Another month, another purchase of Telsa (TSLA) and NVIDIA (NVDA). Tesla is about 5% short of the goal allocation, while NVIDIA is about 10% short (yikes).
I do not want to ignore my dividend-paying stocks; so with Chubb Limited (CB) as the goal allocation of about 2% each, I bought some more UnitedHealth Group (UNH) to match. I will be buying more of BlackRock (BLK), Comcast (CMCSA), and Intel (INTC) in future months - only Chubb is officially a buy as it is the marker for the entire dividend stock group.
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Tesla (TSLA) 17.33%
Apple (AAPL) 12.08%
Amazon (AMZN) 10.32%
Alphabet (GOOGL) 7.93%
NVIDIA (NVDA) 7.63%
Facebook (FB) 6.03%
Intuitive Surgical (ISRG) 3.97%
Adobe Systems (ADBE) 2.40%
Nike (NKE) 2.27%
Salesforce.com (CRM) 2.18%
Visa (V) 2.00%
Microsoft (MSFT) 1.96%
UnitedHealth Group (UNH) 1.94%
Chubb Limited (CB) 1.91%
Starbucks (SBUX) 1.89%
Priceline Group (PCLN) 1.79%
Costco Wholesale (COST) 1.34%
Autodesk (ADSK) 1.11%
BlackRock (BLK) 1.07%
Comcast (CMCSA) 0.97%
Intel (INTC) 0.82%
Activision Blizzard (ATVI) 0.72%
American Water Works (AWK) 0.68%
Canadian National Railway (CNI) 0.57%
Waste Management (WM) 0.57%
Aqua America (WTR) 0.56%
Norfolk Southern (NSC) 0.51%
CSX (CSX) 0.49%
Union Pacific (UNP) 0.44%
ULTA Salon, Cosmetics & Fragrance (ULTA) 0.36%
