Double or die....always a favoured motto!

Hi As per my email yesterday the CGT reports are generated by the custodian and we are waiting for the API links form the new custodian to be finalised. Once that is done the reports will be back on the portal. In the meantime just drop me a message and I will run a manual report for you Cheers

We need to remember we paid $90 18 months ago. To say it's been a fantastic investment is a huge understatement. My view is simple. Value is based on durable earnings and cashflow (and a bunch of other 'stuff). Are their earnings durable. Well, every piece of evidence, and I mean every, says yes. If their biggest customers are locking in supply agreements for 5 years they think so. Nvidia thinks so, TSM thinks so, Musk thinks so. Mehrotra, a veteran in the industry thinks so. The only ones who don't think so are a few shorts. And I don't believe they believe what they say. Anything that moves +10X can be knocked down a peg or two if you sew the seed of doubt. It's a simple but effective play on human nature. Fear and greed. And here is the icing on the cake. It's not like we are sitting here with a bubbly multiple, one in the 40s or 50s(or more). It's 5. Put another way, Micron will earn more money than Apple, MSFT and even Google in 27/28/29/30 but its valuation is 25% OF them. It may even catch Nvidia. I like the margin of safety

@oliviasteven scroll down to contributions and then select "add new" top right of the contributions section in blue Let me know if you need any help Cheers

@Slow-Horses As Adam says on the dashboard, scroll down to transfers and add new transfer and follow the process If you need any help drop me a message, nik.burrows@cobensdirect.co.uk Cheers

Hi C, Ive been told you will be in receipt of the ££, tomorrow Regards Adam

ok thanks M

@Adam-Kay said in KLA: It does and we paid $33 +821.1% RTQ

Just to add to this so the tax "advantage is clear" In simple terms, so ignoring any NI for illustrative purposes If you sacrifice £10k as Adam has shown above then £10k is paid into your pension If you had taken it as salary then you would have received £6,000 and HMRC would have received £4,000

Should receive the cash by end of this week,Mike. It's a clearing down of trades post migration. Thanks for noting

@Adam-Kay ouch! That is a hefty price ramp for those of us who are into the Apple ecosystem Luckily we refreshed some kit a year ago….I was toying with replacing my aging iPad, but perhaps I will bludgeon on for another 10 years Or maybe cash in some of the ISA to “use the profits”

@Ducati996R Yes we can, drop me a message at nik.burrows@cobensdirect.co.uk Cheers

@Nik-Burrows said in New Portfolio Switching Changes?: @xera Unless otherwise instructed and agreed the switch will be processed on the next switch date i.e. the 1st or the 14th of the month Cheers Thanks that answers it for me.

You're kidding Weekends are busier than the work week. Have a good weekend too

It’s performed well, Pete. Its valuation is too extreme for me, though. Corning, Marvell, AVGO are also in the mix re photonics, optical/laser transceivers.

Thanks Nik, for the update above and the emails. Seems that a few things have coincided, leading to me finding the process a little confusing, but hopefully that will all resolve soon.

fyi... Winterflood Business Services (WBS) is a UK financial infrastructure provider with about £17.5bn in assets under administration and around 61 institutional clients, supporting a much wider downstream network of platforms, brokers and wealth managers. It sits behind major UK investment platforms rather than serving end investors directly. Clients include well-known wealth and platform firms such as Fidelity International, Transact, Quilter, Aviva, and other adviser platforms and brokers that outsource custody, dealing, settlement and reporting to WBS.

You're keen trying that on a phone screen