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+--- Thread: Your Top 10 Largest Holdings (2021) (/showthread.php?tid=1965)
RE: Your Top 10 Largest Holdings (2021) - fenders53 - 06-30-2021
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.
RE: Your Top 10 Largest Holdings (2021) - EricL - 07-01-2021
(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%
RE: Your Top 10 Largest Holdings (2021) - rayray - 07-01-2021
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
RE: Your Top 10 Largest Holdings (2021) - ken-do-nim - 07-01-2021
(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.
RE: Your Top 10 Largest Holdings (2021) - fenders53 - 07-01-2021
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.
RE: Your Top 10 Largest Holdings (2021) - rayray - 07-01-2021
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
RE: Your Top 10 Largest Holdings (2021) - ken-do-nim - 07-01-2021
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.
RE: Your Top 10 Largest Holdings (2021) - crimsonghost747 - 07-01-2021
Sometimes less is more.
RE: Your Top 10 Largest Holdings (2021) - fenders53 - 07-01-2021
(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.
RE: Your Top 10 Largest Holdings (2021) - rayray - 07-01-2021
(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.
RE: Your Top 10 Largest Holdings (2021) - fenders53 - 07-01-2021
(07-01-2021, 12:06 PM)rayray Wrote: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.(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.
RE: Your Top 10 Largest Holdings (2021) - ken-do-nim - 10-25-2021
(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!