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Started By
Message
Please advise changes to my portfolio
Posted on 11/25/23 at 11:47 am
Posted on 11/25/23 at 11:47 am
Here is what I’m holding in order of biggest holdings: Apple, Amazon, Google, Disney, JPM, Visa, crwd, STLA, Boeing, Uber.
I’m thinking about making these moves. Buying Shell. Taking some profits on Apple and investing in Google and Amazon further. Selling Crwrd and Uber Completely then buying more Amazon, Google, Shell, and STLA.
Sound like solid moves? Anything you’d do differently and any other stocks you recommend?
I’m also rolling with Apple High Interest savings account instead of bonds.
I’m thinking about making these moves. Buying Shell. Taking some profits on Apple and investing in Google and Amazon further. Selling Crwrd and Uber Completely then buying more Amazon, Google, Shell, and STLA.
Sound like solid moves? Anything you’d do differently and any other stocks you recommend?
I’m also rolling with Apple High Interest savings account instead of bonds.
This post was edited on 11/25/23 at 11:49 am
8
Posted on 11/25/23 at 4:04 pm to Silverback911
If any of us really knew, we would be at our beach house in Jamaica. I’d say if you want more Shell, Google, and Amazon then go for it because you believe in them. Not because some rando on a message board validates your position.
Posted on 11/25/23 at 4:19 pm to Silverback911
Hasn’t Shell been run up quite a bit? Why buy now? How much more upside is there?
Posted on 11/25/23 at 4:25 pm to Silverback911
It is WILD to me that people don't have at least 1% or 2% of the best performing asset over the last 10 years.
This post was edited on 11/25/23 at 4:26 pm
Posted on 11/25/23 at 4:38 pm to Silverback911
Black Friday sales up 5.5%, but retail traffic was the lowest I’ve ever seen this close behind Black Friday. Buy Amazon
Posted on 11/25/23 at 5:40 pm to Silverback911
Stop buying individual stocks and own broad market ETFs.
This post was edited on 11/25/23 at 7:24 pm
Posted on 11/26/23 at 7:22 am to lynxcat
Agreed; just an S&P 500 index fund provides more than enough exposure to most of those stocks
This post was edited on 11/26/23 at 7:27 am
Posted on 11/26/23 at 7:33 am to lynxcat
quote:
Stop buying individual stocks and own broad market ETFs.
Bulk of my portfolio:
VTSAX
SPY
BRK.B
VMFXX
ROGSX
Fun smaller percentages:
BOTZ
UFO
IRBO
ISCG
METV
BETZ
THCX
YOLO
Posted on 11/26/23 at 9:50 am to lynxcat
quote:
Stop buying individual stocks and own broad market ETFs
Feel like I’m very much starting to disagree with this concept except for the laziest of the lazy DIY investing. Why do I want to own like 450 companies @ .007% allocation that I’d never pick individually? Im legit asking, maybe I’ve just forgotten with all the different investing theories I’ve read. The top 30 holdings are probably just as diversified as the entire index in the sense you’ll cover most sectors with the best companies
This post was edited on 11/26/23 at 9:52 am
Posted on 11/26/23 at 11:16 am to rocksteady
I buy stocks of a few companies that sit at the cross section of "I think they're going to continue to grow in a stable manner" and "I like what they do". These are long term hold until I retire, die, or drastically need them plays. They are:
Microsoft
Apple
Home Depot
Visa
Domino's
They're a small part of my portfolio-- the rest are broader market ETFs. One thing I haven't done yet is taken fliers on random companies waiting for them to blast off then sell at what I think is their peak.
Microsoft
Apple
Home Depot
Visa
Domino's
They're a small part of my portfolio-- the rest are broader market ETFs. One thing I haven't done yet is taken fliers on random companies waiting for them to blast off then sell at what I think is their peak.
Posted on 11/27/23 at 11:10 am to Thundercles
For the next 6-9 months the market will be fairly flat. I doubt it will do 5% which you could do with cash.
Posted on 11/27/23 at 12:41 pm to Silverback911
quote:Only buy stocks that are going to go up...
Please advise changes to my portfolio
Posted on 11/27/23 at 12:52 pm to rocksteady
quote:
Feel like I’m very much starting to disagree with this concept except for the laziest of the lazy DIY investing. Why do I want to own like 450 companies @ .007% allocation that I’d never pick individually? Im legit asking, maybe I’ve just forgotten with all the different investing theories I’ve read. The top 30 holdings are probably just as diversified as the entire index in the sense you’ll cover most sectors with the best companies
Compare your returns from your picks to the S&P.
If you’re beating the S&P and confident in doing so then keep doing it. Just understand most people who research stocks for a living don’t outperform the S&P.
Posted on 11/27/23 at 3:48 pm to Weagle25
quote:
Feel like I’m very much starting to disagree with this concept except for the laziest of the lazy DIY investing. Why do I want to own like 450 companies @ .007% allocation that I’d never pick individually? Im legit asking, maybe I’ve just forgotten with all the different investing theories I’ve read. The top 30 holdings are probably just as diversified as the entire index in the sense you’ll cover most sectors with the best companies
Compare your returns from your picks to the S&P.
If you’re beating the S&P and confident in doing so then keep doing it. Just understand most people who research stocks for a living don’t outperform the S&P.
I look at it this way: yes, as the previous poster said, you could probably be just as diversified with the top 30, but if one of those 30 goes belly up or has a serious drop, you're not as protected with stocks vs ETF's or something similar. I don't consider my retirement fund to be liquid, as it shouldn't be, imo, so everything I buy is focused on the long term
I have a brokerage account that I do consider liquid, where I'm willing to take some chances on stocks I think might grow/pay off. There's an argument that why put money into that when the long term will likely outperform it. That's valid, but I only put a small portion of money into my brokerage account, so I'm not exposed to near as much risk as some are comfortable with. I have some REIT's, cannabis stocks, "dividend aristocrats", etc in there that I can sell at any time.
My wife and I have similar 401k's and we have IRA accounts that are similar. The majority of our money goes into long term investments that have low risk, have performed well over the past 5-10 years and have low expense ratios. It's worked out well so far. I'm up almost 13% this year.
This post was edited on 11/27/23 at 3:53 pm
Posted on 11/27/23 at 4:59 pm to Weagle25
If you’re beating the S&P and confident in doing so then keep doing it. Just understand most people who research stocks for a living don’t outperform the S&P.
- I don't know ditty, but my AAPL has completely smashed the S&P for the past decade
- I don't know ditty, but my AAPL has completely smashed the S&P for the past decade
Posted on 11/27/23 at 7:44 pm to Silverback911
sell Those
And just buy vtsax
And just buy vtsax
Posted on 11/28/23 at 6:42 am to Silverback911
Delete
This post was edited on 1/20/24 at 6:20 am
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