Telescope Investing

My Portfolio / Every company I’ve owned /

$BYDDY · BYD

My position from Jun 2021 to Mar 2026 · 1 buy and 1 sell · sold out · Energy

50 HKD75 HKD100 HKD125 HKD20222023202420252026BuySellMy average costAfter I sold
What the pick did
1.5×
The stock in pounds, while I held it; 1.4× in Hong Kong dollars
S&P 500, same time1.8×
What my money did
1.4×
Pounds back (sold, still held and dividends) for every pound in, after costs
Sold · all of the money in1.4×
Dividends · on the money in+3%
S&P 500, same buys and sells1.8×

Every decision

  • 23 March 2026Sold

    Needed to free up cash to buy Clearway Energy, this was my lowest conviction investment and didn't really fit the new profile of this dividend sub-portfolio

  • 29 June 2021Bought

    No note

In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.