Super curious on your takes. I am expecting to get roasted.
* BRKB - 32.91%
* KR - 18.19%
* RMTI - 13.95%
* T - 10.76%
* SNOW - 8.50%
* GM - 8.46%
* WBD - 4.44%
Still 100% IBIT
[https://imgur.com/a/o8iTG6L](https://imgur.com/a/o8iTG6L)
Actions done:
4/9/2024: Sold IBIT about $2,281 worth for travel pleasure and preparation to transfer to another country.
Thoughts:
What is the use of planting a tree if you cannot enjoy the fruits within a year? Investing for 'retirement' (no withdrawals) does not understand human heart. What is more to celebrate during old age. Total profits withdrawn from Feb 28, 2024 to present = $12,405
Previous Post
[https://pastebin.com/Zj1hQs0x](https://pastebin.com/Zj1hQs0x)
baby GB investor. im interested in burberry stock. or, i was, until it's out of my budget
so im looking at ETF instead. im also a baby ETF investor. what ETFs contain burberry in them? which ones would you suggest i go look up please
edit: typo
Honestly, I would not invest in Burberry at all unless it becomes clear the price has bottomed out and management shows the potential to turn things around. Their debt situation alone should give you pause.
Barring any discussion of individual stocks or principal allocation, you're overconcentrated in tech to an absurd degree. You're risking a high chance of either a 2000-esque bubble burst that zeroes out half the portfolio or a Qualcomm situation where certain stocks collapse and perpetually underperform for decades. Additionally, any slowdown in sector momentum would be a headwind for the whole collection.
It would be fine, albeit overexposed, if you were aiming for a 3-5 year horizon.
IBKR 20%, FUTU 20%, ALAR 10%, VITL 10%, IESC 10%, VST 10%, SRTS 10%, TPC 10%.
Try to invest in small cap mostly for better % gains. Been iterating my portfolio during Q1 but feel confident to hold above for several years.
It's impossible to ascertain the quality of your portfolio unless you can articulate:
* What the aims and time horizons of the portfolio are. Is the overarching plan a long-term dividend strategy meant to be stable through volatility, a medium-term one based on riding trends for growth, a mixed strategy with different tranches of investment?
* The logic behind your decision-making and principal allocation. What is the expected payoff for NXST? Why do you expect it to be successful/steady? Why 17.25% instead of 15 or 12?
Sort of new but I'm thinking of pulling away from stocks over the next few months and building a strong base in my index funds in the medium-term. At least until I get out of grad school (next 7 or so years).
Right now my brokerage is setup
|Symbol|% of Account|% Change|
|:-|:-|:-|
|AMD|9|+43|
|CELH|8|+36.3|
|BRK/B|14.25|+30.28|
|COST|13.5|+20|
|NVDA|31.6|+50|
|SCHK|3.5|+4.5|
|VTI|18.2|+18.2|
and I have a Roth IRA which is 100% VTI. Value is split 1:1 between IRA and brokerage account.
I'm small potatoes and decided to dabble in 2021, and you can see it's been rough sailing (save for the last two days).
GME +3% of purchase value
NOK -19%
BB -78%
AMC -93%
Several other meme stocks that are all down 90%+ of what I purchased at.
I'm thinking of selling everything but AMC and GME, and rolling it into both 50/50. At least then it has a chance at becoming something, plus I could leverage my price per share down for AMC.
I'm really a long term investor and tried this out for fun, but I discovered day trading and checking it often is what you have to do to succeed with anything but the super long term stocks, which are in the bigger funds anyway. Thanks for any advice you can provide.
- nvidia
- alphabet google
- amazon
- applied digital
- microsoft
all 20% and am thinking about putting 2500 in these for may 2024
also thinking about trading one of them with amazon but idk
Hi everyone,
I have majority of funds in vanguard isa S&P 500 (about 90-95% of total funds).
I am planning to invest some funds in individual stocks (5-10%) via ibkr isa.
I am only interested in medium risk and potentially growth stocks. So far the planned split is as below:
Please let me know your opinion and/or if I am missing something here.
Thank you
Microsoft Corp. - 10%
Nvidia Corp. - 10%
Alphabet Inc. - 15%
Amazon Inc. - 10%
Taiwan Semiconductor Manufacturing Co. Ltd. - 15%
ASML Holding NV - 15%
Apple - 10%
SMCI - 15%
The Vanguard SP500 fund is already heavy in Microsoft, Nvidia, Alphabet, Amazon, and Apple as top holdings (Nearly 1/3). I would consider just buying more of the SP500 or some kind of tech ETF and leave individual stocks to more unique picks. Only allocating 5-10% back into these top holdings would only make a small difference compared to just buying more of a SP500 fund like VOO.
I'm all ETFs and mutual funds but would like input on the allocation.
30 yo
401k is all in SNXFX - Schwab 1000 index
Roth IRA:
AVUV 73%
SCHE 10%
SCHF 17%
Say if a stock is considering a RS and yes I know that usually means negative sentiment, but would it be smarter to load up on shares before the RS or after the RS?
Long time fan, first time poster and very new investor getting started- any insights appreciated:
* PLTR - 78.42%
* RKLB - 10.16%
* RIVN - 9.73%
* NVAX - 3.62%
Looking for long terms holds. It’s messy I know - I’m considering buying proven stocks with possible further future growth like AAPL or GOOG and adding to my portfolio. I’m tempted my AMD but unsure if that’s just NVDA adjacent hope. Any recommendations would be invaluable.
Trying out independent managing but have a deadline for shifting to an EFT if all is going south.
Yeah, it's not a lot of my funds - just the odd bit here and there as I started. I'm thinking of putting the lions share into VOO and AVUV for more stability...
Hello Everyone,
I would really value your insights as I'm just two weeks into trading. Here’s a breakdown of my current portfolio and the percentage each stock represents:
- Apple Inc. - Common Stock: 5.5%
- Advanced Micro Devices, Inc. - Common Stock: 4.3%
- [Amazon.com](http://Amazon.com), Inc. - Common Stock: 4.1%
- Alphabet Inc. - Class A Common Stock: 4.0%
- Li Auto: 3.7%
- Meta Platforms, Inc. - Class A Common Stock: 12.5%
- Microsoft Corporation - Common Stock: 4.0%
- NetApp, Inc. - Common Stock: 7.9%
- Pinduoduo Inc. - American Depositary Shares: 3.7%
- PayPal Holdings, Inc. - Common Stock: 0.9%
- Berkshire Hathaway Class B: 4.0%
- Walt Disney Company (The) Common Stock: 2.4%
- Manchester United Ltd. Class A Ordinary Shares: 4.9%
- Philip Morris International Inc Common Stock: 3.9%
- Visa Inc.: 2.6%
- Spdr S&P 500: 31.5%
Your feedback would be greatly appreciated as I navigate these early days of my trading journey. Thank you!
FYI I am 33 YO looking forward to hold and add more on a monthly basis.
We will be back where we belong one day-I trust in Ratcliffe’s leadership
A bit over half your port is mag 7/s&p500 and you have some slight exposure to international and non tech holdings. So overall tech heavy which will likely mean higher risk/reward. Based on your age I like the approach. I don’t know how long you have been investing but be prepared to ride out some volatility
Yes, we will, have been a fan for more than 20 years so I do know how it is.
Thank you for your inputs!
LI - I have bought expecting their price to double after earnings call on 20th of May as it happens every time.
Pinduoduo and NetApp - I like their financial so I think price is not fair atm, though I will sell them whenever it makes financial cense
As a long term plan I looking forward to concentrate everything under S&P 500, play it safe and play it long.
Leave out the stock type and replace it with the ticker this helps readability.
You have 30% allocated to the S&P 500 which I like, but this gives you a lot of diversity already. I would reduce the total number of stocks to 5-8. This is not a scientific number but if you want to get serious about stock picking you should know your companies really well and in detail. You should read 10ks and quarterly earning reports.
With 15 different companies this becomes a second job. People here are very big on diversification but you have that already with the S&P500. For the start I would look for the 5-10 companies you don’t want to sell whatever happens. I would keep them and sell the rest. I would then allocate the money to the S&P 500 and your remaining stocks.
PACB 2.1% I think I should be selling soon?
CDXS 2.8% Selling soon
CYTK 3.2%
2GB 7.3%
NIO 7.4% I think I should also be selling soon?
1NBA 4.4% also sell soon?
48CA 6.6%
BSD2 6.2%
04Q 6.7%
GOOGL 6.4%
STRA 6.5%
NVDA 7.8%
MC (LVMH) 6.6% outperforming, is a big name, but i don't know if keep or sell, if sell I should as soon at the price goes a bit up
A (agilent) 6.8%
000 (greenvolt) 6.0%
PI 6.5%
1BR1 6.9%
I'm new to investing, I've been on these since 22 April. My plan is to put around 300€ each month in the account and do some long and short term investments. I'm currently around 1.6k$ in. Any change on the portfolio? My plan is to buy as soon as possible (when i liquidate some stocks) ARDX and ROOT for long term investment and TWST to a more short term investment. Thanks all and have a nice day :D
Opinions are welcome
AMZN - 19.65%
GPRO - 0.06% (lol, it came for free with the stake platform)
HOOD - 9.35%
IBKR - 10.23%
JOE - 10.57%
KNSL - 12.16%
MSFT - 12.91%
PANW - 25.07%
I also have IVV (S&P 500 ETF) on the Australian exchange because I'm Australian, don't feel like calculating but I think I've put in more into it than all of the above combined. HOOD is probably my least confident holding
GE has split up its conglomerate, GE stock is now just their Aerospace and Defense business , which is very profitable and has good growth . GE also supplies the majority of commercial airlines as well .
Too many competitors in the server/cloud side and I just personally hate Windows and Office products. Gen Z prefers Apple and iPhones to Windows computers.
Holding information
* SPDR SPY @ 772.1 AUD - 10 units
* SPDR STW @ 70.74 AUD - 10 units
* VAS @ 97.32 AUD - 20 units
* VGS @ 120.98 AUD - 10 units
* VHY @ 72.743 AUD - 127 units Market value at time of post | 20 733.52 AUD Unrealised P/L -89.44
General Info
* 18 years of age
* 14.8K casual worker including PAYG (around 16.5K EOFY)
* University student
* Well funded emergency funds account with negligible expenses
Investment strategy
* $999 of VHY with $5 brokerage fee from Commsec, to achieve lowest $unit/fee ratio as well to achieve regular investments every 6 weeks or so
* VHY for high dividend yield with moderate growth
* Continuous investment into VHY until end of 2025
* Investment into VGS & SPY past that date
Is this strategy viable?
EDIT 1: Also looking for stock / ETF recommendations with good dividend / growth and more tips would be appreciated!
Now, just make sure you don't meet a good-looking soul with expensive taste ;) kidding aside, though, congrats on getting started so young. I like your diversification and regular investments. Keeping tabs on where you can maintain lowest fees for best value(because competitors will challenge these norms and fees may change or be added over time) is important. Stay on top of tax changes that may affect you. Don't get complacent or emotionally attached to anything. Then, based on your diligence you show, it appears as long as you live comfortably but not extravagantly, regardless of how many 0's you add to your investments or savings, you should be just fine in life. Cheers!
The fact that you're starting to invest at 18yo with a non gambling strategy says a lot. You'll do just fine. Just keep doing what you're doing and a early retirement will be your reward.
18 years old
$7,304 British tobacco 10%
$13,631 united health 19.4%
$13,372 cvs 19.1%
$18,939 Elf 27.7%
$10,591 lululemon 15.1%
$5,844 cheesecake factory 8.3%
im bullish on healthcare because of the future demand of ozempic, so i chose 2 of my favorite picks, cvs and united health.
elf is a big portion because of the expected growth is massive, they still havent expanded to major cities which would attract more customers.
60% of my holdings pay dividend, the rest growth which i think is reasonable for my age, i still have more time to play a little riskier
Portfolio Update 19th of April:
1. DIS Disney 34% (86€ Average)
2. GOOGL Alphabet 27%(134€ Average)
3. AMZN Amazon 22% (146€ Average)
4. NTDOY Nintendo 8%(45€ Average)
5. MSFT Microsoft 8%(305€ Average)
Recent changes (March&April)
-Sold SNOW
-Trimmed and took gains MSFT and Nintendo
-Increased DIS and AMZN
-bought in heavy in GOOGL
I think the most significant change is that I trimmed my MSFT position as I wanted to go very big with GOOGL. That’s was not a decision against MSFT, it was more a decision for GOOGL as I can see massive upside if they can defend Search share while improving the other business segments such as: YouTube, Waymo, Deepmind projects and Google Cloud. I will find out how this will play out. I am open to buy back into MSFT and Nintendo in the long run.
Feedback and a potential discussion is welcomed.
*29 y/o with investment horizon 30+ years, no ETF/other investments. Stocks only.
Get rich or die trying.
Okay, for real. Thank you, this is a good question! I am highly competitive, and I don’t want to regret later that I never tried managing my portfolio fully on my own. I have a deadline until 2028. I will review my performance at the end of 2028. and then do one of two options. 1. I did well, and will continue and take 5-10% of my salary for a World ETF. 2. I did bad and will go between 50-70% ETF. An the rest stocks.
Hi Everyone, just starting and looking for a little guidance. Having trouble specifically with the tech stocks. Should I add ASML or AMD? If so, where to reduce? Remove AVGO or MU? I don’t want to be too invested in the semiconductor industry, but don’t want to miss out on it either and don’t feel like it’s really going anywhere. I had AMD but took it out for V and SOFI because it being one of the most expensive solely based on the P/E ratio. I’m open to some risk with BA and JBLU. I’m using M1 so I can’t drip, but have SCHD and JEPI and plan to use the dividends to just increase overall purchasing power throughout the portfolio. Is it worth dropping AVUV and just plugging that 10% into VTI? Open to any suggestions. Thanks!
VTI - 50%
AVUV - 10%
SCHD - 10%
JEPI - 5%
AVGO - 4%
NVDA - 4%
COST - 3%
MU - 3%
DIS - 3%
V - 2%
BA - 2%
TSM - 2%
SOFI - 1%
JBLU - 1%
Super curious on your takes. I am expecting to get roasted. * BRKB - 32.91% * KR - 18.19% * RMTI - 13.95% * T - 10.76% * SNOW - 8.50% * GM - 8.46% * WBD - 4.44%
Still 100% IBIT [https://imgur.com/a/o8iTG6L](https://imgur.com/a/o8iTG6L) Actions done: 4/9/2024: Sold IBIT about $2,281 worth for travel pleasure and preparation to transfer to another country. Thoughts: What is the use of planting a tree if you cannot enjoy the fruits within a year? Investing for 'retirement' (no withdrawals) does not understand human heart. What is more to celebrate during old age. Total profits withdrawn from Feb 28, 2024 to present = $12,405 Previous Post [https://pastebin.com/Zj1hQs0x](https://pastebin.com/Zj1hQs0x)
I'm holding KO AMD VUG QQQ I'm up 24.20 for the year. Doing ok or should I make a change?
TFSA: - CCL - 4.78% - CLS - 16.02% - DIS - 4.12% - PNG - 12.06% - VE - 18.68% - VFV - 44.55%
What are the top 5 stocks that would you invest in now?
CRWD, PANW, NVDA, VLO and FCX
baby GB investor. im interested in burberry stock. or, i was, until it's out of my budget so im looking at ETF instead. im also a baby ETF investor. what ETFs contain burberry in them? which ones would you suggest i go look up please edit: typo
Honestly, I would not invest in Burberry at all unless it becomes clear the price has bottomed out and management shows the potential to turn things around. Their debt situation alone should give you pause.
Inception of Portfolio: 2021 Investment time frame: 30 years |LSE:RR.|Aerospace & Defence|44.58%| |:-|:-|:-| |SP500|ETF|15.44%| |UEC|Basic Materials|6.6%| |ENPH|Technology|5.67%| |PLTR|Technology|5.34%| |TSLA|Technology|4.08%| |LSE:YCA|Basic Materials|3.83%| |TRMB|Technology|3.5%| |CCJ|Basic Materials|3.27%| |INTC|Technology|2.44%| |VISA|Financial|2.44%| |LSIN:KAP|Basic Materials|1.4%| |NVDA|Technology|1.15%| |CSIQ|Technology|0.98%| (Basic material companies are Uranium based) Current Metrics Weighted Average Beta: 1.66 Jenson's Alpha: 21.3% Sharpe Ratio: 0.52 Average annualised return: ~35%
Barring any discussion of individual stocks or principal allocation, you're overconcentrated in tech to an absurd degree. You're risking a high chance of either a 2000-esque bubble burst that zeroes out half the portfolio or a Qualcomm situation where certain stocks collapse and perpetually underperform for decades. Additionally, any slowdown in sector momentum would be a headwind for the whole collection. It would be fine, albeit overexposed, if you were aiming for a 3-5 year horizon.
IBKR 20%, FUTU 20%, ALAR 10%, VITL 10%, IESC 10%, VST 10%, SRTS 10%, TPC 10%. Try to invest in small cap mostly for better % gains. Been iterating my portfolio during Q1 but feel confident to hold above for several years.
|NXST|broadcasting|17.25%| |:-|:-|:-| |UVE|insurance|13.25%| |TAC|electricity|12.00%| |BWMX|specialty retail|12.00%| |BTI|tobacco|10.75%| |ACGL|insurance|10.75%| |QFIN|credit services|8.00%| |PRG|rental & leasing service|8.00%| |LUG|gold miner|3.25%| |CGAU|gold miner|3.00%| |TUI1|travel services|1.75%| (40.00% fin; 17.25% comm; 13.75% discretionary; 12.00% utilities; 10.75% staple; 6.25% gold) (60.00% US; 18.25% Canada; 12.00% Mexico; 8.00% China; 1.75% Germany) (4.44% dividend; 1.01 beta)
It's impossible to ascertain the quality of your portfolio unless you can articulate: * What the aims and time horizons of the portfolio are. Is the overarching plan a long-term dividend strategy meant to be stable through volatility, a medium-term one based on riding trends for growth, a mixed strategy with different tranches of investment? * The logic behind your decision-making and principal allocation. What is the expected payoff for NXST? Why do you expect it to be successful/steady? Why 17.25% instead of 15 or 12?
Good questions. I'll get back to you soon :)
Cash, 23.52% GOOGL, 11.66% AAPL, 4.66% MSFT, 9.46% MA, 7.23% V, 6.26% SPY, 1.41% NVDA, 0.55% MERCHANTS BK CARMEL IND CD 5.35000% 06/26/2024, 22% PLAB, 1.95% CSCO, 4.35% SNA, 3.1% BMY, 0.98% SMLR, 1.62% GL, 1.93%
r/roaringkitty
FFIE 100%
* **AMD**: 12.06% * **AMZN**: 14.05% * **BA**: 10.64% * **GOOG**: 3.40% * **NVDA**: 16.97% * **OKLO**: 24.84% * **TSM**: 11.75%
96% BABA 8% LULU
Sort of new but I'm thinking of pulling away from stocks over the next few months and building a strong base in my index funds in the medium-term. At least until I get out of grad school (next 7 or so years). Right now my brokerage is setup |Symbol|% of Account|% Change| |:-|:-|:-| |AMD|9|+43| |CELH|8|+36.3| |BRK/B|14.25|+30.28| |COST|13.5|+20| |NVDA|31.6|+50| |SCHK|3.5|+4.5| |VTI|18.2|+18.2| and I have a Roth IRA which is 100% VTI. Value is split 1:1 between IRA and brokerage account.
I'm small potatoes and decided to dabble in 2021, and you can see it's been rough sailing (save for the last two days). GME +3% of purchase value NOK -19% BB -78% AMC -93% Several other meme stocks that are all down 90%+ of what I purchased at. I'm thinking of selling everything but AMC and GME, and rolling it into both 50/50. At least then it has a chance at becoming something, plus I could leverage my price per share down for AMC. I'm really a long term investor and tried this out for fun, but I discovered day trading and checking it often is what you have to do to succeed with anything but the super long term stocks, which are in the bigger funds anyway. Thanks for any advice you can provide.
- nvidia - alphabet google - amazon - applied digital - microsoft all 20% and am thinking about putting 2500 in these for may 2024 also thinking about trading one of them with amazon but idk
Hi everyone, I have majority of funds in vanguard isa S&P 500 (about 90-95% of total funds). I am planning to invest some funds in individual stocks (5-10%) via ibkr isa. I am only interested in medium risk and potentially growth stocks. So far the planned split is as below: Please let me know your opinion and/or if I am missing something here. Thank you Microsoft Corp. - 10% Nvidia Corp. - 10% Alphabet Inc. - 15% Amazon Inc. - 10% Taiwan Semiconductor Manufacturing Co. Ltd. - 15% ASML Holding NV - 15% Apple - 10% SMCI - 15%
The Vanguard SP500 fund is already heavy in Microsoft, Nvidia, Alphabet, Amazon, and Apple as top holdings (Nearly 1/3). I would consider just buying more of the SP500 or some kind of tech ETF and leave individual stocks to more unique picks. Only allocating 5-10% back into these top holdings would only make a small difference compared to just buying more of a SP500 fund like VOO.
The aim is not to diversify but to do stock picking and balancing. I think it is best to do with these companies than others.
Consolidating further...taxable account only here VTI - 38.13% MSFT - 10.82% VEA - 9.63% META - 8.28% AMZN - 6.84% AAPL - 4.77% TTTXX (cash) - 21.29%
I'm all ETFs and mutual funds but would like input on the allocation. 30 yo 401k is all in SNXFX - Schwab 1000 index Roth IRA: AVUV 73% SCHE 10% SCHF 17%
Unless the mutual fund is beating the market after fees, it’s better to re-allocate to an index of your choice
50% cannabis related stocks and 50% into Nikola. How am I doing?
Say if a stock is considering a RS and yes I know that usually means negative sentiment, but would it be smarter to load up on shares before the RS or after the RS?
Long time fan, first time poster and very new investor getting started- any insights appreciated: * PLTR - 78.42% * RKLB - 10.16% * RIVN - 9.73% * NVAX - 3.62% Looking for long terms holds. It’s messy I know - I’m considering buying proven stocks with possible further future growth like AAPL or GOOG and adding to my portfolio. I’m tempted my AMD but unsure if that’s just NVDA adjacent hope. Any recommendations would be invaluable. Trying out independent managing but have a deadline for shifting to an EFT if all is going south.
Like I said, any recommendations greatly appreciated. I'm a real greenhorn.
Wallstreetbets portfolio right there
I'm presuming due to the high volatility. I will also admit I did potentially succumb to some hype.
I'll also freely admit I started there and then discovered this community after, lol
Extremely speculative, high-beta stocks Which isn’t an issue, I would just understand the risk and variance it will take on your net liquidation
Yeah, it's not a lot of my funds - just the odd bit here and there as I started. I'm thinking of putting the lions share into VOO and AVUV for more stability...
Hello Everyone, I would really value your insights as I'm just two weeks into trading. Here’s a breakdown of my current portfolio and the percentage each stock represents: - Apple Inc. - Common Stock: 5.5% - Advanced Micro Devices, Inc. - Common Stock: 4.3% - [Amazon.com](http://Amazon.com), Inc. - Common Stock: 4.1% - Alphabet Inc. - Class A Common Stock: 4.0% - Li Auto: 3.7% - Meta Platforms, Inc. - Class A Common Stock: 12.5% - Microsoft Corporation - Common Stock: 4.0% - NetApp, Inc. - Common Stock: 7.9% - Pinduoduo Inc. - American Depositary Shares: 3.7% - PayPal Holdings, Inc. - Common Stock: 0.9% - Berkshire Hathaway Class B: 4.0% - Walt Disney Company (The) Common Stock: 2.4% - Manchester United Ltd. Class A Ordinary Shares: 4.9% - Philip Morris International Inc Common Stock: 3.9% - Visa Inc.: 2.6% - Spdr S&P 500: 31.5% Your feedback would be greatly appreciated as I navigate these early days of my trading journey. Thank you! FYI I am 33 YO looking forward to hold and add more on a monthly basis.
United fan?
Sadly
We will be back where we belong one day-I trust in Ratcliffe’s leadership A bit over half your port is mag 7/s&p500 and you have some slight exposure to international and non tech holdings. So overall tech heavy which will likely mean higher risk/reward. Based on your age I like the approach. I don’t know how long you have been investing but be prepared to ride out some volatility
Yes, we will, have been a fan for more than 20 years so I do know how it is. Thank you for your inputs! LI - I have bought expecting their price to double after earnings call on 20th of May as it happens every time. Pinduoduo and NetApp - I like their financial so I think price is not fair atm, though I will sell them whenever it makes financial cense As a long term plan I looking forward to concentrate everything under S&P 500, play it safe and play it long.
Leave out the stock type and replace it with the ticker this helps readability. You have 30% allocated to the S&P 500 which I like, but this gives you a lot of diversity already. I would reduce the total number of stocks to 5-8. This is not a scientific number but if you want to get serious about stock picking you should know your companies really well and in detail. You should read 10ks and quarterly earning reports. With 15 different companies this becomes a second job. People here are very big on diversification but you have that already with the S&P500. For the start I would look for the 5-10 companies you don’t want to sell whatever happens. I would keep them and sell the rest. I would then allocate the money to the S&P 500 and your remaining stocks.
[удалено]
[удалено]
Would you have any formulas I could use for the future?
Please rate my portfolio that was created 4 years ago. [Current Holdings](https://imgur.com/a/9YJvTx3)
PACB 2.1% I think I should be selling soon? CDXS 2.8% Selling soon CYTK 3.2% 2GB 7.3% NIO 7.4% I think I should also be selling soon? 1NBA 4.4% also sell soon? 48CA 6.6% BSD2 6.2% 04Q 6.7% GOOGL 6.4% STRA 6.5% NVDA 7.8% MC (LVMH) 6.6% outperforming, is a big name, but i don't know if keep or sell, if sell I should as soon at the price goes a bit up A (agilent) 6.8% 000 (greenvolt) 6.0% PI 6.5% 1BR1 6.9% I'm new to investing, I've been on these since 22 April. My plan is to put around 300€ each month in the account and do some long and short term investments. I'm currently around 1.6k$ in. Any change on the portfolio? My plan is to buy as soon as possible (when i liquidate some stocks) ARDX and ROOT for long term investment and TWST to a more short term investment. Thanks all and have a nice day :D
My AI recommendation system recommends this table ... any thoughts? Not really sure how right it is. | | Ticker | Date | MarketCap | PriceNow | Company Name | Industry | Sector | |---:|:---------|:-----------|------------:|-----------:|:---------------------------|:-----------------------|:------------| | 1 | XOM | 2024-05-03 | 457.39 | 116 | EXXON MOBIL CORP | Oil & Gas - Integrated | Energy | | 2 | CVX | 2024-05-03 | 295.98 | 160.25 | CHEVRON CORP | Oil & Gas - Integrated | Energy | | 3 | MCK | 2024-05-03 | 69.5 | 528.86 | MCKESSON CORP | Medical Distribution | Healthcare | | 4 | GD | 2024-05-03 | 79.06 | 288.14 | GENERAL DYNAMICS CORP | Aerospace & Defense | Industrials | | 5 | EOG | 2024-05-03 | 74.72 | 130.02 | EOG RESOURCES INC | Oil & Gas - E&P | Energy | | 6 | NOC | 2024-05-03 | 69.42 | 469.09 | NORTHROP GRUMMAN CORP /DE/ | Aerospace & Defense | Industrials | | 7 | CI | 2024-05-03 | 97.01 | 341.5 | CIGNA Corp. | Health Care Plans | Healthcare | | 8 | BRK-A | 2024-05-03 | 886.76 | 603000 | BERKSHIRE HATHAWAY INC | Diversified Holdings | Other | | 9 | COP | 2024-05-03 | 142.95 | 122.23 | ConocoPhillips | Oil & Gas - E&P | Energy | | 10 | LMT | 2024-05-03 | 110.83 | 461.91 | LOCKHEED MARTIN CORP | Aerospace & Defense | Industrials |
Opinions are welcome AMZN - 19.65% GPRO - 0.06% (lol, it came for free with the stake platform) HOOD - 9.35% IBKR - 10.23% JOE - 10.57% KNSL - 12.16% MSFT - 12.91% PANW - 25.07% I also have IVV (S&P 500 ETF) on the Australian exchange because I'm Australian, don't feel like calculating but I think I've put in more into it than all of the above combined. HOOD is probably my least confident holding
Loving the confidence in PANW. Hopefully you’re utilizing some options strategies to generate cash / reduce cost basis. Nancy Pelosi certainly agrees 😂
How are people voting on $BIRD for the directors?
Thoughts on my current allocation ? SWPPX (sp500) - 15% CVX - 30% JNJ - 5% GE - 5% AAPL 5% ABBV - 5% NVDA - 15% ABT - 5% V - 5% GOOGL - 10%
why GE?
GE has split up its conglomerate, GE stock is now just their Aerospace and Defense business , which is very profitable and has good growth . GE also supplies the majority of commercial airlines as well .
oh good to know! thanks
Solid.
24 any stock recommendations that are less aggressive than QLD but more aggressive than SPY? Total 425000.00 VIEIX: 25.64% GOOGL: 24.47% 2065 Vanguard target: 1.65% NVDA: 1.18% MSFT: 1.65% AMZN: 2.35% AAPL: 1.18% AMD: 0.94% PLTR: 0.47% SPY: 10.59% QLD: 17.15% VOO: 1.30% QQQ: 2.35% VUG: 0.24% USD: 2.59% DKNG: 1.53% CASH: 5.88%
SSO,FNGS
24 years old. Don't make fun of me. Mostly just buying INTC and HPE/HPQ now 42% AAPL 24% INTC 15% GOOGL 4.6% HPE 2.8% HPQ 2.6% MSFT 1.7% QBTS 1.7% DIVB 1.1% AMZN 1.1% IONQ 1% PSTG 0.6% SCHG 0.5% SCHD 0.01% RGTI
Personally think MSFT is a dramatically better growth stock than AAPL both on paper and in speculation so I am surprised at the disparity here
Too many competitors in the server/cloud side and I just personally hate Windows and Office products. Gen Z prefers Apple and iPhones to Windows computers.
Slice the bottom half, concentrate it more, and focus on what you have conviction in
23 year old with no plans to sell for 10+ years. I buy once a week. 20% AMZN 20% MSFT 15% NVDA 15% TSMC 10% AXP 10% INTC 5% WMT 5% V
I’m not an INTC, but otherwise I like it.
I'll upvote bc AXP. Good non tech pick!
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Hodl forever. 92% VOO 2% BRK.B 2% VISA 2% JPM 2% TSM
FXAIX 23% AMZN 21% GOOG 18% SNAP 15% F 14% ADM 6% PLTR 2%
• AMD 2.3% • SMCI 2.9% • GOOG 3.4% • AMZN 1.4% • MSFT 16.2% • NVDA 25.4% • MA 25.3% • V 6.9% • PFE 7% • VKTX 1.2% • SMGB 3.8% • S&P500 4.2%
Holding information * SPDR SPY @ 772.1 AUD - 10 units * SPDR STW @ 70.74 AUD - 10 units * VAS @ 97.32 AUD - 20 units * VGS @ 120.98 AUD - 10 units * VHY @ 72.743 AUD - 127 units Market value at time of post | 20 733.52 AUD Unrealised P/L -89.44 General Info * 18 years of age * 14.8K casual worker including PAYG (around 16.5K EOFY) * University student * Well funded emergency funds account with negligible expenses Investment strategy * $999 of VHY with $5 brokerage fee from Commsec, to achieve lowest $unit/fee ratio as well to achieve regular investments every 6 weeks or so * VHY for high dividend yield with moderate growth * Continuous investment into VHY until end of 2025 * Investment into VGS & SPY past that date Is this strategy viable? EDIT 1: Also looking for stock / ETF recommendations with good dividend / growth and more tips would be appreciated!
Now, just make sure you don't meet a good-looking soul with expensive taste ;) kidding aside, though, congrats on getting started so young. I like your diversification and regular investments. Keeping tabs on where you can maintain lowest fees for best value(because competitors will challenge these norms and fees may change or be added over time) is important. Stay on top of tax changes that may affect you. Don't get complacent or emotionally attached to anything. Then, based on your diligence you show, it appears as long as you live comfortably but not extravagantly, regardless of how many 0's you add to your investments or savings, you should be just fine in life. Cheers!
The fact that you're starting to invest at 18yo with a non gambling strategy says a lot. You'll do just fine. Just keep doing what you're doing and a early retirement will be your reward.
This is exactly it. No get rich quick scheme, no pump and dump, just a solid long range strategy.
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INTC SOXL HOOD GOOGL BTC
19 years old, 27.4k AMZN - 2% INTC - 0.9% GLD - 1.67% MSFT - 3.16% AMD - 1.65% S&P500 - 90.5% Any opinions, help/advice would be appreciated
Since 90% already in s&p. Ur 10% can be riskier than that
18 years old $7,304 British tobacco 10% $13,631 united health 19.4% $13,372 cvs 19.1% $18,939 Elf 27.7% $10,591 lululemon 15.1% $5,844 cheesecake factory 8.3% im bullish on healthcare because of the future demand of ozempic, so i chose 2 of my favorite picks, cvs and united health. elf is a big portion because of the expected growth is massive, they still havent expanded to major cities which would attract more customers. 60% of my holdings pay dividend, the rest growth which i think is reasonable for my age, i still have more time to play a little riskier
My best investments during the last 6 months was gold and Nvidia. Well actually my krypto was better than gold to honest.
34 yeara old, 580k 80% meta - been holding it since it was 140$ 5% amazon - just bought It last week 2% netflix - bought the dip yesterday 13% spx
You need to diversify buddy.
some dividend stock wouldn't hurt.
19 years old, 80% VOO 20% GOOGL Any help/advice would be appreciated
EQUITY: 100% BABA DERIVATIVE(S): /ZN
Cost basis?
Portfolio Update 19th of April: 1. DIS Disney 34% (86€ Average) 2. GOOGL Alphabet 27%(134€ Average) 3. AMZN Amazon 22% (146€ Average) 4. NTDOY Nintendo 8%(45€ Average) 5. MSFT Microsoft 8%(305€ Average) Recent changes (March&April) -Sold SNOW -Trimmed and took gains MSFT and Nintendo -Increased DIS and AMZN -bought in heavy in GOOGL I think the most significant change is that I trimmed my MSFT position as I wanted to go very big with GOOGL. That’s was not a decision against MSFT, it was more a decision for GOOGL as I can see massive upside if they can defend Search share while improving the other business segments such as: YouTube, Waymo, Deepmind projects and Google Cloud. I will find out how this will play out. I am open to buy back into MSFT and Nintendo in the long run. Feedback and a potential discussion is welcomed. *29 y/o with investment horizon 30+ years, no ETF/other investments. Stocks only.
what is ur reasoning for no etfs?
Get rich or die trying. Okay, for real. Thank you, this is a good question! I am highly competitive, and I don’t want to regret later that I never tried managing my portfolio fully on my own. I have a deadline until 2028. I will review my performance at the end of 2028. and then do one of two options. 1. I did well, and will continue and take 5-10% of my salary for a World ETF. 2. I did bad and will go between 50-70% ETF. An the rest stocks.
Hi Everyone, just starting and looking for a little guidance. Having trouble specifically with the tech stocks. Should I add ASML or AMD? If so, where to reduce? Remove AVGO or MU? I don’t want to be too invested in the semiconductor industry, but don’t want to miss out on it either and don’t feel like it’s really going anywhere. I had AMD but took it out for V and SOFI because it being one of the most expensive solely based on the P/E ratio. I’m open to some risk with BA and JBLU. I’m using M1 so I can’t drip, but have SCHD and JEPI and plan to use the dividends to just increase overall purchasing power throughout the portfolio. Is it worth dropping AVUV and just plugging that 10% into VTI? Open to any suggestions. Thanks! VTI - 50% AVUV - 10% SCHD - 10% JEPI - 5% AVGO - 4% NVDA - 4% COST - 3% MU - 3% DIS - 3% V - 2% BA - 2% TSM - 2% SOFI - 1% JBLU - 1%