06-29-2024, 09:29 AM
We're officially half way through 2024
Here's my Top 10 for the mid year
NVDA
GOOG/GOOGL
MSFT
AAPL
AMZN
XOM
TSLA
BX
BRK.B
UNH
I don't think the top ten has changed much as far as "the order" but the monetary value has increased. NVDA is the clear leader. I don't trade a lot, I tend to add, hold then add again. I will get rid of laggards, but it takes me time to do so. In the future, I might trim rather then sell out of the laggards unless they prove to be a complete disaster, or show no signs of growth.
VZ--NKE--SBUX--DIS
are holds but have been on the possible chopping block for years
out of 42 stocks the above four are my worst performers and have been for some time
I should break 30k in annual dividends if I don't make any changes, we'll see
If I would trim any of the top 10, maybe BX--I don't plan on trimming NVDA until it reaches 150 or so.
Here's my Top 10 for the mid year
NVDA
GOOG/GOOGL
MSFT
AAPL
AMZN
XOM
TSLA
BX
BRK.B
UNH
I don't think the top ten has changed much as far as "the order" but the monetary value has increased. NVDA is the clear leader. I don't trade a lot, I tend to add, hold then add again. I will get rid of laggards, but it takes me time to do so. In the future, I might trim rather then sell out of the laggards unless they prove to be a complete disaster, or show no signs of growth.
VZ--NKE--SBUX--DIS
are holds but have been on the possible chopping block for years
out of 42 stocks the above four are my worst performers and have been for some time
I should break 30k in annual dividends if I don't make any changes, we'll see
If I would trim any of the top 10, maybe BX--I don't plan on trimming NVDA until it reaches 150 or so.