Your Top 10 Largest Holdings (2021)

[fenders53]

AEP is too cheap to sell any here and it will trim itself when I sell covered calls on the eventual run. DIV is very good in the meantime. SOXX is about #30. It would be much higher if I didn't already own TSM, AVGO and QQQ. No DFEN ever. My MIL Defense stocks are also intended to be a defensive part of my port. When I want to play options I will be in charge. I don't need an ETF.

[EricL]

(03-22-2021, 03:49 PM)EricL Wrote: As of today's market close.

1. DLR 3.68%
2. LOW 3.62%
3. AAPL 3.11%
4. AVGO 2.92%
5. WSO 3.08%
6. MO 2.80%
7. MSFT 2.74%
8. ABT 2.72%
9. TGT 2.72%
10. LMT 2.63%

Here are the numbers at the end of Q2:

1. DLR 3.80%
2. LOW 3.61%
3. TGT 3.27%
4. AAPL 3.24%
5. WSO 3.04%
6. MSFT 2.95%
7. AVGO 2.75%
8. UNH 2.62%
9. LMT 2.60%
10. QCOM 2.53%

[rayray]

LOL yes I'm getting old I'm 50 now

Here's my top 10 as of now 2021 with top ten ending 2020 in parentheses

1. APPL (APPL)
2. NVDA (SHOP)
3. SHOP (NVDA)
4. GILD (GILD)
5. MKL (VZ)
6. VZ (QCOM)
7. QCOM (MKL)
8. MGA (ABBV)
9. MO (MO)
10. ABBV (BMY)

all the same top 10 albeit different positions other then BMY is out from position 10 and MGA moved in to position 8

[ken-do-nim]

(07-01-2021, 08:17 AM)rayray Wrote: LOL yes I'm getting old I'm 50 now

Here's my top 10 as of now 2021 with top ten ending 2020 in parentheses

1. APPL (APPL)
2. NVDA (SHOP)
3. SHOP (NVDA)
4. GILD (GILD)
5. MKL (VZ)
6. VZ (QCOM)
7. QCOM (MKL)
8. MGA (ABBV)
9. MO (MO)
10. ABBV (BMY)

all the same top 10 albeit different positions other then BMY is out from position 10 and MGA moved in to position 8

We have a lot of stocks in common.  I still need to pick up SHOP however.

[fenders53]

This is one of my favorite threads here. We usually have conviction in our top ten if it's been held a few years. I know a lot of the folks stay informed on their core holdings and it's generally a good place to find stocks to research. There are very few stocks listed here that I would be uncomfortable holding a decent sized position in.

[rayray]

I forgot my wife's is...I know this is all she has in her ira..not ten

AMZN
ENT
AOS
ENB

And yes...it's my fault cause I manage it but it's done well

[ken-do-nim]

Now I feel the need to own AOS because I was a big Agents Of Shield fan. No seriously, the 5 year chart looks sweet.

[crimsonghost747]

Sometimes less is more.

[fenders53]

(07-01-2021, 09:54 AM)crimsonghost747 Wrote: Sometimes less is more.

Usually less is more, unless you intend to build your own SPY ETF.  Not that matching the SPY performance is a bad goal but there is an easier way to do that.  

My top ten isn't exactly where I would like it, but it is appropriate for a man a year for full retirement if I choose to retire.  11-20 is a little more spicy so it works.  If 11-20 was my 1-10 I wouldn't sleep as well when the market gets roughed up.

[rayray]

(07-01-2021, 09:54 AM)crimsonghost747 Wrote: Sometimes less is more.

I use to do better with the smaller accounts we don't add to due to various reasons but I notice now, they all get about the same returns or close....even though the accounts have different investments. I suppose I was always more CAREFUL with investment choices when I knew we were not adding additional funds to it.

For a while the ROTH was underperforming the other IRA's....financials...healthcare....eh...it's catching up.

[fenders53]

(07-01-2021, 12:06 PM)rayray Wrote:

(07-01-2021, 09:54 AM)crimsonghost747 Wrote: Sometimes less is more.

I use to do better with the smaller accounts we don't add to due to various reasons but I notice now, they all get about the same returns or close....even though the accounts have different investments. I suppose I was always more CAREFUL with investment choices when I knew we were not adding additional funds to it.

For a while the ROTH was underperforming the other IRA's....financials...healthcare....eh...it's catching up.

If you were forced to put all your money in 15-20 stocks, you'd be just fine.  You'd buy stuff you know and diversify.

[ken-do-nim]

(06-30-2021, 12:21 PM)ken-do-nim Wrote:

(03-22-2021, 10:42 AM)ken-do-nim Wrote: Including everything in my taxable accounts and my ROTH IRA ...

1. PEGA
2. TECL
3. SOXL
4. TQQQ
5. RETL
6. LABU
7. NAIL
8. AVGO (the first DGI one!)
9. MSFT
10. CURE

As Q2 draws to a close and my portfolio changed a lot, I thought it would be fun to see how my top 10 ranks now.

1. PEGA
2. SOXL
3. TECL
4. TQQQ
5. RETL
6. SPXL
7. CURE
8. FAS
9. TTD (the first stock on the list)
10. GOOGL (the second stock on the list)

Hmm... zero DGI stocks in the top 10 now, though AVGO, TSM, and TGT round out the top 15.

Clearly the Q3/Q4 goal is to bulk up the DGI portion of my portfolio.

****

And by dividend:

1. OXLC
2. RA
3. AGNC
4. NLY
5. HRZN
6. PCI
7. HTGC
8. ARCC
9. RIO
10. PFL

In honor of Tesla's big day, I thought I'd show my top 15 as of 10/25/2021.

1. PEGA
2. TECL
3. SOXL
4. MRNA
5. FAS
6. SPXL
7. TQQQ
8. CURE
9. GOOGL
10. NVDA
11. TSLA
12. AVGO
13. ISRG
14. TGT
15. OXLC   <-- yes, this 'yield trap' earned his place!