Investing In Individual Stocks
Many caveats.
Simply a list for my extended family members. Not for my general readers.
Personal portfolio of directly-held stocks.
To be considered must be on the lists below:
- three sectors only;
- ten picks in each sector.
Monthly:
- allocate new money to any of the equities on your list
- no selling of current positions to add to other current positions
- can only add new money to current positions
Annually:
- reassess entire portfolio
- can sell any or all holdings in any position but must have strong rationale to do so
- must completely sell an existing position if one wants to add a new position (this is by far the hardest rule to follow).
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Fourth Industrial Revolution (AI): Pick Ten Only
Fourth industrial revolution:
- Amazon
- Apple
- TSMC
- the "magnificent 7" -- take your pick to round out your top ten AI investments, AND/OR
- see below -- take your pick to round out your top ten AI investments.
AI prompt:
For investors: related to AI; Fortune 500 companies only or projected to be a Fortune 500 company within five years; a good 30-year holding; top ten.
Reply:
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US Infrastructure: Pick Ten Only
US infrastructure:
- UNP
- GE Vernova
- GE Aerospace
- SCCO --> Corning
- see below -- take your pick to round out your top ten US infrastructure investments.
- AI prompt:
- For investors: Fortune 500 companies; pay a dividend; a good 30-year holding; US infrastructure; top ten.
Reply:
Energy:
- CVX
- SRE
- LNG
- see below -- take your pick to round out your top ten energy investments:
AI prompt:For investors: Energy (oil and natural gas only); Fortune 500 companies; pay a dividend; a good 30-year holding; US infrastructure; top ten.
Reply:
