This month's stock is Microsoft (MSFT), fresh off yet another outstanding quarterly result.
Boilerplate time...
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 55/45.
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 and/or preferred stock ETFs. It is truly a month-to-month situation (as it has always been!).
For the foreseeable future, I want to track my Big
Amazon (AMZN)
- $1.70T market cap
- no dividend
- $347.0B revenue
- 37% revenue growth
- $68.4B cash
- $96.8B debt
- $55.3B operating cash flow
- $33.7B free cash flow
Microsoft (MSFT)
- $1.83T market cap
- 0.9% dividend yield
- $153.3B revenue
- 17% revenue growth
- $132.0B cash
- $82.9B debt
- $68.0B operating cash flow
- $34.8B free cash flow
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks/ETFs - until I sell them.
Amazon (AMZN) 13.49%
Microsoft (MSFT) 13.23%
iShares Broad USD High Yield Corporate Bond ETF (USHY) 12.35%
Xtrackers USD High Yield Corporate Bond ETF (HYLB) 12.29%
iShares Core U.S. Aggregate Bond ETF (AGG) 10.90%
Global X U.S. Preferred ETF (PFFD) 8.04%
Invesco NASDAQ 100 ETF (QQQM) 5.87%
Alphabet (GOOGL) 4.56%
Facebook (FB) 2.59%
Invesco NASDAQ Next Gen 100 ETF (QQQJ) 2.51%
Intuitive Surgical (ISRG) 2.30%
Adobe (ADBE) 1.96%
Costco Wholesale (COST) 1.24%
UnitedHealth Group (UNH) 1.23%
Visa (V) 1.18%
Autodesk (ADSK) 0.75%
