Portfolio at June 15

Investment Analysis Clubs Saul’s Investing Discussions
1

I am not comfortable with as concentrated a portfolio as many on this board. I presently have 26 stocks and am considering selling the last smallest three. I know many don’t like chinese stocks, but they have been very good to me and the percentages I now hold represent what is left after mining them for years for living expenses. For many years my portfolio was about 50 stocks and this board has strongly influenced my present holding.

AMZN 17.55
SHOP 10.49
MELI 7.08
GOOG/L 5.91
PSTG 4.07
BIDU 3.34
ISRG 3.27
ANET 3.12
AYX 3.11
PVTL 2.96
MDB 2.95
IQ 2.64
BOFI 2.45
ITW 2.44
BRKB 2.34
NVDA 2.30
OKTA 2.30
NTNX 2.27
BABA 2.17
VEEV 2.00
NKTR 2.27
SQ 1.71
TWLO 1.60
TECHY 1.46
ATVI 1.38
BLUE 1.22
CASH 5.58

I am retired and my portfolio provides all of our income except for social security. I would welcome any comments or suggestions.

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2

I am retired and my portfolio provides all of our income except for social security. I would welcome any comments or suggestions.

Hi Antigua, If you’ve been living off your portfolio for years. I’d have to say, if it isn’t broke, and works for you, I don’t see any hurry to fix it.

And welcome to the board,

Saul

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3

I am not retired and not sure if I will or not, but my port is surprisingly close to yours in the stocks we hold and number of companies as well (currently 27 and would like to get closer to 20). Welcome.

John