Portfolio Profit
When allocating stocks to your portfolio you want them to increase in value obviously so you can make profit. You want good companies that provide value in a bull and bear market within sectors and industries that are trending up. You want good companies that are heavily invested by hedge funds and ETF’s. And you dont want too much volatility in the price action. You may also want defensive stocks that may provide a cushion to a falling market. Sometimes you will rotate investments in and out of your portfolio based on the macroeconomic factors or company fundamentals. Or sometimes you just follow the trends and move you allocations accordingly.
So the first chunk of allocations in my portfolio will go to the markets and sectors that are trending up. Even though the broader markets are down trending and the major indices are tanking, there is always a bull market somewhere. Currently the bull market has been in commodities and oil related sectors so I have given a portion of my portfolio to oil companies and industrial companies that service the oil sector. $Valero Energy (VLO.US)$ $Chevron (CVX.US)$ $ConocoPhillips (COP.US)$ $NRG Energy (NRG.US)$ $Devon Energy (DVN.US)$ $Fluor (FLR.US)$ $Dominion Resources (D.US)$
Food commodities are another rallying sector that has provided record profits to value companies in the food industry. So a major part of my portfolio will go to these companies like $Coca-Cola (KO.US)$ $General Mills (GIS.US)$ $Kellanova (K.US)$ $PepsiCo (PEP.US)$ $The Kraft Heinz (KHC.US)$ $Hormel Foods (HRL.US)$ $Mondelez International (MDLZ.US)$. I must include the companies that sell these consumer products like $Walmart (WMT.US)$ and $Target (TGT.US)$. They have taken a beating this earning season like many other companies so I am hoping for a bounce back before the competition is over.
Also healthcare has been a defensive sector that has performed well in this market downturn so you will see $Johnson & Johnson (JNJ.US)$ $Moderna (MRNA.US)$ $UnitedHealth (UNH.US)$ $Pfizer (PFE.US)$
The one chunk of my portfolio I am concerned might not make as many gains is my tech allocations. The tech sector has been battered over the past several months. It is time for a relief rally I believe so I am allocating a nice part of my portfolio to some big tech names that have a lot of upside. With the current macro environment looking grim for tech and the Fed tightening monetary policy this tech allocation is kind of a gamble for the competition period. But with that being said there is a high beta quality as these stocks have a lot of upside to fill. I feel like we could get a bounce in the next month hopefully. Here are my tech buys. $Qualcomm (QCOM.US)$ $Apple (AAPL.US)$ $Tesla (TSLA.US)$ $NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ $Advanced Micro Devices (AMD.US)$ $Block (SQ.US)$ $Meta Platforms (FB.US)$ $Twitter (Delisted) (TWTR.US)$ $PayPal (PYPL.US)$
The chinese lockdown cities are reopening and their economy should get a little tiny boost. And these great Chinese companies have an a two year dip as well. These are huge companies in one of the biggest economies in the world with thi highest population of consumers in the world. So for the long term these are great investments. But for the competition period this might be another gamble. $Alibaba (BABA.US)$ $JD.com (JD.US)$ $PDD Holdings (PDD.US)$ $Costco (COST.US)$ $TENCENT (00700.HK)$ $Bilibili (BILI.US)$ $Baidu (BIDU.US)$ $NIO Inc (NIO.US)$
Travel companies never truly recovered from the pandemic as countries are still reopening from their pandemic state from years ago. These companies are overdue for some upside for quite some time. $Booking Holdings (BKNG.US)$ $Spirit Airlines (SAVE.US)$ $United Airlines (UAL.US)$ $American Airlines (AAL.US)$
One of the biggest real estate companies in the world is $Prologis (PLD.US)$. I’m just buying the dip on this one. The real estate sector isn’t looking too hot.
Of course you need US treasuries in your portfolio to act as a buffer against losses and protect you from a falling market. Its another defensive pick here. Not to mention they have been on the worst sell off in history of US treasury bonds so this should be a good buy point if they dont continue to tank. $iShares 20+ Year Treasury Bond ETF (TLT.US)$
So the first chunk of allocations in my portfolio will go to the markets and sectors that are trending up. Even though the broader markets are down trending and the major indices are tanking, there is always a bull market somewhere. Currently the bull market has been in commodities and oil related sectors so I have given a portion of my portfolio to oil companies and industrial companies that service the oil sector. $Valero Energy (VLO.US)$ $Chevron (CVX.US)$ $ConocoPhillips (COP.US)$ $NRG Energy (NRG.US)$ $Devon Energy (DVN.US)$ $Fluor (FLR.US)$ $Dominion Resources (D.US)$
Food commodities are another rallying sector that has provided record profits to value companies in the food industry. So a major part of my portfolio will go to these companies like $Coca-Cola (KO.US)$ $General Mills (GIS.US)$ $Kellanova (K.US)$ $PepsiCo (PEP.US)$ $The Kraft Heinz (KHC.US)$ $Hormel Foods (HRL.US)$ $Mondelez International (MDLZ.US)$. I must include the companies that sell these consumer products like $Walmart (WMT.US)$ and $Target (TGT.US)$. They have taken a beating this earning season like many other companies so I am hoping for a bounce back before the competition is over.
Also healthcare has been a defensive sector that has performed well in this market downturn so you will see $Johnson & Johnson (JNJ.US)$ $Moderna (MRNA.US)$ $UnitedHealth (UNH.US)$ $Pfizer (PFE.US)$
The one chunk of my portfolio I am concerned might not make as many gains is my tech allocations. The tech sector has been battered over the past several months. It is time for a relief rally I believe so I am allocating a nice part of my portfolio to some big tech names that have a lot of upside. With the current macro environment looking grim for tech and the Fed tightening monetary policy this tech allocation is kind of a gamble for the competition period. But with that being said there is a high beta quality as these stocks have a lot of upside to fill. I feel like we could get a bounce in the next month hopefully. Here are my tech buys. $Qualcomm (QCOM.US)$ $Apple (AAPL.US)$ $Tesla (TSLA.US)$ $NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ $Advanced Micro Devices (AMD.US)$ $Block (SQ.US)$ $Meta Platforms (FB.US)$ $Twitter (Delisted) (TWTR.US)$ $PayPal (PYPL.US)$
The chinese lockdown cities are reopening and their economy should get a little tiny boost. And these great Chinese companies have an a two year dip as well. These are huge companies in one of the biggest economies in the world with thi highest population of consumers in the world. So for the long term these are great investments. But for the competition period this might be another gamble. $Alibaba (BABA.US)$ $JD.com (JD.US)$ $PDD Holdings (PDD.US)$ $Costco (COST.US)$ $TENCENT (00700.HK)$ $Bilibili (BILI.US)$ $Baidu (BIDU.US)$ $NIO Inc (NIO.US)$
Travel companies never truly recovered from the pandemic as countries are still reopening from their pandemic state from years ago. These companies are overdue for some upside for quite some time. $Booking Holdings (BKNG.US)$ $Spirit Airlines (SAVE.US)$ $United Airlines (UAL.US)$ $American Airlines (AAL.US)$
One of the biggest real estate companies in the world is $Prologis (PLD.US)$. I’m just buying the dip on this one. The real estate sector isn’t looking too hot.
Of course you need US treasuries in your portfolio to act as a buffer against losses and protect you from a falling market. Its another defensive pick here. Not to mention they have been on the worst sell off in history of US treasury bonds so this should be a good buy point if they dont continue to tank. $iShares 20+ Year Treasury Bond ETF (TLT.US)$
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
Trade the trends via technical, fundamental, and macro analysis. Day Trades, swing trades, and long-term investments.
19KFollowers
2987Following
34KVisitors
Follow
solo invest : Good stuff. This looks like a legit long term portfolio. I was thinking of going all in on tech for the competition. I was expecting a relief rally but I took too long to enter
Hoot9e : Airlines stock will continue uptrend after the coming profit QR
SpyderCall OP Hoot9e : i believe you are right. Their earnings this year have been great. And they should get better before years end
Sianzsation : Wah so many stocks how you managed
SpyderCall OP Sianzsation : look at it twice a day at the beginning and end of the day. just watch the sectors each groups of stocks are in. When the sectors star falling or rising then you rotate your allocations accordingly. Im not sure if i can change my portfolio during this challenge though??