even if the price stays flat, you’re earning about twice bank interest rates. A good, safe, defensive ISA stock that’s not subject to tech, AI and oil pressure. One you buy in your wife’s ISA and look at every few months.
I took a big scoop of $META today on the dip. I hold it indirectly via several funds for the long term, but like to dip in and out if there’s a tickle to be had. Always look at it with fresh eyes.
14% in a month on $META. I’ll take that. Sold! (Still holding it via funds for the long haul - this was an opportunistic side trade).
If you are troubled by the stream of threatening letters and door-knocking goons from #BBC #TVLicence, do this below. I’ve not paid the #TVtax for over a decade. ⬇️
It’s all rubbish. Do this and you’ll never hear from them again: real-deal-blog.com/how-to-st…
Stuart retweeted
I think the distinction here is that Kilmeade is talking about a potential negotiated “peace deal”, but it’s not clear if that’s what Zelensky actually means when he responds saying “right now we have to freeze”. I haven’t seen the full clip in context.
If he’s still just talking about a temporary freeze, that could be a non-starter for Russia. That’s what they’ve been signaling so far anyway.
That might be worth a buy in the morning. #Carrefour.
Oversimplified, but it seems broadly correct if it actually happens. Russian media reports this too. Let’s hope the #Ukraine conflict is coming to a close. If so, Trump will claim to be the peacemaker. Russia will have achieved their objectives (as they were always going to), Ukraine will finally get elections and #Zelensky will flee with his stolen millions.
