My current top 5 in my pie strategy:
- Apple - 5,5%
- Microsoft - 5%
- ASML - 4%
- SHELL - 4%
- Nextera Energy - 3,5%
Alphabet 4.1%
Humana 3.9%
FMC 3.8%
Amazon 3.6%
Netflix 3.6%
Zoetis 3.4%
Adyen 3.4%
Berkshire Hathaway 3.3%
Starbucks 3.3%
Nvidia 3.2%
Here is my Portfolio as of today
Oh, great options. Good thing that you can buy them all at Amarkets, and the price is great now.
Someone has to start - does NVIDIA not look a bit like a bubble?
To me, personally, no. But to all the ETF and value/dividend holders, it was overvalued since a very long time.
I think it will only take one earnings miss and it will go down hard. I dont think it will happen any time soon.
All I want is it splits 6:1 one more time so I can start saying “I bought NVIDIA for pennies” my current purchase price is £5.12
damn how long ago did you buy to have purchase price of £5.12
Nvidia 4.0%
Alphabet 3.9%
Humana 3.7%
Amazon 3.5%
Netflix 3.5%
Zoetis 3.4%
Starbucks 3.3%
Adyen 3.2%
Berkshire Hathaway 3.2%
FMC 3.1%
FMC dropping like a stone. Nvidia flying.
Not that long ago, at least for an old man 
actually I bought a lot cheaper than £5.12(5.12 being MA as in moving average) I started saving my transactions to a ledger in Nov 2018 and since then apparently my first purchase was on 30/05/2019 10 shares (or 400 after splits) @£3.4778
I have been constantly selling/trimming for the last 15 months tho.
always smart to take some profits as i think most people can agree its very overpriced atm
Based on price to earnings ratio, it is as fairly priced as it has been for a few years.
Starbucks 4.1%
Amazon 3.9%
Nvidia 3.6%
Humana 3.6%
Zoetis 3.5%
Alphabet 3.4%
Adyen 3.4%
Netflix 3.3%
Berkshire Hathaway 3.3%
FMC 3.3%
Different order but surprised to see it is still the same 10
Most of my portfolio’s now in an S&P 500 tracker.
I figure this is going to be very hard to beat.
I’ve sold all my active funds and invested directly in the stocks I want exposure to, overweighting some and adding others for emerging markets, Europe, Asia etc.
My top five outside of SPXL is now:
NVDA
ASML
AMZN
MELI
PDD
Starts off great - gets progressively worse 
Nvda
Smci
Lly
Regn
Msft
My top 5 
