Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Let's make a 5-6 stock portfolio!
#1
Okay guys, thought I'd pick your brains with this one. It's a pretty simple project but I know you guys will have some great ideas that I haven't thought of.

Long story short, someone I know is starting to invest and asked for my help in designing a portfolio. Tiny amounts in relatively steady monthly deposits, anywhere between $100 to $400 or so per month. This is the very basic regular stuff that we all know: long-term growth, DGI, slow & steady. This is some sort of a retirement or "maybe use it one day for something" portfolio for a person under 30 years and dividends are appreciated but not mandatory.

I'd like to keep it quite simple at 5-6 stocks, at least for a while. One or two of those could very well be an ETF.  ETF's can be whatever, but stocks should only be US based companies. (broker and tax reasons)


Current portfolio: (just bought the first ones an hour ago)
JNJ
LHX

So we have healthcare and defense covered. 
I'm thinking of adding something along the lines of:
1 tech (is there anything here not ridiculously overvalued?)
1 utility 
1 basic super safe DGI company. Something like PEP, HON, LOW/HD

The floor is yours, ladies and gentlemen. Any ideas/suggestions/tips are more than welcome.
Reply


Messages In This Thread
Let's make a 5-6 stock portfolio! - by crimsonghost747 - 03-26-2021, 01:27 PM
RE: Let's make a 5-6 stock portfolio! - by EricL - 03-27-2021, 09:35 AM
RE: Let's make a 5-6 stock portfolio! - by EricL - 03-27-2021, 04:32 PM
RE: Let's make a 5-6 stock portfolio! - by ChadR - 03-28-2021, 05:25 PM
RE: Let's make a 5-6 stock portfolio! - by EricL - 03-28-2021, 09:50 AM
RE: Let's make a 5-6 stock portfolio! - by rayray - 06-05-2021, 06:20 PM
RE: Let's make a 5-6 stock portfolio! - by rayray - 06-08-2021, 09:33 AM
RE: Let's make a 5-6 stock portfolio! - by rayray - 06-12-2021, 07:25 AM
RE: Let's make a 5-6 stock portfolio! - by rayray - 06-22-2021, 07:06 PM



Users browsing this thread: 1 Guest(s)