My Personal Investment Portfolio - Update on the Stocks I Own | Summary and Q&A

TL;DR

Jimmy discusses his personal investment portfolio, which includes stocks such as Disney, Intel, Lockheed Martin, Apple, and Alibaba.

Key Insights

• 🇲🇫 Jimmy's personal investment portfolio is diverse and includes stocks of companies like Disney, Intel, Lockheed Martin, Apple, and Alibaba.
• 🥹 He has a long-term buy and hold strategy, carefully selecting stocks he believes are undervalued.
• 🥳 Jimmy follows a self-imposed rule of making a video about a stock before buying it, waiting a few days to avoid conflicts and provide transparency.
• 🤗 He is open to exceptions and received shares of Apple through affiliate links.

Transcript

hi i'm jimmy in this video we're going to run quickly through my personal investment portfolio where it stands today and some recent changes that i've made to it okay so let's jump right in so i've done a few of these personal investment portfolio videos and each time i kick it off with a little bit of backstory so everyone understands how my portf... Read More

Questions & Answers

Q: How did Jimmy's personal investment portfolio start in 2020?

Jimmy invested all his money into his independent investment research firm but later began buying stocks.

Q: Why did Jimmy buy shares of Disney?

Jimmy loves Disney and saw it as undervalued when the stock market crashed in 2020. He bought it below his fair value calculation.

Q: Why did Jimmy invest in Intel?

Despite Intel facing challenges, Jimmy believed in its potential and its value compared to rising competitor AMD. He plans to hold it long term.

Q: What made Jimmy buy shares of Lockheed Martin?

Jimmy found Lockheed Martin undervalued and saw its fair value at around $455 per share. He has a long-term buy and hold strategy.

Q: What is Jimmy's rule for buying stocks?

Jimmy makes a video about the stock before buying it and waits a couple of days. He believes it is morally right and avoids any possible conflicts.

Q: What are the exceptions to Jimmy's rule?

Jimmy received two shares of Apple through affiliate links from apps Moomoo and Robinhood. He plans to keep those shares.

Q: Why did Jimmy invest in Alibaba?

Jimmy saw Alibaba as undervalued due to political risks associated with it being a Chinese company. He believes it has significant upside potential.

Q: How does Jimmy research stocks before investing?

Jimmy has a second channel called Learn to Invest Shorts, where he tests undervalued stocks. If they show potential, he creates long-form videos for deeper analysis.

Summary & Key Takeaways

• Jimmy invested all his money into his independent investment research firm, but later started buying stocks in 2020.

• He bought Disney stock at a price below his calculated fair value and plans to hold it for the long term.

• Jimmy invested in Intel, recognizing the risk but liking the value it offered. He plans to hold it for a long time.

• He bought Lockheed Martin shares when the company was struggling and believes it has long-term potential.