What stocks are in my portfolio?
Here is a starting point if you don’t know where to look.
- Microsoft (MSFT) – Allocation = 29%
- Palantir (PLTR) – Allocation = 21%
- Apple (AAPL) – Allocation = 14%
- Fortinet (FTNT) – Allocation = 13%
- Alphabet (GOOGL) – Allocation = 11%
- Nvidia (NVDA) – Allocation = 6%
- Visa (V) – Allocation = 2%
- PayPal (PYPL) – Allocation = 2%
- Nova (NVMI) – Allocation = 2%
Note: I don’t update the percentages above often. See the Weekly Trade Ideas below for a week-by-week update.
Weekly Trade Ideas
If you are interested, I do offer a service titled “Weekly Trade Ideas” which shows you what stocks I’m buying and selling every week.
You may find value in this service if…
- You are not sure where to start
- You are not sure what stocks to BUY and SELL
- You want to make more confident decisions
The Weekly Trade Ideas is available for the Premium Plus and Advanced Plans. You may upgrade to Premium Plus or Advanced in the Tykr Web app or Mobile app. Simply visit the “Plans” page in your Profile.
Example of a Weekly Trade Ideas email:
Date: June 12th, 2024
What stocks did I buy this week?
- Nvidia (NVDA)
Why did I buy Nvidia?
I bought Nvidia because of the following reasons.
- The Summary is On Sale.
- The Score is 100/100 which shows the financial statements are perfect. Less than 1% of stocks in Tykr reach a perfect score of 100/100.
- The MOS is 80% which shows a high upside potential
- The 4M is 91/100. Getting to 80/100 is very difficult. This shows the overall business passes all 4Ms including the MOS, Meaning, Moat, and Management
- Nvidia has some of the largest customers around the world including Amazon, Meta, Microsoft, OpenAI, Alphabet, and Tesla. They also provide chips for Dell, Cisco, HP, and Lenovo.
- Nvidia semiconductor chips are in everything including computers, cell phones, data centers, and cars. As long as these products are produced, Nvidia chips will be in demand.
What stocks did I sell this week?
- Advanced Micro Devices (AMD)
Why did I sell AMD?
I sold AMD because of the following reasons:
- The Summary changed from Watch to Overpriced over the last year.
- The Score reduced from 56 down to 39 over the last year.
- The MOS reduced from 76% down to 1% over the last year.
- The 4M dropped to 59.
- Nvidia is taking market share away from other semiconductor manufacturers including AMD.
- I made a profit! I never sell stocks for a loss. Because the financials and overall business declined, I decided to get out while I was profitable.
What are the top stocks on my watchlist at this very moment?
I’m considering selling Paylocity (PCTY) and buying one of these 3 stocks. The reason is, that the Moat of Paylocity is shrinking. There are more HRTech and PayrollTech companies entering the market. My goal is to ride up Paylocity a little more and then sell for a profit. I may then apply the profits to one of these 3 stocks.
- Nova Ltd (NVMI) – On Sale, Score of 78, MOS of 60%, and 4M of 88. Nova helps semiconductor manufacturers produce more chips. It’s not a glamorous business but as long as semis are produced, Nova will be needed.
- Comfort Systems (FIX) – On Sale, Score of 100, MOS of 80%, and 4M of 88. Comfort Systems provides installation, renovation, maintenance, and repair of HVAC (Heating, Ventilation, and Air Conditioning) systems. This is also not a glamorous business but HVAC is needed in EVERY BUILDING.
- Intuit (INTU) – On Sale, Score of 89, MOS of 80%, and 4M of 80. Intuit has three SaaS platforms under the umbrella including Turbotax, Quickbooks, and Mailchimp. All of which may be cross-sold to the other. They also have a freemium platform, Creditkarma, which brings more people into the ecosystem.
What percent of my portfolio is in cash?
About 20% of my portfolio is in cash. I will never have 0% cash in my portfolio because I’m always waiting for a stockpiling event. Long story short, a stockpiling event is the #1 most important investment strategy. It’s the strategy of buying strong companies when the market falls. When the market corrects, those strong businesses typically take off like a rocket which is how the BIG RETURNS are achieved. My goal is to increase from 20% cash to 40% cash over the next 12 months.
What is the updated weighted allocation percentage of the stocks in my portfolio?
My allocation percentages as of June 12th, 2024 are as follows.
- Microsoft (MSFT) – Allocation = 26%
- Palantir (PLTR) – Allocation = 17%
- Fortinet (FTNT) – Allocation = 15%
- Alphabet (GOOGL) – Allocation = 13%
- Apple (AAPL) – Allocation = 12%
- PayPal (PYPL) – Allocation = 8%
- Nvidia (NVDA) – Allocation = 5%
- Block (SQ) – Allocation = 2%
- Paylocity (PCTY) – Allocation = 1%
- Visa (V) – Allocation = 1%
If you would like access to Weekly Trade Ideas, I invite you to upgrade to the Tykr Premium Plus or Advanced plans.
The Tykr Premium Plus and Advanced plans also include access to the following:
- Broker connections (Coming soon)
- Real-time pricing (Coming soon)
- 100+ Watchlists
- 100+ Portfolios
- 100+ Alerts per month
- 100+ 4Ms per month
- 25+ CSV imports per month
You can see a full comparison of the plans on our pricing page.
Important details about Weekly Trade Ideas. These details below are summarized from the Publisher Exclusion.
Question: Am I compensated for highlighting the stocks within the Weekly Trade Ideas?
Answer: No.
Question: Do the Weekly Trade Ideas contain factual information?
Answer: Yes. I will not provide hyped or fake news. I use data from Tykr.
Question: Are the Weekly Trade Ideas personal financial advice?
Answer: No. I only buy or sell stocks if they align with my own personal financial goals. I always recommend my customers only buy stocks if they align with their own personal financial goals.
Question: Are the Weekly Trade Ideas timed to a market event?
Answer: No. The Weekly Trade Ideas are regular or in other words weekly and the stocks I buy are long-term buy-and-hold stocks. I do not support short-term trading or “pump and dump” schemes.