Although, it seems like market is forming a near term Top - as federal bank has started tapering the bond purchase program - historically speaking, market always rebounds due to TINA (There is no alternative) factor.
To take advantage of upcoming downturn plan is to invest iteratively. I have distributed stocks in the following four categories:
1) Top 50 Stocks: These are - in my opinion - best 50 stocks - as of today. I would prefer to keep this list as is at least for a year - if not 10 years. There might be some changes in it - if the fundamental story behind it changes.
2) Trend Portfolio: These are after the 50 stocks picked in the 1st list - however they are in the uptrend. This list will always needs some update - if not each quarter - may be after each month. As often - trend sometimes form the near term top while big money moves to new other alternatives. Nevertheless this list has 62 stocks as of now - out of which 39 of them are more preferred compare to other 22, so 39 of them will get double the allocation within this portfolio.
3) Beaten Down Growth Stocks: It is a small list of my favorite stocks - 20 to be precise. But they are in downtrend and hence sort of falling knife. But for bargain hunters - it is the best opportunity to buy them at a discounted price.
4) Risky Bets: Fourth list has the more risk involved. Its the list of 70 stocks - which are beaten down - but some of them provide great opportunity for long term winners.
In my opinion, if you are planning to invest in all four portfolio's - you may put 400$ in Top 50 Stocks, 300$ in Trend Portfolio, 200$ in Beaten Down Growth Stocks and 100$ in Risky bets. This way, you are putting maximum amount in best at the same time not missing out on potential multi baggers. Whether you can afford to invest 1000$ per week or twice a month or month - depends entirely upon you.
Should you choose to put 1000$ (in above mentioned 4 portfolio's) per week, that will be 52000$ per year and 260,000$ in 5 years. My expectation is that after 5 years, these portfolio combined should have close to million dollar (if not more) - hence the title Million Dollar Plan.
List of Top 50 Stocks:
- ABNB
- ABT
- AMD
- AMZN
- AXP
- BA
- BAC
- BILL
- BLDR
- CF
- CMG
- COF
- COST
- CRL
- CYBR
- DIS
- DKS
- DXCM
- ENPH
- EXPE
- FND
- GRMN
- H
- HLT
- HZNP
- JD
- LHX
- LRCX
- LULU
- LYV
- MCHP
- MDB
- MIDD
- MOH
- NFLX
- NVDA
- OKTA
- RH
- SBUX
- SE
- SGEN
- TMUS
- TSCO
- TTD
- TTWO
- U
- URI
- WAL
- ZIM
- ZS
List of Trend Portfolio:
The ones that gets double allocation:
- AFRM
- AMBA
- ANET
- ASAN
- BBY
- BJ
- BKNG
- BOOT
- COIN
- CROX
- DASH
- DDOG
- ETSY
- FBHS
- FTCH
- FTNT
- HUBS
- INMD
- INTU
- MNDY
- MRVL
- NET
- NOW
- NTES
- ON
- PANW
- POOL
- RBLX
- SEDG
- SHOP
- SIVB
- TECK
- TNDM
- TSLA
- ULTA
- XLNX
- ZBRA
- ZI
- ZTS
The ones that get single allocation:
- ATKR
- BBWI
- CPRI
- CRM
- CRWD
- EL
- ESTC
- HUT
- IQV
- MTTR
- NKE
- PLBY
- PUBM
- QGEN
- RACE
- S
- SHW
- SNOW
- STZ
- UI
- ZION
- ZIP
Beaten Down Growth Stocks:
- ATVI
- CVNA
- DBX
- DKNG
- HOOD
- LYFT
- MELI
- MTCH
- NIO
- PINS
- PLTR
- PTON
- ROKU
- SPOT
- TDOC
- TWLO
- TWTR
- UBER
- UPST
- Z
Risky Growth Picks:
The Ones that get double the allocation:
- APPS
- BMBL
- BYND
- CELH
- CGC
- CHGG
- CHPT
- CSIQ
- ERJ
- FOUR
- FSLY
- FVRR
- IRBT
- LILM
- LMND
- LZ
- MGNI
- PAGS
- PLUG
- RDFN
- SAGE
- SAVA
- SFIX
- SHAK
- SOFI
- SPCE
- SRPT
- VIR
- VRM
- WISH
- YOU
The ones that get single allocation:
- AI
- BEAM
- CCL
- CHWY
- DAL
- DDD
- DISCA
- EDIT
- EXAS
- EXPI
- FCEL
- FROG
- FUTU
- GDRX
- JAZZ
- LAZR
- LSPD
- MARA
- MQ
- MRNA
- MSTR
- PACB
- PATH
- PENN
- QS
- REGI
- RKT
- RUN
- SABR
- SAM
- SKLZ
- SNAP
- TOST
- UPWK
- VIAC
- WYNN
- ZM
- ZNGA
Apart from these lists, there is also one list for "Dividend Portfolio" - just in case you want to park your money - for consistent but slow growth - which will give better return than banks or fixed deposits or bond yields.
- AAPL
- ABBV
- AVGO
- BMY
- CFG
- CVS
- CVX
- JEPI
- JPM
- MCD
- NEE
- PEP
- PFE
- PG
- PSEC
- QYLD
- RYLD
- SPG
- SPYD
- VZ
These lists are complex lists but it won't take more than one hour to set it up in M1-Finance or Robinhood (which allows fraction stocks trading). In my opinion, M1-Finance is best suited for this - as you can open multiple different accounts for each of these portfolio's. (something that I have done myself). You may use this referral link (https://m1.finance/fezeRdaR7PIt) to open new M1-Finance account(s) and you will get 30$ (and so will I).
I will be constantly monitoring these portfolios - as they will need update - most likely once in a month.
Good luck and Happy Investing !!!
