Short story: This month I bought more of Telsa (TSLA) and NVIDIA (NVDA), and will be doing so for the foreseeable future.
Long(er) story: Consider that I have observed that my portfolio has become more top-heavy than it has ever been. Also consider the portfolio of one Warren Buffett:
Kraft Heinz (KHC) 18.27%
Wells Fargo (WFC) 16.49%
Apple (AAPL) 11.48%
Coca-Cola (KO) 10.49%
American Express (AXP) 7.41%
International Business Machines (IBM) 6.95%
Phillips 66 (PSX) 3.95%
US Bancorp (USB) 2.71%
remaining 39 stocks 22.25%
It seems that I could stand to be a little more top-heavy than I am already - my top 8 holdings are only 71.27% of my portfolio. I've identified what I want to be my top 8 "buy"s going forward. Without selling out of the "hold"s, it is going to take me a few years to get to where I want to be (and I'm sure I will change course between now and then).
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Tesla (TSLA) 15.84%
Apple (AAPL) 11.22%
Amazon (AMZN) 10.53%
3D Systems (DDD) 9.10%
Alphabet (GOOGL) 8.21%
NVIDIA (NVDA) 5.86%
Facebook (FB) 5.55%
Stratasys (SSYS) 4.96%
Intuitive Surgical (ISRG) 3.81%
Nike (NKE) 2.57%
Adobe Systems (ADBE) 2.30%
Chubb Limited (CB) 2.13%
Starbucks (SBUX) 2.08%
Salesforce.com (CRM) 2.07%
Microsoft (MSFT) 1.92%
Costco Wholesale (COST) 1.39%
BlackRock (BLK) 1.16%
UnitedHealth Group (UNH) 1.08%
Autodesk (ADSK) 1.04%
Comcast (CMCSA) 0.97%
Intel (INTC) 0.84%
ExOne (XONE) 0.73%
American Water Works (AWK) 0.69%
Activision Blizzard (ATVI) 0.66%
Canadian National Railway (CNI) 0.61%
Aqua America (WTR) 0.58%
CSX (CSX) 0.58%
Waste Management (WM) 0.57%
Union Pacific (UNP) 0.48%
ULTA Salon, Cosmetics & Fragrance (ULTA) 0.47%
