UPDATE to My Investment Portfolio | Summary and Q&A

TL;DR

Jimmy provides an update on his personal investment portfolio, including the stocks he currently owns and his decision to add AT&T stock to his portfolio.

Key Insights

• 🤳 Jimmy follows a self-imposed rule of announcing his intention to buy a stock before actually purchasing it.
• ✋ The smaller position of Alibaba in his portfolio reflects the higher risks and uncertainties associated with the company.
• 🤝 AT&T's spin-off and the potential benefits from the discovery deal make it an attractive addition to Jimmy's portfolio.
• 👨‍🔬 Jimmy believes in giving ample time for others to do their research before he makes a stock purchase.
• 😒 He plans to use his dividend payments from AT&T to accumulate cash for potential future investments.
• 💭 Jimmy's portfolio is tracked in a private investing community, where he discusses his thoughts on various stocks and portfolios.
• 🫒 The community offers live streams on building investment portfolios, conducting company analysis, and analyzing stocks using the eight-step process.

Transcript

hi i'm jimmy in this video we're looking quickly at my personal investment portfolio and a change i'm about to make to my portfolio okay so let's not waste any time to jump right in so this is my investment portfolio as it stands today i own disney intel lockheed martin and alibaba and i actually bought them in that order plus i did receive two fre... Read More

Questions & Answers

Q: What stocks does Jimmy currently own in his investment portfolio?

Jimmy currently owns Disney, Intel, Lockheed Martin, and Alibaba stocks, with two free shares of Apple received through referral links.

Q: Why does Jimmy feel confident about Alibaba despite being down on it?

Jimmy acknowledges the risks associated with Alibaba but believes in its long-term potential. He considers it a smaller position in his portfolio but prefers to hold it for potential future gains.

Q: Why does Jimmy announce his intention to buy a stock before actually buying it?

Jimmy believes it is morally correct to announce his stock purchases before executing them. He thinks it is shady when others announce their purchases after buying, potentially influencing the stock price.

Q: Why does Jimmy want to add AT&T stock to his portfolio?

Jimmy thinks it is a good time to buy AT&T, with the upcoming spin-off of their WarnerMedia business and the potential benefits from the discovery deal. He also plans to collect the dividend and store the cash for another investment.

Summary & Key Takeaways

• Jimmy's current investment portfolio consists of Disney, Intel, Lockheed Martin, and Alibaba, with Apple shares received for free.

• He is up on Disney, slightly up on Intel and Lockheed Martin, and down on Alibaba but remains confident about its long-term prospects.

• Jimmy plans to add AT&T stock to his portfolio due to the upcoming spin-off of their WarnerMedia business and the potential benefits from the discovery deal.