Posts by Creator

Changes:NFLX +10.0%CAVA +10.0%BROS -10.0%COST -10.0%

$VALUEBUY Removing Dutch Bros and Costco and replacing with CAVA and Netflix. I still really like both Dutch Bros and Costco and will continue to consume and support their products. but sometimes great companies and products don’t reflect growth and stock prices going up 🤷‍♂️

Definitely been some volatility last six months but I still love this portfolio and group of stocks. keeping them all and rebalancing all to even weight

Changes:BROS +10.0%GL -10.0%

removing globe life and replacing it with Dutch Bros coffee. wish I had added Dutch bros months ago when I first thought about it but it’s still not too late. Fits this portfolio more than Globe Life. It’s a tangible consumable good product. I believe in this slow steady non volatile portfolio that should hopefully offer solid returns over next two to three months and beyond

Changes:GL +10.0%C +10.0%CMG +3.9%UBER +1.3%EAT +0.9%

Swapping out Wells Fargo for Citigroup removing Five Below Retailer and putting in steadyboring but very profitable Globe Life. right now in this Market I think this Portfolio is my favorite. Steady returns over next three months

Changes:FIVE +11.0%LUV +1.4%WMT +1.4%CASY +1.0%TJX +0.8%

removing Dollar G for a better growth Doller store Five Below. solid portfolio for the market we are in. value growth

Changes:WFC +10.0%UBER +1.6%WMT +1.1%TJX +0.9%CASY +0.8%

Removing Kimberly Clark and replacing with Wells Fargo. Adding a stable consistent Financial institution

Changes:EAT +10.0%CMG +10.0%WMT +10.0%LUV +10.0%CASY +10.0%

Removing KO and replacing with CMG. world is moving away from unhealthy soda and CMG fits this portfolio perfectly