Today I'm going to be revealing my $10,000 stock portfolio, which includes a
batch of 20 stocks What is up everybody, my name is Ben, I'm
a former JP Morgan investment banking analyst
and welcome to rareliquid, the best channel for tech investing
I'll be going through each of these stocks one by one and providing a little
bit of commentary and make sure to also stick to the end
of the video because I'll let you guys know how I plan to change my investing
strategy Before I get started I just want to make
clear that none of what I say is going to be financial advice. This
entire video is purely for educational and
entertainment purposes only. Alright with that said, let's jump straight into my
portfolio I'm going to be going over my picks from
the worst ones to the best ones, so things are going to start off a little
bit rocky First up we've got Fastly, a leader in
the CDN and edge computing space The stock tanked recently so that's why
I'm down so much but this is a three to five year long term hold for me so I'm
not really worried about it Also feel free to check out the deep
dive analysis I did on the company recently
and my review of the latest quarter four earnings report. At number two,
we have Palantir, an innovative data analytics company
In my first video about Palantir, I mentioned how when it was trading in the
30s that the company was much too overvalued
As I mentioned in my quarter earnings update video,
the valuation is much more attractive in the 20s ideally also in the teens and so
I bought into the company it's recently tanked since the market
has been going a little bit against tech companies over the past few
days but again this is a long-term hold for me so
I'm not really worried about it either At number three we have Intellicheck
a super small cap ID authentication company
and at four, we have Zendesk, a customer service software company
I go into both of these ideas in my first ever Youtube video of the top four
tech stock picks that I chose for 2021, and I recently bought into them so
they're not really the best performing stocks that I have
at number five we have Facebook which I'm sure doesn't need any explanation
At six is Salesforce, the world's largest CRM company and in my opinion
a company that's currently undervalued Number seven we have Digital Turbine
which is an Ad-Tech company that pre-loads apps
on android devices. I go over the company in depth from
a video from a few weeks ago so feel free to check that out if you haven't
already At number eight is Spotify which is I'm
sure a company you already know one that dominates the music and
podcast space At nine is Cloudflare which was one of
my best performing companies until I bought more shares recently
and it's a company that's a CDN and edge compute leader
and I hold this one as well as Fastly because I think both will continue to
dominate in the future I will be also making a video about
Cloudflare in the next few weeks or so, so be sure to be on the lookout for that
At 10 is Datadog a dev-ops company that is one of the best 2020 performing
stocks and this is another company that I'll be making a video about
soon as well. Next up is actually an options contract
Lemonade is a company that I think is extremely overvalued from a fundamental
perspective, and since everything else in my
portfolio are long positions, this put option is currently acting as
my hedge since when tech stocks are hit hard,
like they have been over the past week, the ones overvalued tend to be the
hardest hit Just to be clear, I have nothing against
the company I was actually a customer myself a few years ago
and liked the service- it's just that I think the valuation is too ahead of
itself and earnings are coming up next week and
I think investors are going to punish the stock for its valuation
At 11 we have Exxon which I bought when it was trading near its all-time low
because I had faith the company would continue to pay its dividend
which I bought when the yield was around 10 percent
At 12 we have Match Group which dominates the dating app world
and at 13 we have JP Morgan my former employer
and a company that should have its stock rise as interest rates rise
so the company is a slight hedge to the rest of my portfolio which is really
tech heavy and is sensitive to interest rates. At 14
is Crowdstrike a leading cyber security company I'm planning to make a video for
later and at 15 is Alaska Airlines which had
the cleanest balance sheet of all the airlines when
covid was happening and all of the entire industry was just going into the
dumps and so that's why I bought this one. At
16 is Disney and I was super bullish on Disney Plus
last year and it's also a recovery place since a significant portion of revenue
for the company comes from its parks Number 17
is Square which I'm super bullish on both due to its seller ecosystem which
should gain momentum as the economy recovers
and due to Cash App which I think is a really fantastic app
At 18 is Marathon Petroleum Corp, an oil refinery company that I bet on as a
recovery play and at 19 is Southwest Airlines which
had the second best balance sheet of the airlines I looked at
and has a focus on domestic travel which was much less risky than international
travel And finally at number 20 is Everi which
is a small cap casino gaming tech company
that is another recovery play, and surprisingly, my best performer
I started investing around April of last year and I'm up around 38 percent
since. Next up, let me share a bit about my thoughts on my portfolio and what I
plan to do moving forward When I started investing in April last
year, I just started with a few thousand dollars and
I mostly focused on recovery plays and so that's why those are my best
returning picks but now that they're near their all-time
highs I don't really see that much upside in things like the oil and
airline industries so I'm going to be planning to sell my
recovery stocks pretty soon I'm also really more of a "buy and hold
forever" type investor and so even though a lot of my tech
stocks are currently not the best performers in my portfolio,
I believe in them the most, and so I'll probably be holding them for a long time
to come With that said though I actually do
think that it's better to have a smaller concentrated
portfolio with much higher conviction plays and so
I plan to over time reduce my 20 stocks to
ideally around 10 or so. And if you want to follow my moves and get some buy/sell
alerts, make sure to sign up for my Patreon
in the description below. Alright, so that pretty much wraps up the video
I do think that 38 percent since April is decent but I do know that it's been a
pretty big bull market throughout these past I
don't know year or so and so I don't think that my performance
is fantastic compared to some people who
I'm sure are in the 50s to 100 plus percent but I do feel
like I'm a much smarter investor now and so I'm really looking forward to the
next few years to see how my plays really turn out
I'd also love to hear how you guys are doing what kind of plays have been
working well for you and how your portfolio is performing if you'd want to
share that I read and respond to every single
comment so leave that in the comments below
Last thing as always thank you so much for tuning in and I'll catch you next
time. Peace out.