The 5 Stocks That Make Up 60% Of My Portfolio

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👨‍💼Brian Feroldi is an author (amzn.to/3JVr9Q0), investor, KZfaqr, and financial educator. He's been investing in the stock market since 2004. He's made EVERY investing mistake you can make. He now spends his time teaching others how to invest better. Brian sends a FREE weekly email called Long Term Mindset (longtermmindset.co), where he shares one investing lesson and 6 pieces of simple content that encourage readers to think and do better with their money.
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👨‍💼Brian Stoffel is a writer, investor, KZfaqr, and financial educator. He's a teacher at heart. Brian has been investing for over a decade and has written over 4,000 articles for The Motley Fool. Brian worked as a middle school teacher in Washington, DC for over 5 years. He and his wife had a “mini-retirement” in Costa Rica and now spent a portion of their year there in a containership home. Brian plans his life and his investments around “antifragile” principles.
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Пікірлер: 51

@CameronFussner Ай бұрын

Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.

@leojack9090 Ай бұрын

Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

@hasede-lg9hj Ай бұрын

Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.

@LucasBenjamin-hv7sk Ай бұрын

@@hasede-lg9hj Could you kindly elaborate on the advisor's background and qualifications?

@hasede-lg9hj Ай бұрын

Finding financial advisors like Sharon Ann Meny who can help you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

@fadhshf Ай бұрын

Sharon has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.

@henrymitchell9717 Ай бұрын

Love it! I’ve got MELI and MSFT and a few others like BABA, CRWD, NVDA, SHOP, ULTA, TSLA, PLTR, AMZN in my growth portfolio that’s just under ~800k, I started about 2 years ago and I’ve already built it to 6figures, just added $FFIE and Im up +290% in 3 days

@curious-chris Ай бұрын

I am not someone who understands the moats inherent in the stock industry very well. Suck to miss the run up, I’ve got a hundred K to invest but Im uncertain about how to go about it

@StanHopson Ай бұрын

FFIE made me ~7k today. Good buy

@23rd08 Ай бұрын

Hey Henry, How do you know where to look? where do these come from to get on your radar in the first place? Just comb through thousands of stocks until one stands out???

@henrymitchell9717 Ай бұрын

It's difficult to provide an exact formula, but I find success in mirroring the portfolio of a top market analyst I follow, rather than trying to anticipate market trends and acting on FOMO. This approach isn’t for everyone, but for me it works great.

@23rd08 Ай бұрын

do you mind sharing if I ask for a referral?

@rajabhisaragarwal2288 Ай бұрын

Please make a video on UiPath. The stock got hammered today.

@EarthwithTom Ай бұрын

Great video Brian. I like this series. Would be interesting to hear your thoughts on your top 5 highest convictions and how this differs from your actual portfolio

@johnnocanuck Ай бұрын

If you were starting today, what would your top 5 holdings be?

@forajc Ай бұрын

where can one get your spreadsheet that tracks the return?

@jakechard674 Ай бұрын

Hi Brian love your videos can you please do a video on KGN.ASX and FDV.ASX

@AndyMarr29 Ай бұрын

Great list but I'm not sure about Transmedics - cant see there would be much growth

@hugosalvador3207 Ай бұрын

Subscribed! I like this kind of channel! Thanks

@carlosprieto1058 Ай бұрын

can we get a review on MDB had -25% today alone!

@josequesada1234 Ай бұрын

TSLA, ENPH, CRWD, AMZN, TMDX. I also got MELI but a smaller more recent position.

@mauriciorodriguez1670 Ай бұрын

Brian, you are so awesome. As always great piece of content. THANK YOU

@noneed8468 Ай бұрын

how many stocks do you have in total

@DanielCaliman-sz3rg Ай бұрын

Any uptake on UiPath eranings? Maybe Salesforce

@user-priyamdev Ай бұрын

Both are buy in my opinion , there many stock are garbage, do you own research

@user-db2xe7nd7o Ай бұрын

Can you make an update on MongoDB please?

@gyydo1 Ай бұрын

Do you still own Paycom Software?

@analystinvestor Ай бұрын

Hey Brian, love your work. Here a tip from me also: Buy a mic!

@AndyMarr29 Ай бұрын

Sounded fine to me

@Marcus_K Ай бұрын

My top 5 holdings currently are ARM, Deutsche Bank, Commerzbank, Cava and Micron.

@daloriscutone6380 Ай бұрын

I bought a large some of ETF's this morning, QQQ, SCHD and TQQQ.

@Miltonpao-s3b Ай бұрын

I sell 7-13 DTE TQQQ CSP’s consistently. I carry shares of PSQ as a hedge. My portfolio cracked $50 million total this year, I don’t want to own TQQQ and I was assigned fairly early about a year ago. So I don’t let them stay in the money very long. This last recent pullback, I was out as far as 145 DTE, but I rolled back in expiration and closer to the money as TQQQ price rose. And I made a few hundred on PSQ by selling a portion at what I thought was near the bottom of the pullback and then bought shares back later.

@daloriscutone6380 Ай бұрын

Great! are you a Pro ?

@Miltonpao-s3b Ай бұрын

No I'm not, Hannah Susan Jennings is behind my growth, look her up or make proper research for one who is suitable with your goals.

@harlibassham8187 Ай бұрын

She is a great trader and someone I admire and watch everyday, was happy to see her in person in New York

@kevinfarrow7865 Ай бұрын

All KZfaqrs celebrate their winners. You never hear about the losers or losses after selling a loser.

@timkopp9763 Ай бұрын

$mdb and $now

@petetasker8599 Ай бұрын

What happened to Crowdstrike today? Down 8.5% 😩

@Marcus_K Ай бұрын

Salesforce is down -20% today after earnings, so some of the other software stocks are also getting hit.

@jesperjeppesen1013 Ай бұрын

1) MFST 2) JPM 3) AXON 4) SHOP 5) ACN

@Jokester1338 Ай бұрын

Any PM is shitting seeing you have 5 stocks making up 60%

@cuhullin3539 Ай бұрын

1 stock makes up half of warren buffett's portfolio......

@craignewbauer9718 Ай бұрын

Peter Lynch may be the most famous PM ever. He preferred portfolio concentration. In one popular interview he called diversification “die-worsification”

@rogergeyer9851 Ай бұрын

Unaudited claims are just empty claims. Funny how almost all internet content providers AND commenters claim to massively outperform the market, or only, ahem, mention the winners. Also, if you don't diversify, then you're just gambling and not credible, IMO.