What's in my portfolio Q2
Staying the course
As we approach the end of Q2 later this month, I just wanted to update you on some of the moves I’ve been making. This time around, I’ll do a comparison between Q1 and Q2, so you can see the progress I’ve made.
Index Funds
Vanguard Total Stock Market Index Fund: as you look at the progression, remember this security costs $291 currently. So 4 shares is a decent boost.
Q1: 134 shares
Q2: 138 shares
Schwab US Dividend ETF: this is a security I don’t plan to sell. My goal is to have passive income in my retirement years and this is a safe bet. This stock will continue to compound for years to come.
Q1: 468 shares
Q2: 489 shares
Schwab US Large-Cap Growth: this fund is for technology stocks and hyper growth.
Q1: 375 shares
Q2: 397 shares
Individual stocks
The last few months I barely touched my individual stocks. I wanted to focus on index funds because we were in a very volatile market. This strategy proved well as I came out of the turbulence pretty good. I will begin to pick my spots and add to these positions below.
Apple (76 shares): Apple has been battered lately. President Trump has taken aim at the company and the tariff hang is hurting the stock. This could be a buying opportunity and I plan to add to this position.
AMD (71 shares): I actually sold 20 shares in April to raise some cash. AMD is a distant chip company, 2nd to Nvidia, but it should see growth in the A.I and data center trend.
AMZN (233 shares): these shares are primarily stock options from my time working for Amazon. I plan to hold it for a long time.
Bitcoin (0.0635421 shares): I added a lot on dips around $80k. Today the price is around $104k so I made a quick flip. This is still a volatile asset and I’m always cautious.
First Trust Nasdaq Cyber Security, CIBR (11 shares): cybersecurity is a secular theme I see getting more important this decade. This was the easiest way for me to play this trend.
Google (75 shares): YouTube, Waymo, Search, Chrome…Google has a lot of businesses rolled into one. While Chat GPT has made some noise, I’m still confident Google will come out on top in artificial intelligence.
Nvidia (452 shares): this is easily my most profitable stock that has returned me 546% on my initial investment. This is simply the most important chip company in the world right now. Maybe the most important company, period.
Procter & Gamble: this was a new position for me this quarter. It’s a defensive play. P&G owns so many essential home goods from deodorants, shampoo’s, laundry detergent, and so much more. This makes it defensive because these are recurring items for all of our households.
Realty Income (200 shares): no matter the economic climate, real estate is as defensive as you can get. I also like being paid monthly dividends.
TSLA (30 shares): Due to Elon’s erratic behavior, I sold some shares for a profit. Only 6, but the price shot back up again past $350. This stock is a roller coaster ride but I will hold.
Uber (118 hares): one of my favorite and biggest holdings. I firmly believe Uber is building a transportation network we will not be able to live without. They’re beginning to add more autonomous vehicles but are facing some competition from Tesla and Google. I’ll be watching how this plays out.
Walmart (47 shares): strictly a defensive play. No matter the economy, people will need to shop for groceries and essentials.
Here’s my Q2 recap thus far. I’ve been investing $1,000 a month across both portfolios. I may plan on decreasing this as the summer months creep up. My reason is to pay down some debt but also find some time to treat myself on vacation amongst other things. Check back for the Q3 recap and new moves I may be making!