3Mês·

2026 Goal: $40,000🎯

Stocks I’m looking to keep buying (if the price is right): 💰


$META (-0,34%) / $V (+1,18%) / $HIMS (-2,87%) / $LMND (+0,97%) / $AMD (+3,99%)

These are the positions I’m planning to double down on throughout the year. HIMS, Lemonade, and AMD are my go-to picks for growth and innovation 💡. On the flip side, Visa and Meta bring that steady predictability and high margins. They're absolute giants with rock-solid moats 🏰


On my Watchlist for 2026: 👀

$PYPL (+2,06%) / $ADBE (+1,03%) / $9618 (-0,95%) / $PG (-0,01%) / $BYRN

Just because they’re on my radar doesn’t mean I’m pulling the trigger just yet 🎯. I’m just curious about how they’ll evolve and I'm keeping a close eye on them.

I’m curious to know—what do you think of my buy list and what's on my radar? 💬 Are there any other companies you think I should be watching closely? Let’s talk in the comments! 👇

  • PayPal & Adobe: Both are trading at super attractive prices right now 💸. Competition is fierce, but their fundamentals keep getting better quarter after quarter. It feels like it’s only a matter of time before the market finally catches up ⏳.
  • Procter & Gamble: A total empire and a free cash flow machine 🏠. After the last year, the price is looking much more reasonable, especially since their growth has pretty much stalled lately.
  • JD.com: This is an expanding giant with a great dividend 📦, but those thin margins in its core business and the inherent risks of Chinese equities remain a point of concern.
  • Byrna: A non-lethal defense company that’s definitely a riskier play, but the upside in the US and Europe is huge 🛡️,especially with the growing focus on public safety. With a market cap under $400 million, it’s a great pick for anyone who doesn't mind a bit of extra risk 🚀.
15Posições
US$ 27.630,01
20,48%
7
3 Comentários

imagem de perfil
Esse portfólio só tem 1 problema
Chama-se crypto
O resto está incrível
3
imagem de perfil
olha me este craque
imagem de perfil
It is time to take a look on BYRN! As I post a few days ago I am in because I believe in new CEO, former Mastercard director.
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