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LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
24368 posts

Let's do a top 5 equity portfolio for 2018
Winner gets fame. Will update periodically

Rules:

1. Stock must have a market cap greater than 500 million.
2. No funds or derivatives (Ex: XLF or GBTC)
3. Adequate volume
4. IF one of your picks goes down by more than 50% from January 1 to December 31, you are disqualified.

My choices:

TAL, EDU, GOOG, FED-EX, AMAZON


windshieldman
New Orleans Saints Fan
Member since Nov 2012
5583 posts

re: Let's do a top 5 equity portfolio for 2018
XOM
V
AMAZON
BTI
EGO (dark horse stock)

ETA: Had to change RAI to BTI, didn't know there was a merger, or buyout, whatever.
This post was edited on 1/8 at 8:12 am


C
Atlanta Falcons Fan
Port Moresby
Member since Dec 2007
25358 posts
 Online 

re: Let's do a top 5 equity portfolio for 2018
GE, T, BP, V, F


white perch
Northwestern St. Fan
the bright, happy side of hell
Member since Apr 2012
4992 posts

re: Let's do a top 5 equity portfolio for 2018
GE
T
V
AMZN (or whatever Amazon is)
WalMart


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00
rmc
LSU Fan
Zachary, LA
Member since Sep 2004
24070 posts

re: Let's do a top 5 equity portfolio for 2018
BAC
JPM
XOM
CHK
T


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10
jerryc436
LSU Fan
Franklin
Member since Jan 2014
154 posts

re: Let's do a top 5 equity portfolio for 2018
VALE
FB
BABA
MLCO
CVX


TigerTatorTots
New Orleans Pelicans Fan
The Safeshore
Member since Jul 2009
74317 posts

re: Let's do a top 5 equity portfolio for 2018
No crypto no care


oklahogjr
Arizona State Fan
Gold Membership
Member since Jan 2010
26932 posts

re: Let's do a top 5 equity portfolio for 2018
msft, walmart, adobe, servicenow, adsk


my thinking is this

msft( cloud service growth is unreal. if they charge $5 a month to every office cloud user they can generate billions in cash monthly....they charge more than $5) great PE for the sector, I think risk reward is way favoring reward.

walmart( shite load of money. easier for them to move online than for others in sector to go into storefronts. they grow very surprisingly)

adobe( adobe cloud investment starts showing even bigger retuens)

servicenow( 40% revenue growth again next year. they will dominate the software for service industry market. cloud company as well with massive amounts of corporate data.)



Autodesk(announcement of cloud autocad pending, based on other cloud performance stock gets a run on the smell of offering a cloud solution.

cloud computing is all the rage these days for good reasons. it's extremely lucrative once the infrastructure pays for itself



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20
FunroePete
LA-Lafayette Fan
Member since Dec 2012
1428 posts

re: Let's do a top 5 equity portfolio for 2018
MU
ADBE
XPO
AAPL
HD


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30
Omada
LSU Fan
Member since Jun 2015
562 posts

re: Let's do a top 5 equity portfolio for 2018
How is the winner decided: single biggest gainer, overall gain, or average gain of the 5? Also, does Rule #2 disqualify ETN's?


LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
24368 posts

re: Let's do a top 5 equity portfolio for 2018
Overall gain. No ETNs


UltimaParadox
Alabama Fan
Huntsville
Member since Nov 2008
8336 posts

re: Let's do a top 5 equity portfolio for 2018
Are we counting dividends?


LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
24368 posts

re: Let's do a top 5 equity portfolio for 2018
Sure


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00
Omada
LSU Fan
Member since Jun 2015
562 posts

re: Let's do a top 5 equity portfolio for 2018
quote:

No ETNs
:(
Oh, well. Here are mine:
ARRY
PATK
LL
JPM
PNC
This post was edited on 12/30 at 7:33 pm


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00
Who_Dat_Tiger
New Orleans Saints Fan
Member since Nov 2015
1333 posts

re: Let's do a top 5 equity portfolio for 2018
GOOG
MSFT
AMAZON
NVIDIA
MU


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10
MontyFranklyn
Alabama Fan
T-Town
Member since Jan 2012
20219 posts

re: Let's do a top 5 equity portfolio for 2018
V, Amazon, Goog, BP, AXP


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00
TimeOutdoors
Member since Sep 2014
2921 posts

re: Let's do a top 5 equity portfolio for 2018
TLND
IRBT
PEGA
MA
NVDA


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00
HYDRebs
Ole Miss Fan
Houston
Member since Sep 2014
824 posts

re: Let's do a top 5 equity portfolio for 2018
BABA
ALXN
GS
IRBT
ALLY


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00
ItNeverRains
LSU Fan
Franklin, TN
Member since Oct 2007
11561 posts

re: Let's do a top 5 equity portfolio for 2018
RIOT
TEUM
DPW
SSC
FLEX


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00
natsoundup
Member since May 2013
39 posts

re: Let's do a top 5 equity portfolio for 2018
This is a very interesting play.... is it defensive for dividends? I am almost 61 and thinking about going from moderately aggressive to moderately safe in mid-2018.

Starting to have too much at stake to lose big.


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