Apple
McDonalds
Procter & Gamble
Microsoft
Realty Income
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This is solid! 
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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 
I like 10. It’s twice as good as 5
4 Likes
- Microsoft
- Amazon
- Apple
- Meta Platforms
Proctor and Gamble
Apple
Microsoft
Johnson and Johnson
Intel
1 Like
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
3 Likes
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:
p.s. My biggest position is cash at the moment.
1 Like
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%
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Hermès 6.7%
Ferrari 5.7%
Microsoft 4.1%
Mastercard 3.7%
Etsy 2.3%
Saving for a pint of milk in 2031…
3 Likes
Updated top 10:
Abbott 5.1%
Berkshire 4.9%
Alphabet 4.1%
Netflix 4.1%
AMD 3.3%
Amazon 3.1%
FMC 3.1%
Starbucks 3.1%
Kellogg 3.0%
Oracle 3.0%
Not a great deal of change this time, I’ve sold a decent chunk of Abbvie which took it down to #11. Likewise, K has been trimmed a wee bit.
Boston Omaha $BOC is my largest holding by a long way and has been the case for a while (even when the ticker was $BOMN)
smaller positions include:
Pershing Square Holdings PSH.L
Markel $MKL
Evolution $EVVTY
Fluence $FLNC
1 Like