My US Portfolio December 2024

Summary

In this video, the creator shares an in-depth update on their US stock portfolio for December 2024. They discuss their investment strategy, portfolio performance, and key stock positions, including big winners like Hims & Hers, Alibaba, and Meta, as well as some disappointments like Callaway. The creator emphasizes their transparency, outlining both gains and losses, and explains why they hold multiple portfolios to reduce risk. The video offers insight into their thought process behind buying and selling stocks, as well as their approach to diversifying investments and managing risk in a fluctuating market.

Takeaways

• 😀 The portfolio is updated every 3 months on YouTube, showing all positions and allocation transparently.
• 😀 The portfolio is diversified across two brokers to reduce risk in case of platform failures.
• 😀 The speaker does not reveal the exact amount of money in the portfolio for privacy reasons.
• 😀 The portfolio has outperformed the S&P 500 in 2023 and 2024, with an overall 36-37% return year-to-date.
• 😀 The speaker prefers to show all holdings in their portfolios, unlike some YouTubers who may hide certain positions.
• 😀 Some stocks in the portfolio have seen over 100% returns, contributing to its strong performance.
• 😀 Alibaba, despite being down 30%, is considered undervalued at 9 times earnings and remains a long-term hold.
• 😀 The speaker is optimistic about Celsius, believing that once inventory issues are resolved, growth will resume.
• 😀 Microsoft has been a long-term winner with a 300% return, despite not adding to the position since 2020.
• 😀 PayPal has seen a 54% return, but the speaker is reducing their position due to concerns over its recent earnings performance.
• 😀 Him and Hers has been a major driver of outperformance, with a 218% return in the stock, making it the largest position in the portfolio.

Q & A

Why does the speaker have two portfolios?

The speaker has two portfolios to diversify investments in case something goes wrong with one broker, ensuring that not all their wealth is tied to one platform. Additionally, one broker, Trading 22, only started focusing on stocks in 2019, so the speaker continues using another broker to spread the risk.

Why does the speaker not share the exact amount of money in their portfolios?

The speaker does not share the exact amounts in their portfolios to maintain privacy, as they have experienced issues with people attempting to access their accounts in the past. They also have friends and family watching the videos, so they prefer to keep their financial details more private.

What is the speaker's general portfolio performance in 2024?

The speaker is outperforming the S&P 500 by about 10% in 2024, with a year-to-date return of 36-37%. Overall, the portfolio has done very well, especially after the challenges of the 2022 stock market downturn.

What is the speaker's opinion on Alibaba stock despite its current loss?

The speaker believes Alibaba is currently undervalued at nine times earnings, especially given its performance. Despite the 30% loss, they think the company is still a good value investment based on its numbers.

Why has the speaker been buying back into Celsius stock?

The speaker has been buying back into Celsius after selling out at over a 100% return. Despite some financial struggles, they believe that once Pepsi works through their inventory issues, Celsius will return to strong growth, especially given the positive sales data at retail checkout.

Why has Microsoft been a long-term hold in the portfolio?

Microsoft was the speaker's largest position for many years and has appreciated by 300% since its purchase in 2017-2019. The speaker still holds onto these shares due to their long-term growth and the significant return they’ve provided.

What does the speaker think about PayPal’s recent performance?

The speaker has been reducing their PayPal position due to the company’s recent underwhelming earnings. While they have a 54% return in this portfolio, they believe the valuation is fair and have been taking profits off the table.

What is the status of the speaker's Visa position?

The speaker is up 100% on their Visa position. While they regret not buying more when the stock had a dip, Visa has been a strong performer over the years, and they’ve held it for around five years.

Why does the speaker still hold Disney stock despite mixed opinions?

The speaker holds Disney stock, which is currently up 7% in the portfolio, because they believe the company’s recent earnings reports have been strong. They are optimistic about its future growth based on the improvements in the company’s financials.

What is the speaker’s view on the stock market for the upcoming months?

The speaker plans to be more passive in buying stocks unless significant dips occur, like the ones seen with stocks such as Hims & Hers and M. Libra earlier in the year. They remain open to purchasing stocks if opportunities arise, especially if they see good value in companies like Evolution.