3Lun·

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 (-1,36 %)

2 Shares of $AMZN (+0,54 %)

1 Share of $MSFT (-0,53 %)

2 Shares of $AAPL (+0,15 %)

1 Share of $UNH (-2,69 %)

3 Shares of $SPG (-0,23 %)

4 Shares of $XOM (-3,25 %)

11 Shares of $BAC (+0,38 %)

1 Share of $LIN (-0,97 %)

5 Shares of $SO (+0,66 %)

5 Shares of $WMT (-0,38 %)

2 Shares of $BA (-1,52 %)

2 Shares of $GOOG (+0,54 %)

1 Comentario

3Lun

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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