3Wk·

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 (+2.09%)

2 Shares of $AMZN (-0.44%)

1 Share of $MSFT (-0.75%)

2 Shares of $AAPL (+0.73%)

1 Share of $UNH (-6.11%)

3 Shares of $SPG (-0.21%)

4 Shares of $XOM (+0.54%)

11 Shares of $BAC (+1.66%)

1 Share of $LIN (-0.25%)

5 Shares of $SO (-1.06%)

5 Shares of $WMT (+1.16%)

2 Shares of $BA (-0.13%)

2 Shares of $GOOG (-0.05%)

1 Comment

3Wk

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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