My Stock Portfolio Update - My Investments for 2022 | Summary and Q&A

TL;DR

Jimmy discusses the current standing of his investment portfolio, highlighting potential stock value and future plans for his website.

Key Insights

• 🇲🇫 Jimmy's investment portfolio includes stocks from various industries, such as Disney, Intel, Lockheed Martin, Alibaba, and AT&T.
• 🥹 He considers the fair value of each stock before determining whether to add more shares or hold onto the existing position.
• 🌸 Jimmy believes in the long-term potential of stocks like Alibaba and AT&T, despite temporary losses.
• 🦻 He plans to launch a website that will aid in calculating the fair value of different stocks using analyst estimates.
• 👨‍🔬 Jimmy emphasizes the importance of research and analysis in understanding and valuing companies before investing.
• 👨‍💼 Future videos cover topics such as stock analysis steps and understanding the spin-off of AT&T's Warner Media business.

Transcript

hi i'm jimmy in this video we're going to run quickly through my personal investment portfolio to see where it stands today now i've made a few changes to my investment portfolio and i want to share that with you plus we're going to look at each individual stock to see what the fair value of that stock could be to see if it's worth adding more shar... Read More

Questions & Answers

Q: What was the average cost of Jimmy's Disney stock, and how much has it gained?

Jimmy bought Disney stock at an average cost of below $100 per share and is currently up about 57% since then.

Q: What is Jimmy's approach to adding more shares of Disney stock?

Since Disney's current stock price is trading at about $150, which is above the fair value calculation of $119 per share, Jimmy has no interest in adding more shares at this time.

Q: Why did Jimmy purchase Lockheed Martin stock?

Jimmy believed that Lockheed Martin, being a defensive company, would prove useful during a potential stock market pullback. The stock is currently up about 9% in his portfolio.

Q: Why did Jimmy decide to buy more shares of Alibaba?

Despite the risks associated with Alibaba, Jimmy purchased additional shares when the price dropped below $120 per share. This decision was based on the stock's fair value calculation, which stood above $160 per share.

Q: Why did Jimmy invest in AT&T?

Jimmy was interested in AT&T because of its spin-off of the Warner Media business, fundamental changes in the company, and plans to decrease its debt. The stock is currently up about 8% in his portfolio.

Summary & Key Takeaways

• Jimmy analyzes his investments in Disney, Intel, Lockheed Martin, Alibaba, and AT&T.

• He shares the current stock prices, average costs, and percentage gains of each stock in his portfolio.

• Jimmy discusses the fair value calculations for each stock and his strategy for adding more shares or staying invested.