My Investment Portfolio UPDATE

TL;DR

In this video, Jimmy discusses his current holdings in his personal investment portfolio, including new purchases and strategies for averaging down costs. He also introduces a website he is building to calculate the fair value of stocks.

Transcript

hi i'm jimmy in this video we're looking at my personal investment portfolio we're going to look quickly at my holdings as well as some new holdings that i've picked up we're going to look at some new purchases that i made where i really average down some of my costs and then finally we're going to look at some issues of the portfolio now i'm sayin... Read More

Key Insights

• 🇨🇷 Jimmy's personal investment portfolio includes a mix of technology and other industries, and he selectively averages down on stocks to improve his cost basis.
• 🇺🇸 The revenue breakdown of his holdings shows that a significant portion of the revenue is generated outside the United States, adding global exposure to his portfolio.
• ❣️ Jimmy addresses criticisms of his portfolio's technology-heavy focus and lack of international stocks, emphasizing the importance of attractive valuations and his intention to expand internationally.

Questions & Answers

Q: How does Jimmy determine when to average down on a stock?

Jimmy mentions that he tries to make a video about a stock he plans to buy before actually purchasing it. This allows him to give viewers time to do their own research. He waits a few days before buying, giving himself an opportunity to assess any new information or market developments.

Q: What is the significance of Jimmy's portfolio having a heavy focus on technology stocks?

Jimmy acknowledges that his portfolio is currently technology-heavy due to attractive valuations and recent market trends. However, he emphasizes that the companies within the technology sector have diverse operations and do not all focus on the same niche. He plans to gradually add other industries to his portfolio as opportunities arise.

Q: Why does Jimmy not have many international stocks in his portfolio?

Jimmy acknowledges the importance of international diversification and states his intention to include more foreign stocks. He mentions that he is building a website to include major exchanges from around the world to facilitate this. He asks viewers to suggest foreign companies they believe are worth considering.

Q: How does Jimmy determine the fair value of a stock?

Jimmy introduces the website he is building, which will calculate the fair value of stocks using discounted free cash flow. Users can input ticker symbols and their required rate of return to obtain the fair value. The website will eventually include different valuation methods for banks, real estate companies, and more.

Summary & Key Takeaways

• Jimmy shares his current holdings, including Disney, Intel, Lockheed Martin, Alibaba, AT&T, Activision Blizzard, Facebook (now Meta Platforms), Google, Warner Brothers Discovery, Apple, and Citigroup.

• He explains how he averages down costs on some stocks and provides insights into his investment decisions.

• Jimmy addresses two common criticisms of his portfolio: the heavy focus on technology stocks and the lack of international stocks. He provides data on revenue breakdowns to emphasize the global reach of his holdings.