I deposit $1000/mo into a Fidelity investment account, $29,000 total since 2022. I try to pick stocks to hold until retirement.
| Fund | 1-month | 3-month | YTD | 1-year |
|---|---|---|---|---|
| My Fund | 4.5% | 5.3% | 8.2% | 27.4% |
| S&P 500 | 5.0% | 3.9% | 11.3% | 28.2% |
| Dow Jones | 4.8% | 3.4% | 10.2% | 27.7% |
I lost to the market this month. For one, NVidia went up 28% this month, and is up 179% over the last year. Which is good for my NVDA position, which is up 76%, and is now my 35th largest position of 231. But their market cap is almost the size of Apple. They’re over 6% of the S&P 500’s market cap, but only 0.6% of my account, so the market got 10x the value from this increase than I did.
Sometimes I wish I was like Dev Kantesaria with just eight positions.
Sold
Still only selling slowly, about as much as I deposit each month ($1k). Selling off some cars, food (meat), my cruises, and some retail/media that I don’t understand.
| %pos> | thismo | shrs | cost | value | $gain | %gain | tkr | div | description | acct% | cat | area | type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| -22% | -$89 | 7 | $ 218 | $ 315 | $ 102 | 29% | GM | 1.4% | GENERAL MTRS | 0.9% | cars | USA | |
| -31% | -$136 | 2 | $ (103) | $ 295 | $ 398 | 243% | RCL | 0.0% | ROYAL CARIBB | 0.8% | travel | USA | cruise |
| -51% | -$227 | 1 | $ 44 | $ 218 | $ 180 | 66% | TM | 2.4% | TOYOTA MOTOR | 0.6% | cars | Asia | |
| -26% | -$60 | 3 | $ 191 | $ 172 | $ (10) | -4% | TSN | 3.5% | TYSON FOODS | 0.5% | food | USA | meat |
| -28% | -$65 | 10 | $ 104 | $ 166 | $ 62 | 33% | NCLH | 0.0% | NORWEGIAN CR | 0.5% | travel | USA | cruise |
| -9% | -$15 | 18 | $ 131 | $ 163 | $ 32 | 22% | LILA | 0.0% | LIBERTY LATI | 0.5% | media | America | liberty |
| -28% | -$58 | 10 | $ 70 | $ 151 | $ 81 | 56% | CCL | 0.0% | CARNIVAL COR | 0.4% | travel | USA | cruise |
| -28% | -$52 | 10 | $ 71 | $ 137 | $ 66 | 48% | CUK | 0.0% | CARNIVAL ADR | 0.4% | travel | USA | cruise |
| -26% | -$36 | 3 | $ 51 | $ 101 | $ 72 | 58% | BMWYY | 17.5% | BAYERISCHE M | 0.3% | cars | Europe | |
| -17% | -$18 | 8 | $ 81 | $ 88 | $ 14 | 14% | JBSAY | 6.0% | JBS SA SPON | 0.3% | food | America | meat |
| -50% | -$45 | 1 | $ 30 | $ 45 | $ 17 | 22% | LVS | 1.9% | LAS VEGAS SA | 0.1% | travel | USA | vegas |
| -25% | -$12 | 3 | $ 32 | $ 36 | $ 8 | 15% | F | 6.9% | FORD MTR CO | 0.1% | cars | USA | |
| -100% | -$99 | 0 | $ 28 | $ - | $ (11) | -5% | MMM | 7.5% | 3M CO | 0.0% | industry | USA | ppe |
| -100% | -$90 | 0 | $ 14 | $ - | $ (3) | -1% | SWK | 5.7% | STANLEY BLAC | 0.0% | retail | USA | tools |
| -100% | -$34 | 0 | $ (19) | $ - | $ 22 | 43% | HMC | 4.1% | HONDA MOTOR | 0.0% | cars | Asia |
New Positions
These are my new positions this month, 13 of them, starting small but that’s still quite a few. I looked deeper for some more reasonable semiconductor companies. I’m always on the lookout for reasonable healthcare companies, because health seems like the ultimate and inevitable end product of all this technology. Probably food, too. And I want energy companies that will power it all. I wish I’d bought nuclear energy sooner, a few of those stocks seemed to pick up recently, so we’ll see if I enter into any of those next month.
| thismo | shrs | cost | value | $gain | %gain | tkr | description | acct% | cat | area | type |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $25 | 0.1 | $ 25 | $ 27 | $ 2 | 9% | NXPI | NXP SEMICON | 0.1% | tech | Europe | sc’s |
| $20 | 2 | $ 20 | $ 20 | $ 0 | 1% | ASX | ASE TECHNOL | 0.1% | tech | Asia | sc’s |
| $18 | 0.2 | $ 18 | $ 19 | $ 2 | 9% | MCHP | MICROCHIP T | 0.1% | tech | USA | sc’s |
| $17 | 0.1 | $ 17 | $ 17 | $ 0 | 1% | IBM | INTERNATION | 0.0% | tech | USA | hw |
| $16 | 0.1 | $ 16 | $ 16 | $ (0) | -1% | ABBV | ABBVIE INC | 0.0% | health | USA | pharm |
| $13 | 0.02 | $ 13 | $ 15 | $ 2 | 12% | MPWR | MONOLITHIC | 0.0% | tech | USA | sc’s |
| $13 | 0.2 | $ 13 | $ 13 | $ 0 | 1% | HHH | HOWARD HUGH | 0.0% | travel | America | land |
| $11 | 0.15 | $ 11 | $ 12 | $ 1 | 7% | SO | SOUTHERN CO | 0.0% | energy | USA | util |
| $12 | 0.1 | $ 12 | $ 12 | $ (1) | -6% | COP | CONOCOPHILL | 0.0% | energy | USA | oil |
| $10 | 0.1 | $ 10 | $ 10 | $ 0 | 4% | DUK | DUKE ENERGY | 0.0% | energy | Europe | util |
| $10 | 0.1 | $ 10 | $ 10 | $ (0) | -2% | ABT | ABBOTT LABO | 0.0% | health | USA | tech |
| $7 | 0.1 | $ 7 | $ 7 | $ 0 | 2% | TTE | TOTAL ENERG | 0.0% | energy | Europe | oil |
| $7 | 0.1 | $ 7 | $ 7 | $ (1) | -7% | QSR | RESTAURANT | 0.0% | food | America | retail |
I know a lot of you are gamers. Would you buy Unity (U)? I am not. They’re somehow still not profitable, but it sure looks like they’re at the bottom.
Grown Positions
Here are the positions I expanded this month, sorted by sector. More energy, credit, food, health, and a bunch in tech, especially megatech. My biggest bet was on Microsoft, I’m trying to get them up to at least market weight. Apple and Amazon are finally at market weight, and Berkshire and Google are creeping past it.
| %pos> | thismo | shrs | cost | value | $gain | %gain | tkr | div | description | acct% | cat | area | type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 36% | $10 | 0.04 | $ 43 | $ 39 | $ (4) | -9% | ORLY | 0.0% | OREILLY AUTO | 0.1% | cars | USA | parts |
| 50% | $10 | 0.16 | $ 29 | $ 31 | $ 3 | 10% | AMT | 0.3% | AMERICAN TOW | 0.1% | coms | USA | reit |
| 171% | $17 | 0.15 | $ 25 | $ 26 | $ 2 | 6% | TMUS | 0.0% | T-MOBILE US | 0.1% | coms | USA | |
| 6% | $12 | 1.7 | $ 188 | $ 199 | $ 16 | 9% | XOM | 2.7% | EXXON MOBIL | 0.6% | energy | USA | oil |
| 17% | $14 | 1.2 | $ 87 | $ 96 | $ 11 | 12% | NEE | 1.7% | NEXTERA ENER | 0.3% | energy | USA | util |
| 10% | $7 | 1.1 | $ 68 | $ 80 | $ 14 | 20% | SHEL | 2.9% | SHELL PLC SP | 0.2% | energy | Europe | oil |
| 25% | $11 | 1.8 | $ 50 | $ 52 | $ 6 | 13% | EQNR | 8.6% | EQUINOR ASA | 0.1% | energy | Europe | oil |
| 31% | $11 | 1.3 | $ 46 | $ 49 | $ 3 | 6% | BP | 0.9% | BP PLC SPONS | 0.1% | energy | Europe | oil |
| 46% | $9 | 1.5 | $ 30 | $ 28 | $ (1) | -4% | WDS | 2.0% | WOODSIDE ENE | 0.1% | energy | Australia | oil |
| 49% | $8 | 0.15 | $ 22 | $ 24 | $ 2 | 8% | VLO | 0.0% | VALERO ENERG | 0.1% | energy | USA | oil |
| 50% | $67 | 0.45 | $ 207 | $ 201 | $ (5) | -3% | MA | 0.1% | MASTERCARD I | 0.6% | finance | USA | credit |
| 39% | $54 | 0.7 | $ 192 | $ 191 | $ (1) | -1% | V | 0.0% | VISA INC | 0.5% | finance | USA | credit |
| 9% | $12 | 0.6 | $ 115 | $ 144 | $ 30 | 26% | AXP | 0.5% | AMERICAN EXP | 0.4% | finance | USA | credit |
| 6% | $8 | 0.34 | $ 130 | $ 135 | $ 5 | 4% | MCO | 0.1% | MOODYS CORP | 0.4% | finance | USA | rating |
| 7% | $8 | 0.3 | $ 128 | $ 128 | $ 0 | 0% | SPGI | 0.1% | S&P GLOBAL I | 0.4% | finance | USA | rating |
| 109% | $7 | 1 | $ 17 | $ 14 | $ (3) | -20% | DBRG | 0.1% | DIGITALBRIDG | 0.0% | finance | USA | land |
| 12% | $12 | 1.8 | $ 111 | $ 113 | $ 4 | 4% | KO | 1.5% | COCA-COLA CO | 0.3% | food | USA | cola |
| 11% | $9 | 0.51 | $ 86 | $ 88 | $ 2 | 3% | PEP | 0.5% | PEPSICO INC | 0.3% | food | USA | cola |
| 29% | $15 | 0.8 | $ 71 | $ 64 | $ (6) | -8% | SBUX | 0.8% | STARBUCKS CO | 0.2% | food | USA | retail |
| 24% | $11 | 0.22 | $ 62 | $ 57 | $ (5) | -8% | MCD | 0.3% | MCDONALD S C | 0.2% | food | USA | retail |
| 13% | $20 | 0.34 | $ 174 | $ 168 | $ (5) | -3% | UNH | 0.3% | UNITEDHEALTH | 0.5% | health | USA | insure |
| 9% | $11 | 0.87 | $ 139 | $ 128 | $ (10) | -7% | JNJ | 0.6% | JOHNSON &JOH | 0.4% | health | USA | retail |
| 38% | $13 | 0.35 | $ 44 | $ 47 | $ 4 | 8% | NVO | 0.4% | NOVO NORDISK | 0.1% | health | Europe | pharm |
| 37% | $8 | 0.1 | $ 28 | $ 31 | $ 3 | 10% | AMGN | 0.0% | AMGEN INC | 0.1% | health | USA | pharm |
| 68% | $11 | 0.05 | $ 28 | $ 28 | $ 0 | 1% | TMO | 0.0% | THERMO FISHE | 0.1% | health | USA | tech |
| 95% | $11 | 0.04 | $ 21 | $ 22 | $ 1 | 5% | ELV | 0.1% | ELEVANCE HEA | 0.1% | health | USA | insure |
| 107% | $11 | 0.06 | $ 21 | $ 21 | $ 0 | 0% | CI | 0.2% | THE CIGNA GR | 0.1% | health | USA | insure |
| 90% | $8 | 0.02 | $ 15 | $ 16 | $ 1 | 7% | LLY | 0.0% | ELI LILLY &C | 0.0% | health | USA | pharm |
| 99% | $8 | 0.2 | $ 16 | $ 16 | $ 0 | 1% | MDT | 0.0% | MEDTRONIC PL | 0.0% | health | Europe | devices |
| 22% | $12 | 0.17 | $ 66 | $ 64 | $ (2) | -4% | DE | 0.3% | DEERE & CO | 0.2% | industry | USA | farm |
| 28% | $12 | 0.22 | $ 54 | $ 56 | $ 2 | 4% | DHR | 0.1% | DANAHER CORP | 0.2% | industry | USA | health |
| 24% | $7 | 0.1 | $ 33 | $ 34 | $ 1 | 2% | CAT | 0.3% | CATERPILLAR | 0.1% | industry | USA | farm |
| 17% | $120 | 2 | $ 774 | $ 829 | $ 55 | 7% | BRK.B | 0.0% | BERKSHIRE HA | 2.4% | multi | USA | |
| 9% | $10 | 0.76 | $ 116 | $ 125 | $ 10 | 8% | PG | 1.0% | PROCTER AND | 0.4% | retail | USA | health |
| 24% | $22 | 0.14 | $ 102 | $ 113 | $ 12 | 12% | COST | 0.1% | COSTCO WHOLE | 0.3% | retail | USA | value |
| 99% | $9 | 0.2 | $ 18 | $ 19 | $ 1 | 3% | CL | 0.3% | COLGATE-PALM | 0.1% | retail | USA | goods |
| 9% | $171 | 11 | $ 1,823 | $ 2,116 | $ 300 | 16% | AAPL | 0.4% | APPLE INC | 6.0% | tech | USA | mega |
| 5% | $83 | 11 | $ 1,252 | $ 1,913 | $ 662 | 53% | GOOG | 0.0% | ALPHABET INC | 5.4% | tech | USA | mega |
| 41% | $494 | 4.1 | $ 1,418 | $ 1,704 | $ 290 | 20% | MSFT | 0.3% | MICROSOFT CO | 4.8% | tech | USA | mega |
| 20% | $215 | 7.2 | $ 1,140 | $ 1,270 | $ 131 | 11% | AMZN | 0.0% | AMAZON.COM I | 3.6% | tech | USA | mega |
| 2% | $14 | 4.1 | $ 395 | $ 619 | $ 228 | 58% | TSM | 1.0% | TAIWAN SEMIC | 1.8% | tech | Asia | sc’s |
| 3% | $9 | 10.5 | $ 366 | $ 324 | $ (29) | -8% | INTC | 3.6% | INTEL CORP C | 0.9% | tech | USA | sc’s |
| 8% | $17 | 0.2 | $ 125 | $ 219 | $ 95 | 76% | NVDA | 0.0% | NVIDIA CORPO | 0.6% | tech | USA | sc’s |
| 9% | $9 | 0.26 | $ 148 | $ 116 | $ (33) | -22% | ADBE | 0.0% | ADOBE INC CO | 0.3% | tech | USA | app |
| 46% | $25 | 0.06 | $ 78 | $ 80 | $ 2 | 3% | AVGO | 0.1% | BROADCOM INC | 0.2% | tech | USA | sc’s |
| 72% | $29 | 0.3 | $ 58 | $ 70 | $ 12 | 21% | ADI | 0.1% | ANALOG DEVIC | 0.2% | tech | USA | sc’s |
| 77% | $29 | 0.4 | $ 65 | $ 67 | $ 1 | 2% | AMD | 0.0% | ADVANCED MIC | 0.2% | tech | USA | sc’s |
| 24% | $12 | 0.11 | $ 70 | $ 63 | $ (7) | -10% | INTU | 0.1% | INTUIT INC | 0.2% | tech | USA | sw |
| 65% | $23 | 0.5 | $ 58 | $ 59 | $ 0 | 1% | ORCL | 0.2% | ORACLE CORP | 0.2% | tech | USA | cloud |
| 28% | $13 | 0.38 | $ 47 | $ 57 | $ 10 | 21% | PDD | 0.0% | PDD HOLDINGS | 0.2% | tech | China | retail |
| 55% | $19 | 1.3 | $ 55 | $ 55 | $ (0) | 0% | STM | 0.1% | STMICROELECT | 0.2% | tech | Europe | sc’s |
| 18% | $8 | 6 | $ 47 | $ 51 | $ 4 | 9% | UMC | 0.0% | UNITED MICR | 0.1% | tech | Asia | sc’s |
| 135% | $27 | 0.2 | $ 57 | $ 47 | $ (10) | -17% | CRM | 0.0% | SALESFORCE I | 0.1% | tech | USA | cloud |
| 34% | $11 | 0.32 | $ 55 | $ 44 | $ (12) | -21% | SNOW | 0.0% | SNOWFLAKE IN | 0.1% | tech | USA | cloud |
| 54% | $15 | 3 | $ 41 | $ 42 | $ 1 | 1% | FANUY | 0.0% | FANUC CORPOR | 0.1% | tech | Asia | robo |
| 81% | $17 | 0.04 | $ 36 | $ 38 | $ 2 | 5% | ASML | 0.1% | ASML HOLDING | 0.1% | tech | Europe | sc’s |
| 48% | $10 | 0.06 | $ 32 | $ 32 | $ (0) | 0% | ROP | 0.1% | ROPER TECHNO | 0.1% | tech | USA | science |
| 111% | $14 | 0.04 | $ 29 | $ 26 | $ (3) | -10% | NOW | 0.0% | SERVICENOW I | 0.1% | tech | USA | cloud |
| 58% | $9 | 0.08 | $ 22 | $ 24 | $ 1 | 6% | PANW | 0.0% | PALO ALTO NE | 0.1% | tech | USA | secure |
| 63% | $9 | 0.3 | $ 26 | $ 23 | $ (2) | -9% | CSGP | 0.0% | COSTAR GROUP | 0.1% | tech | USA | land |
| 15% | $11 | 3 | $ 91 | $ 86 | $ (4) | -4% | VICI | 1.0% | VICI PPTYS I | 0.2% | travel | USA | vegas |
| 16% | $8 | 0.7 | $ 57 | $ 56 | $ (1) | -2% | CP | 0.1% | CANADIAN PAC | 0.2% | travel | America | rail |
| 31% | $9 | 0.17 | $ 42 | $ 40 | $ (2) | -5% | UNP | 0.2% | UNION PAC CO | 0.1% | travel | USA | rail |
| 119% | $16 | 0.2 | $ 31 | $ 29 | $ (2) | -7% | ABNB | 0.0% | AIRBNB INC C | 0.1% | travel | USA | rent |
| 112% | $7 | 0.2 | $ 14 | $ 13 | $ (1) | -8% | UBER | 0.0% | UBER TECHNOL | 0.0% | travel | USA | ride |
Held Positions
Check out the attached PDF of all my holdings in full colorful glory. My Moderna MRNA position went positive this month, which is nice to see.