Saturday, November 12, 2016

Stocks Of The Month: AMZN, FB, GOOGL, TSLA

We're down to 26* stocks owned!

*about 4(?) less(?!) than where I think I will end up? 30 seems like the right number...

The final(?) sell of this sell-filled year is Ansys (ANSS). It is not a bad stock, but it is not great either.

ANSS - 5 YR

ANSS - 1 YR 

ANSS - 6 MO

The proceeds of this sale went to the "Big 4" of Amazon (AMZN), Facebook (FB), Alphabet (GOOGL), and Tesla Motors (TSLA).

Here's my current portfolio (buy, hold, and sell...wait, there are no sells...). As always, I believe in all of these stocks - until I sell them.

Apple (AAPL) 12.04%
3D Systems (DDD) 10.48%
Amazon (AMZN) 9.27%
Tesla Motors (TSLA) 9.19%
Alphabet (GOOGL) 8.94%
Facebook (FB) 5.74%
Twitter (TWTR) 5.73%
Stratasys (SSYS) 4.72%
Under Armour (UAA) 3.75%
Intuitive Surgical (ISRG) 3.60%
Nike (NKE) 3.23%
Starbucks (SBUX) 2.76%
Chubb Limited (CB) 2.63%
Salesforce.com (CRM) 2.52%
Adobe Systems (ADBE) 2.40%
Microsoft (MSFT) 2.34%
Costco Wholesale (COST) 1.87%
BlackRock (BLK) 1.43%
Intel (INTC) 1.20%
Autodesk (ADSK) 1.07%
ExOne (XONE) 1.04%
American Water Works (AWK) 0.89%
Veolia Environnement (VEOEY) 0.87%
Waste Management (WM) 0.75%
Aqua America (WTR) 0.73%
Canadian National Railway (CNI) 0.67%