A holding since 2010, INTC gained a dollar-cost-averaged 54% (4% annualized). I hope that Intel will return to its status as a great American innovator - in the meantime, current holdings AMD and NVDA will stand to benefit from Intel's miscues, particularly in desktops/laptops and the cloud. The proceeds from this sale went mostly to PFFD, and the rest to AGG, HYLB, and USHY.
Boilerplate time...
As a stretch goal: for dividend income purposes, I'd like this portfolio to eventually be as much as a 50/50 split between stocks and bonds. As seen below, it is currently 95/5 - and even if tomorrow all of my stop-loss trigger orders were executed, it would be just 78/22.
I am in no rush to flip into bonds. I would rather let my winners run forever. However, if in any given month I see no stocks that present themselves as especially good buying opportunities, I have no reservations in simply adding to my bond and/or preferred stock ETFs. It is truly a month-to-month situation (as it has always been!).
For the foreseeable future, I want to track my Big Five every month, whether I buy them or not.
Amazon (AMZN)
- $1.60T market cap
- no dividend
- $321.8B revenue
- 40% revenue growth
- $71.4B cash
- $91.4B debt
- $51.2B operating cash flow
- $33.7B free cash flow
- $1.87T market cap
- 0.8% dividend yield
- $273.9B revenue
- 11% revenue growth
- $93.0B cash
- $122.2B debt
- $80.0B operating cash flow
- $52.3B free cash flow
Microsoft (MSFT)
- $1.64T market cap
- 1.0% dividend yield
- $143.0B revenue
- 13% revenue growth
- $136.5B cash
- $82.1B debt
- $60.7B operating cash flow
- $34.3B free cash flow
NVIDIA (NVDA)
- $270.9B market cap
- 0.2% dividend yield
- $11.8B revenue
- 39% revenue growth
- $16.4B cash
- $7.6B debt
- $5.0B operating cash flow
- $3.2B free cash flow
Tesla (TSLA)
- $276.7B market cap
- no dividend
- $25.7B revenue
- -5% revenue growth
- $8.6B cash
- $15.5B debt
- $2.7B operating cash flow
- $1.1B free cash flow
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks/ETFs - until I sell them.
Tesla (TSLA) 26.66%
NVIDIA (NVDA) 16.29%
Amazon (AMZN) 13.13%
Apple (AAPL) 11.81%
Microsoft (MSFT) 10.30%
Alphabet (GOOGL) 3.46%
Facebook (FB) 2.58%
Intuitive Surgical (ISRG) 2.23%
Adobe (ADBE) 1.93%
Salesforce (CRM) 1.44%
iShares Broad USD High Yield Corporate Bond ETF (USHY) 1.27%
Xtrackers USD High Yield Corporate Bond ETF (HYLB) 1.27%
iShares Core U.S. Aggregate Bond ETF (AGG) 1.22%
Costco Wholesale (COST) 1.21%
Visa (V) 1.18%
UnitedHealth Group (UNH) 1.17%
Global X U.S. Preferred ETF (PFFD) 1.13%
Advanced Micro Devices (AMD) 1.09%
Autodesk (ADSK) 0.64%