Onefoothurdles

Bought some E-L Financial, added to FIH and ACFN

Directly via IBKR

Bought more DFIN, ACFN and 5844.T

Sold half of my DFIN position last week only to buy it all back today

Thanks for the tips villainx - I've marked them all down Edit: awesome recommendations - I had Tokyo Metropolitan Building down but had no idea about the cafeteria - will definitely check that out.

13, 10 and 7

Its our first trip to Japan, and with kids so we’ll be hitting the usual touristy spots for sure. Although in Hakone we’ll have a car for 3 days where we’ll have the opportunity to explore the surrounding areas and Izu peninsula.

Had the best chai in Udaipur. Generally, find North India's chai game is the best, while kaapi (coffee) is better in the South. I've always felt that India's posture towards foreign tourism as being indifferent at best, it doesnt help that they restrict visa on arrival eligibility only to the countries that reciprocate with them which is like a handful of countries with tiny populations (Seychelles, Maldives, Jordan etc...). Having said that, their local tourism is massive - didnt come across a single airport, club, hotel, restaurant that wasn't full during my 5 week stay there. Dubai gets the numbers because they're incentivized to do so, they are like the Singapore of the middle east and are massively dependent on foreign labor, trade, FX and tourism - Emirates and Etihad is quite prevalent as airlines so you are in all likelihood to make a stopover at some point while travelling to other major cities. Separately, I'm planning a trip to Japan in May and just blown away by the tourism stats on Japan recently. In 2024, they surpassed their pre-covid numbers of 37m tourists per year. My understanding is that their government has made a concerted marketing effort post covid to build their tourism industry, even sponsoring many youtubers with hotel stays, itineraries etc.. to build awareness and content. Add to that the prevalence of Anime culture in the west, including Pokémon and Nintendo-sphere... Its working well for them!

Xerxes, brilliant post. I had done something similar in 2023. My original itinerary was from Ahmedabad -> Jodhpur -> Jaipur -> Udaipur -> Ranthambore -> Fatehpur Sikri -> Agra -> Delhi; ultimately, we had to cut short our trip from Udaipur onwards in favor of further travels down south to Tamil Nadu, Bangalore and Kerala (and yes we very much go to see that airport too!). There were 7 of us including elderly folks and young kids so we opted for comfort and booked a 12-seater bus where the driver picked us up from Ahmedabad and drove us all through Rajasthan. Absolutely surreal, we were also travelling during October/November festivities. Udaipur was my favourite stop.

No congratulations warranted here, I haven't profited much on this. My cost is around the 2022/23 levels and I didn't have the confidence to load up meaningfully in 2024.

Took my gains on a number of positions late last week Closed out of BTI Reduced PX and DFIN Sitting on a bit of cash, while I wait for opportunities to redeploy

Gents, Ive invested in some good quality Indian single malts and contributed towards FIH.U profitability as well.

41 year old banker. Been on this board since 2011-2012… so in my early 30s / late 20s but lost my original login details and never bothered trying to retrieve it. Prior to joining COBF, I had a fairly basic understanding of investing from a practical perspective - which was largely shaped by the big investors i followed, the books i read, my formal studies (CFA etc) and my own investing experience. All in all a very institutional approach to investing. There were a number of COBF threads that had a huge impact on me in shedding some of that ‘institutional’ indoctrination - Packers thread, Ericopoly and some stuff by Dazel - how they thought about risk and return, portfolio sizing, options etc was truly invaluable - those threads need to be pinned somewhere as required reading! Key takeaway for me was, as a retail investor, you have this tremendous flexibility and freedom in your investing toolbox when compared to major institutional investors who have mandates, small cap restrictions, overheads, liquidity/ redemptions, reinvestment risks, career risk, admin, all other hang ups when managing institutional money Its understanding those strengths and applying it in an intelligent and thoughtful way through your investment journey thats made the difference for me. Truly grateful to this board and its members

Up ~255% this year as a significant portion of my PA was in an Indian company called Websolar Energy System which ~10xed through 2024.

such as XRP, XLM, XDC, Hbar, Chainlink, ADA, vechain, Casper, Flare to name a few - No expert on crypto. Its a speculative play. If my basket goes to zero, I wont lose sleep. Gaining some exposure to this space because I've been intrigued by how the previous administration has generally carried on with 'regulating' crypto. Particularly, Ripple's lawsuit with the SEC which landed in Ripple's favor and didnt do any favors to SEC's reputation and credibility. The new administration and pro-crypto appointees and the ousting of SEC chairmen Gary Gensler.

ACFN and XRP (or a basket of utility coins)

Top 5 positions are over 90% of my portfolio: Websol, DFIN, ACFN, XRP and Focus lighting

Same here

Tremendous wealth was made via property in Australia in the first decade since 2000 and the inflation rate was largely kept in the check between the 2-3% band set by RBA. However, in the following decade, wealth growth has deteriorated quite significantly and has probably gone backwards in real terms. Australian real wages today tracking near mid-2010 levels. Historically, housing affordability was stable up until 2000 - house prices remained largely in check with wages. What changed in 2000 was there were some major tax and policy changes - such as tax treatment on CGT events making negative gearing all the more attractive, Aus government laxing their immigration standards which led to a boom of skilled and unskilled migrants, massive investments into the education sector to bring in overseas students - all this led to a housing and construction boom. Today, housing is extremely unaffordable, home ownership is at its lowest among Australians. We are up to our gills in debt (worse than where US was pre-GFC). The private sector is struggling and whatever growth you are seeing in terms of GDP, productivity, employment is due to public sector / government spending. Im sure we can draw similar parallels in other economies - infact I look at whats going on in Canada as a leading indicator for Australia.

If you guys like shows like The Wire and Narcos then check out Top Boy (UK), Gomorrah (Italian) and Suburra (Italian)

Just finished off Monk tv series with the family which was just great. Currently watching Fresh Off the Boat which is also good fun with the family. Enjoyed watching Green Book which had a wonderful message. I'm becoming more appreciative of scriptwriting and story-telling that excludes nudity / sexually-suggestive / F-bombs / politics (which, these days, is a very very short list). To that end, I think the LoTR Trilogy is one of the greatest films ever made, great story, suitable for all!

Largest purchase made to date was in an Indian company called Websolar, purchased 8 months ago and has nearly tripled in price since. Its a speculative play which I'm surprised has run up so quickly in such a short space of time and I'm rebalancing the rest of my portfolio in such a way to de-risk / diversify away from this single stock exposure. I would prefer to sell-down this position today, but given tax circumstances, I'll wait till after this becomes a >12 month holding. @SharperDingaan comments above are exactly how I am thinking about risk management and diversification overall. I'm patiently building a position in a couple of names such as FFH, BRK, FIH, Bollore and a number of smaller dividend yielding stocks.

Started buying since late 2021 ($16-17) and traded in and out over 2024. Agree, there isn't much coverage on here and on fintwit, but ~3.5x on a ~4yr holding is not too shabby - certainly compensated for some of the many other dumb decisions I made over that same period

Im fairly concentrated in my portfolio right now not out of strategy or conviction but because my top 2 positions have run up quite a lot in the last 2 years (while every other position has gone the other way ). WEBSOL.IN 70% DFIN 12% LICT 3% THRY 2% BATS 1% PX 1% Misc postions 8% Cash 2%

Bought some Nintendo, Yakult, Kaspi and PRNG on Monday