Yep. I’m long on each of those. 1)tesla 2) Msft 3)Apple 4)NVDA 7) google 17) amazon
For curiosity -5) BA 6) NTDOF 8) DIS 9) ABBV
10)ATVI 11) ISRG 12) WMT 13) ABNB 14) NFLX
15)SBUX 16) TGT 17) DE
I’m tech heavy, but have positions in other large cap value stocks as well outside my top holdings.
I’ve been slowly accumulating amazon.
We need to post the top 5 stocks, that we own or owned, towards the EOY, for 2023, and show the YTD returns. It will show what a mistake it was to not be in the stock market. We can also add 2024 predictions and favorite stock picks for next year.
Figure an update for the year. That post is from February 2023
Top positions:
1) TSLA - Elon continues to keep his mouth open, but can’t wait for Cybertruck results.
2) MSFT- safest stock in the market next to Apple
3) NVDA - what a year!
4)AAPL - it’s Apple. Nuff said
5) NTDOF - the Disney of our generation- Mario movie a success. Intellectual property for this company is insane.
6)Google- time to possibly accumulate more under $130
7) BA- long term holder, waiting for dividend reestabilshment
8)AMZN- it’s amazon. Still accumulating shares. Preferably under $130
9) ABBV - 5% divy, yes please.
10)DWAC -Trump2024!
11) DIS - go woke, go broke
12)TTD- great year.
13)ISRG - davinci robot monopoly
14)Netflix- bought the dip
15)Shopify- e-commerce that takes advantage of the little guys.
16)AMAT - chips need chipmaking equipment
17)ABNB- still holding and accumulating, but still in the red.
18)Oracle- loaded up 15% of position. Been in it since before cerner acquisition.
19)WMT- slow and steady. Would love to add sub $135
20) sbux - added some last week after 10-11 red days in a row.
21)DE
22) TGT
23)Sony
24) AMD
25) HD
26) Dexcom
27) Uber
those account for 80% of my portfolio.
Honorable mentions- ATVI -longterm holder got bought out by Microsoft over 20% gain.
sold Adobe today for more oracle. Sold some meta for more oracle.
Positions with under 1% of portfolio, NOW, Costco, jpm, Axp, salesforce, ASML, arm, Nike, pins, crowdstrike, Cisco, meli, path, meta
small positions but have been solid. Have quite a bit more but overall it accounts for less than 20% of my stock portfolio.
After this circlejerk of 2023 it’s looking like a good area to take a little profit, but sometimes it’s easier said than done.
For those who read all this. Cheers!
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