3Sem.·

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 Commentaire

3Sem.

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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