[Endri]

I know this is a topic some of you may not like and most are not interested in, but I have noticed that there is a following of individual stock pickers here too (a minority), in this overinflated market, what are you buying confidently and why? (Please only mention big companies that we all know (fortune 500 preferably).

My current picks would be, apple, microsoft, TD bank, McDonalds, Pfizer, Astrazeneca. Some are undervalued but will take a while to get back up (TD banka and pfizer, astrazeneca)

And some just based on the story, McDonals stock is down based on an issue that’s solvable and only in a small region of the country, and apple I think is also undervalued right now based on fear and not on numbers.

[David]

Top 10 companies of the S&P500. I started to pick a few individual stocks years ago as I wanted a fun test to see how they compared to an index fund.

So far they are way outperforming but who knows if that will continue.

[Albert]

FBTC/FETH (Fidelity’s BTC and ETH ETF with a 0.25% ER), some actual hard crypto on a hard wallet, & NVDA. For obvious positive momentum/long term crypto thesis and semiconductor industry reasons.

Was a little above 5% but with the recent pro-Trump election bump, it’s getting closer to 10%. 95% indexes (VIIIX/VOO and VIGAX/VUG mutual fund equivalent) otherwise.

Will rebalance if/when my individual picks go above 10%-15%. Hopefully more like “when” which seems likely.

[Paul]

My current individual holdings. Bought since May, holding at least for the next few months.

[Dillon]

Microstrategy (MSTR), there’s a high probability they will soon be added to the Nasdaq-100 ($QQQ) and S&P500.

But I recommend doing a lot of research and studying about the company before buying.

However, if you don’t value Bitcoin going into the future, then I wouldn’t suggest buying stock in this company.

[Rick]

Nothing but then again I have never had the skill or desire to be a growth momentum buyer. Some people are very good at it but to me it’s like a sport that I have zero talent in.

I watch others but don’t play along.

I do invest in troubled industries but just sold my very last one KBWB (bank sector etf) after very recent very strong pop up and well past my time to evaluate selling target of $65.

With zero value buys in my portfolio, for the first time in at least 6 years, it looks like it may be that way for a while. And I am just fine with that.

I am watching long term treasuries etfs like EDV and GOVZ but those are very very different from your ask of individual stocks or sector stock etfs.

Maybe they will pique my interest as a value buys one day or month soon.

Good luck to the momentum growth stock buyers.

I am here on the sidelines, with my no talent, watching.

[Brian]

Fully on the VTSAX & S&P500 index train, however I am paid in Amazon stock and keep a % of net worth in it. Some absolutely incredible things coming in our world.

No other investments. If Amazon went to zero someday, we’re fully good on goals & timeframes.

[Charles]

Sold some PUTs on ENPH, SEDG, PFE, MTCH, MGM.
Solar is in a huge rut with interest rates and now the Trump win.

Looking at it in terms of the best technology for long term energy sustainability with mid term headwinds.

PFE as a value play with some potentially strong pipeline of drugs in oncology. Will have to see how well they transition off COVID revenues.

MGM, MTCH are stocks I’ve been wanting and start to look like they’re hitting my value bands.

Both leaders in their respective markets with MGM divesting old properties and transitioning to new ones, partnering with MAR.

MTCH holding 95% of market share with a loneliness epidemic and singles being the growing demographics in the world.

[Sarah]

We bought Tesla, Amazon, and Costco stock before knowing about FIRE (pre-2018). We’ve kept those and done well with them, but now we only buy FSKAX.

[Ron]

I assume you know that large cap companies like you’re restricting us to, I have only been the top performing asset class 20% of the time in the last 20 years.

Multiple other asset classes have been at the top of the heap for 20% of the time, as well.

One critically important aspect of building a strong risk-resistant portfolio is spreading your investments across multiple asset classes.

[Paul]

I got very lucky with Tesla and bitcoin
Bought both in 2016

[Author]

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