Canadian Banks That Allow Online Gambling

/gamblingstocks has just turned 3 days old. Congratulations and thank you all for joining our fledging community. In recognition of this milestone, I want to lay out how we got here, what my intentions are, and discuss what you would like to see from this subreddit moving forward.
skip this part if you only care about gamblingstocks: It starts with a brief background on me . I got inspired by the idea to invest in weedstocks when I was younger because I thought Trudeau would legalize it when he ran for Prime Minister. I knew nothing about stocks or the market or $ for that matter but I did and still have a big nerd interest in politics. I knew that the BC Young Liberals had already put forward in their platform the idea to legalize weed. I also knew that for the first time ever Liberals went from being 1 or 2 party in power to being relegated to the 3rd Party Position behind Michael Ignatieff. (Hard for ppl without reference, this was the most embarassing thing to happen to the Liberal's in Canada's history. Furthermore, the perfect storm was created because the Conservatives had already been in power for 10 years under Stephen Harper and no one has ever won more than 3 elections in a row) Even better, a smokeshow young Justin Trudeau was the new leader of the Liberals and rode the last name of the most famous Prime Minister in history before him (his father Pierre Trudeau). The final thing that made me sure, the obvious fact that Colorado legalized and the US Federal government didn't shut that shit down immediately - that was the writing on the wall. So anyways, I somehow googled and found some random medical marijuana stocks online that had just started trading. With no experience, I walked into a bank with 3k cash and asked to buy Tweed (what CGC was first) they told me that it wasn't a safe investment and I was young. I left and opened up an online account that week. My second investment in Aurora dropped 50% in 1 week and stayed that way for 5 months. I thought I was the biggest moron in the world. 2 Years later, and I was sitting on an insane growth. I remember joining the fucking tweed subreddit and the CGC sub. I remember lurking /weedstocks when it was less than 500 subscribers... I remember thinking that was a fucking genius idea. That sub has close to 200,000 subscribers at present point in time and I bought CGC when its market cap was 200 million Canadian. Now, this is hard for me to admit, but I was young, had no exit plan, got greedy, had no idea what I was trying to do and thought I was a trader savant, God's gift to the world, and I ultimately lost a substantial amount of my money. Mind you, it was all profit to begin with but that didn't make it hurt less and it would have significantly changed my life but its important to learn from our past successes and our past mistakes. It honestly was a hard thing to move on from specifically because I believe it was such a unique phenomenon.
Anyways I have continued to watch ppl try to replicate something close to what we saw with the "weedstocks" phenomenon (which is still happening mind you years later) and I had truly thought that it was a once in a lifetime play. It is of course a separate play but the similarities between weedstocks and gamblingstocks is obvious. In fact, it is my opinion that ppl are so hungry for another weedstocks play that they are turning to things like GME and DOGE coin (something completely unrelated) and /shroomstocks (very much so related). Shroomstocks is fast approaching 30,000 subscribers for investors of magic mushrooms stocks in the hopes that drug policy/laws will change to their benefit. With all do respect, as I hope the best for those investors, is this not the clearly better play? we have an 1) actual clear path to legalization 2) support across political parties 3) Real, established companies with actual business people 4) A pandemic which creates the perfect pressure for change! The gambling companies don't have to build warehouses to grow the product, spend money on heating and electricity, pesticides, storage, shipping and receiving? What about the 'product' in this industry? What is the comparative upkeep in that? So you can imagine how I felt when I stumbled across $SCR and Bill C-13 earlier this week. I have had this feeling exactly twice in my life before, with weedstocks and with crypto in 2017. I might be going crazy but I am seeing the exact same comments as plays as early weed. Ppl questioning if it will continue to go up after such a large run are missing the point. The Score was one of the most active traded stocks on the entire TSE yesterday. It was the same for weedstocks back in the day, it is not in the Canada's best interest to stop a homegrown company from doing well and becoming an international player. Trudeau and Company have all the reasons in the world for wanting to see this through. Why the fuck would you smack down a domestic company during a pandemic? Ultimately it is a gamble which is why there is such huge potential for us, but I would trust literally the same man who has already proven he can do something so different like legalize weed (because it may seem like long ago but it really was a debate in the recent past). And it really is his show at this point, because unless he does something really bad the other 2 have no chance in hell of beating him in an election any time soon. So with all that said, and with my previous history, I immediately checked reddit to see if I could find a community of likeminded ppl who were early on in this area. I have never done it but I thought there was a need to create a group and coalesce around a catchy name, so i decided on /gamblingstocks.
the same day that I started to begin to create and edit the subreddit, I noticed something strange. Ppl were immediately beginning to join and subscribe to the sub and we hadn't even started. Ppl of course already had the same idea I had, some turned out had it months ago! That motivated me to put just a bit of effort into the layout, and I tried to promote the sub to other areas of reddit with varying success. I continued to try and promote/shill this sub instead of allow for growth organically because of 2 ideas: 1)how would anyone even know we exist and find this place to start and 2)While it will happen regardless, the premise is that this subreddit could serve as a catalyst point for the upcoming gamblingstock wave in the current market we now find ourselves.
In other words, this ain't your daddy's stockmarket no more. Social media infects everything, and I believe that the pace will only continue to increase in the immediate future. Whether its picking US Presidents and World Leaders or manipulating the stock market (See GME) the era of social media investing has arrived. Our new gamblingstocks industry coupled with the new realities of social media are why I made this group. Fundamentals don't matter any more, nothing matters anymore. Values are detached from reality, look at housing prices in certain spots around the world. I was told Tesla is a joke and would never amount to anything because of something called finding value with P/E ratio? /s what a joke. Shouldn't have listened to that age old wisdom, if you have been living under a rock Tesla is now the most valuable car company in the world. Elon added Billions of Dollars in value to an internet coin named after a dog just by sending a joke tweet. (doge coin) We live in a world where if Elon Musk tweets $SCR the price will go to $50 in 1 hour. Heck it doesn't even have to be Elon at this point. That is the reality that we face today. And with that new reality, comes new problems and opportunities. I hope to ride those opportunities with every one of you in the coming year. I fully expect to see stock market only social media stars and celebrities. The lines are quickly becoming blurred. Its not Warren Buffet anymore, its kids dancing stock tips to their follower on Tik Tok videos.
And the best part. We are not shilling something fake or bullshit! We have a PROVEN product as old as time itself with a tested, real market. We have actual legalization change and public opinion change and the conversations on the matter are frankly already over in the public discourse. So with all of that together I truly believe that at some point what we have already found out will hit "the singularity" and then it will go viral. I don't know when that will happen. We don't even need it to happen. But I believe it will. So I will use the power of the internet to see if I can make this come to fruition faster, to see if I am completely full of shit, and to bring regular ppl together to see if we can make some $$$ in the interim. Because after all, that is the power (good or bad) of social media!
Now, I am just one simple person, and I literally have learned about the stocks and done all of this since Friday. So far, I have tried throwing a bunch of stuff at the wall, and see what sticks. However, as time goes on I want to make sure that I conduct myself in a manner that is open, transparent, and is a good reflection of this subreddit. So I finish by asking you for your help, advice, criticisms, and suggestions. Anything and everything is on the table. If you have seen me spreading the word about this subreddit in other subs, should I stop or keep going? Should I put any focus on promoting/marketing the sub, or just leave it alone? What do you think about the amount of posts that I am making, both personal and news articles? Would you like to see a daily discussion thread? Am I completely off my rocker and should I STFU? What's next for the sub?
Thank you and goodnight, I look forward to the shit show tomorrow.

In this post I am going to share my experience as I start a new portfolio from 0$ and keep adding funds to it every month as I try to grow it as fast as possible
Hey everyone Happy Thanksgiving and Welcome! So, I have deposited and invested in the stock market all the money I managed to save up in the last month as I deposited 3500$ in my eToro portfolio on the 12th of November and I am already up more than 7% in just two weeks.
As my portfolio has constantly outperform the big 3 indexes the Nasdaq100, the SP500 and the Dow Jones 30 almost every day since starting my portfolio. Here is a comparison of my portfolio vs the indexes since starting as I am up over 7%. Portfolio v Index
So i wondered? Is it really bad to own more stocks? Is less > more? What is your opinion on this subject? I believe that it is way better to be invested in more companies and to add and grow your position in time as you also see how the companies evolve and you can also do some price averaging.
So here is my current portfolio composition as I split all my money equally to start, I will go into very few little details about everyone so I don’t make this a 2 hour read time.
I will start now by going alphabetically and not in the most important order as the first company that I own is BYD which is a rival company for both Tesla and NIO in the EV market as they focus on cars, new energy solutions and electronics. They are also developing a lot of commercial EV like buses, coaches and taxis which will be a great addressable market for them as they are not rivaled in those segments at the moment. The company has gone up a lot in value this year as you can see in this graph and have a Forward P/E of more than 100 but I believe this company will greatly expand its sales and be one of the leaders in the segment especially in China which is the biggest EV market. https://ibb.co/gVVwpfR / https://ibb.co/z7YBGr9
The second holding is Apple, is there anybody that doesn’t know this company? They are the biggest company in the world and they continue to expand with new products and services every day, I don’t see this company going down in the short term or the long term as they have pretty expensive at a 35 P/E but earnings are still rising especially with more subscription based income coming in with the release of the Apple One Bundle. https://ibb.co/Tm3hWMZ / https://ibb.co/Q9YjJTx / https://ibb.co/BrzkHCY
AbbVie is a health company that produces a lot of great drugs and has more than 26 million patients in over 200 countries that are treated every year. They are one of the best companies in the sector and are still down about 25% from the all time highs while only trading at a forward P/E of 8 which is very low. https://ibb.co/9nn4z0q / https://ibb.co/mXh3JL5 / https://ibb.co/cwhJgB5
AMD is a well established companies that creates high performance GPU’s for both personal computer and for data centers, the company has turned around and have started a great path to success since the newest CEO took the job in 2014 as the stock was trading at 2$ and while the company is trading at a very high forward P/E they have a lot of room to grow in this new economy as the EPS is expected to increase by more than 40% quarter over quarter https://ibb.co/dpwYPcy / https://ibb.co/7vwWHtC / https://ibb.co/yF0RmQv
Amazon is the internet retail juggernaut and cloud servicing company that has also started to expand in more and more domains like pharmacy just last week, though the company is also trading at a very high PE they have a lot of room to grow internationally and also are expanding in a lot more domains at a very fast rate. https://ibb.co/4TnGhkt / https://ibb.co/c6W2Ypx
Aphria is a Canadian company that mainly grows cannabis for medical use but has recently acquired a beverage company and is look to expand its product line, especially with the legalizing of marijuana more and more obvious in the US. They are one of the companies that stands to benefit the most from this as they are also expected to be the first to reach profitability by next year compared to Aurrora Canabis and Cannopy Growth. https://ibb.co/KrfL267 / https://ibb.co/kJ8yxDR
Broadcom is one of the biggest American semiconductor solutions provider, they are a very good play for the sector as they only trade at a forwarde P/E of 17 which is very good compared to comptetitors. https://ibb.co/8KFmX88 / https://ibb.co/q18SzPb
Everyone also knows Boeing as they are one of the biggest commercial manufacturers of jetliners, defence, space and security systems. The have suffered a lot in the last 2 years after the 737 accidents and the recent stay-at-home economy, but the ban on the plain has been lifted in the US and will be followed by the European Union soon, they have a big backlog of planes to work through while this situation will improve and air travel returns slowly in the next years. https://ibb.co/JxZYZ6D / https://ibb.co/NVbhDLQ
Alibaba is a online e-commerce giant that has expanded into cloud computing services also and stands to benefit a lot from the stay-at-home economy while also having just a forward PE of 32 which is very low compared to Amazon as they are the Chinese version of them. The company also owns Ant Group which is one of the largest fin tech companies in the world and will likely gain a lot after they finally manage to go public. https://ibb.co/0JPN6DN / https://ibb.co/6NgjGNV /
Berkshire is the child company of Warren Buffet as they are a holding company that engages in diversified business like technology, banks, insurance and much more. The company is currently trading at a very low P/E an barely above the price/book value as even the founders of the company believe this as they have continued to buy back shares of the company in the last year at the fastest rate in company history. https://ibb.co/bP6VjpM / https://ibb.co/hf5hX39
Caterpillar is one of best companies in manufacturing, construction and mining equipment. They are trading at almost 3 time sales with a high P/E but this is likely to regain momentum with the China trade war relaxing with the new Biden administration as well as the reopening of the economy https://ibb.co/pnC17PM / https://ibb.co/2vsQSjt
Chipotle Mexican is one of the best companies right now in the fast food business as they continue to innovate and have just opened they’re first digital only store. The company is trading at a very high P/E but has substantial growth potential so I believe it will be a great buy for the future. https://ibb.co/GCqd3Y9 / https://ibb.co/JnBm3bx
Costco is one of the world biggest retailers that has a great business model as they are making most of they’re money through membership fees unlike other retailers that mostly rely on prices, the are trading at just 1 times sales which is very good and they have a lot of room to grow especially with improve China relationships. https://ibb.co/X4M76Vd / https://ibb.co/ypg3Gyc
Crowdstrike is a cyber security company that has seen a huge spike due to the transition to more and more digital presence for all the companies. They are a company that I believe is here to stay and just started to become profitable in the last quarter. https://ibb.co/zNbfhL9 / https://ibb.co/mBw2TKj
Carvana is one of the best players for the second hand car market as they operate a unique e-commerce platform for people to buy, sell or finance cars. They are one of my favorite companies as they are also just starting to make money as they continue to expand they’re presence. https://ibb.co/QPZ1wnt / https://ibb.co/0rS6LrQ
CVS is a health and pharmacy companies that owns the most pharma stores in the US, the company has been hit recently by the news that Amazon is getting into pharmacy delivery but I believe they will be a great play for the vaccine distribution play as the company is only trading at a forward P/E of 8 and is trading below value of sales while also offering a dividend of 2% https://ibb.co/KNH6v5G / https://ibb.co/8Ps3QRB
Delta is one of the major airlines in the US and as I wanted to be exposed to some recovery plays I choose this company as I believe air travel will come back in the next years. The financials are not great for the company but they did manage to cut the cash burn rate in the last quarter. https://ibb.co/gyrSYYb / https://ibb.co/KsNbFHg
Deere is another great industrial and manufacturing play for the recovery stocks. The company is trading at a pretty high P/E ratio for them as the stock has runed very high in the last months but they do offer a dividend of 1% which is much better than any bank savings account and also have the potential for growth and also are a pretty reliable way to diversify portfolios. https://ibb.co/NSsCGN1 / https://ibb.co/thrY6W2
Disney is a very diversified family friend entertainment and media company as they have a lot of great business that will benefit a lot from the re-opening while this contributed a lot to the huge expansion of the streaming business with Disney+ and Hulu so the financials are not great but I believe this will hugely improve in the next couple of years. https://ibb.co/BG0jctn / https://ibb.co/7GR9h3c
Draftkings is an American daily fantasy sport operator that has expanded into the huge market of online gambling as more and more us states are legalizing gambling so they have a lot of room to grow in front of them especially with a great online presence with financials not being very important at the moment as they continue to grow they’re presence https://ibb.co/k8dtJmM / https://ibb.co/HgGQvG2
Dominos Pizza is one of the biggest pizza companies in the world and are also one of the best in implementing they’re presence in the delivery services as they are way better at this than others companies like Papa John’s. https://ibb.co/NZXkQjg / https://ibb.co/FVGXXBY
Etsy is a e-commerce platform for creative goods and services and has seen a huge rise in popularity and will probably remain a big gainer from this past year, though they are trading at over 70times earnings this will likely improve very much in the next years as they are expected to expand and improve earnings substantaly. https://ibb.co/5MN9zb7 / https://ibb.co/PYz0NWK
Ford is one of the biggest car makers in the world, I really like this company as it having a big push to move to the EV world with the Mustang Mach E, the EV Transit and the hugely anticipated EV F-150, the company is expected to have huge improvements in the next year as they have decent financials and are one of the best companies to own for a dividend investing strategy. https://ibb.co/MhwMB47 / https://ibb.co/745w8vq
Facebook is the largest social media network in the world that also owns Instagram, they have been struggling in the last months due to the political environment but I believe they will continue to be a giant in the tech sector as they are finding new ways to improve revenue streams especially in the highly active Instagram platform as they are trading at pretty much the same P/E like the other big tech companies but are expected to see a growth in advertising money as companies move to a more digital presence. https://ibb.co/SVjFGvc / https://ibb.co/T1Ds8V8
Fiverr is one of the biggest marketplaces for freelance services as this kind of gigs have hugely exploded this year, the company is trading at an insane PE but we have to see what the next quarters brings to us as it may end up being a very profitable company in the future. https://ibb.co/st03fyj / https://ibb.co/zQk3Mgp
General Elecitrc is a conglomerate that operates in many business like aviation, healthcare, renewables, digital industry finance and more, they have suffered a lot in the past decade but the CEO has managed to turn things around latetly and might put the company back on track as it is way below all time highs and even recent highs of 30$ just 4 years ago, they might get a boost from the return of the aviation business in the next years. https://ibb.co/2nTc9mh / https://ibb.co/sybXXPQ
General Motors is the other big Detroit giant that I own in my portfolio as I really like where the company is going with its big push in the EV market in the next couple of years, they are trading at a 19 PE and are in a very good position to keep growing. https://ibb.co/37hqV2C / https://ibb.co/BNp0hht
Barrick Gold is one of the biggest gold and copper mining companies in the world and I use it for some hedging as I like owning this company more than I like owning gold, as this company also provides us with dividends of more than 1% while gold doesn’t https://ibb.co/P9cVDxs / https://ibb.co/6tpfDtH
I don’t believe google needs any introductions as I believe they are still one of the best companies in the tech sector despite lagging the other faang companies this year but they have regained momentum in the last quarter and I believe they can be a catch up trade and a long-term investment https://ibb.co/JRm07vw / https://ibb.co/mT7nWC8
Goldman Sachs is a global investment bank that seems to be back on track after the company has struggled in the last couple of years and are also a great diversification play as they are trading below book value. https://ibb.co/FqmNyFF / https://ibb.co/1zkLmfx
Home depot is a big retailer that has gained a lot of traction in the last year and stands to benefit in the future from the great move to online sales. The company is trading at a 25 PE but seems to be on a huge growth bath while also having a more than 2% dividend yield. https://ibb.co/KXpDM77 / https://ibb.co/cDBxJgK
Honeywell is one of the most diversified technology and manufacturing companies in the world that stands to benefit a lot from the reopening as a lot of companies need to upgrade they’re technology systems. The company has a good dividend yield and a great profit margin. https://ibb.co/kMxjNRz / https://ibb.co/TL67SRD
Intuitive surgical is a global technology company for minimally invasive surgery. As this kinds of surgeries have been postponed they stand to benefit from the world getting back to normal. They have huge profit margins that can see they earnings soar in the next years. https://ibb.co/Lz7j8td / https://ibb.co/kXdmzhQ
Johnson & Johnson is a great company that develops medical devices, meds and consumer goods and stat to benefit a lot if they manage to create e good vaccine. They are currently trading at a PE of 22 but have huge upside and also are a great dividend paying company. https://ibb.co/FWXqpH2 / https://ibb.co/c8qQXNF
JP Morgan is a global financial giant with over 3 trillion$ in assests, the company trades at about a 33% price to book overvaluation but stands to benefit a lot in the future from the huge money pumping in the economy by the FED and the return of higher interest rates. https://ibb.co/hBvLxV5 / https://ibb.co/Jtkn90L
Coca-Cola is another company that needs no introduction and is still a great company to own with a great dividend yield that stands to benefit from a reopening economy. https://ibb.co/G9CmsgL / https://ibb.co/C2FLSGy
Lemonade is a disruptive insurance company that is still expanding its markets. They have a great business strategy and can become a very big player in the industry. The company has more than double since the IPO earlier this year so I believe this can be a great long term investment. https://ibb.co/zhjYRct / https://ibb.co/PZ23M72
Lowe’s is another great retailers similar to Home Depot that has done a great job in transitioning to online sales. I really like the company as it trades at just 20 times earnings and has a great growth rate and dividend yield. https://ibb.co/zfpyLZC / https://ibb.co/MfS6QNg
McDonalds is the biggest fast food company in the world, the company has done a terrific job this year with drive thru orders and stand to benefit even more after the reopening while also having a great dividend of more than 2% and possibility of growing delivery sales even more in the future. https://ibb.co/CBTWtJP / https://ibb.co/v1cBqQn
Mercadolibre is a e-commerce company that is the Amazon or Alibaba of South America as they operate in a lot of sectors like cars, aircrafts, real estate and more. I believe this is a great company to own if you believe in the future of e-commerce. https://ibb.co/McFrBhZ / https://ibb.co/Cw3wSSk
Isn’t it already obvious that my portfolio must have included Microsoft also? As they are a big beneficiary of cloud services and tech evolutions. This is a staple for every portfolio with great growth and a better dividend yield than any bank can offer at the moment. https://ibb.co/cvMm8Md / https://ibb.co/FnYD1Y3
As I want to be diversified and exposed to recovery play I also picked the cruise line that I think will do best in the long run. So though Norwegian have diluted they’re shares a lot during this year, I belive not all cruise lines will survive and they will eat up market share when everything goes back to normal. So I don’t really care about the financials that much at the moment as this is a very long term pick. https://ibb.co/tHDcrMY / https://ibb.co/PTqK0dj
Next Era Energy is the largest electric utility by market cap and has the world largest generator of renewable energy from wind and sun and stand to benefit a lot from a Biden administration that is why they are trading at such high multiples at the moment. The company also has an impressive yield of almost 2% https://ibb.co/xjYVMx4 / https://ibb.co/q9hjp48
I also bought NetFlix as I believe them, Disney and Roku will be some of the largest players in the streaming business as traditional TV and cinema are a dying business at the moment.The company is trading at a premium but this is due to them dumping money in high quality content to grow they’re subscriber base while they also have steadily increase subscriptions cost in the last years. I believe they will do better next quarter and will see a re-test of all time highs. https://ibb.co/VN2TF6f / https://ibb.co/B6j9zTn
I also own NIO more as a spec play to be well diversified in the EV world, I believe this is a long term investment as the stock price has gone up like bananas recently, the company will have to have perfect growth in the next couple of years to justify an increase in value as they are still losing money. https://ibb.co/MZ2NL4v / https://ibb.co/mt8f3ZR
Nike is my favorite apparel play as I believe it is the most desired my a lot of people and keeps expanding. I really like how the company is managed and I believe in them for the long-run. https://ibb.co/jw1zjgj / https://ibb.co/RYR4QSP
Nvidia is my favorite play in the semiconductor sector as they will continue to benefit from more and more personal pc sales as well as huge data center demand especially for they’re super performing products. They trade at a huge premium right now but I believe they can become the next trillion dollar company in the tech sector. https://ibb.co/kgJS0w1 / https://ibb.co/k8D1MSL
I also like owning Pepsico alongside Coca Cola as they are the two biggest players in the sector and I believe that they will both benefit a lot in the next years from the economy recovery. With pepsico offering a 2,7% dividend and a great growth path I really like owning this stock https://ibb.co/2SY4xPY / https://ibb.co/Sdt2hGC
Pinterest is an up and coming social media platform that has a great ad friendly setup and could see growth in the next years. They are trading at insane PE ratios but that should catch up to the company in the future and I believe you must own it to be well diversified. https://ibb.co/gwGFbyb / https://ibb.co/5TYz4KS
Palantir is a highly controversial name right now but its products and services are really good as they are earning more and more stamps of approval with government contracts while also expanding to commercial use. Financial info is not that good as the company barely reported they’re first earnings after the IPO. https://ibb.co/fdQ42gc / https://ibb.co/wyTJSG2
PayPal is another great company that will do very well in the future as payments transition to a more digital approach and the company is transitioning to allow cryptocurrencies as well which will attract even more users. They have had a greet increase in revenue and eps in the last quarters and I expect that to continue to grow. https://ibb.co/9tXxhJZ / https://ibb.co/M5vCynn
Qualcomm is my favorite 5G play alongside apple as this will be a long cycle of upgrades for the communications services that will benefit them a lot.They are trading at an PE of over 30 but have great revenue and EPS growth while also offering an almost 2% dividend yield. https://ibb.co/NFsnKqW / https://ibb.co/x5sJLW6
Roku is a great play for the hardware and subscription based services for digital media players and has huge tailwinds that will benefit them while the old TV cycle is dying. They have had a huge year over year revenue growth and subscribers growth that has passed the 40 million mark for the first time recently. https://ibb.co/Fqd7sYP / https://ibb.co/ccKqzkC
While SunRun is another great play for the new Biden administration as well as the transitioning to more renewable energy as they may see a huge boost in revenue growth and earnings with more money being pumped into the renewable sector. https://ibb.co/0jr3TRg / https://ibb.co/NmdSdwP
Everyone also knows Starbucks, as I expect them to be a huge gainer on a improved US-China relationship so despite suffering a lot from this economy the stock is still up more than 16% in the last year while revenues have declined, expect this to bounce back by 2021-2022. https://ibb.co/s5nTzQX / https://ibb.co/fDyhvX3
Shopify is a multinational e-commerce cloud based platform for merchants like small and medium sized business so that can easily have an online store that they can manage payments for, orders inventory and much more. The company is trading at P/E’s that are crazy but the revenue and EPS growth is also amazing and has the potential for a lot more growth as the world is going more and more digital. https://ibb.co/6nt4GhC / https://ibb.co/QbFhybt
Store capital is a real estate investment trust that focuses on single tenant commercial real estate so they can negotiate much better rents and collections than other REIT. They are still more than 8$ under the highs and are a great diversification and yield giving stock to own. https://ibb.co/XzBY41g / https://ibb.co/TrGRZpR
AT&T is one of the largest providers in the us and seems to be getting back on track after they have struggled in the past decade, they trade at only 8 times forward P/E and have one of the best dividend yields at more than 7% so I believe this is a must have staple in your portfolio that brings stability and cash flow. https://ibb.co/cYcfYMm / https://ibb.co/8D3NzZr
While Target has been doing some amazing things as they operate as a general merchandise retailers and are doing some amazing things with online sales, they currently have seen a spike in the last months and are trading at a p/e of over 22 but I see them as a long term winner that offers both growth and value with a dividend yield of 1,5%. https://ibb.co/Fzd8TMw / https://ibb.co/NLnw4Lv
While the other communication provider that I like is T-Mobile US which has seen a huge spike in user growth and are poised to do a lot of great things with the 5G cycle, they trade at a very high multiple for this sector but the growth expectations are huge for this company. https://ibb.co/PCDFD38 / https://ibb.co/BTSzTMp
Moving on, one of the biggest gainers this year, TESLA is also one of my favorite companies to own as they continue to expand the products they offer and improve margins on vehicle, they are also expanding into more and more services, while manufacturing is growing exponentialy. They trade at insane P/E’s but they have just managed to be included in the SP500 so this may bring some stability to the stock as the company continues to grow in the next decade.https://ibb.co/6rNJf6q / https://ibb.co/CWN6wD4
Visa is the biggest global payments technology company and is expected to continue to grow as more people start using cashless payment options, they are a great growth and value company for the future as cash payments is a dying proposition worldwide. https://ibb.co/CVXgZD9 / https://ibb.co/BPKxFfZ
Wal-Mart, the biggest employer in the US continues to do amazing stuff as they continue to expand they’re online presence and compete with Amazon as they trade at a 23 P/E and also offer a dividend yield. they are a great play alongside with Amazon which trades at much higher valuations. https://ibb.co/Sr9s83J / https://ibb.co/0CvZKkD
Wynn is another great recovery stock that I like as recently we found out that foot traffic in Macau has ramped up, this bolds well for the company as they will be one of the biggest gainers on the reopening. So if you are a long term investor you should get into this stock I believe. https://ibb.co/6rk2qNQ / https://ibb.co/mC35VPr
Zoom is the one company that I will be selling in the next couple of days. I know they are one of the best video conferencing apps out there, but I believe they will have a lot of problem due to a number of free apps that also offer great quality while the company is trading at insane p/e numbers. I know this trend is here to stay, but I thing there are far better play in the stock market out there rather than Zoom at this price point. https://ibb.co/T1tStb8 / https://ibb.co/rmxh0x3
I know I didn’t get into in-depth stuff, technical analysis, fundamentals and more but I will continue go more in depth with this stocks as time goes on.
So here how I want to make my portfolio look like when I have enough money to open all the positions. TARGETED PORTFOLIo
As you can see a quarter of my portfolio will be invested in high quality companies that are pretty safe in my opinion. While over 45% of the portfolio will go to companies that I really like, that have a pretty low risk in my opinion and can offer great returns in the future. While I will also use about 22% of my portfolio into more risky companies that can bring very good profits for the portfolio but in my opinion are not as safe as the others.
And finally I will invest about 7% of my portfolio into more speculative stocks or hedge stocks like Barrick Gold and Goldman Sachs. I don’t want to keep money on the sidelines at the moment as I expect the stock market will keep rising for a couple of years at a rapid pace due to the recovery of the economy.
Thank you everyone for reading! Hope you enjoyed the content!
Be sure to leave a comment down below with your opinion on the matter of more or less stocks and other thoughts on the stock market!
Have a great Thanksgiving and see you next time!

In this post I am going to share my experience as I start a new portfolio from 0$ and keep adding funds to it every month as I try to grow it as fast as possible
Hey everyone Happy Thanksgiving and Welcome! So, I have deposited and invested in the stock market all the money I managed to save up in the last month as I deposited 3500$ in my eToro portfolio on the 12th of November and I am already up more than 7% in just two weeks.
As my portfolio has constantly outperform the big 3 indexes the Nasdaq100, the SP500 and the Dow Jones 30 almost every day since starting my portfolio. Here is a comparison of my portfolio vs the indexes since starting as I am up over 7%. Portfolio v Index
So i wondered? Is it really bad to own more stocks? Is less > more? What is your opinion on this subject? I believe that it is way better to be invested in more companies and to add and grow your position in time as you also see how the companies evolve and you can also do some price averaging.
So here is my current portfolio composition as I split all my money equally to start, I will go into very few little details about everyone so I don’t make this a 2 hour read time.
I will start now by going alphabetically and not in the most important order as the first company that I own is BYD which is a rival company for both Tesla and NIO in the EV market as they focus on cars, new energy solutions and electronics. They are also developing a lot of commercial EV like buses, coaches and taxis which will be a great addressable market for them as they are not rivaled in those segments at the moment. The company has gone up a lot in value this year as you can see in this graph and have a Forward P/E of more than 100 but I believe this company will greatly expand its sales and be one of the leaders in the segment especially in China which is the biggest EV market. https://ibb.co/gVVwpfR / https://ibb.co/z7YBGr9
The second holding is Apple, is there anybody that doesn’t know this company? They are the biggest company in the world and they continue to expand with new products and services every day, I don’t see this company going down in the short term or the long term as they have pretty expensive at a 35 P/E but earnings are still rising especially with more subscription based income coming in with the release of the Apple One Bundle. https://ibb.co/Tm3hWMZ / https://ibb.co/Q9YjJTx / https://ibb.co/BrzkHCY
AbbVie is a health company that produces a lot of great drugs and has more than 26 million patients in over 200 countries that are treated every year. They are one of the best companies in the sector and are still down about 25% from the all time highs while only trading at a forward P/E of 8 which is very low. https://ibb.co/9nn4z0q / https://ibb.co/mXh3JL5 / https://ibb.co/cwhJgB5
AMD is a well established companies that creates high performance GPU’s for both personal computer and for data centers, the company has turned around and have started a great path to success since the newest CEO took the job in 2014 as the stock was trading at 2$ and while the company is trading at a very high forward P/E they have a lot of room to grow in this new economy as the EPS is expected to increase by more than 40% quarter over quarter https://ibb.co/dpwYPcy / https://ibb.co/7vwWHtC / https://ibb.co/yF0RmQv
Amazon is the internet retail juggernaut and cloud servicing company that has also started to expand in more and more domains like pharmacy just last week, though the company is also trading at a very high PE they have a lot of room to grow internationally and also are expanding in a lot more domains at a very fast rate. https://ibb.co/4TnGhkt / https://ibb.co/c6W2Ypx
Aphria is a Canadian company that mainly grows cannabis for medical use but has recently acquired a beverage company and is look to expand its product line, especially with the legalizing of marijuana more and more obvious in the US. They are one of the companies that stands to benefit the most from this as they are also expected to be the first to reach profitability by next year compared to Aurrora Canabis and Cannopy Growth. https://ibb.co/KrfL267 / https://ibb.co/kJ8yxDR
Broadcom is one of the biggest American semiconductor solutions provider, they are a very good play for the sector as they only trade at a forwarde P/E of 17 which is very good compared to comptetitors. https://ibb.co/8KFmX88 / https://ibb.co/q18SzPb
Everyone also knows Boeing as they are one of the biggest commercial manufacturers of jetliners, defence, space and security systems. The have suffered a lot in the last 2 years after the 737 accidents and the recent stay-at-home economy, but the ban on the plain has been lifted in the US and will be followed by the European Union soon, they have a big backlog of planes to work through while this situation will improve and air travel returns slowly in the next years. https://ibb.co/JxZYZ6D / https://ibb.co/NVbhDLQ
Alibaba is a online e-commerce giant that has expanded into cloud computing services also and stands to benefit a lot from the stay-at-home economy while also having just a forward PE of 32 which is very low compared to Amazon as they are the Chinese version of them. The company also owns Ant Group which is one of the largest fin tech companies in the world and will likely gain a lot after they finally manage to go public. https://ibb.co/0JPN6DN / https://ibb.co/6NgjGNV /
Berkshire is the child company of Warren Buffet as they are a holding company that engages in diversified business like technology, banks, insurance and much more. The company is currently trading at a very low P/E an barely above the price/book value as even the founders of the company believe this as they have continued to buy back shares of the company in the last year at the fastest rate in company history. https://ibb.co/bP6VjpM / https://ibb.co/hf5hX39
Caterpillar is one of best companies in manufacturing, construction and mining equipment. They are trading at almost 3 time sales with a high P/E but this is likely to regain momentum with the China trade war relaxing with the new Biden administration as well as the reopening of the economy https://ibb.co/pnC17PM / https://ibb.co/2vsQSjt
Chipotle Mexican is one of the best companies right now in the fast food business as they continue to innovate and have just opened they’re first digital only store. The company is trading at a very high P/E but has substantial growth potential so I believe it will be a great buy for the future. https://ibb.co/GCqd3Y9 / https://ibb.co/JnBm3bx
Costco is one of the world biggest retailers that has a great business model as they are making most of they’re money through membership fees unlike other retailers that mostly rely on prices, the are trading at just 1 times sales which is very good and they have a lot of room to grow especially with improve China relationships. https://ibb.co/X4M76Vd / https://ibb.co/ypg3Gyc
Crowdstrike is a cyber security company that has seen a huge spike due to the transition to more and more digital presence for all the companies. They are a company that I believe is here to stay and just started to become profitable in the last quarter. https://ibb.co/zNbfhL9 / https://ibb.co/mBw2TKj
Carvana is one of the best players for the second hand car market as they operate a unique e-commerce platform for people to buy, sell or finance cars. They are one of my favorite companies as they are also just starting to make money as they continue to expand they’re presence. https://ibb.co/QPZ1wnt / https://ibb.co/0rS6LrQ
CVS is a health and pharmacy companies that owns the most pharma stores in the US, the company has been hit recently by the news that Amazon is getting into pharmacy delivery but I believe they will be a great play for the vaccine distribution play as the company is only trading at a forward P/E of 8 and is trading below value of sales while also offering a dividend of 2% https://ibb.co/KNH6v5G / https://ibb.co/8Ps3QRB
Delta is one of the major airlines in the US and as I wanted to be exposed to some recovery plays I choose this company as I believe air travel will come back in the next years. The financials are not great for the company but they did manage to cut the cash burn rate in the last quarter. https://ibb.co/gyrSYYb / https://ibb.co/KsNbFHg
Deere is another great industrial and manufacturing play for the recovery stocks. The company is trading at a pretty high P/E ratio for them as the stock has runed very high in the last months but they do offer a dividend of 1% which is much better than any bank savings account and also have the potential for growth and also are a pretty reliable way to diversify portfolios. https://ibb.co/NSsCGN1 / https://ibb.co/thrY6W2
Disney is a very diversified family friend entertainment and media company as they have a lot of great business that will benefit a lot from the re-opening while this contributed a lot to the huge expansion of the streaming business with Disney+ and Hulu so the financials are not great but I believe this will hugely improve in the next couple of years. https://ibb.co/BG0jctn / https://ibb.co/7GR9h3c
Draftkings is an American daily fantasy sport operator that has expanded into the huge market of online gambling as more and more us states are legalizing gambling so they have a lot of room to grow in front of them especially with a great online presence with financials not being very important at the moment as they continue to grow they’re presence https://ibb.co/k8dtJmM / https://ibb.co/HgGQvG2
Dominos Pizza is one of the biggest pizza companies in the world and are also one of the best in implementing they’re presence in the delivery services as they are way better at this than others companies like Papa John’s. https://ibb.co/NZXkQjg / https://ibb.co/FVGXXBY
Etsy is a e-commerce platform for creative goods and services and has seen a huge rise in popularity and will probably remain a big gainer from this past year, though they are trading at over 70times earnings this will likely improve very much in the next years as they are expected to expand and improve earnings substantaly. https://ibb.co/5MN9zb7 / https://ibb.co/PYz0NWK
Ford is one of the biggest car makers in the world, I really like this company as it having a big push to move to the EV world with the Mustang Mach E, the EV Transit and the hugely anticipated EV F-150, the company is expected to have huge improvements in the next year as they have decent financials and are one of the best companies to own for a dividend investing strategy. https://ibb.co/MhwMB47 / https://ibb.co/745w8vq
Facebook is the largest social media network in the world that also owns Instagram, they have been struggling in the last months due to the political environment but I believe they will continue to be a giant in the tech sector as they are finding new ways to improve revenue streams especially in the highly active Instagram platform as they are trading at pretty much the same P/E like the other big tech companies but are expected to see a growth in advertising money as companies move to a more digital presence. https://ibb.co/SVjFGvc / https://ibb.co/T1Ds8V8
Fiverr is one of the biggest marketplaces for freelance services as this kind of gigs have hugely exploded this year, the company is trading at an insane PE but we have to see what the next quarters brings to us as it may end up being a very profitable company in the future. https://ibb.co/st03fyj / https://ibb.co/zQk3Mgp
General Elecitrc is a conglomerate that operates in many business like aviation, healthcare, renewables, digital industry finance and more, they have suffered a lot in the past decade but the CEO has managed to turn things around latetly and might put the company back on track as it is way below all time highs and even recent highs of 30$ just 4 years ago, they might get a boost from the return of the aviation business in the next years. https://ibb.co/2nTc9mh / https://ibb.co/sybXXPQ
General Motors is the other big Detroit giant that I own in my portfolio as I really like where the company is going with its big push in the EV market in the next couple of years, they are trading at a 19 PE and are in a very good position to keep growing. https://ibb.co/37hqV2C / https://ibb.co/BNp0hht
Barrick Gold is one of the biggest gold and copper mining companies in the world and I use it for some hedging as I like owning this company more than I like owning gold, as this company also provides us with dividends of more than 1% while gold doesn’t https://ibb.co/P9cVDxs / https://ibb.co/6tpfDtH
I don’t believe google needs any introductions as I believe they are still one of the best companies in the tech sector despite lagging the other faang companies this year but they have regained momentum in the last quarter and I believe they can be a catch up trade and a long-term investment https://ibb.co/JRm07vw / https://ibb.co/mT7nWC8
Goldman Sachs is a global investment bank that seems to be back on track after the company has struggled in the last couple of years and are also a great diversification play as they are trading below book value. https://ibb.co/FqmNyFF / https://ibb.co/1zkLmfx
Home depot is a big retailer that has gained a lot of traction in the last year and stands to benefit in the future from the great move to online sales. The company is trading at a 25 PE but seems to be on a huge growth bath while also having a more than 2% dividend yield. https://ibb.co/KXpDM77 / https://ibb.co/cDBxJgK
Honeywell is one of the most diversified technology and manufacturing companies in the world that stands to benefit a lot from the reopening as a lot of companies need to upgrade they’re technology systems. The company has a good dividend yield and a great profit margin. https://ibb.co/kMxjNRz / https://ibb.co/TL67SRD
Intuitive surgical is a global technology company for minimally invasive surgery. As this kinds of surgeries have been postponed they stand to benefit from the world getting back to normal. They have huge profit margins that can see they earnings soar in the next years. https://ibb.co/Lz7j8td / https://ibb.co/kXdmzhQ
Johnson & Johnson is a great company that develops medical devices, meds and consumer goods and stat to benefit a lot if they manage to create e good vaccine. They are currently trading at a PE of 22 but have huge upside and also are a great dividend paying company. https://ibb.co/FWXqpH2 / https://ibb.co/c8qQXNF
JP Morgan is a global financial giant with over 3 trillion$ in assests, the company trades at about a 33% price to book overvaluation but stands to benefit a lot in the future from the huge money pumping in the economy by the FED and the return of higher interest rates. https://ibb.co/hBvLxV5 / https://ibb.co/Jtkn90L
Coca-Cola is another company that needs no introduction and is still a great company to own with a great dividend yield that stands to benefit from a reopening economy. https://ibb.co/G9CmsgL / https://ibb.co/C2FLSGy
Lemonade is a disruptive insurance company that is still expanding its markets. They have a great business strategy and can become a very big player in the industry. The company has more than double since the IPO earlier this year so I believe this can be a great long term investment. https://ibb.co/zhjYRct / https://ibb.co/PZ23M72
Lowe’s is another great retailers similar to Home Depot that has done a great job in transitioning to online sales. I really like the company as it trades at just 20 times earnings and has a great growth rate and dividend yield. https://ibb.co/zfpyLZC / https://ibb.co/MfS6QNg
McDonalds is the biggest fast food company in the world, the company has done a terrific job this year with drive thru orders and stand to benefit even more after the reopening while also having a great dividend of more than 2% and possibility of growing delivery sales even more in the future. https://ibb.co/CBTWtJP / https://ibb.co/v1cBqQn
Mercadolibre is a e-commerce company that is the Amazon or Alibaba of South America as they operate in a lot of sectors like cars, aircrafts, real estate and more. I believe this is a great company to own if you believe in the future of e-commerce. https://ibb.co/McFrBhZ / https://ibb.co/Cw3wSSk
Isn’t it already obvious that my portfolio must have included Microsoft also? As they are a big beneficiary of cloud services and tech evolutions. This is a staple for every portfolio with great growth and a better dividend yield than any bank can offer at the moment. https://ibb.co/cvMm8Md / https://ibb.co/FnYD1Y3
As I want to be diversified and exposed to recovery play I also picked the cruise line that I think will do best in the long run. So though Norwegian have diluted they’re shares a lot during this year, I belive not all cruise lines will survive and they will eat up market share when everything goes back to normal. So I don’t really care about the financials that much at the moment as this is a very long term pick. https://ibb.co/tHDcrMY / https://ibb.co/PTqK0dj
Next Era Energy is the largest electric utility by market cap and has the world largest generator of renewable energy from wind and sun and stand to benefit a lot from a Biden administration that is why they are trading at such high multiples at the moment. The company also has an impressive yield of almost 2% https://ibb.co/xjYVMx4 / https://ibb.co/q9hjp48
I also bought NetFlix as I believe them, Disney and Roku will be some of the largest players in the streaming business as traditional TV and cinema are a dying business at the moment.The company is trading at a premium but this is due to them dumping money in high quality content to grow they’re subscriber base while they also have steadily increase subscriptions cost in the last years. I believe they will do better next quarter and will see a re-test of all time highs. https://ibb.co/VN2TF6f / https://ibb.co/B6j9zTn
I also own NIO more as a spec play to be well diversified in the EV world, I believe this is a long term investment as the stock price has gone up like bananas recently, the company will have to have perfect growth in the next couple of years to justify an increase in value as they are still losing money. https://ibb.co/MZ2NL4v / https://ibb.co/mt8f3ZR
Nike is my favorite apparel play as I believe it is the most desired my a lot of people and keeps expanding. I really like how the company is managed and I believe in them for the long-run. https://ibb.co/jw1zjgj / https://ibb.co/RYR4QSP
Nvidia is my favorite play in the semiconductor sector as they will continue to benefit from more and more personal pc sales as well as huge data center demand especially for they’re super performing products. They trade at a huge premium right now but I believe they can become the next trillion dollar company in the tech sector. https://ibb.co/kgJS0w1 / https://ibb.co/k8D1MSL
I also like owning Pepsico alongside Coca Cola as they are the two biggest players in the sector and I believe that they will both benefit a lot in the next years from the economy recovery. With pepsico offering a 2,7% dividend and a great growth path I really like owning this stock https://ibb.co/2SY4xPY / https://ibb.co/Sdt2hGC
Pinterest is an up and coming social media platform that has a great ad friendly setup and could see growth in the next years. They are trading at insane PE ratios but that should catch up to the company in the future and I believe you must own it to be well diversified. https://ibb.co/gwGFbyb / https://ibb.co/5TYz4KS
Palantir is a highly controversial name right now but its products and services are really good as they are earning more and more stamps of approval with government contracts while also expanding to commercial use. Financial info is not that good as the company barely reported they’re first earnings after the IPO. https://ibb.co/fdQ42gc / https://ibb.co/wyTJSG2
PayPal is another great company that will do very well in the future as payments transition to a more digital approach and the company is transitioning to allow cryptocurrencies as well which will attract even more users. They have had a greet increase in revenue and eps in the last quarters and I expect that to continue to grow. https://ibb.co/9tXxhJZ / https://ibb.co/M5vCynn
Qualcomm is my favorite 5G play alongside apple as this will be a long cycle of upgrades for the communications services that will benefit them a lot.They are trading at an PE of over 30 but have great revenue and EPS growth while also offering an almost 2% dividend yield. https://ibb.co/NFsnKqW / https://ibb.co/x5sJLW6
Roku is a great play for the hardware and subscription based services for digital media players and has huge tailwinds that will benefit them while the old TV cycle is dying. They have had a huge year over year revenue growth and subscribers growth that has passed the 40 million mark for the first time recently. https://ibb.co/Fqd7sYP / https://ibb.co/ccKqzkC
While SunRun is another great play for the new Biden administration as well as the transitioning to more renewable energy as they may see a huge boost in revenue growth and earnings with more money being pumped into the renewable sector. https://ibb.co/0jr3TRg / https://ibb.co/NmdSdwP
Everyone also knows Starbucks, as I expect them to be a huge gainer on a improved US-China relationship so despite suffering a lot from this economy the stock is still up more than 16% in the last year while revenues have declined, expect this to bounce back by 2021-2022. https://ibb.co/s5nTzQX / https://ibb.co/fDyhvX3
Shopify is a multinational e-commerce cloud based platform for merchants like small and medium sized business so that can easily have an online store that they can manage payments for, orders inventory and much more. The company is trading at P/E’s that are crazy but the revenue and EPS growth is also amazing and has the potential for a lot more growth as the world is going more and more digital. https://ibb.co/6nt4GhC / https://ibb.co/QbFhybt
Store capital is a real estate investment trust that focuses on single tenant commercial real estate so they can negotiate much better rents and collections than other REIT. They are still more than 8$ under the highs and are a great diversification and yield giving stock to own. https://ibb.co/XzBY41g / https://ibb.co/TrGRZpR
AT&T is one of the largest providers in the us and seems to be getting back on track after they have struggled in the past decade, they trade at only 8 times forward P/E and have one of the best dividend yields at more than 7% so I believe this is a must have staple in your portfolio that brings stability and cash flow. https://ibb.co/cYcfYMm / https://ibb.co/8D3NzZr
While Target has been doing some amazing things as they operate as a general merchandise retailers and are doing some amazing things with online sales, they currently have seen a spike in the last months and are trading at a p/e of over 22 but I see them as a long term winner that offers both growth and value with a dividend yield of 1,5%. https://ibb.co/Fzd8TMw / https://ibb.co/NLnw4Lv
While the other communication provider that I like is T-Mobile US which has seen a huge spike in user growth and are poised to do a lot of great things with the 5G cycle, they trade at a very high multiple for this sector but the growth expectations are huge for this company. https://ibb.co/PCDFD38 / https://ibb.co/BTSzTMp
Moving on, one of the biggest gainers this year, TESLA is also one of my favorite companies to own as they continue to expand the products they offer and improve margins on vehicle, they are also expanding into more and more services, while manufacturing is growing exponentialy. They trade at insane P/E’s but they have just managed to be included in the SP500 so this may bring some stability to the stock as the company continues to grow in the next decade.https://ibb.co/6rNJf6q / https://ibb.co/CWN6wD4
Visa is the biggest global payments technology company and is expected to continue to grow as more people start using cashless payment options, they are a great growth and value company for the future as cash payments is a dying proposition worldwide. https://ibb.co/CVXgZD9 / https://ibb.co/BPKxFfZ
Wal-Mart, the biggest employer in the US continues to do amazing stuff as they continue to expand they’re online presence and compete with Amazon as they trade at a 23 P/E and also offer a dividend yield. they are a great play alongside with Amazon which trades at much higher valuations. https://ibb.co/Sr9s83J / https://ibb.co/0CvZKkD
Wynn is another great recovery stock that I like as recently we found out that foot traffic in Macau has ramped up, this bolds well for the company as they will be one of the biggest gainers on the reopening. So if you are a long term investor you should get into this stock I believe. https://ibb.co/6rk2qNQ / https://ibb.co/mC35VPr
Zoom is the one company that I will be selling in the next couple of days. I know they are one of the best video conferencing apps out there, but I believe they will have a lot of problem due to a number of free apps that also offer great quality while the company is trading at insane p/e numbers. I know this trend is here to stay, but I thing there are far better play in the stock market out there rather than Zoom at this price point. https://ibb.co/T1tStb8 / https://ibb.co/rmxh0x3
I know I didn’t get into in-depth stuff, technical analysis, fundamentals and more but I will continue go more in depth with this stocks as time goes on.
So here how I want to make my portfolio look like when I have enough money to open all the positions. TARGETED PORTFOLIo
As you can see a quarter of my portfolio will be invested in high quality companies that are pretty safe in my opinion. While over 45% of the portfolio will go to companies that I really like, that have a pretty low risk in my opinion and can offer great returns in the future. While I will also use about 22% of my portfolio into more risky companies that can bring very good profits for the portfolio but in my opinion are not as safe as the others.
And finally I will invest about 7% of my portfolio into more speculative stocks or hedge stocks like Barrick Gold and Goldman Sachs. I don’t want to keep money on the sidelines at the moment as I expect the stock market will keep rising for a couple of years at a rapid pace due to the recovery of the economy.
Thank you everyone for reading! Hope you enjoyed the content!
Be sure to leave a comment down below with your opinion on the matter of more or less stocks and other thoughts on the stock market!
Have a great Thanksgiving and see you next time!

In this post I am going to share my experience as I start a new portfolio from 0$ and keep adding funds to it every month as I try to grow it as fast as possible
Hey everyone Happy Thanksgiving and Welcome! So, I have deposited and invested in the stock market all the money I managed to save up in the last month as I deposited 3500$ in my eToro portfolio on the 12th of November and I am already up more than 7% in just two weeks.
As my portfolio has constantly outperform the big 3 indexes the Nasdaq100, the SP500 and the Dow Jones 30 almost every day since starting my portfolio. Here is a comparison of my portfolio vs the indexes since starting as I am up over 7%. Portfolio v Index
So i wondered? Is it really bad to own more stocks? Is less > more? What is your opinion on this subject? I believe that it is way better to be invested in more companies and to add and grow your position in time as you also see how the companies evolve and you can also do some price averaging.
So here is my current portfolio composition as I split all my money equally to start, I will go into very few little details about everyone so I don’t make this a 2 hour read time.
I will start now by going alphabetically and not in the most important order as the first company that I own is BYD which is a rival company for both Tesla and NIO in the EV market as they focus on cars, new energy solutions and electronics. They are also developing a lot of commercial EV like buses, coaches and taxis which will be a great addressable market for them as they are not rivaled in those segments at the moment. The company has gone up a lot in value this year as you can see in this graph and have a Forward P/E of more than 100 but I believe this company will greatly expand its sales and be one of the leaders in the segment especially in China which is the biggest EV market. https://ibb.co/gVVwpfR / https://ibb.co/z7YBGr9
The second holding is Apple, is there anybody that doesn’t know this company? They are the biggest company in the world and they continue to expand with new products and services every day, I don’t see this company going down in the short term or the long term as they have pretty expensive at a 35 P/E but earnings are still rising especially with more subscription based income coming in with the release of the Apple One Bundle. https://ibb.co/Tm3hWMZ / https://ibb.co/Q9YjJTx / https://ibb.co/BrzkHCY
AbbVie is a health company that produces a lot of great drugs and has more than 26 million patients in over 200 countries that are treated every year. They are one of the best companies in the sector and are still down about 25% from the all time highs while only trading at a forward P/E of 8 which is very low. https://ibb.co/9nn4z0q / https://ibb.co/mXh3JL5 / https://ibb.co/cwhJgB5
AMD is a well established companies that creates high performance GPU’s for both personal computer and for data centers, the company has turned around and have started a great path to success since the newest CEO took the job in 2014 as the stock was trading at 2$ and while the company is trading at a very high forward P/E they have a lot of room to grow in this new economy as the EPS is expected to increase by more than 40% quarter over quarter https://ibb.co/dpwYPcy / https://ibb.co/7vwWHtC / https://ibb.co/yF0RmQv
Amazon is the internet retail juggernaut and cloud servicing company that has also started to expand in more and more domains like pharmacy just last week, though the company is also trading at a very high PE they have a lot of room to grow internationally and also are expanding in a lot more domains at a very fast rate. https://ibb.co/4TnGhkt / https://ibb.co/c6W2Ypx
Aphria is a Canadian company that mainly grows cannabis for medical use but has recently acquired a beverage company and is look to expand its product line, especially with the legalizing of marijuana more and more obvious in the US. They are one of the companies that stands to benefit the most from this as they are also expected to be the first to reach profitability by next year compared to Aurrora Canabis and Cannopy Growth. https://ibb.co/KrfL267 / https://ibb.co/kJ8yxDR
Broadcom is one of the biggest American semiconductor solutions provider, they are a very good play for the sector as they only trade at a forwarde P/E of 17 which is very good compared to comptetitors. https://ibb.co/8KFmX88 / https://ibb.co/q18SzPb
Everyone also knows Boeing as they are one of the biggest commercial manufacturers of jetliners, defence, space and security systems. The have suffered a lot in the last 2 years after the 737 accidents and the recent stay-at-home economy, but the ban on the plain has been lifted in the US and will be followed by the European Union soon, they have a big backlog of planes to work through while this situation will improve and air travel returns slowly in the next years. https://ibb.co/JxZYZ6D / https://ibb.co/NVbhDLQ
Alibaba is a online e-commerce giant that has expanded into cloud computing services also and stands to benefit a lot from the stay-at-home economy while also having just a forward PE of 32 which is very low compared to Amazon as they are the Chinese version of them. The company also owns Ant Group which is one of the largest fin tech companies in the world and will likely gain a lot after they finally manage to go public. https://ibb.co/0JPN6DN / https://ibb.co/6NgjGNV /
Berkshire is the child company of Warren Buffet as they are a holding company that engages in diversified business like technology, banks, insurance and much more. The company is currently trading at a very low P/E an barely above the price/book value as even the founders of the company believe this as they have continued to buy back shares of the company in the last year at the fastest rate in company history. https://ibb.co/bP6VjpM / https://ibb.co/hf5hX39
Caterpillar is one of best companies in manufacturing, construction and mining equipment. They are trading at almost 3 time sales with a high P/E but this is likely to regain momentum with the China trade war relaxing with the new Biden administration as well as the reopening of the economy https://ibb.co/pnC17PM / https://ibb.co/2vsQSjt
Chipotle Mexican is one of the best companies right now in the fast food business as they continue to innovate and have just opened they’re first digital only store. The company is trading at a very high P/E but has substantial growth potential so I believe it will be a great buy for the future. https://ibb.co/GCqd3Y9 / https://ibb.co/JnBm3bx
Costco is one of the world biggest retailers that has a great business model as they are making most of they’re money through membership fees unlike other retailers that mostly rely on prices, the are trading at just 1 times sales which is very good and they have a lot of room to grow especially with improve China relationships. https://ibb.co/X4M76Vd / https://ibb.co/ypg3Gyc
Crowdstrike is a cyber security company that has seen a huge spike due to the transition to more and more digital presence for all the companies. They are a company that I believe is here to stay and just started to become profitable in the last quarter. https://ibb.co/zNbfhL9 / https://ibb.co/mBw2TKj
Carvana is one of the best players for the second hand car market as they operate a unique e-commerce platform for people to buy, sell or finance cars. They are one of my favorite companies as they are also just starting to make money as they continue to expand they’re presence. https://ibb.co/QPZ1wnt / https://ibb.co/0rS6LrQ
CVS is a health and pharmacy companies that owns the most pharma stores in the US, the company has been hit recently by the news that Amazon is getting into pharmacy delivery but I believe they will be a great play for the vaccine distribution play as the company is only trading at a forward P/E of 8 and is trading below value of sales while also offering a dividend of 2% https://ibb.co/KNH6v5G / https://ibb.co/8Ps3QRB
Delta is one of the major airlines in the US and as I wanted to be exposed to some recovery plays I choose this company as I believe air travel will come back in the next years. The financials are not great for the company but they did manage to cut the cash burn rate in the last quarter. https://ibb.co/gyrSYYb / https://ibb.co/KsNbFHg
Deere is another great industrial and manufacturing play for the recovery stocks. The company is trading at a pretty high P/E ratio for them as the stock has runed very high in the last months but they do offer a dividend of 1% which is much better than any bank savings account and also have the potential for growth and also are a pretty reliable way to diversify portfolios. https://ibb.co/NSsCGN1 / https://ibb.co/thrY6W2
Disney is a very diversified family friend entertainment and media company as they have a lot of great business that will benefit a lot from the re-opening while this contributed a lot to the huge expansion of the streaming business with Disney+ and Hulu so the financials are not great but I believe this will hugely improve in the next couple of years. https://ibb.co/BG0jctn / https://ibb.co/7GR9h3c
Draftkings is an American daily fantasy sport operator that has expanded into the huge market of online gambling as more and more us states are legalizing gambling so they have a lot of room to grow in front of them especially with a great online presence with financials not being very important at the moment as they continue to grow they’re presence https://ibb.co/k8dtJmM / https://ibb.co/HgGQvG2
Dominos Pizza is one of the biggest pizza companies in the world and are also one of the best in implementing they’re presence in the delivery services as they are way better at this than others companies like Papa John’s. https://ibb.co/NZXkQjg / https://ibb.co/FVGXXBY
Etsy is a e-commerce platform for creative goods and services and has seen a huge rise in popularity and will probably remain a big gainer from this past year, though they are trading at over 70times earnings this will likely improve very much in the next years as they are expected to expand and improve earnings substantaly. https://ibb.co/5MN9zb7 / https://ibb.co/PYz0NWK
Ford is one of the biggest car makers in the world, I really like this company as it having a big push to move to the EV world with the Mustang Mach E, the EV Transit and the hugely anticipated EV F-150, the company is expected to have huge improvements in the next year as they have decent financials and are one of the best companies to own for a dividend investing strategy. https://ibb.co/MhwMB47 / https://ibb.co/745w8vq
Facebook is the largest social media network in the world that also owns Instagram, they have been struggling in the last months due to the political environment but I believe they will continue to be a giant in the tech sector as they are finding new ways to improve revenue streams especially in the highly active Instagram platform as they are trading at pretty much the same P/E like the other big tech companies but are expected to see a growth in advertising money as companies move to a more digital presence. https://ibb.co/SVjFGvc / https://ibb.co/T1Ds8V8
Fiverr is one of the biggest marketplaces for freelance services as this kind of gigs have hugely exploded this year, the company is trading at an insane PE but we have to see what the next quarters brings to us as it may end up being a very profitable company in the future. https://ibb.co/st03fyj / https://ibb.co/zQk3Mgp
General Elecitrc is a conglomerate that operates in many business like aviation, healthcare, renewables, digital industry finance and more, they have suffered a lot in the past decade but the CEO has managed to turn things around latetly and might put the company back on track as it is way below all time highs and even recent highs of 30$ just 4 years ago, they might get a boost from the return of the aviation business in the next years. https://ibb.co/2nTc9mh / https://ibb.co/sybXXPQ
General Motors is the other big Detroit giant that I own in my portfolio as I really like where the company is going with its big push in the EV market in the next couple of years, they are trading at a 19 PE and are in a very good position to keep growing. https://ibb.co/37hqV2C / https://ibb.co/BNp0hht
Barrick Gold is one of the biggest gold and copper mining companies in the world and I use it for some hedging as I like owning this company more than I like owning gold, as this company also provides us with dividends of more than 1% while gold doesn’t https://ibb.co/P9cVDxs / https://ibb.co/6tpfDtH
I don’t believe google needs any introductions as I believe they are still one of the best companies in the tech sector despite lagging the other faang companies this year but they have regained momentum in the last quarter and I believe they can be a catch up trade and a long-term investment https://ibb.co/JRm07vw / https://ibb.co/mT7nWC8
Goldman Sachs is a global investment bank that seems to be back on track after the company has struggled in the last couple of years and are also a great diversification play as they are trading below book value. https://ibb.co/FqmNyFF / https://ibb.co/1zkLmfx
Home depot is a big retailer that has gained a lot of traction in the last year and stands to benefit in the future from the great move to online sales. The company is trading at a 25 PE but seems to be on a huge growth bath while also having a more than 2% dividend yield. https://ibb.co/KXpDM77 / https://ibb.co/cDBxJgK
Honeywell is one of the most diversified technology and manufacturing companies in the world that stands to benefit a lot from the reopening as a lot of companies need to upgrade they’re technology systems. The company has a good dividend yield and a great profit margin. https://ibb.co/kMxjNRz / https://ibb.co/TL67SRD
Intuitive surgical is a global technology company for minimally invasive surgery. As this kinds of surgeries have been postponed they stand to benefit from the world getting back to normal. They have huge profit margins that can see they earnings soar in the next years. https://ibb.co/Lz7j8td / https://ibb.co/kXdmzhQ
Johnson & Johnson is a great company that develops medical devices, meds and consumer goods and stat to benefit a lot if they manage to create e good vaccine. They are currently trading at a PE of 22 but have huge upside and also are a great dividend paying company. https://ibb.co/FWXqpH2 / https://ibb.co/c8qQXNF
JP Morgan is a global financial giant with over 3 trillion$ in assests, the company trades at about a 33% price to book overvaluation but stands to benefit a lot in the future from the huge money pumping in the economy by the FED and the return of higher interest rates. https://ibb.co/hBvLxV5 / https://ibb.co/Jtkn90L
Coca-Cola is another company that needs no introduction and is still a great company to own with a great dividend yield that stands to benefit from a reopening economy. https://ibb.co/G9CmsgL / https://ibb.co/C2FLSGy
Lemonade is a disruptive insurance company that is still expanding its markets. They have a great business strategy and can become a very big player in the industry. The company has more than double since the IPO earlier this year so I believe this can be a great long term investment. https://ibb.co/zhjYRct / https://ibb.co/PZ23M72
Lowe’s is another great retailers similar to Home Depot that has done a great job in transitioning to online sales. I really like the company as it trades at just 20 times earnings and has a great growth rate and dividend yield. https://ibb.co/zfpyLZC / https://ibb.co/MfS6QNg
McDonalds is the biggest fast food company in the world, the company has done a terrific job this year with drive thru orders and stand to benefit even more after the reopening while also having a great dividend of more than 2% and possibility of growing delivery sales even more in the future. https://ibb.co/CBTWtJP / https://ibb.co/v1cBqQn
Mercadolibre is a e-commerce company that is the Amazon or Alibaba of South America as they operate in a lot of sectors like cars, aircrafts, real estate and more. I believe this is a great company to own if you believe in the future of e-commerce. https://ibb.co/McFrBhZ / https://ibb.co/Cw3wSSk
Isn’t it already obvious that my portfolio must have included Microsoft also? As they are a big beneficiary of cloud services and tech evolutions. This is a staple for every portfolio with great growth and a better dividend yield than any bank can offer at the moment. https://ibb.co/cvMm8Md / https://ibb.co/FnYD1Y3
As I want to be diversified and exposed to recovery play I also picked the cruise line that I think will do best in the long run. So though Norwegian have diluted they’re shares a lot during this year, I belive not all cruise lines will survive and they will eat up market share when everything goes back to normal. So I don’t really care about the financials that much at the moment as this is a very long term pick. https://ibb.co/tHDcrMY / https://ibb.co/PTqK0dj
Next Era Energy is the largest electric utility by market cap and has the world largest generator of renewable energy from wind and sun and stand to benefit a lot from a Biden administration that is why they are trading at such high multiples at the moment. The company also has an impressive yield of almost 2% https://ibb.co/xjYVMx4 / https://ibb.co/q9hjp48
I also bought NetFlix as I believe them, Disney and Roku will be some of the largest players in the streaming business as traditional TV and cinema are a dying business at the moment.The company is trading at a premium but this is due to them dumping money in high quality content to grow they’re subscriber base while they also have steadily increase subscriptions cost in the last years. I believe they will do better next quarter and will see a re-test of all time highs. https://ibb.co/VN2TF6f / https://ibb.co/B6j9zTn
I also own NIO more as a spec play to be well diversified in the EV world, I believe this is a long term investment as the stock price has gone up like bananas recently, the company will have to have perfect growth in the next couple of years to justify an increase in value as they are still losing money. https://ibb.co/MZ2NL4v / https://ibb.co/mt8f3ZR
Nike is my favorite apparel play as I believe it is the most desired my a lot of people and keeps expanding. I really like how the company is managed and I believe in them for the long-run. https://ibb.co/jw1zjgj / https://ibb.co/RYR4QSP
Nvidia is my favorite play in the semiconductor sector as they will continue to benefit from more and more personal pc sales as well as huge data center demand especially for they’re super performing products. They trade at a huge premium right now but I believe they can become the next trillion dollar company in the tech sector. https://ibb.co/kgJS0w1 / https://ibb.co/k8D1MSL
I also like owning Pepsico alongside Coca Cola as they are the two biggest players in the sector and I believe that they will both benefit a lot in the next years from the economy recovery. With pepsico offering a 2,7% dividend and a great growth path I really like owning this stock https://ibb.co/2SY4xPY / https://ibb.co/Sdt2hGC
Pinterest is an up and coming social media platform that has a great ad friendly setup and could see growth in the next years. They are trading at insane PE ratios but that should catch up to the company in the future and I believe you must own it to be well diversified. https://ibb.co/gwGFbyb / https://ibb.co/5TYz4KS
Palantir is a highly controversial name right now but its products and services are really good as they are earning more and more stamps of approval with government contracts while also expanding to commercial use. Financial info is not that good as the company barely reported they’re first earnings after the IPO. https://ibb.co/fdQ42gc / https://ibb.co/wyTJSG2
PayPal is another great company that will do very well in the future as payments transition to a more digital approach and the company is transitioning to allow cryptocurrencies as well which will attract even more users. They have had a greet increase in revenue and eps in the last quarters and I expect that to continue to grow. https://ibb.co/9tXxhJZ / https://ibb.co/M5vCynn
Qualcomm is my favorite 5G play alongside apple as this will be a long cycle of upgrades for the communications services that will benefit them a lot.They are trading at an PE of over 30 but have great revenue and EPS growth while also offering an almost 2% dividend yield. https://ibb.co/NFsnKqW / https://ibb.co/x5sJLW6
Roku is a great play for the hardware and subscription based services for digital media players and has huge tailwinds that will benefit them while the old TV cycle is dying. They have had a huge year over year revenue growth and subscribers growth that has passed the 40 million mark for the first time recently. https://ibb.co/Fqd7sYP / https://ibb.co/ccKqzkC
While SunRun is another great play for the new Biden administration as well as the transitioning to more renewable energy as they may see a huge boost in revenue growth and earnings with more money being pumped into the renewable sector. https://ibb.co/0jr3TRg / https://ibb.co/NmdSdwP
Everyone also knows Starbucks, as I expect them to be a huge gainer on a improved US-China relationship so despite suffering a lot from this economy the stock is still up more than 16% in the last year while revenues have declined, expect this to bounce back by 2021-2022. https://ibb.co/s5nTzQX / https://ibb.co/fDyhvX3
Shopify is a multinational e-commerce cloud based platform for merchants like small and medium sized business so that can easily have an online store that they can manage payments for, orders inventory and much more. The company is trading at P/E’s that are crazy but the revenue and EPS growth is also amazing and has the potential for a lot more growth as the world is going more and more digital. https://ibb.co/6nt4GhC / https://ibb.co/QbFhybt
Store capital is a real estate investment trust that focuses on single tenant commercial real estate so they can negotiate much better rents and collections than other REIT. They are still more than 8$ under the highs and are a great diversification and yield giving stock to own. https://ibb.co/XzBY41g / https://ibb.co/TrGRZpR
AT&T is one of the largest providers in the us and seems to be getting back on track after they have struggled in the past decade, they trade at only 8 times forward P/E and have one of the best dividend yields at more than 7% so I believe this is a must have staple in your portfolio that brings stability and cash flow. https://ibb.co/cYcfYMm / https://ibb.co/8D3NzZr
While Target has been doing some amazing things as they operate as a general merchandise retailers and are doing some amazing things with online sales, they currently have seen a spike in the last months and are trading at a p/e of over 22 but I see them as a long term winner that offers both growth and value with a dividend yield of 1,5%. https://ibb.co/Fzd8TMw / https://ibb.co/NLnw4Lv
While the other communication provider that I like is T-Mobile US which has seen a huge spike in user growth and are poised to do a lot of great things with the 5G cycle, they trade at a very high multiple for this sector but the growth expectations are huge for this company. https://ibb.co/PCDFD38 / https://ibb.co/BTSzTMp
Moving on, one of the biggest gainers this year, TESLA is also one of my favorite companies to own as they continue to expand the products they offer and improve margins on vehicle, they are also expanding into more and more services, while manufacturing is growing exponentialy. They trade at insane P/E’s but they have just managed to be included in the SP500 so this may bring some stability to the stock as the company continues to grow in the next decade.https://ibb.co/6rNJf6q / https://ibb.co/CWN6wD4
Visa is the biggest global payments technology company and is expected to continue to grow as more people start using cashless payment options, they are a great growth and value company for the future as cash payments is a dying proposition worldwide. https://ibb.co/CVXgZD9 / https://ibb.co/BPKxFfZ
Wal-Mart, the biggest employer in the US continues to do amazing stuff as they continue to expand they’re online presence and compete with Amazon as they trade at a 23 P/E and also offer a dividend yield. they are a great play alongside with Amazon which trades at much higher valuations. https://ibb.co/Sr9s83J / https://ibb.co/0CvZKkD
Wynn is another great recovery stock that I like as recently we found out that foot traffic in Macau has ramped up, this bolds well for the company as they will be one of the biggest gainers on the reopening. So if you are a long term investor you should get into this stock I believe. https://ibb.co/6rk2qNQ / https://ibb.co/mC35VPr
Zoom is the one company that I will be selling in the next couple of days. I know they are one of the best video conferencing apps out there, but I believe they will have a lot of problem due to a number of free apps that also offer great quality while the company is trading at insane p/e numbers. I know this trend is here to stay, but I thing there are far better play in the stock market out there rather than Zoom at this price point. https://ibb.co/T1tStb8 / https://ibb.co/rmxh0x3
I know I didn’t get into in-depth stuff, technical analysis, fundamentals and more but I will continue go more in depth with this stocks as time goes on.
So here how I want to make my portfolio look like when I have enough money to open all the positions. TARGETED PORTFOLIo
As you can see a quarter of my portfolio will be invested in high quality companies that are pretty safe in my opinion. While over 45% of the portfolio will go to companies that I really like, that have a pretty low risk in my opinion and can offer great returns in the future. While I will also use about 22% of my portfolio into more risky companies that can bring very good profits for the portfolio but in my opinion are not as safe as the others.
And finally I will invest about 7% of my portfolio into more speculative stocks or hedge stocks like Barrick Gold and Goldman Sachs. I don’t want to keep money on the sidelines at the moment as I expect the stock market will keep rising for a couple of years at a rapid pace due to the recovery of the economy.
Thank you everyone for reading! Hope you enjoyed the content!
Be sure to leave a comment down below with your opinion on the matter of more or less stocks and other thoughts on the stock market!
Have a great Thanksgiving and see you next time!