My Investment Portfolio - 2023 UPDATE / Performance | Summary and Q&A

TL;DR

Jimmy discusses his investment portfolio, including his top holdings, their performance, and potential stocks to add.

Key Insights

• 🥹 Jimmy's largest holdings, such as Meta and Microsoft, have performed well and contributed to the overall positive performance of his portfolio.
• 🧘 Some of Jimmy's smaller positions, like Citigroup and Warner Brothers Discovery, have underperformed.
• 👲 Jimmy is considering adding a small-cap company, Adcore, to his portfolio for diversification purposes.
• 🧑‍🤝‍🧑 The overall performance of Jimmy's portfolio has outperformed the S&P 500, both on a one-year and year-to-date basis.
• 🥹 Jimmy's investment strategy focuses on value investing and long-term holds.
• 👨‍🔬 He emphasizes the importance of conducting research and making informed decisions before adding stocks to his portfolio.

Transcript

hi I'm Jimmy in this video we're looking at my personal Investment Portfolio what stocks I own how those stocks have performed over the past year about six months how I've done against the S P 500 and ultimately what stocks am I considering adding to my personal Investment Portfolio but before we get into that I want to tell you real quick that I a... Read More

Questions & Answers

Q: What are Jimmy's top holdings in his investment portfolio?

Jimmy's top holdings include Meta, Microsoft, Google, Intel, Apple, Disney, Alibaba, Lockheed Martin, Warner Brothers Discovery, Activision, CVS, AT&T, and Citigroup.

Q: How has Meta performed in Jimmy's portfolio?

Jimmy has seen a 70% increase in Meta's stock price since his entry price.

Q: What is the total return for Microsoft in Jimmy's portfolio?

Including dividends, the total return for Microsoft is around 42%.

Q: Which stock in Jimmy's portfolio has shown the least growth over the past year?

Citigroup is the stock in Jimmy's portfolio that has shown the least growth, with a relatively flat performance.

Summary & Key Takeaways

• Jimmy's largest holding is Meta, which has performed well over the past year, resulting in a 70% increase from his entry price.

• Microsoft, his second-largest holding, has also performed well, with a 40% increase in stock price. Including dividends, the total return is around 42%.

• Jimmy's other holdings, such as Google (Alphabet), Intel, Apple, Disney, Alibaba, Lockheed Martin, Warner Brothers Discovery, Activision, CVS, AT&T, Citigroup, have varied performances, with some gains and losses.