We're down to 30* stocks owned!
*about 5(?) more than where I think I will end up?
The most recent departure is Boeing (BA). I sold for a loss of -4% actual/-3% annualized, and has a history of underperforming the market (which is now a point of emphasis for the stocks that I own).
This month's buys are Tesla Motors (TSLA), Amazon (AMZN), and for the fourth consecutive (and probably final) month in a row, Facebook (FB). Elon Musk believes that the combined Tesla/SolarCity will be worth $1 trillion someday...and doubting Elon Musk is not a wise idea. (Even if he comes up half-way short, $500 billion is still a 15x increase.) Amazon was recently cited as having the ability to "snuff out competition", which can only be a good thing in an investing sense. And Facebook is a competition-snuffing monster in its own right.
Here's my current portfolio (buy, hold, and sell). As always, I believe in all of these stocks - until I sell them.
Tesla Motors (TSLA) 10.88%
Apple (AAPL) 10.61%
3D Systems (DDD) 9.41%
Amazon (AMZN) 9.12%
Alphabet (GOOGL) 6.60%
Facebook (FB) 5.47%
Stratasys (SSYS) 5.30%
Twitter (TWTR) 4.96%
Under Armour (UAA) 4.96%
Baidu (BIDU) 4.21%
Nike (NKE) 3.15%
Chubb Limited (CB) 2.82%
Intuitive Surgical (ISRG) 2.72%
Starbucks (SBUX) 2.33%
Microsoft (MSFT) 1.54%
Salesforce.com (CRM) 1.48%
Costco Wholesale (COST) 1.43%
BlackRock (BLK) 1.40%
Wells Fargo (WFC) 1.28%
Intel (INTC) 1.25%
McDonald's (MCD) 1.17%
American Water Works (AWK) 1.08%
Veolia Environnement (VEOEY) 1.05%
Adobe Systems (ADBE) 0.98%
Aqua America (WTR) 0.90%
Autodesk (ADSK) 0.84%
Waste Management (WM) 0.79%
Ansys (ANSS) 0.78%
Coca-Cola (KO) 0.69%
Canadian National Railway (CNI) 0.66%
