Meanwhile, I've bought more Microsoft (MSFT) this year than any other stock in any other year, ever. Their recently announced share buyback and dividend raise confirms my bullish thesis.
Salesforce (CRM)
- $128.0B market cap
- no dividend
- $14.7B revenue
- 22% revenue growth
- $3.9B operating cash flow
- $4.5B free cash flow
Microsoft (MSFT)
- $1.03T market cap
- 1.5% dividend yield
- $125.8B revenue
- 12% revenue growth
- $52.2B operating cash flow
- $30.9B free cash flow
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Amazon (AMZN) 13.67%
NVIDIA (NVDA) 13.41%
Apple (AAPL) 13.19%
Microsoft (MSFT) 11.13%
Tesla (TSLA) 8.64%
Alphabet (GOOGL) 6.04%
Facebook (FB) 3.94%
Intuitive Surgical (ISRG) 3.65%
Adobe (ADBE) 2.56%
Nike (NKE) 2.37%
Visa (V) 2.32%
Salesforce (CRM) 2.26%
Comcast (CMCSA) 2.09%
Intel (INTC) 1.95%
Starbucks (SBUX) 1.93%
UnitedHealth Group (UNH) 1.83%
Waste Management (WM) 1.65%
Costco Wholesale (COST) 1.47%
American Water Works (AWK) 1.10%
Union Pacific (UNP) 0.87%
Autodesk (ADSK) 0.85%
Norfolk Southern (NSC) 0.83%
CSX (CSX) 0.80%
Advanced Micro Devices (AMD) 0.71%
Canadian National Railway (CNI) 0.36%
Kansas City Southern (KSU) 0.35%