- Entry
- $661.96
- Now
- $683.02 +3.2%
- Target
- —
- Score
- —
Portfolio: Hyperscalers: GOOGL, AMZN Semiconductors: TSM, NVDA, AVGO Financials: SPGI, GS Industrials: GE, GEV, CAT, NOC Some of the stocks I hold I bought a long time ago with significant amount of gains, so I wouldn't buy them at today prices. This year being overweight on Industrials have been a major success with my portfolio almost outperforming the Qs, I would argue my portfolio is at a higher quality than the Qs, and these stocks I bought just this year. …
— ORIGINAL POST ·
Recent Portfolio Swap (20M - $40-50K)
· r/ValueInvesting
· Jun 25, 2026