My Portfolio 2017-12-29
Market has a good year in 2017. S&P 500 +19.5%, Dow Jones +25.2%, Nasdaq +28.3%.
I have made lots of changes in my portfolio: mainly reduced the weight of Retailers and increased Finance and Tech.
AXP, BIVV, COP, CPTA, COST, DIS, GILD, GPS, HD, IBM, M, SBUX
Exited:
KR (sold before the recent run, too bad)
MAT (glad I exited with some profit, it is in bad shape now)
NKE (concerns over the weakness in North America, wait for the correction to buy back)
O (replaced by other REITs)
UAL (was afraid of the bad weather)
Added:
BIDU: their AI effects, including self-driving cars, will be paid fat with the government supports.
C & FRC (First Republican Bank): banks will do well in 2018.
CELG: despite the recent headwinds, it is still growing fast and generating a lot of cash.
CVS: I think the recent weakness is a buy.
FB: it is still growing fast and dominating social network. I prefer FB over TWTR or SNAP.
GE: I bought too early, will wait for the turn-around.
LIT: electric cars, baby. I have discussed the lithium investment in another post (link HERE).
MAA & OHI: replacing O in my portfolio.
MOMO: it is a cash cow, meeting the trend of millennials.
WDC: I have listed my reasons in the other post (link HERE).
LC, RUBI, TIS
Added:
QD: for day-trade or ultra-short term
SQ: could be a long-term holding,
TELL: this is a speculative play
UNG: This winter will be cold, targeting $6.4
I have made lots of changes in my portfolio: mainly reduced the weight of Retailers and increased Finance and Tech.
Long-term
Still Holding:AXP, BIVV, COP, CPTA, COST, DIS, GILD, GPS, HD, IBM, M, SBUX
Exited:
KR (sold before the recent run, too bad)
MAT (glad I exited with some profit, it is in bad shape now)
NKE (concerns over the weakness in North America, wait for the correction to buy back)
O (replaced by other REITs)
UAL (was afraid of the bad weather)
Added:
BIDU: their AI effects, including self-driving cars, will be paid fat with the government supports.
C & FRC (First Republican Bank): banks will do well in 2018.
CELG: despite the recent headwinds, it is still growing fast and generating a lot of cash.
CVS: I think the recent weakness is a buy.
FB: it is still growing fast and dominating social network. I prefer FB over TWTR or SNAP.
GE: I bought too early, will wait for the turn-around.
LIT: electric cars, baby. I have discussed the lithium investment in another post (link HERE).
MAA & OHI: replacing O in my portfolio.
MOMO: it is a cash cow, meeting the trend of millennials.
WDC: I have listed my reasons in the other post (link HERE).
Short-term
Still Holding (deeply underwater):LC, RUBI, TIS
Added:
QD: for day-trade or ultra-short term
SQ: could be a long-term holding,
TELL: this is a speculative play
UNG: This winter will be cold, targeting $6.4
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