Hey, great write up, it sure has been a challenging year. I see TTD is your largest position, I have been reducing mine to account for the potential cookie risks. It looks ok at the moment due to the delay, but still will unified 2.0 work? I still like this company a lot. But need to allocate appropriately. Your last point about FI is interesting and something I have been thinking about. How much do you need? If you can earn 20% per annum returns then you only need 180k in an ISA, 360k @ 10% and 720k @ 5%. All depends on the risk you want to take to earn your FI 😎
Hey, great write up, it sure has been a challenging year. I see TTD is your largest position, I have been reducing mine to account for the potential cookie risks. It looks ok at the moment due to the delay, but still will unified 2.0 work? I still like this company a lot. But need to allocate appropriately. Your last point about FI is interesting and something I have been thinking about. How much do you need? If you can earn 20% per annum returns then you only need 180k in an ISA, 360k @ 10% and 720k @ 5%. All depends on the risk you want to take to earn your FI 😎