On, June 16, 2022 (which I still considered to be the bottom of this bear market - until proven otherwise), I selected the list of 30 stocks and created a consolidated portfolio. 3 Months down the road, there are some failures and there are some huge success. Here is the update from this list (https://viralpatel15.blogspot.com/2022/06/m1-finance-to-consolidated-portfolio.html)
SE, HZNP, DPZ, BIDU are three failures and FDX joins that list today.
Consolidated portfolio is up 18% compare to SPY/QQQ which are up 6%.
Replacing some of the failures and introducing new stocks to this list.
Some of them are one on one replacement such as Dominos is being replaced by Chipotle. Lam Research is replacement by ON semi conductors. BIDU (Chinese exposure) is replaced by IBN (ICICI - Indian Bank), SE (Singapore exposure and gaming stock) is replaced by TEAM (Australia exposure) etc. Added some exposure in DVN (Oil and Natural Gas), some defense MOH (Health care stock), COIN (Crypto exposure), RUN (Solar Energy), NU(replaces UPST - Fintech stock from South America), SNOW (replaces MDB), SRPT (Biotech replacement for HZNP), TTD (replacing TTWO - gaming stock to advertisement).
I will track their performance on quarterly basis and may replace few things based on their performance some time in Mid-December- 2022
New list of stocks are:
- ABNB
- ASAN
- AXP
- BAC
- CELH
- CMG
- COIN
- COST
- CROX
- CRWD
- DKNG
- DVN
- ENPH
- FND
- IBN
- MAR
- MELI
- MOH
- NFLX
- NU
- ON
- RUN
- SBUX
- SNOW
- SRPT
- TEAM
- TOST
- TTD
- UBER
- Z
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