Top 5 stocks for 212 members

Apple
McDonalds
Procter & Gamble
Microsoft
Realty Income

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This is solid! :sunglasses:

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Filtered ETFs. S&P500 and USD treasury bond should be in it

Scottish Mortgage IT
Palantir
ATAI Life Sciences
Alibaba
Ginkgo Bioworks

Been quite a week (quite a 6 weeks tbh), with Abbott knocked off first spot for the first time in a while:

Alphabet 4.9%
Abbott 4.9%
Amazon 4.8%
Berkshire 4.4%
AMD 4.4%

Kellogg 4.0%
Lockheed Martin 3.6%
Abbvie 3.3%
Autodesk 3.1%
Transunion 3.0%

You realise that’s 10 not 5 right :upside_down_face:

I like 10. It’s twice as good as 5

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  1. Microsoft
  2. Google
  3. Amazon
  4. Apple
  5. Meta Platforms

Proctor and Gamble
Apple
Microsoft
Johnson and Johnson
Intel

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Agree LGEN is probably a good long term hold, and SMT adds some diversity but not so sure about the rest.

BP - has a negative image re oil, but they have the cashflow to reinvest in the future, just need a good push / incentive to go more clean energy.

Your iShares clean energy thing is more generic. I actually thing right now might be a good entry point but it’s not always the case. BP effectively balances it out with a company that could actually afford to invest in that area.

Tesla
Coupang
SoFi
Digital Ocean
Digital Turbine

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Broadcom
Chubb
Fraser Group
Pepsi Co
Severn Trent

Hermès
Ferrari
Microsoft
MasterCard
Tesla

63% of an all single-stock portfolio and all up.
The rest mostly floundering in a sea of negativity, with 10 years to take a long, hard look at themselves and learn to swim.

My Top 5 going into October 2022:

1-212-Oct

p.s. My biggest position is cash at the moment.

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Top five for me - Alphabet, Microsoft, Apple, Amazon and Meta Platforms.

Been a long time, after a few rollercoasters and a couple of tidy ups today here is my current top 10:

Berkshire 5.1%
Abbott 4.9%
Alphabet 4.6%
AMD 3.7%
Netflix 3.6%

Kellogg 3.6%
Amazon 3.3%
Abbvie 3.2%
FMC 3.2%
Starbucks 3.0%

Hermès 6.7%
Ferrari 5.7%
Microsoft 4.1%
Mastercard 3.7%
Etsy 2.3%

Saving for a pint of milk in 2031…

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