Stocks Of The Month: AAPL, DDD, FB, UA

On my continuing quest to own less stocks, two more have been sold (these will get tougher to get rid of as we go on):

• Lululemon (LULU) has been bought and sold for the second (and final) time. It was one of the lesser holdings in my portfolio, and has no dividend and "only" 14% growth...which is not awful, but I think I can do better elsewhere.
• Southern Copper (SCCO) has been in my portfolio since 2005! However, it has been dead money since April 2007, and during that time the dividend has shrunk from $1.50/share to $0.03/share.

The proceeds from these sales went towards four stocks I already own: Apple (AAPL), 3D Systems (DDD), Facebook (FB), and Under Armour (UA).


Here's my current portfolio (growth, dividend, and speculative). As always, I believe in all of these stocks - until I sell them.

Apple (AAPL) 12.33%
3D Systems (DDD) 11.03%
Tesla Motors (TSLA) 10.99%
Alphabet (GOOGL) 7.04%
Amazon (AMZN) 5.76%
Stratasys (SSYS) 5.34%
Under Armour (UA) 5.20%
Baidu (BIDU) 4.83%
Nike (NKE) 3.37%
Chubb Limited (CB) 2.65%
Intuitive Surgical (ISRG) 2.54%
Starbucks (SBUX) 2.53%
Blackstone (BX) 2.27%
Twitter (TWTR) 2.25%
Facebook (FB) 2.01%
Microsoft (MSFT) 1.64%
Salesforce.com (CRM) 1.39%
BlackRock (BLK) 1.38%
Costco Wholesale (COST) 1.37%
Wells Fargo (WFC) 1.31%
American Software (AMSWA) 1.28%
McDonald's (MCD) 1.24%
Intel (INTC) 1.18%
Veolia Environnement (VEOEY) 1.18%
Boeing (BA) 1.10%
Adobe Systems (ADBE) 0.97%
American Water Works (AWK) 0.93%
Autodesk (ADSK) 0.89%
Aqua America (WTR) 0.85%
Ansys (ANSS) 0.78%
Coca-Cola (KO) 0.72%
Canadian National Railway (CNI) 0.69%
Waste Management (WM) 0.69%