I have finalised my top 10 holdings with a clear tilt towards the holy trinity of Mbappe, Sancho and Haaland. They represent the ideal FI footballer combining incredible matchday performances with uncapped future potential, as well as persistent media involvement due to transfer speculation. My top 10 holdings are as follows;
Mbappe - 15%
Sancho - 15%
Haaland - 10%
Rashford - 5%
Sterling - 3%
Sane - 3%
Asensio - 3%
Fernandes - 2%
Werner - 2%
Davies - 2%
I increased my holdings in Asensio yesterday. A few years ago he would have been one of my first picks, but his ACL injury has derailed him so who knows if he will ever deliver on his potential. Nevertheless, he is back in contention and the market was buoyed by his return. So I bought into the upward trend.
In other news, I have put Mane on sale. His value has decreased since I bought him and it's becoming apparent growth is the outperforming factor on the index. Quality as I would describe Mane has not really performed well in terms of share price. My first sale ever was in fact Lionel Messi.
I am also wondering whether I should reduce my holdings in Alphonso Davies. I bought his shares in the past week, but I am concerned at having such a significant holding in a fullback. My gut tells me he will settle down in the next couple years and won't be as marauding and eye catching as he has been this season. I will watch this one closely.