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Hello everyone, I've been investing for about 2 months my goal with this portfolio (taxable account) is to focus on 4-6 companies that I believe they have:

  • Strong Finances
  • Good Margins
  • Organic Growth
  • Good ROCE

Focusing in 4-6 companies would allow me to build a good position and once my portfolio gets to 8-10k I will add couple more stocks. I am also considering adding a ETF for a core position in this portfolio, I also have a ROTH IRA that it mainly consist of $SCHD & $SCHG .


For my 4 stock at the moment I have picked the following


1.- VISA INC -> $V (-0,03%)

This is amazing company, incredibly strong balance sheet with high return. I know $MA (+0,06%) could be a problem later on but I honestly don't see $V (-0,03%) going away anytime soon.


2.- SalesForce -> $CRM (-0,17%)

The leading crm business in the US, most companies I know use this amazing software.


3.- Boston Scientific -> $BSX (+0,3%)

Boston Scientific is a Medical Device Company in the past years they have growth at a good rate, currently with their new product in the Electrophysiology world dealing with Afib their holy grail product FaraPulse position themselves at the top. I believe with this technology and the introduction of other products they will grow more.


4.- Ulta Beauty -> $ULTA (+0,18%)

Makeup, while looking for a company that is more consumer oriented, I came across $ULTA (+0,18%) when dealing with consumer companies the worry is always that they are cyclical business and if we experience a period where the economy takes a hit people will cut the extra expenses. But let's be honest Girls want to look pretty. Every $TGT (+1,94%) has a $ULTA (+0,18%) inside this increases their exposure and with the expansion of ULTA outside of the US I believe they can experience a good growth.


Going forward I am planning to add $AMZN (+1,9%) if their stock continues to drop. I Don't have a focus on dividends at the moments but I don't mind having a good stock that pays one.


I am looking forward to your feedback, any suggestions thoughts would be greatly appreciated.

5Posizioni
1.950,63 USD
1,48%
4
5 Commenti

Don’t Sell Alphabet again
Buying and selling too oftwn empties your pockets
Good solid stocks but there are risks when you invest in single stocks, ETF's instead will help you diversify and minimize risk, check there are several with under 0.10 expense ration
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Great start, kudos! Join me on YT, I am always sharing new stock insights there!
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