My $700,000 Stock Portfolio! Stocks To Buy Now?!

by birtanpublished on August 14, 2020

Well guys am i excited to do today's video we got an exciting one for you here today i'm gonna take you behind the curtains on a stock market portfolio i have in which has over seven hundred thousand dollars in this

Particular one and i'm gonna show you everything in it okay i'm going to show you the stocks we own i'm going to show you the cost basis how much we're up on that stock down in the

Stock everything across the board and i'll just spend a minute or two talking about each of these individual stocks and kind of giving you my opinion on them as well i hope you guys really

Enjoy this okay so some facts around this account there are 14 different stocks i hold in this account which is about what i feel comfortable with being that it's an account that has about 700

000 so 14 stocks that's about where i like to be there are many different stocks in this account we have some growth stocks some stocks that have some insane revenue growth some insane

Potential for that top line bottom line over the next five 10 years we have some dividend stocks in this account that are consistent dividend payers we even have some value stocks in there

So there's a mix of everything something i try to pride myself on is not just being one-dimensional when it comes to stock market picking i feel like if you're gonna be a new age investor that is truly a great

Investor you need to be good at everything you can't just be into growth stocks you can't just be in the dividend stocks there's nothing wrong with that but you can't call yourself a great investor in my opinion unless you can do

It all and that's going to really be the future in my opinion because different categories get super overpriced at different times sometimes value is way overpriced and you needed to go with gross stocks sometimes growth

Stocks are a rip off and you need to find value stocks and dividend stocks and so if you really want to be a great investor in my opinion you gotta master all three

Over time okay i have over seven hundred thousand dollars in this account some of these positions are up some of these positions are down this particular account was started in late 2017 and we really got it rolling in 2018 okay

What can you learn from a video like this one is portfolio strategy you know i'm somebody that's been in the market for over a decade now i'm i'm fairly decent at what i do this is put that way

In running a portfolio you can see how i initially position size so how much i'm like putting in a particular position you can see how i diversify money around different stocks and you can see the

Mix of stocks i have out there once again it's not just like i just own gross stocks or just own dividend stocks it's a much a mixture of all these different stocks so you should be able to learn a lot from this okay

And also for full disclosure how much have we taken for profits or losses so far this year we have taken fifteen thousand nine hundred and forty dollars in profits in just this account

This year in 2020 i could take literally hundreds of thousands of dollars more in profit right now if i wanted to but i'm not so interested in that okay let's just put it that way because a lot

Of these stocks have huge potential in the future and so for me to sell some of these stocks it doesn't really make sense but that's what we've actually taken for profit so far

This year in this particular account as of right now remember i told you i could take hundreds of thousands of dollars as of right now we are up 296 thousand dollars on these particular positions and that

Does not account for any dividends received in any of these stocks remember some of these stocks actually paid me out dividends that's just since i bought those stocks 296 thousand dollars in profit i could

Take here today we have a 73 percent gain on this account the dow jones industrial average in the past year is down one point seven percent the s p 500 is up seven percent

Which means we're absolutely destroying the market and in the nastiest way possible which is what i'm really going for that's why i put in all this work that's why i stay up till 2 30 in the morning reading annual reports and all

Sorts of things looking in the stocks i'm looking to destroy the market each and every year and that's what i try to do just like i need you guys to destroy that like button down there

I'll just wait for you guys to turn it blue and just absolutely obliterate that button okay and also just so you guys know i got an exclusive video second link in the description that goes into how i made a hundred

Thousand plus dollars from one stock using my system so if you want to check out that definitely check it out you will enjoy it okay let's start getting into all these different stocks

First up here cake okay this is one of my newer investments out there though i think this is the only direct restaurant play i have in this particular account

This one i would account kind of as a value proposition type stock where just looks very attractive on a valuation based upon where i believe this company's gonna be three years out from now

Five years out from now as of right now we're up seven and a half percent on the stock we're up one thousand two hundred dollars so we could take that profit today if we want it uh we have 800 shares and the cost based

On this stock is 21.5 cents this is a position i would love to build bigger in this particular account i would love to get it up to like a 30k or maybe even have like 40k

In this particular stock in this particular account i own a lot of shares in cake in a couple other accounts but i would honestly love to build it even bigger here i'm a big believer in the valuation of the stock

I actually just talked about this stock in a video very recently that's when it was like right around twenty dollars a share it's up a little bit since then it was a video i did called uh five cheap stocks to buy now

Uh and five stocks i'm just really interested in that were you know around twenty dollars or less okay this next stock up here ccl okay we oh man i think a lot of you guys end up

Making a lot of money on this because i put up that video ccl stock a buy at eight dollars and uh you know that that video ended up going crazy it got 239 000 views like most my videos get like you know 50 000 to like a hundred

Thousand views so for that one to get 239 000 views it was a lot and i think a lot of you guys have made a lot of money on the stock unfortunately i'm not one of those people has made a lot of money on ccl i started investing in this one

Right before ronnie rona it was such bad timing i mean sometimes you know something's going to happen in the stock market like a once in a hundred year event that's going to come out of nowhere and

You're just going to be unprepared for it and i was i was completely unprepared for a once in a hundred year event to just absolutely dismantle the cruise industry for you know uh potentially at least a

Few years here okay so ccl we're getting destroyed in the stock or you know it's getting better for us actually in regards to stock not nearly as destroyed as we once were but it's still the worst stock i've held

In years this stock we're down 44 k on down 55 2 250 shares for this particular stock cost based on this one 35 52 i might bring down that cost basis

Some more over time especially as we get closer and closer to 2021 assuming the stock price is still kind of down here or somewhere around there it looks like uh you know i used to have like a kind

Of like a 60 40 probability like 60 they would make it through 40 they go bankrupt i'm moving that up to 70 30 now 70 chance they make it through

This mess only a 30 chance which is still really high 30 chance they go bankrupt because as i've looked at the business what they've done as far as balance sheet-wise and kind of raising some

Money and whatnot it's looking more and more like they should get through this mess and get to the other side and that's the most important thing for ccl all they have to do really is get to that other side

Where business opens back up and we get past this once in a hundred year event and ultimately as long as that can happen ccl likely will be a stock that you know will will come back over the next three

To five years let's just put it that way okay this next stock up here it's a growth stock that i really really like i've made a lot of money on the stock in the past

I made a lot of money on the stock right now okay and this particular stock is cruisy doozy serious logic so this is a position we're up over six thousand dollars now we're up over 84 percent if you don't

Know cirrus logic they make the audio chips that go into a lot of different apple products okay they also supply to a ton of other oems out there original equipment manufacturers but

Apples are big customers so if you're watching this video right now on an iphone guess what my voice right now is coming through cirrus logic chips to you right now an ipad

Same exact thing okay voice processing amplifiers all those sorts of things that's what they specialize in they're very high margin they're very like white glove services put it that way in terms of you know dealing with the customer on

A very high level you can't just rip their chips out and go with the cheapest supplier you could do that but it usually would be a very bad decision versus staying with somebody like a

Cirrus logic bit of a smaller company only a few billion dollars in market cap but i really really like this company it's made us a ton of money we've taken a ton of profits on the stock in the past like

Literally tens of thousands of dollars and uh you know in terms of our current position it's treating us very well let's put it that way okay next stock up here is elf beauty yes a cosmetics company

So right off the bat you can see we have many and just in the first four stocks here we have very many different stocks and very many different industries right a restaurant play a travel shipping company right cruz is obviously an audio

Chip supplier for smartphones and other electronics out there and then you have a cosmetics company so right off the bat you can tell we're very diverse if i need this to say okay so elf beauty cosmetics company we're up 167 percent

On this stock we're up 12 hundred dollars in the stock on a thousand shares right now cost basis of seven dollars and twenty eight cents and when it comes to elf cosmetics

This is a cosmetics turnaround play that wall street has kind of given up on forgot about our cost base is 7.28 cents the stock's at you know what is it at now 1948 right wall street had forgotten about this

Stock they'd given up on it and what i saw was a turnaround play in a massive way here i saw something wall street didn't i really understood the business on a high level i invested in it we've been fortunate

Enough to take tens of thousands of dollars in profit in this stock in 2019 the gains were ridiculous okay i took some you know just ridiculous profits in this

Particular stock i'm still holding those thousand shares and they're doing very well for us and their products are are very low price so let's just imagine we're in a recession scenario for a

Couple years it's just a down economic environment right because of roney rona over the next few years elf is actually somebody that benefits in the cosmetics industry if people are trading down because their

Products are still very high quality but the price points are so much lower than most companies in the cosmetics industry and so elf beauty is a beauty of a stock okay next stock up here so let's imagine i had to go to

Sleep sleepy poo for like five years until like 20 25 let's just put it that way i just like just knocked out for five years and you told me i got to put all my money in one

Stock for the next five years and so if i'm thinking about that type of scenario i'm thinking about natural stock that will hopefully make me money over those five years

But also a stock that i almost have uh you know close to a zero percent chance of my wealth going down if i'm in that stock over the next five years and that stock is the fb okay the fb

Is a juggernaut of juggernauts just a company that is just amazing i mean you know when you think about the the scale this company has it's it's on a whole other level than

We've ever seen from basically any company and you know before and that's essentially why i believe this will be the biggest market cap company in the world within five years i've been

Saying that and i know some people think ah that might not be possible and things like that we'll see we'll see who's right in that whole situation let's just put it that way

But i believe the fb will be the biggest market capitalization company in the entire world within five years yes it will pass amazings on yes it will pass google mcdougal

And apple and mr softy and all the others in my personal opinion and it's already doing very amazing for us let's be honest i mean we're at 57 on the stock we're up over 32 000 we have 371 shares in this particular stock

This was supposed to be the biggest stock in the portfolio but one of my other stocks has gone so crazy that it actually became the biggest uh you know stock in the portfolio

But it's doing amazing for us cost based on this one is 153 dollars and 35 cents and that's definitely one that's just a long long long term hold let's put it that way it's one of those stocks that

If it was to go up to 100 plus percent i still wouldn't sell it it's just like that's just a long-term hold i feel very comfortable in that stock okay next stock up here haha

Wall street okay this was one of those stocks that wall street had given up on they thought it was doomed uh you know what let's just put it this way wall street and i we had a difference of opinion on this particular stock okay

And i started investing in this one uh probably about four months ago or so and it's done amazing for us fizzy get dizzy okay fizzy get dizzy this stock we have 960 shares of our cost bases are 40 dollars and 42 cents

We're up uh over 65 on the stock up over 25 000 right now on good old fizzy get dizzy it's just i mean it's an amazing amazing company that's just an amazing

Turnaround mode and like i said wall street had completely given up on this stock they really have and fizzy is now growing wall street thought this company was going to continue to shrink revenues

Shrink their business i had a very much a difference of opinion with wall street i thought they were going to start growing again and uh sure enough they are growing again and what else is growing

Their stock price is growing so wall street uh nice try guys uh you got beat again okay look stock up here this is another stock that i've added here in 2020 this is usually a very nice dividend

Pair and they'll be a nice dividend payer in the future and that's the foot locker okay foot locker so 560 shares we have in the stock we're down two percent on right now 331 dollars down okay cost based on

This one 29.48 i'm looking to definitely add more foot locker in the future i could see myself owning you know somewhere between let's say 25 000 and 35 000 worth of foot locker shares

In this particular account i love foot lockers business model they're one of the few like let's call them mall based retailers that i actually like and matter of fact i think they are pretty much the only one

I actually like and it's not like they're just mall based they actually have some online platforms they own some apps they have investments in and things like that that are actually you know

Very high performance let's just put that way i like the management team on a very high level over there at foot locker and ultimately i think that's a stock that will throw us off a lot of dividend

Money over the next few years i'll probably start paying dividends in my opinion as early as 2021 again and i think i'll throw us a ton dividend money and i think we'll get nice

Share appreciation on this stock so when i look at foot locker i'm looking at this as a value play and i'm also looking at this as a dividend play okay i absolutely love that one okay

Next stock up here i got a couple of these in the house one is upstairs okay and i mean it's a fairly big house so there's a lot to clean in this house a lot of vacuum got one upstairs i got one downstairs

Okay a couple different models i spent a lot of money on this company's products over time but they paid me back a lot more than i ever spent with them let's just put that way and that is the i robot okay in this

Particular account we're up over 20 000 on irobot ticker symbol irbt up over 84 percent 520 shares on this one with a cost basis of 46.4 cents and this is one i'm not looking to add but i'm really not

Actually looking to sell this one either even though the gains are absolutely substantial in this particular stock but when you think about you know ronnie rona situation you think about you know cleaning of your home and you

Think about everybody paying more attention to cleaning and cleansing us and all those sorts of things anything about a company that makes robots that do this these sorts of things right and do these type of tasks

By the way they don't just actually make the room but that vacuum they actually make floor cleaning robots as well called the brava which actually can sanitize your floors and it's a little robot that goes around

As far as that goes to anything about less and less people might be interested in having maids in their homes right now and things like that so you know not everybody wants to mop their floor let's be honest or can

Mop their floor especially if you're elderly something like that so i robot phenomenal play on this whole wave and i think it's going to continue to perform very well for us over time and i really like that stock let's just

Put it that way phenomenal balance sheet management's done very good job growing the business over the past several years okay loot stock up here so this is a stock i've talked about a lot recently i you know i went to the top of the

Mountain i wanted to plant my flag so every single person in the world knows i'm investing in the stock and they can judge me for better or for worse because of this stock at the end of the day because i think this one's going to

Perform amazing for us over the next five plus years it's a stock i'm most excited to invest in since tesla my esl which is saying a lot and i just you know i remember back in

The day people said i made too many tesla videos right i want to make sure everybody flipping knew that i was the tesla guy investing in teslan and now there's this new stock that i'm

Like everybody pay attention because i'm investing this one okay and that is planet 13 holding so we're up almost 65 on the stock up over eight thousand dollars uh 10 000 shares

I'm not gonna you know talk about this stock really because i've done several videos over the past week or two in regards to stock so you know you can check out all those different videos i have on

Financial education one in financial education too if you want to hear my bullish thesis and why i'm such a big believer in that stock over the next five to ten years okay next stock up here is revolt ticker

Symbol this one is rv lv so we're up 35 on the stock right now we're up almost ten thousand dollars so a very nice gainer for us nine thousand nine hundred dollars on two thousand three hundred and seventy five shares

Our cost based on this one is eleven dollars and eighty six cents uh this company's amazing okay revolve is just uh it's just an amazing company in my opinion the management team over there they're

So new age they're so up on what's going on now trends understanding using instagram influencers they're even understanding how to basically set up stores

Inside different platforms they're they're so much faster moving and they understand the business of retail on such a higher level in 2020 than any of their competitors

And i just look at this company i'm like this is this is one of those few stocks that you can really look at and be like if they continue to execute the way they've been executing essentially on the business and they do that for the

Next five ten years this is one of the few stocks you're gonna find that actually has in my opinion a five to ten x opportunity over the next five to ten years it's very rare

You can find one of those stocks and it's like this actually might be one of those realistic situations and i really feel like that when it comes to revolve i'm pretty comfortable with the position sizing i have in this

You know particular stock right now current value of 38 i could maybe potentially add a little more shares but i'm pretty comfortable with where we're at with that one but i'm a huge believer in that management

Team specifically though i mean obviously their product the way the company's grinding doing things but ultimately the management team there amazing how fast they move it's so much faster

Than any other retailer out there and meanwhile so many other competitors if you want to call them competitors right that are selling clothing what's happening a lot of these

Department stores in different businesses they're going under right they're going out of business so the competitive landscape when it comes to selling clothing is getting less competitive over the

Next few years than it's been over the past few years let's put it that way and so revolves new age love that one okay 5g so obviously 5g is coming right 5g phones 5g

Everything is coming over the next five years essentially all of a sudden it's going to move from this wave of everybody has 4g devices too everybody's going to have 5g devices this is going to be a

Mass rollout over the next five years and and so 5g is really starting to get the height behind it now and people recently have really started to look into okay where are the 5g opportunities what are

Going to be the 5g players uh what are going to be the the major 5g stocks that have a chance to grow their business substantially right and so i'm always going to look for like semiconductor

Companies that are going to play in the 5g space and i think i have one in which is going to be a very high performer let's just put it that way in future years and it's already been a

Very high performer and it is skyworks solutions ticker symbol swks we're up already on the stock almost 74 over 36 000 in profit we could take today

If we wanted to this is a very consistent dividend paying company uh one of the best balance sheets you'll ever find from any company no debt over a billion dollars in cash which is a phenomenal amount for a company their

Size 5g should be something that increases top line for them and bottom line substantially okay substantially this company should see a double up if not much more than double

Up in their top line and bottom line over the next five years let's put it that way and so we're doing amazing on 650 shares 75 70 cost basis and sometimes people wonder like that's

A really big game there man 36 000 thinking about taking profit absolutely not like i said this one pays me out dividends i don't even account at four in that number and also i think the shock will be a 200

Plus stock a few years from now so to sell at 131 i'm not so interested in it that's uh yeah i kind of like that one is similar to like an fb it's really

Like a long long term hold okay whoa straight oh i already told you guys to kiss my you know what already once in this video on wall street just go ahead and kiss kiss my teslas for a minute okay just just kiss them

Okay tesla short sellers you guys are some of the most pathetic individuals i've ever seen short sellers in general are some of the most pathetic people i've ever come

Across okay these individuals will make up lies they will manipulate they'll do anything to try to hurt a company and put employees out of work and devastate a company and

Put a company that has a good cause behind them like tesla electric vehicles moving to sustainable energy so many of these individuals will do everything everything to try to just

Make a buck and it's absolutely amazing so tesla short sellers kiss my tesla my s okay tesla stock okay 190 000 gain on this one up 559 percent on 150 shares look at that the investment into the stock in this

Particular account was only 34k and here we are with the position sizing 225 000 tesla could go down massively and we will still be fortunate enough to have massive gains in the stock and it's not

A stock i'm interested in selling i know some people see the gains and it is tempting when you see gosh it's 190 000 in profit we could take that today it is tempting to say well maybe maybe at the end of the day i think this is a

Stock that will be much higher than it is today in five years from now and so should i sell it at 1500 or should i hold it more than likely i'll just hold it for long term if it goes down short term

It is what it is heck if it went down enough i might end up buying the stock once again and uh wall street you guys just got this one wrong you know you you wouldn't you went to war with us right and you

Won some battles and all your short sellers that want to see all the tesla employees lose their job and see elon musk go down all sorts of things you guys won a few battles but we won the war in the end

And just wait to see what tesla puts up for revenues over the next five to ten years uh you guys got another thing coming for you let's just put it that way good old tesla

Okay next stock up here is upwork ticker symbol upwk on this one it's a freelancing company that's out there that if you have a small business mid-size business or a large business you can actually use them

To outsource some work essentially okay you can see you know actual reviews on these individuals you can contact them message them all through the platform you know book the appointments everything you can essentially do

Through upwork this is a newer investment for us we don't have a big position in it yet i would love to make it bigger we're up 12 on the stock as of right now on 250 shares 371 dollars of gains

You know like i said this is a very very new position for us i would love to build it much much bigger than where it is at today okay uh this is going to take some time to do

That one okay next stock up here another travel related company this is our what second travel related company other than ccl obviously they're being devastated right now it's winning resorts which isn't so

Winning right now right stocks down about seven percent for us down about two thousand one hundred dollars or is it all is there potential here to make money over time absolutely in my opinion we have 345 shares you

Know when i look when i look at win resorts i look at um them starting to come back as far as if you're looking at their business in 2021 but really i'm looking at 2022

And 2023 as being you know more major ramp years for the business model as travel starts to open back up more and more people feel comfortable we start hopefully getting past ronnie

Ronan and things like that so i look at 2021 as kind of a rebuilding year and then i look at 2022 and 2023 as being you know the major growth years where it's like oh their business is

Back on track and things like that so i look at this one and there is opportunity here once again account in total up 296 thousand dollars up 73 very fortunate to have you know accounts of that size this is just one of seven

Stock market accounts i have this one's actually available for everybody in my private group to see every single move i ever make in this particular account and uh they get to just kind of learn from you know the way i look into stocks as

Well as you know how i diversify my funds around so i hope you guys really enjoyed today's video as always make sure you smash the thumbs up button for me and uh you know leave me a comment and if you guys like any of these

Particular socks you know which ones do you like the most and always believe in yourself especially when you have a great strategy and if you're looking for a great

Strategy and you're looking for a system go ahead and check out second link in the description that will put you to a video that kind of goes into exactly how i use my system to find some of these

Different stocks out there thank you for watching and have a great day

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