Welcome to week 18 of this portfolio’s journey to £10,000.
The updates in this article will see this portfolio reach 23.9% of the goal.
Last week’s change: +0.0%
⚠️ Disclaimer ⚠️
I am not a financial adviser, and the information I share is based solely on my personal investment journey as an average individual. Please remember that past performance of the market is not a guarantee of future results. Always do your own research and consider seeking advice from a qualified professional before making any financial decisions. Only invest what you are willing to lose.
Last Week’s Portfolio Performance
Despite some positive increases among a few stocks, there has been no change in the portfolio since last week’s report, due to significant drops in NVIDIA, Amazon, and the Vanguard S&P 500.
Amazon appears to have lost investor confidence in 2025, with the market value dropping 27% this year. This has largely been due to a considerable amount of media coverage casting doubt on the performance of companies amidst uncertain political changes.
Despite this, Amazon had a strong financial year and has plans to scale, including opening 20 new fulfilment centres in North America by the end of 2025. There are also reports of the company being proactive by asking third-party merchants on its platform about the impacts of the Trump administration’s tariffs on their businesses.
NVIDIA is facing a hit on earnings as restrictions on the sale of chips to China are implemented by the US. It was reported by Reuters that NVIDIA “would take $5.5 billion in charges after the U.S. government limited exports of its H20 artificial intelligence chip to China, a key market for one of its most popular chips.”
More positively, AECOM has had two new large projects agreed, which, if managed well, should reflect in their end-of-year earnings. One of these projects, as reported on the website within the press release section, is based in Hong Kong:
“Spanning approximately 23 kilometres, it will link Tin Shui Wai in the west to the New Territories North New Town near Ping Che in the east, further enhancing road connections and alleviating congestion on Yuen Long Highway, San Tin Highway and Fanling Highway.” (see here).
The other project involves AECOM being selected as the Design Development Partner for an Australian project to create Australia’s largest water utility:
“Sydney Water provides safe, high-quality drinking water to 5.3 million customers every day across Greater Sydney, including the Blue Mountains and the Illawarra. AECOM has a long history of collaboration with Sydney Water on some of its most important water projects, including the original design and current expansion of the Sydney Desalination Plant” (see here).
This Week’s Investments
This week, I will be investing £60 into Amazon and £20 into Games Workshop.
I would like to make the most of the dip in Amazon’s market value, a company which I believe has the ability to continue dominating the pole position of the world’s most profitable online shop. The company clearly has excellent forward-thinking abilities, which are proven by their commitment to scaling operations in geographically strategic areas and investing deeply in AI.
Games Workshop is a company with a fantastic work ethic and a real drive for growth. They continually have promising quarterly reports, and their deal with Amazon to begin developing films and TV series under their trademarked Warhammer 40,000 universe will likely go a long way in supporting this in the future. Games Workshop have done an incredible job with their physical merchandise, and I believe that enhancing their digital assets is a worthy pursuit in the current climate. The rights to produce were granted at the end of 2024, so it will likely be several years before we see anything materialise.
Next Week…
Keep an eye out next week for a further update on this portfolio as we journey toward £10,000.
On Wednesday 23rd, I will also be releasing an article about my journey into investing. This tells the story of how I went from blind decision-making to earning a 34% return in a year. Be sure to look out for it.
If you like these articles and are interested in the progression of this portfolio, hit the like button at the top or bottom of this article. Your input means a lot and will help to shape the future of this blog.
Have a great week!
