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Rate My Portfolio - r/Stocks Quarterly Thread June 2021

Rate My Portfolio - r/Stocks Quarterly Thread June 2021

gyna99

Just simplified my portfolio. What do you think. MSFT, NVDA, AAPL, AMD, BAC, VOO, and VTI (combined total is 80% of account). Then I keep 10% for option plays, and another 10% for more high risk high reward (meme-like) stocks.


MRod088

VTI, VXUS, SCHD, QQQ, AVUV


telepathist11

BGFV Big 5 about to go live. 73% short interest


relavant__username

Please explain to me why Blackstone (BX) climbed ~90% since Feb..?


Itonlygetshigher420

>Blackstone asset management and banks have been doing real good with the lower interest rates. I misses this company out my self.


[deleted]

[удалено]


relavant__username

Dig it. Not sure if theres any overlap but Id recommend them.


[deleted]

[удалено]


[deleted]

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relavant__username

You have about.... 10 years worth of reading you need to do in the next year to be even remotely successful. Or.. as others said.. you need safe ETFs.


Itonlygetshigher420

have a read around the fourms and online study. You've been in this 4 days so far. Better to go with a safe ETF. VOO,VTI,QQQ, etf


LandzerOR

Rather new , 24 , Moderate risk tolerance My purpose here is to build a portfolio which can weather the storm during a downturn and I can just keep pumping into at roughly this allocation without thinking too much about rebalancing often |TICKER|Percentage| |:-|:-| |AAPL|15%| |MSFT|15%| |GOOGL|15%| |FB|10%| |AMZN|10%| |NVDA|8%| |AMD|7%| |V|10%| |ETSY|3%| |BRK-B|7%|


stronkerton24

Not to be rude but how could this extremely tech heavy portfolio weather anything ? You need to diversify across different industries. Should have an index ETF ( I have 3 , 1 tracks the Nasdaq 100 , 1 tracks the s&p and 1 tracks the Russell 2000 mid caps). Some people just go with 1 but I like tracking different indexes. I would ignore bonds for now if you are new because they have been doing shit. But a gold ETF would also be something good to help keep things diversifed. Also looks like renewable energy giants like Brookfield and Nextera are going to be great safe stocks with a decent dividend to boot. Also can look at international ETFs to give yourself exposure to markets outside for Canada / USA.


LandzerOR

Yo thanks taking the time to write this. I switched up my portfolio to 30% VOO , 30% QQQ , 20% Assorted FAAMG (increase exposure) , 20% private equity firms Still super tech heavy but I'm cool with it. only 24 yrs old


stronkerton24

I don't know with VOO you should be pretty diversified. If you haven't already you can check out ETF.com and it compares ETFs and shows you how many companies you have overlapping in each of your ETFs. QQQ is great , I own it as well. Since you are young and are willing to take on more risk look at TQQQ as well, that's one of my speculative ETFs.


relavant__username

You want a port that can weather the storm in a down turn but chose ......... all tech... besides Berk? A light breeze would send you in a panic. Long term most of these will be fine.. but a "storm" may nuke your CB .. at which averaging down will work well.


LandzerOR

>Long term most of these will be fine This is mostly what I'm talking about. Picks that wont go bankrupt when it goes bad and will bounce back after a few years. Picks that you can average down confidently during those times and come out ahead.


Positive_Ad_5454

If you like shipping stocks you like the bulkergang community! Come join.


TradesBioAndTech

To convert shares to % portfolio, create a google sheet and use google finance functions. It’s really easy, and works in near-real time.


turkeychicken

I just did some rebalancing of my portfolio. I dumped some low conviction/loser companies and doubled up on some of my high conviction companies. I also started positions in a couple new companies as well. My current brokerage portfolio is: **Equities** Symbol | % gain/loss | % of account :--------|:--------:|---------: AMZN | +152.23% | 15.2% | GOOGL | +138.5% | 15.02% | MSFT | +116.46% | 15% | NET | +147.29% | 8.7% | AAPL | +64.65% | 5.44% | TMO | +50.29% | 4.59% | ABT | +26.06% | 3.89% | ZTS | +74.84% | 2.9% | ZG | +59.32% | 2.65% | CRM | +86.09% | 1.69% | MDT | +23.89% | 1.59% | HD | +17.29% | 1.4% | JPM | +32.44% | 1.25% | A | +3.84% | 1.23% | BRK/B | +62.67% | 1.21% | ZBRA | +0.74% | 1.07% | USB | +55.08% | 1.03% | SBUX | +34.63% | 0.89% | CRVL | +0.12% | 0.3% | IBM | -28.8% | 0.12% | **ETFs** Symbol | % gain/loss | % of account :--------|:--------:|---------: QCLN | +128.61% | 4.09% VTI | +4.98% | 3.34% VUG | +1.7% | 2.61% CGW | +8.23% | 1.81% ADME | +52.31% | 0.94% **Mutual Funds** Symbol | % gain/loss | % of account :--------|:--------:|---------: WAMVX | +42.41% | 1.2% DLHAX | +17.13% | 0.83% I have some other ETFs and mutual funds in my Roth and SEP IRAs but this is the majority of my investments.


LocalYokal

You might think about what will happen to your concentrated tech names if / when rates rise


ipalush89

Jeez I wish I had all winners like this


eslove24

Amc 1000 shares Baba 100 asts 500 Sprt 100 Bb 400 Tlry 400 Lazr 400 Bbby 200 Osat 700 Blin 1000 Bsqr 800 Alf 200 Arkg 100


Itonlygetshigher420

MEME ETF


relavant__username

lololol.. This is like that movie with the kid that gets a blank check. I dont even know if I believe these totals.


Itonlygetshigher420

hahaa ​ i mean...it could very well do good :) in a meme spike and a bull market.


relavant__username

For sure. To me this looks like a millionaires meme fund... and could very well moon. I just dont know if how to be come a millionaire =s fat lots of everything pumped. I hope OPs CB is lowAF on this and if it is.. See you at the moon party.


Itonlygetshigher420

I have 4 stocks in mine so i cant speak. ​ SPWR,MAXN, PLTR AND ARKF :)


Tuscana_Dota

New to investing, not sure what the long term goal is yet. AAPL: 20% QQQ: 12% VOO: 11% BRKB: 10% RTX: 8% AMZN: 7% SOXX: 7% HLT: 5% CMRE: 4% DIA: 4% ARKX: 2% Cash: 10%


JKMA63

I’ve been investing in stocks for a little over a year now. I think this is the first time I’ve truly been happy with where my portfolio is at. For a while I was way too into high risk growth stocks, and I took it on the chin earlier in the year. It’s definitely tech heavy, but I’m ok with that. Any thoughts welcome. GOOG MSFT TGT ODFL SE UPRO DHR GRMN MSCI NVDA


swagginpoon

Arkk - 10% Arkf - 10% Tesla - 30% QQQ - 30% URNM - 10%


thalock27

APPL (15 shares) TESLA (3 shares) UPST (15 shares) PLTR (80 shares) ARKK (17 shares) All relatively equal across my portfolio except for UPST which has been on a massive run lately. Considering swapping out ARKK for NVDA, any thoughts?


GuRillaFut

Buy NVDA


thalock27

Any reasoning? I try to lock in specifically growth companies. Except my APPL play which is strictly “safe money”. I like NVDA but through my DD don’t see how much more it could grow against ARKK


plantfunction

NVDA IS ONE OF THE BEST GROWTH PLAYS OUT


Trade_Theory

My overweighted positions like TSLA and ARKK definitely didn’t start with this large of an allocation. They’ve grown over the years and I usually trim these whenever I need to raise funds. Instead of investing in an ETF, I like to pick and choose various companies that I think have more potential to grow. The only company I really want to add but haven’t already is GOOG. I used to own a pretty large position but liquidated it in 2018 to finance a real estate investment and still haven’t bought back in. TSLA 9.27% ARKK 9.27% MSFT 7.88% STWD 5.16% LRCX 4.49% V 3.40% NVDA 3.35% AAPL 2.81% UAL 2.72% NEE 2.53% ADBE 2.44% JPM 2.44% ABBV 2.20% GBTC 1.70% CRSP 1.59% ARKF 1.58% ARKQ 1.55% CME 1.51% WMT 1.36% ANSS 1.35% PG 1.34% TD 1.33% XLU 1.23% C 1.21% INTC 1.21% BABA 1.17% WM 1.15% QCOM 1.12% RDFN 1.12% ETHE 1.11% JD 1.10% ARKG 1.10% TSM 1.09% BRK/B 1.05% NFLX 1.04% XHB 1.03% DIS .99% AVGO .98% ILMN .84% UNH .78% MDT .76% TXN .72% O .66% MA .65% SBUX .65% MLHR .64% USB .64% PSX .54% COIN .48% TGT .47% PENN .45% MPC .41% AMD .41% BA .40% LOW .39% JNJ .33% XLB .33% TDOC .27% ATVI .15% CASH .04%


phileo99

do you ever sell covered calls on any of your holdings?


Trade_Theory

Occasionally, but only if I’m planning on exiting a position soon to rebalance my portfolio and am okay with assignment. This account is more of a buy and hold account that I rarely touch, other than the occasional rebalance. I do have a more speculative trading account that I wheel 3x leveraged etfs like UPRO/TQQQ/SOXL so I do lots of covered calls there. But I trade them with the understanding that if things get dicey, it wouldn’t take much to blow up that account.


Lukas01D

nice


mmmmmmiiiiii

20% GOOG 20% MSFT 20% GOGL 40% KNIN


goldendorito1

I only have 2.5k usd to invest. Should I have a diverse portfolio (8-12 stocks on 3 sectors) or go with 70% VTI market and 3-4 individual stocks?


djpeteski

If it was me, I would go with 100% VTI. Concentrate on earning income to invest. Return is a minor concern at this point. Earn, and have disposable income to invest is primary.


goldendorito1

I was thinking something like VOO: 30% Google: 20% ARKG: 20% TSMC: 10% NVIDIA: 10% PLTR: 5% BioMarin: 5%


Tuscana_Dota

I have about the same invested and I’m sitting on about 25% of index EFTs, the rest is safer large tech for the most part. With about 15% dedicated to micro-mid cap stocks. I’m new to invested but I have found this to be a good mix for me personally. Also 10% cash incase of dip or I want to get into something new.


goldendorito1

Hi I'm 23 years old from Sweden. I put 2.5k USD on this portfolio. Holding for 5-10 years or more. Vti: 30% Arkg: 20% Microsoft 10% Google: 10% Tesla 7.5% Nvidia 7.5% Sq: 7.5% Pltr: 3.5% Crypto: 2.5% BioMarin: 1.5% I believe in Genomics so I put 20% into Arkg. Im a beginner so any advice would be gladly appreciated :)


Itonlygetshigher420

Seems ok. Good addition of $VTI. ​ If you beleive in gennomics then ARKG is fine. ​ ood plays with PLTR AND SQ which are crazy good companies imo. Add in $VOO one day and keep topping these up.


Itonlygetshigher420

40% PLTR 15% MAXN 15% SPWR 15% ARKF 15% QQQ/CASH split. ​ Any other folk here got a big Solar portfolio?


basedalaskan

70% VOO 20% AAPL 10% VXUS Nice and simple


caesar____augustus

Love it, keep this up and enjoy early retirement


merlinsbeers

I like how my VOO just sits there shaking its head at my other picks. Stocks with solid drivers like CAT and TSM flop along behind while VOO keeps delivering. The only thing I have that beats it over time is SPXL...


Knowledge3030

BBY, NKE, NVDA, XPEL, VITL, INTU, DHR, LLY, NOW, AMZN, NTDOY, AAPL, MSFT. Percentages are all roughly the same. I think XPEL, VITL, and NTDOY offer the best buy points here


Duaner5

Thoughts? 22% MSFT 17% VTI 15% AAPL 8% GOOG 6% V 6% QQQ 5% AMZN 4% CAE 4% SBUX 3% XPEV 3% BABA 3% TSM


Lord-Cuck

- 40% BABA - 20% INTC - 15% PLTR - 10% AAPL - 8% DJCO - 5% NTDOY - 2% VFV.TO


ravivg

You watch a lot of Youtube I see.


Lord-Cuck

I’m guessing you do as well.


ChungusBig123

Love intel


merlinsbeers

First sign that it's halted AMD's server gains and it'll rocket.


Lord-Cuck

Same! Such a cash cow. Lots of opportunity moving forward. Very undervalued right now.


ChungusBig123

Yes lots of exciting projects and a great CEO, I think a staple in any good portfolio


Knowledge3030

I like the NTDOY and AAPL holding, you're in too deep on BABA and PLTR though imo. You might want to lower your concentration. 40% is very high, I'm guessing you bought the dips. PLTR is okay, but I don't think it's worth 15% of your portfolio either, its profit margins are not good. I might get downvoted, BABA and PLTR are super popular on reddit lol.


Lord-Cuck

No, I agree with you. PLTR was my spec play before I turned to value investing... but it’s doing well for me (20% gains so far). I’ve been buying BABA like crazy since the dip and plan to keep DCAing into it so long as it’s undervalued. Yeah, I agree it’s a heavy weighting... but I have a lot of conviction in it long term. I’ll slowly build up my NTDOY + DCJO to higher positions overall eventually too. I can see BABA still being a 20-35% long term in my portfolio.


Knowledge3030

That's fair. Glad you got a good price on PLTR!


Lord-Cuck

Thanks!


thelandonblock

BHVN, HON, ETSY, NEE, PSFE, AMD, AAPL, MTZ, GOOGL, DKNG, ZG, ABBV, WMT, NOK, CLF, SOFI, PLTR, SONY, NIO, STEM All of my holdings fall between 4-6% of the portfolio. I finally have my portfolio in a place that I’m comfortable with. Cut it down to 20 positions which I plan to continue building up over time. I feel like I have a good mix of more safe, conservative positions and high growth. I may be a bit tech heavy, but I like the different sectors that I have represented.


JuseBumps

I’m fairly tech heavy also, but I justify that in large part because tech is what I know best. I’m more likely to read, retain, and understand, and hold interest in tech related news.


thelandonblock

Absolutely. I try to stick to my circle of confidence as well.


ooDIRTY

ROOTing for ROOT. High short interest and option interest exploded recently. Up decent after hours Friday. Anyone else in this ??????


LetTheDogeOut

UVXY 39 SOXS 23 LABD 14 FAZ 7 TZA 4


lux123or

VUSA - 47% BB - 17% ASTS - 10.7% IBRX - 9.7% PTRA - 6.3% iShares UK property REIT - 5% Warehouse REIT plc - 4%


Fantasyball8

12% GOOG, 15% AMZN, 14% MSFT, 28% DIS, 17% AMD, 6% SOFI, 6% CASH


shortyafter

I imagine you'll do pretty well, but you do have everything in tech and US stocks. I always like to hold some other sectors and/or international stocks, too. One could also argue that all of these stocks are trading high right now, so we could see a pull-back, especially with taper talk on the rise. Just my 2 cents.


csklmf

The ETF I have created so far is giving me 45% return so far. I have invested since April 2020 TSLA - 20% SQ - 10% AAPL - 5.6% GOOGL - 3.6% MSFT - 2.6% FB - 1.5% CELH - 5.6% SOFI - 2.7% TTCF - 2.5% PLTR - 3.1% CHPT - 2.2% AMD - 3% QCOM - 3% SE - 3% NET - 3.4% DIS - 4.6% U - 2.1% RTX - 2.2% UPST - 1.2%


WouldYouLikeToTouch

what's the ticker symbol for this ETF?


BannedDotVideoDotCom

April 2020 you can almost say any company in the world and it’s up 45 percent


csklmf

Truth is.... I did not put in too much money at the beginning. It was my first time investing....


BannedDotVideoDotCom

Hey man it’s good your getting into this stuff that’s for sure it will pay off later just don’t lose your money being greedy


follow-spy

What did you name it?


csklmf

Ticker Symbol $HORE


SniXSniPe

CFIUS 2nd review on Magnachip ends on September 13th. If approved, the deal between MX and Wise Road can go through. The deal will basically payout all shareholders $29 per share, and MX will go private. Keep in mind, Magnachip has zero infrastructure in the U.S., but due to legal reasons have to go through this process. I'm not sure how on earth the CFIUS would not approve of the deal, even though it's related to a Chinese entity buying out the company. >[https://quantisnow.com/insight/1552660?s=s](https://quantisnow.com/insight/1552660?s=s) > >"On July 26, 2021, outside legal counsel of each of the Company and Parent received a letter from the Acting CFIUS Staff Chairperson notifying the parties that CFIUS will undertake an investigation of the Merger pursuant to Section 721(b)(2) of the DPA, which will be completed no later than September 13, 2021." On the other hand, if the review is denied, doesn't that mean the buyout offer from Cornucopia, which is UK based, can go through? They were offering $35 per share. >[https://www.thestreet.com/investing/magnachip-higher-on-unsolicited-1-66-billion-cornucopia-bid](https://www.thestreet.com/investing/magnachip-higher-on-unsolicited-1-66-billion-cornucopia-bid) Seriously, does anyone else have any rational on why this wouldn't be an excellent play, given that MX is currently trading well-below the offers at $19?


yeti_man82

My reshaped ETF/index funds portfolio: VOO - S&P QQQ - Nasdaq IWM - Russell small caps ESPO - Gaming ICLN - Clean energy BLOK - Blockchain tech ARKF - Fintech ARKG - Genomics LIT - Batteries SMH - Semiconductors BETZ - Online gaming BUG - Cybersecurity WCLD - Cloud computing PAVE - Infrastructure XLI - Industrials


GuRillaFut

I dumped ESPO after NVDA and AMD mooned and the ETF went up a whole 2%


Tight-Prize-6896

VTI- 29.01% QCLN- 22.13% NET- 12.04% JNJ- 11.99% PLTR- 11.12% CRSR- 7.65% ELY- 3.66% ZNGA- 2.38% Cash- 0.02%


95ordie

Too much cash


MovieMuscle25

Thinking about putting 90K into these 6 stocks with equal weighting (perhaps when the next correction comes). Please let me know your thoughts: MSFT AAPL ASML AXP SE Salesforce/Square (still deciding between these two)


shortyafter

If you can time that then you're gonna make a killing. I haven't done research on each specific stock there but my general impression is that those are all very solid companies with strong growth prospects. Are you already invested elsewhere? Like I said, catching a pullback on these (which trade quite high right now) would be epic, but the danger is that it doesn't come and you miss out.


MovieMuscle25

Would you say right now is a dangerous time to invest in these companies (as in they're really overvalued)? Right now, I have like 23K in a pretty equally-weighted portfolio containing AAPL, MSFT, COST, SE, SQ, XLY and then 45K committed to NIO and PINS (just high-risk-high-reward strategy) with another 15K waiting around in that account. Of course, I have another 33K in my IRA and 3K in my new 401K that has helped me with diversification a little.


follow-spy

Warren said its better to Buy wonderful companies at fair price than fair companies at wonderful price


shortyafter

Dangerous? I'm not sure if I would go that far. But being as how they trade so high, you limit your overall returns, and do have less downside protection in the case of a market event. Dangerous, I don't know, because you can't really go wrong with those companies (again, do your own research, I'm only deeply familiar with AAPL and MSFT). But you certainly mute your returns by investing high. Another thing to consider is your income. If you can invest 90k this year, and 90k next year, and 90k every year, then the valuation right now isn't all that important. But if 90k represents a huge lump sum for you, ie, it's 90k this year but only 10k each year after this, then yes, you'd definitely want to consider getting more bang for your buck with your lump sum. Another thing to consider is taper talk. There's a lot of uncertainty around that. Some people say it's priced in, but I have my doubts. That's something you may want to consider and research. I am not an expert and I am investing a lot less than you, so please take all of this with a grain of salt. Hopefully it provides you with another opinion, though.


MovieMuscle25

Yeah, that totally makes sense. My strategy up to this point has always been to get into a stock after a pullback (except for COST, which is just ridiculous). That's why I got into NIO and PINS. So yeah, I'm going to see how September turns out, given that it's a historically rough time for the market.


shortyafter

Sounds good to me! Good luck to you.


MovieMuscle25

Thanks! Appreciate it!


pumpkin_pasties

61K invested, I'm 30 and started March 2020, spread across: AAPL (47 shares), +26% MSFT (12 shares), +17% TSLA (2 shares), +6% NVDA (17 shares),+24% EL (5 shares), +12% SQ (2 shares), +11% SPY (13 shares), +6% VTI (60 shares), +8% SCHD (47 shares) +2.5% VUG (39 shares), +10.2% OTLY (24 shares), -28% (I'm holding out for this one because I'm vegan and love the company / believe in its future) FIGS (36 shares), -4% BTC (0.06), +8% ETH (0.9), -6%


rubberbandit42

I'm 22, first time investing. My portfolio is 59% Cash, 41% stocks. Cash: about €1,600 Stocks: $AMZN €644.61 $TSP €285.87 $TSLA €258.20 I'd love some advice honestly. I'm confident in AMZN and TSLA, but TSP has been quite volatile in comparison. I was thinking of buying €500 TSP when it next dips as it seems to rise again after every dip so I may make some short term money on it. Thoughts?


shortyafter

When you say cash in your portfolio, is that apart from your checking/savings/emergency funds? If so I would invest more heavily into stocks, but definitely keep some cash lying in wait for better deals. Maybe 30% or so? Although with the tapering confusion right now you may want to hold even more. That's something you should look into. I have no idea what TSP is but it seems a bit meme-like based on the chart? If you wanna play the short-term game, that's cool, but I wouldn't put €500 into it. That's a lot of your portfolio. You could have fun instead with €100 or something, or just let what you have already ride. I'm not a fan of Tesla at these valuations. If you're up already I would definitely tell you to sell it. If you're not then I might still tell you to sell it. AMZN is good. I would recommend the typical stuff as the rest of your investments: other FAANG stocks or Microsoft, or blue-chips like BAC, DIS, JNJ, etc. Alternatively, you could go the index fund route and check out VTI, VOO, and VXUS, or even QQQ if you want to go for a little more growth. Stocks are trading high right now so remember it's always wise to invest a little at a time as opposed to dumping everything in at once. And always better to buy the dips! Not an expert but just my 2 cents.


rubberbandit42

Yeah the cash is just savings held separate to my stocks. If I sold TSLA, what would be best to do with the money? I am up on it, but it's an unrealized return of +$12 so nothing major.


shortyafter

I think I understand you, but you definitely want to keep some cash on hand for life expenses and/or emergencies! I imagine at 22 there's a lot of life uncertainty like where you're going to live, what job, who you're going to settle down with, etc. Always good to keep some cash on hand. If I didn't understand you and you've got cash beyond what you've listed here then you could consider investing more. If you don't, I wouldn't! I would sell Tesla but I'm not a financial advisor and encourage you to research yourself. There's some good analysts on YouTube who might be able to explain why it's not a good investment. Check out Everything Money, for example. Any of the investments I listed above (FAANG, Microsoft, blue-chips, or ETFs) would do fine. If you're interested in tech and growth then maybe QQQ?


Itonlygetshigher420

I have a folio of 5 stocks. 20% $ maxeon 20% $sunpower 50% $Palantir 5% $qqq 5% $arkf Oddly. Arkf is my worst performer right now.


shortyafter

I would not want to be so overweight in those solar companies. I don't know the particulars of them, but my impression is that the future of solar is not exactly clear (when it will take off, who will be the leaders, etc.). Plus there's always the risk of any individual stock going bust for unforeseen reasons. If I were going to be overweight in an individual company I would choose FAANG/Microsoft or blue-chips like JNJ, BAC, KO, DIS, MCD, etc. I don't like ARK funds. If I were you I would reallocate to more blue-chips with a much smaller allocation to your favorite solar plays, if you feel strongly about them. Alternatively you could increase your holdings in QQQ and/or add in a more generalized ETF VTI or VOO. I like international exposure as well so VXUS is an option, or international blue-chips like GSK. Just my 2 cents. Good luck!


Itonlygetshigher420

Really appreciate it :) The reason I'm in SPWR/MAXN is because of there backing. They are part of the TAN ETF, are backed by several large funds ( goldman, blackrock, invesco) among others. MAXN is a spin off from spwr, whos been in business for 25 years and is a known brand. As the worlds moves to a clean market, these stocks have boomed. Also, SPWR/MAXN are owned approx 51%/37% by a french company called total S.E. This is one of the largest companies in the world that's going to be a energy giant. It's competing against saudi amco, and is strongly increasing solar expansion thus, these will grow. I do believe a takeover will happen at some stage for both these companies, given there prospects. Fundementals of both company are very good. Market caps of spwr is around 2b with maxn being 600m. They both trade around 1:1 of there current revenue. ​ The biggest issue here is the competition with plenty of companies in this market, but these are proper value plays that will prosper with bidens clean green focus. ​ As for ARK funds - I agree. ARKF has been a let down for me. actually most of the ARK funds have been sad as of the last 6 months. Once i hit my certain targets ( 40 on spwr and Maxn, 60 on ARKF, 40 on PLTR ) i will go VOO/VTI 50/50 split and forget. But for now, i have strong conviction here on these stocks :) Tell me what you think of that :)


shortyafter

For sure! You've made a strong case for SPWR/MAXN. That was obviously my main concern - how solid are these companies? Just based off what you told me, it looks like they're pretty solid. Of course, what you said about competition could be a risk. That's another reason why for me personally I wouldn't go so overweight in them, plus the general risk that comes with putting all of your eggs in one basket (company). I would still trim if I were you. It also depends when you bought. If you bought SPWR/MAXN at the top, that's probably not the best investment, but if you bought lower then it may well be. Yes, dump the ARK ASAP IMO. If you want to wait for it to recover I'm sure it will somewhat, or you could just cut your losses and be done with it. VOO/VTI are nice, but do note that they have about an 87% overlap if I recall correctly. I'm personally fan of VXUS, and there's nothing wrong with rounding these ETFs out with some individual stocks. I am not an index fund acolyte or anything but it's hard to argue with the advantages of them. I'm new so take all of this with a grain of salt. Hope it at least provides you with another set of eyes.


[deleted]

Gang, they banned me from WSB so I’m stuck with u boring poindexters for the next 3 days. So what’s the play tomorrow?


merlinsbeers

What'd you do, recommend selling?


ChungusBig123

Lol


Leroythetard

Pretty much all NAKD cause I’m dumb


OilyLipid

Is there any merit to a portfolio that is 70% stocks, 30% cash, with the plan that is the market crashes, you use the cash to buy 3x S&P 500 etf shares? Maybe a rule like: VOO down 6%? Invest half the cash, VOO down 12%, and nicest the rest.


TheBlakkat

Seth Klarman has achieved success holding 30-50% cash at any given time. I've held anywhere from 20-50% cash at most times for the last few years, buying opportune dips on equities I like in crashes. This let me deploy a lot of cash during the 2019 crash, and also to average down a lot when one of my main holdings ran down from 50 a share to 20 a share. People on this sub preach full market exposure, in my experience cash gives you flexibility when the best bargains come on the table.


shortyafter

I think the timing would be tough. If I were going to save cash I would use it to buy good companies in the downturn, or just load up on normal VOO as it declines. You could see your 3x fund evaporate if things keep going lower and lower. And if the market doesn't recover quickly then you're holding a big bag for a long time.


YBYAl

50% EQQQ 50% iShares Core S&P 500 UCITS ETF I do know there is an overlap but I really like EQQQ weights on technology stocks. Anyway, I am all ears so please share your thoughts or what would you do better?


Personal_News2937

TXG CRWD ASML KPC MELI PINS SANA SHOP TSLA SMT ABCL RXRX PTON SE MNTN Couldn’t be bothered working out percentages but it’s all relatively even


MyPetKoala

25% VTI 22% MSFT 16% ENPH 15% VOO 10% VNQ 8% VXUS 4% SEDG


Itonlygetshigher420

Bullish on enph and sedg aye. I rate it. Enph has made me goood money ans so has sedg. I'm now in sunpower and mexon as My solar plays. Was in 90% enph at one point.


MyPetKoala

Yup, I design solar for a living and therefore work with both of their products every day. Very bullish on those, although I'm sticking to what I'm familiar with at the moment.


Itonlygetshigher420

What's your portfolio like? Why not include solar in there?


MyPetKoala

Well, my portfolio is exactly as stated above. Enphase and solaredge are the two top players in the solar inverter market. I know their products very well, so I am comfortable with my positions at moment.


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tkepongo

Thoughts on at&t? Thinking of buying because of the 7% dividend and they’ve been restructuring


djpeteski

Sorry this is a little late, it gapped up 4.4% today I prefer to buy something like WBA, the dividend is less (3.9%) but one can earn more than that by writing covered calls. There is a little bit of work to do on your part, but one can achieve a 12% "dividend" on a stock that mostly stays stable. Both T and VZ have very low option premiums.


tkepongo

Thanks. I’m new to options. When you say “write covered calls” is that like having owned 100 shares and then sell a call that’s OTM? So you’re hoping it doesn’t reach strike price and you collect the premium?


djpeteski

Yes, I write the CC at a price where I am happy to sell, so either way I win. For example my entry to WBA is at 47.7, I recently wrote a CC at 51, collecting a decent premium. If it hits 51 by this Friday, I will get exercised and be happy with the 2.3 profit on the stock, if not I will probably write the 52 one month out.


tkepongo

So what’s the risk of selling a CC if it’s OTM? You just lose on potential higher profit if the share price go way above the strike price but can you actually lose money?


djpeteski

You are correct. If you subscribe to the belief that "you won't go broke taking a profit", then there is no risk. Writing a call at a price you are comfortable selling is riskless.


tkepongo

Hmm interesting. I’ll start looking into it and dollar cost average into WBA. I have 40 shares but it might pull back a little given that September is historically a red month. Thanks so much!


Dont_PM_Me-At_ALL

Baba 100%


tygamer15

Good luck!


drizztman

50% VTI 10% FZILX 10% SCHD 10% TLT 10% VNQ 10% FXIAX New to investing, just a starting point looking to improve/better focus for my goals. Planning on long term (30+ years) and OK with some risk


shortyafter

FXIAX tracks the S&P 500, no? In that case you've got a lot of overlap with VTI (I believe it's around 87%). I would ditch that one and just keep VTI. You could add to your other holdings - maybe more international? A 90/10 allocation stocks/bonds is pretty common for investors with your time horizon. I do it myself in my target retirement fund (it's automatic). But being as how you're calling the shots yourself, you may consider if you really need bonds right now. I do like the diversification they provide, but returns are just so, so low right now (negative, in fact). I'd almost rather have strong dividend paying stocks, or just hold it in an emergency fund or in cash to be ready to buy if we ever have a big pullback. But it's not the worst idea in the world to have bonds I suppose. I also don't know what the overlap is on your dividend fund and VTI. Might be worth checking out. Everything else looks really good. Just my 2 cents but I think you can't really go wrong with that portfolio. Congrats!


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Mortal1ty1337

Whats the name of the stock?


Appropriate_Ad_1132

I’m 18 I just started investing and would love to hear some feedback. VTI - 70% AAPL- 10% PLTR- 10% AMZN- 5% CRSR - 5%


tbell2000

I like it, you have 70% in a broad index, so that's safe and smart, you have 15% in mega cap tech stocks, also relatively safe but may provide better returns than the total market, 10% PLTR for the riskier play, I don't follow CRSR but I think people will also give it a thumbs up at 5%. All your individual stocks are tech so that's great if you follow and believe in tech, you have diversification in the other 70%, but theoretically you could find one more sector to allocate 5-10% like industrials or financials. Having only 4 individual stocks is smart. I'm no expert by any means but I'd give this an A. You could also consider VOO instead of VTI if you believe the 500 biggest companies are better long-term.


Appropriate_Ad_1132

I think I’m gonna take 5% out of VTI and put into a new company. Do you have any recommendations? I don’t want tech but I also don’t want any company valued at 50 billion or more.


easyeddie

If you don’t want tech you could jump over to commodities like Ag or oil. I like owning midstream companies because they are high dividends for my portfolio


easyeddie

I would suggest moving 5% and allocating it to Square. They will have growth and already have Bitcoin on their balanced sheet. They are mostly known as payment platform but they also own Credit Karma Tax side only, cashapp (online brokerage) and weebly (website builder). Expect great products from them


tbell2000

I think that's a good idea; I personally don't have any bright ideas with that criteria, maybe BYND (I do not hold any and do not like fake meat but many disagree with me on both fronts), LVS since it's been whacked pretty badly with the pandemic, DG (53b cap though), or YETI (it's had a big run already)


Appropriate_Ad_1132

Thanks bro I really appreciate your help. I’ll take a look at all of those and more. Have a nice day!


SniXSniPe

Thinking Magnachip ($MX) might be a possible play. Originally, they were suppose to merge with Wise Road for $1.4 B ($29 per share payout). Current stock price is low $19.xx's. CFIUS blocked the sale and is doing their second review. The second review ends on September 13th. Both review periods were 45-days, as an FYI. Magnachip filed their Form 8-K on August 23rd. I believe after the second review ends on September 13, if CFIUS approves, there's a 15-day period where MX can have a "presidential review" on whether or not to approve the deal. So far, all sources indicate they want it to happen. There's another company (Cornucopia) that offered to buyout MX for about $35\~ per share, but I haven't heard anything since the deal was blocked by CFIUS originally. ​ What do you all think? I think it's worth buying shares for a potential good play.


Acrobatic_Crew_6245

What are your thoughts on HUYA and JUMIA? I had high hopes for them but it doesn't seem to be that way anymore.