$54,947.72 | Preparing for Next Year

Hey guys,

Coming back at ya today with another portfolio update. The market has been wonderful lately – there seems to be no top in sight with the S&P rising almost another percentage point today. My Roth IRA is no exception! I’m pushing $55,000 for the first time all year.

Let’s see how my portfolio is doing in comparison to the market:

  • S&P 500 from January 4th – August 27th: +22.07% ((413.86 – 339.03) / 339.03) x 100
  • My portfolio from Jan 4th – August 27th: +21.39% ((54,947.72 – 6,000 – 828.01) – 39,641.18) / 39,641.18 x 100

I’m catching back up – I’m within 0.7% of the market return and have outpaced the market’s gains in the last month.

——–

I recently celebrated a birthday. One thing about birthdays as I get older is they become less important to me – so much so that I often have no clue what I want when it gets close to that time and people end up getting me things that I definitely don’t want. Low maintenance people problems? What more could I need?

Over the last few years I’ve started making a list of things that I’m interested in getting every time something pops into my head. This year, I had a list of things ready to give friends and family when they asked what I wanted for my birthday. It’s still not a really big list, but at least I had something prepared.  

I’m doing something similar to prep for next year’s stock portfolio. I’ve created a list that I’ve been adding to year-round of stocks that I’m interested in potentially adding to my portfolio in each of its five categories. I want to share the list with you guys.

To be clear, I have not decided for certain that these will be added to next year’s portfolio, but I want to share my thought process & stock list to you guys in case it gives you new ideas.

Growth & High Yield:

  • Walgreens (WBA) | 3.94% yield
  • Dow inc. (DOW) | 4.25% yield
  • Kimberly Clark (KMB) | 3.35% yield
  • Novartis (NVS) | 3.42% yield
  • Blackstone (BX) | 2.43% yield
  • Western Union (WU) | 4.34% yield

Moonshot Growth:

  • General Motors (GM)
  • Match Group (MTCH)
  • Draft Kings (DKNG)
  • Planet 13 (PLNHF)
  • Boeing (BA)
  • Roku (ROKU)
  • Salesforce (CRM)
  • Zscaler (ZS)
  • Alphabet (GOOGL)
  • Amazon (AMZN)
  • Quantumscape (QS)
  • Fiserv (FISV)
  • Cybin (CLXPF)
  • Bumble (BMBL)
  • Spotify (SPOT)
  • eXp World Holdings (EXPI) | Yield 0.35%
  • Enphase Energy (ENPH)
  • Snapchat (SNAP)
  • Beyond Meat (BYND)
  • Inmode (INMD)
  • Dynatrace (DT)
  • Rapid7 (RPD)
  • Globus Medical (GMED)
  • Exlholdings (EXLS)
  • Workivia (WK)
  • Azek Company (AZEK)
  • Aptiv (APTV)

REIT:

  • Store Capital (STOR) | 4.02% Yield
  • Realty Income (O) | 3.94% Yield
  • Vici Properties (VICI) | 4.71% Yield

Stable Yield:

  • JPMorgan Equity Premium Income ETF (JEPI) |7.57% Yield, 0.5% expense ratio
  • AT&T* (T) | 7.67% Yield
  • Enviva Partners (EVA) | 6.05% Yield
  • Dominion Energy (D) | 3.23% Yield
  • International Business Machines (IBM) | 4.71% Yield
  • LyondellBasell Industries (LYB) | 4.38% Yield

Growth 1st, Dividend 2nd:

  • ViacomCBS (VIAC) | Yield 2.36%
  • Taiwan Semiconductor (TSM) | 1.54% Yield
  • General Electric (GE) | 0.30% Yield
  • Apple (AAPL) | 0.59% Yield
  • Microsoft (MSFT) | 0.75% Yield
  • Intercontinental Exchange (ICE) | 1.15% Yield
  • Consetellation Brands (STZ) | 1.43% Yield
  • YUM! Brands (YUM) | 1.52% Yield
  • UBS (UBS) | 2.20% Yield
  • Aaflac (AFL) 2.31% Yield
  • Restaurand Brands International (RBI) | 3.28% Yield
  • McKesson (MCK) | 0.93% Yield
  • GAP Inc. (GPS) | 1.81% Yield
  • NextEra Energy (NEE) | 1.84% Yield
  • Freeport McMoran (FCX) | 0.82% Yield
  • Dollar General (DG) | 0.75% Yield
  • Invitation Homes (INVH) | 1.68% Yield
  • KB Home (KBH) | 1.38% Yield
  • Rockwell Automation (ROK) | 1.33% Yield
  • Oracle (ORCL) | 1.43% Yield
  • Waste Management (WM) | 1.49% Yield

Now the disclaimer – none of the content or individual stocks mentioned in this post are financial advice or direction – I am not a financial advisor and this content is for educational purposes only and not intended to be used for anything other than education or entertainment.

Until next time!

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