For those who own Mag 7 stocks in their portfolio, out of curiosity, which ones do you own and why?
In my opinion, besides Tesla, the remaining 6 are exceptional businesses and are all worth owning. However, you wouldn’t want your portfolio to be too overweight in them either, in my opinion.
Not to mention with the recent market uncertainty, some great buying opportunities have opened up in these stocks. Besides Tesla which in my view is still overvalued as hell.
I’ll start - I own Amazon, Meta and Google because I feel like I’m able to determine their intrinsic value appropriately.
Skip on Apple because I’m concerned about a lack of innovation and slowing earnings growth.
Skip on NVIDIA because I don’t understand the product enough to determine whether or not it has long term value creation.
Skip on Tesla for aforementioned reasons.
Skip on Microsoft due to stagnation in earnings.
So; which ones do you own and why?
No judgement if you own all 7 either 😆