Share Your Portfolio with the community! OK, so I've been thinking of this thread idea for Stockaholics for some time now, but was not very sure if it was such a grand idea or what. I setup a similar channel over on our discord live chat the other week, and surprisingly that has been getting some good input, so it's kind of had me encouraged about maybe setting up a dedicated thread for one here on the forums as well. Basically how this thread would essentially work is that members would post their portfolio's, and then get input from other, more senior members of Stockaholics. Kinda like having a portfolio assessment if you will. Albeit, that's not required, but anyway I thought maybe it would be cool to share portfolio's within the community, in an attempt to exchange thoughts, ideas and create discussion, etc. What do y'alls think? Good idea or not so much. I was attempting to bring some discussion over on the Stockaholics Watch List thread a few months back, but that was kind of a failed attempt on my part, so I'm not sure if this thread would follow that same fate. But, I guess it does not hurt to try it at the very least. Anyway, looking forward to seeing how this thread goes...or doesn't go lol.
I have DIS, CRM, UNH, QQQ, LMT, MA, and AGN in my portfolio now. Might need some adjustments though if interest rates begin to surge
Haven’t been trading long, but I’ve been pretty successful with my SSTI, HIPH, ACBFF & ROKU! Not very diversified but I’m working on it!
Sold my ROKU a couple days ago. Not much of a portfolio to talk about right now, I am looking for a dip this month and holding cash. May or may not get back into ROKU; probably should. Holding on to LITE. Will probably hold on to FFIV. Like the 83.2% gross margin and 36.9% ROE with no debt. So far beat and raised 3 quarters in a row. Not much growth, less than 5% revenue growth a year, but the margins lead to beats. Really want to finally get into SQ.
Ugly Friday... Stopped out of ROKU for a break even... Was up almost 19% at one point... That hurts! Sold DLTH for a 14% gain before that disappeared too
Well SQ just fell into my lap (and a bit lower) last week. Been happy with TWTR and LITE so far. Still holding CTRL, could add more. Still got FFIV. Got a little bit of MTCH.
I added ROST after the earnings selloff. Good name to own in my opinion since they probably will do okay even when the economy is weak