Christian's avatar
$11.3m follower assets
Update on my Portfolio
Focusing on these 8 names for the next couple of months and I truly mean that. I know I’ve been doing some research on other names and I’ll continue to do that but these 8 stocks are what I own and what I plan to continue to invest myself in. I feel like it’s a great mix between growth and value: LCID, NVIDIA, SPOTIFY, SHOPIFY, ABNB, CVS, SBUX, DIS. Again just an update for you all nothing crazy. Any feedback or comments of course I’m open but you can’t change my mind lol
frank civitello's avatar
no one should change your mind, it your money and you do what you want with it. Keep on Keeping on @christian7621! !!
Christian's avatar
@frankieciv608 100 percent your right. Been following these names since day 1 and I know both the bull and bear cases for each one of them. Conviction pays and time is on my side
Yegor's avatar
Looking interesting a bit more growth then value but nothing wrong if you can hold for a long time. Also long $SPOT and $CVS
Christian's avatar
@from100kto1m yeah definitely a bit more growth than value. I got plenty of time im holding for years all these names. Im young only 22 but adding every change I get.
Joshua Simka's avatar
Thanks for the update! It's always interesting to see what people are doing. Are you adding evenly across these 8 or are there some you're allocating more to? I own $SHOP and $SBUX.
Christian's avatar
@tomato close to evenly across the board here. Very confident in all 8 names probably a little heavier in the growth names but still love SBUX, CVS and DIS very much
Joey Hirendernath's avatar
Thanks for the update, Christian. I too hold positions in $SHOP $ABNB and $SBUX. Would be great to have your investment thesis for $DIS as it's currently on my watchlist
Christian's avatar
@joeyhirendernath I can go on and on about Disney lol. Parkings coming back, Disney plus growing, content that are putting out, bob chapek, love it all