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My Basket to Invest in Electric Vehicles

Last updated on March 24, 2021

A while ago I lost my nerve on Tesla. I thought it was over priced and through several iterations of buying and selling – I never did that well on TSLA

Roll forwards and there is a whole world of opportunity in the EV world. Many are doing even better than TSLA stock.

Here is an overview of my basket

NIO

No EV portfolio can be complete without NIO. Shipping tens of thousands of cars a quarter NIO is a fully fledged manufacturer at volume. Pretty cars and happy customers. I have a solid holding in this. (Up some 30%)

Xpeng Auto (XPEV)

Less well known than Nio, but with almost similar scale this is a no-brainer. I hold a double scoop of XPEV ( because it is earlier and less bid up and hence imho a better buy than NIO.

Li Auto (LI)

Same as XPEV above – For some reason I prefer LI and I have a double holding

BLNK – Blink Charging

Blink is a provider of charging points across the US. With agreements at hotel chains, airports and en-route points, they are one of the first of this breed that will be the gas filling stations of the future. You could picture an oil company looking at them with glee…..

Early days and I have a moderate holding and may double up.

Geely GELYF

Geely is a Chinese car manufacturer that also happens to own Volvo, and with it the Polestar luxury EV brand. They also sell EV and Gasoline cars in domestic China. For me this is low risk and I like Polestar!!!

QS – QuantumScape Corporation

QS is a lithium semiconductor battery company. Backed by Bill Gates and with a plan by Volkswagon to use their batteries in a 2025 VW, this one has legs.

It only listed today so is very frothy. The tech can offer significant range and weight advantages along with revolutionary charging speed.

I have a half holding

Tesla

Oh and of course – I bought back some Tesla…… For the simple reason that Elon is incredible and can turn base metal into gold

Image Creative commons Ivan Radic source link

WARNING – WE HOLD ALL THE ABOVE STOCKS


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