Good news: for the first time in 2017, I didn't sell any stocks this month.
Better news: for the third and fourth time respectively in 2017, I've added NVIDIA (NVDA) and Tesla (TSLA) to my portfolio. We're going to keep 2017 as boring as possible, and keep hammering away at limited number of winning investments.
Anecdotally, my portfolio seems more top-heavy than it has ever been: Tesla (15.39%) is larger than the sum of the bottom 16 holdings (14.84%). As long as the top consists of companies destined to own the future, I'm comfortable with it.
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Tesla (TSLA) 15.39%
Apple (AAPL) 12.88%
Amazon (AMZN) 11.23%
Alphabet (GOOGL) 8.58%
3D Systems (DDD) 8.29%
Facebook (FB) 5.98%
Stratasys (SSYS) 3.59%
Intuitive Surgical (ISRG) 3.54%
NVIDIA (NVDA) 3.47%
Nike (NKE) 2.81%
Adobe Systems (ADBE) 2.41%
Starbucks (SBUX) 2.39%
Chubb Limited (CB) 2.28%
Salesforce.com (CRM) 2.25%
Microsoft (MSFT) 2.09%
Costco Wholesale (COST) 1.68%
BlackRock (BLK) 1.18%
UnitedHealth Group (UNH) 1.08%
Comcast (CMCSA) 1.08%
Intel (INTC) 1.01%
Autodesk (ADSK) 0.99%
American Water Works (AWK) 0.78%
ExOne (XONE) 0.73%
Aqua America (WTR) 0.65%
Waste Management (WM) 0.65%
Activision Blizzard (ATVI) 0.65%
Canadian National Railway (CNI) 0.63%
CSX (CSX) 0.57%
ULTA Salon, Cosmetics & Fragrance (ULTA) 0.54%
Union Pacific (UNP) 0.54%
Tuesday, April 4, 2017
Saturday, March 4, 2017
Stocks Of The Month: AMZN, ATVI, CSX, NVDA, TSLA, UNP (The Games, Trains, and Automobiles Edition)
"The Fundamental 30"
I sold Twitter (TWTR) this month; my evergreen thoughts of which are summarized here:
The proceeds of this sale went to stalwarts Amazon (AMZN), NVIDIA (NVDA), Tesla (TSLA), and 3 new holdings...
Activision Blizzard (ATVI)
Growing $6.6B in revenues at 49 percent, Activision Blizzard is a leader in interactive online software - which should soon transform into AR/VR leadership.
CSX (CSX)
Union Pacific (UNP)
Along with Canadian National Railway (CNI), CSX and Union Pacific complete my Ticket To Ride playing board quite nicely. (They also yield 1.5% and 2.2% respectively.)
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Apple (AAPL) 13.19%
Tesla (TSLA) 12.90%
Amazon (AMZN) 11.16%
Alphabet (GOOGL) 9.06%
3D Systems (DDD) 8.80%
Facebook (FB) 6.14%
Stratasys (SSYS) 3.70%
Intuitive Surgical (ISRG) 3.67%
Nike (NKE) 3.07%
NVIDIA (NVDA) 2.87%
Starbucks (SBUX) 2.48%
Chubb Limited (CB) 2.45%
Adobe Systems (ADBE) 2.36%
Salesforce.com (CRM) 2.36%
Microsoft (MSFT) 2.16%
Costco Wholesale (COST) 1.82%
BlackRock (BLK) 1.28%
UnitedHealth Group (UNH) 1.17%
Comcast (CMCSA) 1.13%
Intel (INTC) 1.06%
Autodesk (ADSK) 1.05%
American Water Works (AWK) 0.83%
ExOne (XONE) 0.78%
Waste Management (WM) 0.69%
Aqua America (WTR) 0.68%
Activision Blizzard (ATVI) 0.66%
Canadian National Railway (CNI) 0.64%
CSX (CSX) 0.63%
Union Pacific (UNP) 0.58%
ULTA Salon, Cosmetics & Fragrance (ULTA) 0.57%
I sold Twitter (TWTR) this month; my evergreen thoughts of which are summarized here:
Twitter, the product: amazing.$TWTR, the company: terrible.— Joseph Rupp (@JosephJRupp) February 9, 2017
The proceeds of this sale went to stalwarts Amazon (AMZN), NVIDIA (NVDA), Tesla (TSLA), and 3 new holdings...
Activision Blizzard (ATVI)
Growing $6.6B in revenues at 49 percent, Activision Blizzard is a leader in interactive online software - which should soon transform into AR/VR leadership.
 |
| ATVI - All-time |
CSX (CSX)
Union Pacific (UNP)
Along with Canadian National Railway (CNI), CSX and Union Pacific complete my Ticket To Ride playing board quite nicely. (They also yield 1.5% and 2.2% respectively.)
 |
| CSX - 6 MO |
 |
| UNP - 10 YR |
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Apple (AAPL) 13.19%
Tesla (TSLA) 12.90%
Amazon (AMZN) 11.16%
Alphabet (GOOGL) 9.06%
3D Systems (DDD) 8.80%
Facebook (FB) 6.14%
Stratasys (SSYS) 3.70%
Intuitive Surgical (ISRG) 3.67%
Nike (NKE) 3.07%
NVIDIA (NVDA) 2.87%
Starbucks (SBUX) 2.48%
Chubb Limited (CB) 2.45%
Adobe Systems (ADBE) 2.36%
Salesforce.com (CRM) 2.36%
Microsoft (MSFT) 2.16%
Costco Wholesale (COST) 1.82%
BlackRock (BLK) 1.28%
UnitedHealth Group (UNH) 1.17%
Comcast (CMCSA) 1.13%
Intel (INTC) 1.06%
Autodesk (ADSK) 1.05%
American Water Works (AWK) 0.83%
ExOne (XONE) 0.78%
Waste Management (WM) 0.69%
Aqua America (WTR) 0.68%
Activision Blizzard (ATVI) 0.66%
Canadian National Railway (CNI) 0.64%
CSX (CSX) 0.63%
Union Pacific (UNP) 0.58%
ULTA Salon, Cosmetics & Fragrance (ULTA) 0.57%
Saturday, February 4, 2017
Stocks Of The Month: AMZN, CMCSA, FB, GOOGL, TSLA
"The Greater 28"
Every year, I hope against hope that I will not be selling any stocks in the upcoming year. The stock for which I wrote this just last month - "A terrible year for athletic companies" - can now be amended with "down another 29%". Under Armour (UAA) has declining revenue growth, declining earnings, more debt than cash, no dividend,...and is no longer owned in my portfolio.
The proceeds from this sale went to my four horsemen of tech; Amazon (AMZN), Facebook (FB), Alphabet (GOOGL), and Tesla (TSLA).
A new addition to the portfolio is one I never would have imagined owning, the #1 most hated company in America: Comcast (CMCSA). They have outperformed the market across every time horizon:
Comcast is also growing $80B in revenue at 9%, earnings at 16%, has massive operating and free cash flows of $19B and $8B respectively, and has a 0.8% dividend that has increased payouts for 9 years.
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Apple (AAPL) 12.49%
Tesla (TSLA) 11.95%
3D Systems (DDD) 10.41%
Amazon (AMZN) 9.55%
Alphabet (GOOGL) 8.97%
Facebook (FB) 6.01%
Twitter (TWTR) 4.74%
Stratasys (SSYS) 3.91%
Intuitive Surgical (ISRG) 3.55%
Nike (NKE) 2.91%
Starbucks (SBUX) 2.46%
Chubb Limited (CB) 2.38%
Salesforce.com (CRM) 2.36%
Adobe Systems (ADBE) 2.33%
Microsoft (MSFT) 2.20%
NVIDIA (NVDA) 2.02%
Costco Wholesale (COST) 1.84%
BlackRock (BLK) 1.27%
Comcast (CMCSA) 1.17%
UnitedHealth Group (UNH) 1.16%
Intel (INTC) 1.11%
Autodesk (ADSK) 1.07%
American Water Works (AWK) 0.79%
ExOne (XONE) 0.79%
Waste Management (WM) 0.67%
Aqua America (WTR) 0.66%
Canadian National Railway (CNI) 0.64%
ULTA Salon, Cosmetics & Fragrance (ULTA) 0.57%
Every year, I hope against hope that I will not be selling any stocks in the upcoming year. The stock for which I wrote this just last month - "A terrible year for athletic companies" - can now be amended with "down another 29%". Under Armour (UAA) has declining revenue growth, declining earnings, more debt than cash, no dividend,...and is no longer owned in my portfolio.
The proceeds from this sale went to my four horsemen of tech; Amazon (AMZN), Facebook (FB), Alphabet (GOOGL), and Tesla (TSLA).
A new addition to the portfolio is one I never would have imagined owning, the #1 most hated company in America: Comcast (CMCSA). They have outperformed the market across every time horizon:
Comcast is also growing $80B in revenue at 9%, earnings at 16%, has massive operating and free cash flows of $19B and $8B respectively, and has a 0.8% dividend that has increased payouts for 9 years.
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Apple (AAPL) 12.49%
Tesla (TSLA) 11.95%
3D Systems (DDD) 10.41%
Amazon (AMZN) 9.55%
Alphabet (GOOGL) 8.97%
Facebook (FB) 6.01%
Twitter (TWTR) 4.74%
Stratasys (SSYS) 3.91%
Intuitive Surgical (ISRG) 3.55%
Nike (NKE) 2.91%
Starbucks (SBUX) 2.46%
Chubb Limited (CB) 2.38%
Salesforce.com (CRM) 2.36%
Adobe Systems (ADBE) 2.33%
Microsoft (MSFT) 2.20%
NVIDIA (NVDA) 2.02%
Costco Wholesale (COST) 1.84%
BlackRock (BLK) 1.27%
Comcast (CMCSA) 1.17%
UnitedHealth Group (UNH) 1.16%
Intel (INTC) 1.11%
Autodesk (ADSK) 1.07%
American Water Works (AWK) 0.79%
ExOne (XONE) 0.79%
Waste Management (WM) 0.67%
Aqua America (WTR) 0.66%
Canadian National Railway (CNI) 0.64%
ULTA Salon, Cosmetics & Fragrance (ULTA) 0.57%
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