Growth Stock Portfolio 2020 - Building a Growth Portfolio for the Long Run

TL;DR

This video analyzes Dow 30 companies to create a growth portfolio, considering factors such as earnings growth and market potential.

Transcript

Hi I'm Jimmy in this video we're looking at the growth stocks that are gonna make up our growth portfolio from our Dow 30 analysis. Now if you're new to this channel Well we've been doing an analysis that we're calling the Dow 30 analysis where we analyze all 30 companies in the Dow Jones industrial average. We then take that analysis. We're buildi... Read More

Key Insights

• ❓ Companies from various sectors, including financial, technology, healthcare, and consumer discretionary, are selected for the growth portfolio.
• 🧑‍🏭 Adaptability to technological advancements is an important factor for companies' growth potential.
• ❓ Defensive companies like Johnson and Johnson and UnitedHealth are included to provide stability during market downturns.
• 🍉 Merger announcements, such as United Technologies with Raytheon, can impact long-term growth potential.
• 💪 Home Depot and Nike are identified as companies with strong growth potential in their respective sectors.

Questions & Answers

Q: Why are American Express and Visa considered good additions to a growth portfolio?

American Express and Visa are adapting to technological advancements in payment services, incorporating services like Venmo and Apple Pay. This adaptability makes them likely to remain important and grow in the coming years.

Q: Why is Johnson and Johnson included in the growth portfolio?

Johnson and Johnson's earnings per share growth has picked up in recent years, and analyst estimates suggest that this growth will continue. Additionally, as a defensive company, it provides stability in case of a market pullback.

Q: How does Home Depot's growth outlook look?

Home Depot is expected to maintain relatively strong growth in the next few years. Its position as a leader in the home improvement industry contributes to its growth potential.

Q: Why is Disney's growth potential considered counterintuitive?

Disney's recent sluggish growth is mainly attributed to investments in direct-to-consumer platforms and the integration of acquired assets. Once these challenges are resolved, the company's earnings per share and stock should show growth over the long term.

Summary & Key Takeaways

• The video analyzes Dow 30 companies to create a growth portfolio, focusing on companies with the potential for significant future growth.

• The financial sector includes American Express and Visa, which are expected to grow due to their ability to adapt to technological advancements.

• Travelers Companies show potential for growth based on revenue growth estimates, while Goldman Sachs is expected to perform well based on book value per share growth.