Stocks Of The Month: AWK, NVDA

For the third month in a row - and probably, the last time in a while - I've sold a stock. This time it was Aqua America (WTR). Bought at the same time in 2015 as American Water Works (AWK), its returns since then have been inferior:

AWK vs. WTR - 5 YR

Proceeds from this sale went towards AWK to make it a legit "1", and additionally I bought more NVIDIA (NVDA) as I continue my now year-plus efforts to make it a legit "16".

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

Amazon (AMZN) 14.53%
NVIDIA (NVDA) 13.49%
Apple (AAPL) 12.42%
Tesla (TSLA) 10.64%
Alphabet (GOOGL) 6.66%
Microsoft (MSFT) 6.50%
Intuitive Surgical (ISRG) 4.31%
Facebook (FB) 4.22%
Adobe (ADBE) 2.70%
Nike (NKE) 2.37%
Intel (INTC) 2.35%
Salesforce (CRM) 2.33%
Visa (V) 2.29%
UnitedHealth Group (UNH) 1.82%
Starbucks (SBUX) 1.66%
Waste Management (WM) 1.59%
Costco Wholesale (COST) 1.34%
BlackRock (BLK) 1.21%
Booking Holdings (BKNG) 1.12%
Autodesk (ADSK) 1.04%
Union Pacific (UNP) 1.03%
Norfolk Southern (NSC) 1.01%
American Water Works (AWK) 1.00%
CSX (CSX) 0.97%
Comcast (CMCSA) 0.63%
Canadian National Railway (CNI) 0.42%
Kansas City Southern (KSU) 0.34%