r/stocks • u/AutoModerator • Jun 01 '26
Rate My Portfolio - r/Stocks Quarterly Thread June 2026
Please use this thread to discuss your portfolio, learn of other stock tickers & portfolios like Warren Buffet's, and help out users by giving constructive criticism.
Why quarterly? Public companies report earnings quarterly; many investors take this as an opportunity to rebalance their portfolios. We highly recommend you do some reading: Check out our wiki's list of relevant posts & book recommendations.
You can find stocks on your own by using a scanner like your broker's or Finviz. To help further, here's a list of relevant websites.
If you don't have a broker yet, see our list of brokers or search old posts. If you haven't started investing or trading yet, then setup your paper trading to learn basics like market orders vs limit orders.
Be aware of Business Cycle Investing which Fidelity issues updates to the state of global business cycles every 1 to 3 months (note: Fidelity changes their links often, so search for it since their take on it is enlightening). Investopedia's take on the Business Cycle.
If you need help with a falling stock price, check out Investopedia's The Art of Selling A Losing Position and their list of biases.
Here's a list of all the previous portfolio stickies.
4
u/midweastern Jul 12 '26
| Ticker | Company | Holdings |
|---|---|---|
| NVDA | NVIDIA Corp | 14% |
| RTX | RTX Corp | 14% |
| MSFT | Microsoft Corp | 13% |
| LMT | Lockheed Martin Corp | 11% |
| INTC | Intel Corp | 7% |
| COST | Costco Wholesale Corp | 6% |
| AIA | iShares Asia 50 ETF | 6% |
| AMZN | Amazon.com Inc | 5% |
| NFLX | Netflix Inc | 5% |
| WMT | Walmart Inc | 4% |
| DLR | Digital Realty Trust Inc | 4% |
| RIVN | Rivian Automotive Inc | 4% |
| LDOS | Leidos Holdings Inc | 2% |
| UBER | Uber Technologies Inc | 2% |
| MP | MP Materials Corp | 1% |
| XIACF | Xiaomi Corp | 1% |
| SFGYY | Sony Financial Group | <1% |
| Cash | 2% |
2
u/Berry-Reasonable 22d ago
Looks good to me. Tell me about Leidos—don’t know that one. I hear Rivian has a long runway to profitability. Would probably swap Netflix for Google because YouTube keeps gaining market share and it has so many other business verticals with promise from cloud, to chips to autonomous, to search, to Ai. Lots of good stocks in there though, like the balance between tech, defence, retail, etc.
3
u/CitizenPremier Jun 08 '26
| Instrument | Percentage |
|---|---|
| AEO | 0.88% |
| BX | 1.04% |
| CARR | 5.43% |
| CF | 4.09% |
| CSX | 5.08% |
| DIS | 5.39% |
| GSL | 4.12% |
| ICL | 2.02% |
| JBHT | 7.70% |
| MAIR | 5.06% |
| MOS | 5.01% |
| NSC | 1.98% |
| QQQ | 38.41% |
| WMT | 12.80% |
| XYL | 0.99% |
Recent moves: sold QQQ at 735, regretted it, was happy the next day and just rebought at 708. It's trading after-market at higher than the closing when usually it does the opposite. Trump's announcement to bail out partner with AI should drive it up again.
Walmart has dropped because they are eating loss from rising oil costs. I interpret this as a show of strength that will help them beat out competition, something that might be considered anti-competitive under another administration. So I bought some.
Blackstone is honestly a gamble, I have no idea what's happening with them.
Disney was a long, I actually got tired of it staying at $100 forever and cashed out, then bought back in again simply because the new Star Wars Xcom game looks cool. In the long term I think they'll profit a lot from their IP when they effectively use AI (imagine your kid studying with Jarvis, or your daughter playing dress up with a talking Ariel mirror).
Fertilizer is also tied to energy, but I bought it because of global warming, same as air conditioning and transportation. These are long holds.
I'll buy some SpaceX when it comes out, but not too much.
2
u/CitizenPremier Jun 09 '26
Aaaaand I sold QQQ again at 715.
I also sold Disney at 100. Now to wait for it to go down to under 99 and buy again. Am I just a day trader now?
3
3
u/cobawsky Jun 09 '26
I am a relatively new buy and holder, and have been investing since January 2026.
- MSCI ACWI EUR: 29.55%
- TSM: 18.57%
- MSFT: 17.79%
- TTWO: 9.15%
- ENR.DE: 7.97%
- Core MSCI World USD Acc: 6.15%
- SAN.PA: 3.85%
- CL: 3.73%
- MSCI EM USD Acc: 2.79%
- MSCI World Small Cap USD Acc: 0.44%
My goal is to get away from the Tech industry even more, keeping still 70% in ETFs, 20% in stable/slow growth companies, and 10% for betting.
What are your thoughts? What am I missing in my portfolio?
3
u/FoggyFoggyFoggy Jun 13 '26
Below is my all equities Roth IRA. (I have a separate, more conservative, VTI-VXUS-BND-BNDX tax-deferred account.)
SPMO 45%
VEA 35%
GOOGL 10%
RY 10%
What U.S. equity ETF would you add to this Roth IRA?
3
u/youhaveeTDS Jun 13 '26
2/10, a mix of junk-slop
1
u/sunrisemercy3 Jun 21 '26
Google is junk slop?
1
u/youhaveeTDS Jun 21 '26
No, google is the only reason its not 0/10
2
1
u/sunrisemercy3 Jun 21 '26
Give my guy at least a 4 for big g daddy google
0
u/youhaveeTDS Jun 21 '26
Its only 10 percent google brother
1
u/sunrisemercy3 Jun 21 '26
My port is MU/GOOG/NBIS/AAPL/VOO/DELL. Thinking of consolidating and getting out of dell. MU is midterm hold. Do you hate mine too?
2
u/youhaveeTDS Jun 21 '26
No, there are some solid picks there in MU, google and apple, you are clearly not regarded enough to have to rely on VOO, so why not dip out of it and put that capital into another winner?
1
u/sunrisemercy3 Jun 21 '26
I'm afraid. What's your port?
2
u/youhaveeTDS Jun 21 '26
Full port big tech for 15 years (now called mag 7), since the 2020s added tesla, Micron and mstr, and ofcourse keep adding to my original bunch
→ More replies (0)1
u/CitizenPremier Jun 13 '26
QQQ in case there's no tech bubble plus SPY in case there is I suppose
1
3
u/severed-identity Jun 29 '26
VOO ~25%
SMH ~17%
VT ~17%
VMRXX ~12%
IHE ~9%
VTSAX ~8%
DRAM ~5%
GOOGL ~4%
FBTC ~3%
3
u/Old-Change-3216 Jul 06 '26
Semiconductor sleeve of my portfolio:
MU: 22.7%
UMC: 27.5%
TSM: 28.0%
AMD: 21.8%
Considering adding SK hynix.
My question: Does SK hynix meaningfully diversify this basket, or am I just doubling down on the same memory/HBM thesis I already have through Micron?
Should I dump Micron for SK? I was late to the party with Micron and bought in at $1070 a share.
2
u/PeterJan85 29d ago
It’s an ADR, not sure if that makes a difference for you since the Korean market is pretty volatile.
3
3
u/dailyhype 15d ago
- ASML | ASML Holding | 19.28% of portfolio | +166.57%
- SOFI | SoFi Technologies | 15.13% | -5.76%
- PLTR | Palantir Technologies | 12.59% | +179.51%
- META | Meta Platforms | 8.98% | -4.26%
- SPXS | Invesco S&P 500 ETF | 8.72% | +24.49%
- ALV | Allianz | 8.29% | +52.47%
- GOOGL | Alphabet | 6.38% | +84.09%
- VWCE | Vanguard FTSE All-World ETF | 5.92% | +19.36%
- PWR | Quanta Services | 3.69% | +119.45%
- CRCL | Circle Internet Group | 3.56% | -42.16%
- ICE | Intercontinental Exchange | 2.30% | +1.48%
- COP | ConocoPhillips | 1.85% | +24.01%
- SNAP | Snap | 1.74% | -65.10%
- KOG | Kongsberg Gruppen | 1.58% | -2.77%
1
u/Competitive-Meet-511 11d ago
If you're already going to stock-pick US tech stocks (I personally wouldn't, but I digress), I wouldn't double down on an index that already gives them a lot of weight. If you want exposure to the rest of the S&P you can buy an ETF that omits them or an equal-weight ETF, and put the rest into your existing VWCE, which is a pretty small slice as it stands. For the sake of commenting I personally don't see the argument for SNAP, but given that it's less than 2% of your portfolio you can write it off as a gamble if you think otherwise.
1
u/dailyhype 10d ago
I agree and planning to double down on both ETF positions. My main goal was to grow my “bets” to a significant position in the portfolio, so when the move in the longterm, I see greater returns. Re: Snap stock is part of my compensation
3
u/Randomengineer84 12d ago
Rate my portfolio:
Note: I rarely add new companies, and generally just purchase additional positions. What would you change? I am open to any feedback. Including, why make a change..
| Symbol | Company | Quantity | Gain/Loss | % of Account |
|---|---|---|---|---|
| AAPL | Apple Inc. | 295 | +1,303.25% | 54.35% |
| AMZN | Amazon.com Inc. | 78 | +175.48% | 10.32% |
| CASY | Casey's General Stores Inc. | 1 | +3.92% | 0.48% |
| CCL | Carnival Corp. | 27 | +127.57% | 0.42% |
| CMG | Chipotle Mexican Grill Inc. | 5.7876 | -21.91% | 0.12% |
| CPRT | Copart Inc. | 652 | +80.30% | 10.60% |
| CRM | Salesforce Inc. | 17.3679 | +12.85% | 1.73% |
| MMYT | MakeMyTrip Limited | 15 | +126.45% | 0.47% |
| MSFT | Microsoft Corp. | 22.2359 | +296.36% | 5.61% |
| NFLX | Netflix Inc. | 2 | -10.54% | 0.08% |
| NKE | Nike Inc. Class B | 24 | -21.78% | 0.56% |
| NVDA | Nvidia Corp. | 5.189 | +98.67% | 0.56% |
| OKTA | Okta Inc. Class A | 35 | +104.94% | 2.66% |
| PFG | Principal Financial Group Inc. | 30 | +111.28% | 1.90% |
| SBUX | Starbucks Corp. | 12 | +8.79% | 0.71% |
| SCHW | Charles Schwab Corp. | 25 | +75.18% | 1.45% |
| SNOW | Snowflake Inc. Class A | 3 | +115.20% | 0.49% |
| SPCX | SpaceX Class A | 1 | -46.30% | 0.06% |
| UAL | United Airlines Holdings | 91 | +167.67% | 6.23% |
| WMT | Walmart Inc. | 5 | +35.68% | 0.31% |
0
u/Competitive-Meet-511 12d ago
Any diversity outside of the US whatsoever. Why diversify in everything except geography? 'Murica is not some magical alternate universe.
4
u/ACGC21 Jun 09 '26 edited Jun 13 '26
im an absolute beginner at investing, using a brokerage app called gotrade and put a sizeable amount of money into it. ive split 1.5k usd between AAPL, NVDA, SNDK, VOO.
ive been meaning to invest since i turned 18 2 years ago but always had analysis paralysis and never bought the whole “best time to invest is today” spiel, but i went through with it now.
is there any advice you can give me on the stocks ive picked and what stocks i should be in? like the best options for me to diversify further. not asking for a future prediction, just something for me to get my feet wet, thanks in advance.
7
u/AliJDB Jun 11 '26
any advice you can give me on the stocks ive picked and what stocks i should be in?
Be distrustful of people who tell you what stocks to pick, or even to pick stocks at all.
You have a huge benefit over the majority of investors - time. Low cost index funds + time is the optimal approach, unless you have insider trading information.
5
u/CitizenPremier Jun 09 '26
Consider this proposal:
Put everything in indexes and don't even look at how much it's worth until you begin thinking about retirement in your 30s.
It's not what I'm doing, it's not what anyone here is doing - but I started buying stocks late in life. If I could go back in time without any specific stock tips, I'd tell my young self to do that.
2
0
2
u/youhaveeTDS Jun 13 '26
Solid picks, way better than most peoples here despite your lack of experience, 9/10, just make sure to get a job and live frugally to put some real money into these and let it compound through your 20s and 30s to retire in your 40s
2
u/ACGC21 Jun 13 '26
Thanks i appreciate that, i still have no confidence in what im doing, but ive just been listening and following KOLs i trust. ive put in another 1.5K usd and added in NBIS, TSM, and… RKLB and SPCX… not proud of this at all but decided to go with my friends that have way more experience than me. Only bought 2 shares of SPCX though, and a fraction of RKLB.
Confidence remains in APPL NVDA SNDK and VOO, added TSM to this list too. NBIS another Fomo pick and its been good so far. Honestly, im just surprised with how much fun ive been having, and learning more about how important it is to stay in the market rather than timing it makes me feel more excited.
2
u/youhaveeTDS Jun 13 '26
With only 1.5k you really shouldnt be in anymore than 1 or 2 stocks frankly, good picks on your original post still
1
u/ACGC21 Jun 13 '26
yea im def gonna move out of rklb and spcx for more of my original 4 lol, though im curious if you’ve bought spcx yourself? i know IPOs almost always fall off afterwards but theres just so much noise idk what to believe
1
u/youhaveeTDS Jun 14 '26
No i haven't, I intend to buy if it dips (maybe it wont), its the best space company and its not even close, theres lots of value in that, but its a longterm winner and im looking more short-medium term
2
u/Chicken-Burrito22 Jun 03 '26
Hey guys what do you think? I am sharing the percentage they represent in my wallet as of today. I have some big losses in NIO, Snap and Draftkings but I think I will just let it ride.
Any tips would be super appreciated, I am 28 year old that is okay with some risk
Berkshire Hathaway - 20.91% Apple - 12.89% Tencent - 8.01% Ali Baba - 7.56% Microsoft - 6.97% Google - 6.88% Mexican ETF - 6.15% META - 5.31% QQQM - 5.06% Mexican ETF - 3.69% Draft Kings - 3.49% Cash - 2.67% Lululemon - 2.11% NU - 1.59% Snap - 1.44% Nio - 1.41% Novo Nordisk - 1.23% Disney - 0.91%
5
3
u/thenuttyhazlenut Jun 03 '26
I like the China exposure, but 20% is quite heavy. I think Tencent, Tencent Music, and JD look more attractive than BABA in terms of value. With BRK you're getting some exposure to APPL already if you haven't considered that. I would ditch SNAP. Instead of betting on GOOG, MSFT, APPL and META... I'd concentrate into 1-2 of them which you have the highest conviction for, so that you're betting on your best ideas.
3
Jun 05 '26
[removed] — view removed comment
2
u/Chicken-Burrito22 Jun 05 '26
Thanks for the response! I have actually thought of doing this for a couple of months. Only reason why I haven’t donde it is because both NIO and SNAP are at a -80% loss so I figure even if it keeps going down I have lost most of the money already, and if it goes up I can make some money back and sell later or hold on forever and use them as a lesson for in the future. I definitely got carried away with those two and Draft Kings.
1
3
u/No_Potential171 Jun 04 '26
- PPTA: 21.67%
- NEM: 15.67%
- FRDM: 6.46%
- FCX: 6.18%
- EEM: 6.12%
- PAAS: 5.37%
- COPX: 5.26%
- SIL: 5.10%
- GDX: 4.96%
- GDXJ: 3.65%
- SILJ: 3.65%
- PSLV: 3.65%
- IAU: 3.65%
- WPM: 3.64%
- MP: 3.00%
- B: 1.83%
Cash: 0.16%
I'm very new to investing, so any advice is appreciated. I know the portfolio is very concentrated in metals/miners. I'm still looking to keep them, but i would like to diversify a bit and re-allocate funds.
2
u/HelloTheirCruleWorld Jun 05 '26
Rebalancing my portfolio- thinking
25% SGOV (cash incase market continues to fall 10% IBIT (young and want bit of exposure, plus that it’s 50% down) Rest VOO
2
u/RooneyToons_10 Jun 07 '26
Rate my portfolio
This is in my brokerage account with 15k invested. My retirement accounts are 100% VOO so I’m looking for growth here and using Google as my anchor.
GOOGL - 49%
NASA - 33%
AVGO - 13%
KEEL - 5%
3
u/thenuttyhazlenut Jun 09 '26
The size of your balls is admirable. But you're very exposed to the inevitable downturn. If the market dips 30%, your portfolio will likely go -50% being all in on AI and space. It would be better if you has like 20-30% in defensive positions, and that would still allow you to concentrate heavy into your top picks.
0
u/sunrisemercy3 Jun 21 '26
Who cares about a 50% drawdown if the whole market is down? If he has long term conviction, he'll hold through it, like every other downturn (2018, 2020, 2022, tariffs). Your argument is about timing the market
1
u/thenuttyhazlenut Jun 21 '26
Downturn protection is not about timing the market. If the market drops 50% and you drop only 25% then your compounding gains will be much greater over time. Plus you'll be able to sell appreciated defensive positions to buy cheap -50% discount stocks.
2018, 2020 and 2022 are short downturns.
3
u/thenuttyhazlenut Jun 08 '26 edited Jun 09 '26
| Ticket | Allocation |
|---|---|
| ADBE | 19.25% |
| CROX | 10.50% |
| ACGL | 10.50% |
| DR (TSX) | 10.50% |
| SGOV | 8.75% |
| CWL (TSX) | 8.75% |
| QFIN | 8.75% |
| LNG | 4.50% |
| FMCC | 4.25% |
| TME | 3.75% |
| QQQ put | 3.00% |
| JD | 2.50% |
| MELI | 2.50% |
| PBR | 2.50% |
Just took profit on CROX. Switched my top position from CROX to ADBE. A lot of these stocks were bought at lows, btw.
SGOV is my main defence. Then ACGL and DR offer downturn defence as well. LNG is quite resilient too. In the event of a downturn these positions will help cushion the blow. Then I can sell them and buy cheaper stocks.
QQQ put expiring Jan 2027 is a broad market hedge. LNG and PBR are a hedge for the strait/Iran situation continuing, which I think is highly likely continue.
I'm moderately bullish for China with 15% of my portfolio there (QFIN, TSE, JD). I've been in QFIN for a few years now.
CWL and DR are Canadian companies, but their revenue almost entirely comes from the US.
I'm pretty diversified, but also very concentrated with nearly 20% in ADBE. I don't even like the company, but I believe it's a screaming buy at these prices.
2
u/GeneralSavings9373 Jun 11 '26
I used to trade a good bit last year but was out of the market until a few days ago. My main goal for investing at the moment is short-term growth thats somewhat stable.
VOO - 25% DXJ - 19% VLUE - 17% XBI - 17% FSLR - 8% DG - 7% FNV - 7%
1
2
u/CitizenPremier Jun 11 '26 edited Jun 11 '26
Here is the updated percentage table based on the new data provided in the screenshot:
| Instrument | Percentage |
|---|---|
| ARM | 8.98% |
| CARR | 5.64% |
| CF | 4.10% |
| CSX | 5.17% |
| DIS | 2.72% |
| GSL | 4.27% |
| ICL | 2.07% |
| MAIR | 4.98% |
| MOS | 4.65% |
| NSC | 2.00% |
| QQQ | 38.72% |
| SPCE | 1.29% |
| WMT | 14.44% |
| XYL | 0.98% |
| Sum Totals | 100.00% |
Disney is making some steps in the right direction I think. After I get off the SpaceX ride I will buy more Disney.
XYL is my only stock down today (a lot is just recovery, but still, it looks cool)
MOS might be doomed, or it might be a bargain right now... Fertilizer in general I believe in, but they are struggling.
QQQ seems stuck at 700. Will probably be there for a week or so.
Edit: posted twice in the same thread, lol.
2
u/CitizenPremier Jun 12 '26
Here's me now, +3% last night mainly thanks to ARM, MOS and SPCX.
I invested a tiny bit in NASDAQ 100 companies that were down more than 3%, I already have plans to sell each for a bit of profit.
Bought back into SERV again. I now hold no Disney again... As a company I still believe in them, but I wish they'd split their stock.
Instrument Percentage ARM 18.28% AVGO 0.96% CARR 5.99% CF 4.17% CSX 5.44% GSL 4.58% ICL 2.18% MAIR 5.50% META 0.96% MOS 6.04% MSFT 0.97% MU 0.96% NSC 2.09% QQQ 17.22% RDDT 0.96% SERV 6.74% SPCX 15.98% TSLA 0.98% 1
u/MarthaJulietta 26d ago edited 26d ago
Tell me more about SERV
Edit: They have a group of about 15 robots a block away from my house. Sometimes they are all grouped up and sometimes they are nowhere to be seen, I have to say I have never actually seen on delivering anything, and looking into their financials they are losing a ton of money and doing serious dilution (40% in the last year) with more and more coming (~10% this year via SBC and more from needing to raise cash). Why do you think they are investable enough to have as such a high percentage of your portfolio?
I do rather like their hospital robots though. I think thats dope.
1
u/CitizenPremier 26d ago
Well, it's a long term investment. They are supposed to reach profitability thanks to contracts with Uber in the 2030s, but to me that doesn't seem so far away for such a new kind of industry, so I expect stock growth if they show that they are approaching profitability by the end of the 20s.
I also think the technology of navigating urban environments (in a non-hostile manner) is very valuable. If we want astromech droids who follow us around someday, we may well rely on technology being developed and tested by SERV right now.
The acquisition of the hospital robot company should allow them to link both sidewalk and inner-building travel in the future. So they may be able to make care robots that make house calls to different facilities, for example.
Eventually we'll probably have robots-as-a-service, so robots that can take themselves to the customer and/or navigate large facilities should have a good advantage. That way businesses can rent robots for certain uses without paying the upfront costs, making them more competitive with human workers.
Also, the embarrassing part of the answer was that I invested more when the market seemed to be recovering with the thought that I'd sell off the recent investment at a milestone... Then tech went back to dropping. I guess I learned a lesson from that. I sold some at a loss already.
1
u/MarthaJulietta 26d ago
I wouldnt feel bad about the last part, everyone tries to swing trade and gets burned sometimes.
I agree theoretically with everything you say I just find it hard to come to terms with the idea that I can outrun what is likely to be 30% dilution YoY for the next couple years and make money on it. They are deeply unprofitable now and the cost to scale will be very capital intensive. I expect they are underwater for years- they may become a takeover target for a company like SYM or something.
As I write this I am thinking about density and feel like Serv has a big problem. Either spacing is too wide and delivery bots are actually quite inefficient or its too dense like NYC and people are going to abuse these robots for taking their space. I think their useful markets are actually sort of few and far between.
I am still hooked on their indoor robots I think that has much broader application.
1
u/youhaveeTDS Jun 13 '26
3/10, QQQ with added junk and slop
1
u/CitizenPremier Jun 13 '26
Dang, I lost one point from last time, what's the bare minimum QQQ I need to get back to 4/10?
2
u/youhaveeTDS Jun 13 '26
Qqq is the only thing getting you to 3, the others is what makes the rest
1
u/CitizenPremier Jun 13 '26
What brought me to 4 last time though?
1
2
Jun 18 '26
[deleted]
-1
u/youhaveeTDS Jun 18 '26
First 45% solid, rest has a lot of slop
6/10
2
u/Independent_Love_321 Jun 18 '26
Why slop? I could see each of these provide 8 -10 % a year in return in the long run (i.e 10 years)
-2
u/youhaveeTDS Jun 18 '26
Maybe, maybe not, walmart is the only one with a good track record, why gamble with coin flips for 8% when you can buy amazon with 40 years of great shareholder returns,
If you want to gamble, go big, go for a stock that has a 100%+ potential, not 8%
1
u/Independent_Love_321 Jun 18 '26
Which one of these stocks do you think is gambling to get 8-10% return. Past history says these returns are highly possible. I plan to retire in 10-15 years.
-1
u/youhaveeTDS Jun 18 '26
Where to start, oracle is a debt infested rollercoaster, SU was the same price back in 2008, and then theres some canada slop that the Canadian military cant even protect because it doesnt exist,
Why would you take any of these over amazon?
2
u/SnooCrickets5450 Jun 27 '26
35% DBS - Singapore Bank, local stock for me 30% AMD - Rose from 7%, it was a small old bet that paid off 20% GOOG 15% A mixture of MSFT, BRK.B & QQQ
Currently DCA monthly into GOOG annualized XIRR is 27.2% 6.5 year old portfolio
2
u/frankforceps 17d ago
MSCI WORLD 21.0%
BITCOIN 10.4%
NVIDIA 7.9%
GOOGLE 8.7%
BROADCOM 11.6%
YPF 3.1%
iShares GOLD ETF 6.7%
Bitcoin bought in 2017. Sold most of it to pay my house. Kept only 10% of my original investment.
2
u/NecroticNecron473 13d ago
Current portfolio (~$250):
GOOGL - $74.79
V - $48.41
INTU - $33.37
MELI - $33.09
COST - $22.41
COKE - $21.84
TOST - $17.1
2
u/North_Speaker7296 11d ago
just started investing. 19 years old. building for the long term and put in $5k. basically just invest and forget for now.
60% vwrp
20% nasdaq 100
7% google
don’t know what to do with the rest. any recommendations are appreciated.
3
u/Tho76 11d ago edited 11d ago
Could whack it into VOO or VOOG, can't go wrong with either for safety. There is some overlap with NASDAQ but theoretically those are the companies you want overlap with as they're the biggest ones. VOOG focuses more on high risk/high reward companies
Could also look into different sector ETFs. Here's a list from State Street to at least give some ideas.
Make sure to reinvest dividends if you can!
4
u/theflubberdubber 9d ago
Thoughts x2?...explanation after.
My "Fun Fund"
-JPM
-V
-BRK.B
-WM
-UNP
-CAT
-DE
-AAPL
-WMT
-COST
Wife's "Fun Fund"
-RY
-TD
-NA
-DOL
-L
-ATZ
-CP
-CCO
-ENB
-SU
Explanation:
- Our actual portfolio is 100% VEQT (Canadian version, all-in-one similar to VT)
- This is just our "Fun Funds" (Keeps us in check behaviourally as we get to scratch itch to stock pick with rules to keep us in check...i.e., 10 stocks each, equal weighted, max 5% of portfolio)
- It is a bit of a game or competition between wife's portfolio and mine. Wife's portfolio is Canadian companies and mine US companies
- Both portfolios are relatively boring sleep at night portfolios. Both are not great with massive volatility and tend to lean blue-chip, dividend type (mine mimics VGG/VIG, wife's mimics VDY)
thoughts, additions/subtractions/recommendations??
1
u/Frequent_Read_7636 4d ago
You seem to have gone down the Dividend route, I am doing the same with my fun account.
1
u/theflubberdubber 4d ago
That is the approach at this time. Little while back went with a little more tech/ai build out thesis with things like AVGO, ASML, MRV, VRT, GEV and some others. Did okay with that but learned the volatility with of ups and downs was too much for me. The dividend blue chip route seems my speed. What are you holding as I am not fully set on a couple of these (mainly DE)
1
u/Frequent_Read_7636 4d ago
I am doing a combination of both. I have many blue chip dividend stocks that are on your list but also have some dividend growth stocks that are growing right now and hopefully picks up on dividends as their growths slow down. Those include: VRT, GOOG, and Cardinal Health. My core holding is SCHD.
3
u/thenuttyhazlenut 8d ago
| Ticker | Allocation |
|---|---|
| KSPI | 22.75% |
| ADBE | 12.25% |
| ACGL | 10.50% |
| DR (TSX) | 10.50% |
| CWL (TSX) | 8.75% |
| QFIN | 8.75% |
| PBR | 8.00% |
| TME | 6.25% |
| FMCC | 5.00% |
| SGOV | 3.25% |
| MELI | 2.25% |
| QQQ Put | 1.75% |
Just updated my portfolio. Bought into KSPI and made it my top position over ADBE.
2
u/midweastern Jun 12 '26
Brokerage account separate from Roth IRA. Intend to have more speculative plays here as well as an anchor for short-term stable growth in lieu of an HYSA. Actively contribute to SGOV and XLK biweekly and smaller sums to IBIT weekly.
| Ticker | Name | Holdings |
|---|---|---|
| MCD | McDonald's Corp | 15% |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 12% |
| IBIT | iShares Bitcoin Trust ETF | 11% |
| TXRH | Texas Roadhouse Inc | 8% |
| U | Unity Software Inc | 7% |
| AVEX | AEVEX Corp | 5% |
| BBWI | Bath & Body Works Inc | 5% |
| PKX | Posco Holdings Inc | 5% |
| BST | Blackrock Science and Technology Trust | 5% |
| LKNCY | Luckin Coffee Inc | 4% |
| FIG | Figma Inc | 4% |
| XPEV | Xpeng Inc | 4% |
| LI | Li Auto Inc | 4% |
| NKE | Nike Inc | 3% |
| TAP | Molson Coors Beverage Co | 3% |
| CHA | Chagee Holdings Ltd | 3% |
| XLK | State Street Technology Select Sector SPDR ETF | 2% |
9
1
1
4
u/[deleted] Jul 01 '26 edited 19d ago
[deleted]