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
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 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
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
Do not base any investment decision on any material on this website.
The above is presented as one of many views of the market and related situations. It is designed to educate and inform and must not be used as a basis for investment.
We are not registered as a securities broker-dealer or an investment adviser either with the U.S. Securities and Exchange Commission (the “SEC”) or with any state or country securities regulatory authority. We are neither licensed nor qualified to provide investment advice.
The contents of this website are not provided to any particular individual with a view toward their individual circumstances. The information contained on our website is not an offer or recommendation to buy or sell securities. We distribute opinions, comments and information for a to individuals who wish to receive them.
Our website has been prepared for informational purposes only and is not intended to be used as a complete source of information on any particular company. Individuals should assume that all information provided regarding companies is not trustworthy unless verified by their own independent research.
Investing in securities is speculative and carries a high degree of risk; you may lose some or all of the money that is invested. Always research your own investments and consult with a registered advisor before investing.
Past performance is not indicative of future results. Individuals should assume that all information contained on our website or in our newsletter is not trustworthy unless verified by their own independent research.
We may hold, buy, and sell securities that are discussed on . We reserve the right to buy or sell the shares of any the companies mentioned in any materials we produce at any time. .
We have no first-hand knowledge of any company’s operations and therefore cannot comment on their capabilities, intent, resources.
To the fullest extent of the law, we will not be liable to any person or entity for the quality, accuracy, completeness, reliability, or timeliness of the information provided on this website, or for any direct, indirect, consequential, incidental, special or punitive damages that may arise out of the use of information we provide to any person or entity.