The good news is that I've bumped each of those stocks to a goal of 17%.
The bad(?) news is that each of these 17% (or 16%) goals are not viable without selling the more insignificant of my holdings. I've been lamenting for years that my portfolio has too many stocks; additionally, I've recently determined that several of the lesser holdings have undesirable amounts of debt.
This month's casualty is CSX. It features negative revenue growth (-5.2%), earnings growth (-7.7%), and a cash-to-debt ratio of $2.5B to $17.2B. First bought in March 2017, I was able to realize a 20% gain (6% annualized).
For the foreseeable future, I not only want to track which of my Big Five I buy in a given month - I want to track those that I don't buy.
Amazon (AMZN)
- $1.14T market cap
- no dividend
- $296.3B revenue
- 26% revenue growth
- $49.3B cash
- $63.7B debt
- $39.7B operating cash flow
- $40.7B free cash flow
- $1.27T market cap
- 1.1% dividend yield
- $268.0B revenue
- 1% revenue growth
- $94.1B cash
- $109.5B debt
- $75.4B operating cash flow
- $45.7B free cash flow
Microsoft (MSFT)
- $1.32T market cap
- 1.1% dividend yield
- $138.7B revenue
- 15% revenue growth
- $137.6B cash
- $84.0B debt
- $58.1B operating cash flow
- $36.2B free cash flow
NVIDIA (NVDA)
- $173.1B market cap
- 0.2% dividend yield
- $10.9B revenue
- 41% revenue growth
- $10.9B cash
- $2.6B debt
- $4.8B operating cash flow
- $3.2B free cash flow
Tesla (TSLA)
- $129.3B market cap
- no dividend
- $26.0B revenue
- 32% revenue growth
- $8.1B cash
- $15.2B debt
- $2.6B operating cash flow
- $1.6B free cash flow
Here's my current portfolio (buy, hold, and sell). As always, I believe in all of these stocks - until I sell them.
Tesla (TSLA) 18.87%
NVIDIA (NVDA) 15.68%
Amazon (AMZN) 14.46%
Apple (AAPL) 11.75%
Microsoft (MSFT) 10.90%
Alphabet (GOOGL) 4.61%
Facebook (FB) 3.10%
Intuitive Surgical (ISRG) 2.42%
Adobe (ADBE) 2.22%
Costco Wholesale (COST) 1.67%
Salesforce (CRM) 1.66%
UnitedHealth Group (UNH) 1.65%
Visa (V) 1.63%
Intel (INTC) 1.55%
Nike (NKE) 1.52%
Starbucks (SBUX) 1.16%
Advanced Micro Devices (AMD) 1.05%
Waste Management (WM) 0.98%
American Water Works (AWK) 0.74%
Autodesk (ADSK) 0.71%
Union Pacific (UNP) 0.61%
Norfolk Southern (NSC) 0.57%
Kansas City Southern (KSU) 0.24%
Canadian National Railway (CNI) 0.24%
