- Entry
- $335.66
- Now
- $345.10 +2.8%
- Target
- —
- Score
- —
|Name|Symbol|Shares|Price|Average Cost|Equity| |:-|:-|:-|:-|:-|:-| |Taiwan Semiconductor Manufacturing|TSM|10.073|$414.80|$255.65|$4,178.12| |Broadcom|AVGO|21.061|$392.77|$349.03|$8,272.13| |Alphabet Class A|GOOGL|16.019|$319.40|$276.88|$5,116.44| |Goldman Sachs|GS|2.008|$1,075.63|$829.35|$2,160.39| |General Electric|GE|10.008|$348.87|$300.41|$3,491.58| |Amazon|AMZN|25|$234.78|$218.71|$5,869.49| |NVIDIA|NVDA|20.024|$208.04|$194.44|$4,165.83| |GE Vernova|GEV|4.502|$1,028.50|$972.68|$4,629.85| |Microsoft|MSFT|10|$383.15|$364.80|$3,831.50| |Ferrovial SE|FER|20|$63.30|$63.16|$1,266.00| |S&P Global|SPGI|10.049|$420.00|$425.56|$4,220.42| |Northrop Grumman|NOC|5.023|$533.48|$577.54|$2,679.69| |**Total stocks and options**|||||**$49,881.43**| **CASH:** \~**$10,000** Discussion: I bought GOOGL around $180, but recently I nearly doubled my position again in the low $300s. I am trying to figure out what makes the most sense between PWR, FER, HONA, META as big addition to my portfolio. Ferrovial: high quality physical infrastructure mixture of toll roads, …
— ORIGINAL POST ·
20M - $60K (GOOGL, META, PWR, HONA, FER)
· r/ValueInvesting
· Jul 23, 2026