4Mon·

Sold everything to transfer my money to a new account

I’m waiting for all the tariff movement to settle down before I reinvest in the new account, but these are the stocks I’m planning to put in the new account

I’m putting between $300 and $500 into each stock and I’m trying to get stocks from every sector

Would love to hear any feedback you have

1 Share of $MCD (-0.44%)

2 Shares of $AMZN (-0.2%)

1 Share of $MSFT (+0.43%)

2 Shares of $AAPL (+4.37%)

1 Share of $UNH (+2.83%)

3 Shares of $SPG (-0.84%)

4 Shares of $XOM (+0.82%)

11 Shares of $BAC (+2.41%)

1 Share of $LIN (+1.49%)

5 Shares of $SO (-0.29%)

5 Shares of $WMT (+0.59%)

2 Shares of $BA (+1.11%)

2 Shares of $GOOG (+2.94%)

1 Comment

4Mon

I started my taxable portfolio 2 months ago. After maxing out my other retirement accounts and I am trying something different.
Picking 2-3 stocks that I fully understand and I believe will outperform the market. Concentrate into those positions until I have around a good amount of shares.

I believe if you truly understand a business and you think it’s going to do better than the s&p then invest heavily into that stock.

Everyone has different risk tolerance so this is something I am comfortable on doing.

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