The proceeds went to Microsoft (MSFT), as June is a dividend stock month and it is now almost the same in allocation to Apple (AAPL) as the 4th and 5th of my core holdings; and once again, equal amounts of my bond ETFs (AGG, HYLB, USHY).
As a stretch goal: for dividend income purposes, I'd like this portfolio to eventually be as much as a 50/50 split between stocks and bonds. As seen below, it is currently 96/4 - and even if tomorrow all of my stop-loss trigger orders were executed, it would be just 74/26.
I am in no rush to flip into bonds. I would rather let my winners run forever. However, if in any given month I see no stocks that present themselves as especially good buying opportunities, I have no reservations in simply adding to my bond ETFs. It is truly a month-to-month situation (as it has always been!).
For the foreseeable future, I not only want to track which of my Big Five I buy in a given month - I want to track those that I don't buy.
Amazon (AMZN)
- $1.23T market cap
- no dividend
- $296.3B revenue
- 26% revenue growth
- $49.3B cash
- $63.7B debt
- $39.7B operating cash flow
- $40.7B free cash flow
- $1.40T market cap
- 1.1% dividend yield
- $268.0B revenue
- 1% revenue growth
- $94.1B cash
- $109.5B debt
- $75.4B operating cash flow
- $45.7B free cash flow
Microsoft (MSFT)
- $1.39T market cap
- 1.1% dividend yield
- $138.7B revenue
- 15% revenue growth
- $137.6B cash
- $84.0B debt
- $58.1B operating cash flow
- $36.2B free cash flow
NVIDIA (NVDA)
- $216.6B market cap
- 0.2% dividend yield
- $10.9B revenue
- 41% revenue growth
- $10.9B cash
- $2.6B debt
- $4.8B operating cash flow
- $3.2B free cash flow
Tesla (TSLA)
- $166.5B market cap
- no dividend
- $26.0B revenue
- 32% revenue growth
- $8.1B cash
- $15.2B debt
- $2.6B operating cash flow
- $1.6B free cash flow
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Tesla (TSLA) 21.00%
NVIDIA (NVDA) 16.97%
Amazon (AMZN) 13.58%
Apple (AAPL) 11.36%
Microsoft (MSFT) 11.33%
Alphabet (GOOGL) 4.36%
Facebook (FB) 3.09%
Intuitive Surgical (ISRG) 2.42%
Adobe (ADBE) 2.19%
Salesforce (CRM) 1.63%
Visa (V) 1.57%
UnitedHealth Group (UNH) 1.54%
Costco Wholesale (COST) 1.48%
iShares Broad USD High Yield Corporate Bond ETF (USHY) 1.45%
Intel (INTC) 1.45%
Xtrackers USD High Yield Corporate Bond ETF (HYLB) 1.44%
iShares Core U.S. Aggregate Bond ETF (AGG) 1.40%
Advanced Micro Devices (AMD) 0.98%
Autodesk (ADSK) 0.77%
