Portfolio Update: My Latest BUYS in My Portfolio

not something I do very often as I retain views of my entire portfolio for those that are part of my investing community, the Stock Investors Edge. However, in today's video, I'm going to not only give you a sneak peek into my top 10 holdings, but I'm also going to show you the stocks I've been buying and selling. That includes five stocks I've bought, two stocks I've sold, all since the beginning of April. So, with that being said, let's jump right into it. And for starters, let's begin by taking a look at my top 10 holdings in my portfolio. Beginning with my 10th largest holding, which is actually my longest held individual stock, and that's going to be AVY, stock ticker ABBV. And this is a name I like to refer often as an investor's trifecta, as it offers growth potential, solid dividend yield, and strong dividend growth. Coming in at number nine is going to be Microsoft, stock ticker MSFT. This is a name I'm really close to adding more at current levels because I just feel like with the leadership team, they are going to figure things out and that this valuation drastically undervaluing the company's cloud business alone. The eighth largest position in my portfolio is going to be Meta Platform stock ticker META. And this is probably the stock I've been most active in building a position in over the course of the past few months and in 2026. It is the cheapest of the MAG seven names. Coming in as the seventh largest holding in my portfolio, that's going to be SCHD or the Schwab US Dividend Equity ETF. This is a favorite among dividend investors and even non-ividend investors because what it does is it is a great complement to any tech heavy portfolio, helping balance that overexposure. Coming in at number six is going to be the Vanguard Dividend Appreciation Fund, stock ticker VDAX. And this was the second ever investment I made. It started with an S&P 500 index fund, which we'll get to here in a second. And then it was this one to build out the core of my portfolio, at least early on. And regardless of whether you are a dividend investor, a growth investor, or a balanced investor, anyone can invest when times are great. But where real money is made is with those that can navigate through the rough patches of the market, the cycles, not panic, but have a plan. which means being ready ahead of time. And for me, I've used a number of different platforms over the years, but one that I love and continue to get my information from is investing.com, the world's leading financial information website. It offers a free all-in-one hub for global financial news, covering US stocks, and more. I'm currently an investing pro member, their flagship subscription, and one of my favorite features is their ProPIX AI for spotting potential winning stocks. Propic AI provides investment strategies across global markets fine-tuned monthly or quarterly by AI and combined with human expert analysis. Strategies like Buffett's picks and tech titans are available and you could see the full rebalancing history. All of which have historically outperformed the broader market by a wide margin. And right now is a great time to try out the platform for yourself as investing.com is running a flash sale with 55% off. But here's the catch. When you use my link down in the description below, you're going to get an additional 15% on top of their flash sale price. So, by using the link in the description below or the pin comment, you will get the best price at checkout. This is a limited time deal, so jump on it. Investing Pro is certainly a tool all investors should have at their disposal, and now is the best time to give it a try. All right, let's jump back into our list. Now looking at the top five holdings within my portfolio beginning at number five which is going to be Netflix stock ticker NLX. If Meta has been my most active buying, this is next as I started buying Netflix in the $80 range this year after the stock fell on news of the Warner Brothers buyout, but that's now gone and the stock still sits in the $80 range. This is a name that I believe will soon be back above $100. And at number four, we have a stock that I've been pounding the table on since the $160 range earlier this year. And those that followed along were handsomely rewarded. And that stock is Nvidia, stock ticker NVDA, the epicenter of all things AI, the ecosystem of all things AI as well. And at number three, this is where my portfolio began more than 15 years ago and how all portfolios should really begin. a position in an S&P 500 fund, whether it's VO, SPY, or index funds. For me, it was an index fund by the way of Vanguard S&P 500, VF I AX. And with that being said, we'll move on to my second largest position. And really, my top two holdings are the ones I've been most bullish on all year, and that has proven to be correct. At number two, we have Amazon, stock ticker AMZN. This is a behemoth that's just beginning to finally wake up. And I like it for many of the same reasons I like. My top holding, which I'm just going to let you know right now, is Alphabet stock ticker G OG L. Both of these companies are well diversified. Both AI plays, both advertising plays, both cloud plays. So with both Amazon and Alphabet, there's so many different levers to pull for the management team, giving a lot of flexibility. And that is a fresh look at the top positions in my portfolio. And if you want to see my entire portfolio and get trade alerts anytime I buy or sell, then join my investing community, the stock investors edge, you could see a link down in the description below. All right, so that is the top positions, but what if I have been buying and selling of late and this is as of the beginning of April until miday with the first trade being a sell and a buy. I trimmed my position in Loheed Martin LMT and I used those proceeds to buy XLG. And XLG, for those of you unaware, is the Invesco S&P 500 top 50 ETF, meaning it only holds the largest 50 stocks in the S&P 500 only. And many of those, as you can imagine, are MAG 7 meggaap tech companies. But getting first over to Loheed Martin. Loheed Martin had a nice run for me. And at the time through the end of the first quarter, Mega Cap Tech was really struggling. So looking at the chart, I was seeing a dip in Mega Cap Tech saying, "Let me trim a winner right here," which proved to be a good point. And let me buy these undervalued stocks in the XLG, which has since climbed 20% since I purchased it. And if we scroll here to the bottom of Investing Pro, you can see the top holdings include Nvidia, Apple Microsoft Amazon Alphabet both classes Broadcom Meta Tesla and Bergkshire. And meanwhile, even though I bought XLG, shares of Lock Lead are down 15% since we trimmed the position. So that was good timing. And it doesn't always work out as perfect as that, but I'm pretty happy about the move. So the next trade that we did in early April was to sell out of my position in PayPal and add to my position in Meta. Again, PayPal is one that was just seemingly going nowhere. and I looked at the position saying I still believe there's upside in it but I believe the dollars that are in PayPal right now could be better suited elsewhere. So I purchased more Meta and as I mentioned earlier this is a name that I've been very active in with the stock dipping and it being the cheapest MAG7 company. Looking here with the help of investing pro you can see that with the use of the various investing models the stock has an average fair value that's about 16% higher than where it's at right now. And when you look at the analyst 12-month price target, those are above $800 per share, giving investors right now sizable upside. Meta is a name that is going through what I call the accumulation phase. Big spending is weighing down the stock. But once investors start to see the ROI that is coming, they will see the value and the stock will jump. In the meantime, enjoy this period because the stock price is staying down, allowing you to add more shares. It's the same path Alphabet took. It's the same path Amazon took. The next trade in my account was to add to my position in Netflix, stock ticker NFL. Again, as I said earlier, Meta is the name I've been most active in, with Netflix being second. Netflix can be viewed as a growth stock, but can also be viewed from a defensive standpoint. If you think about it, if the company or the economy, I should say, falters and consumers wallets tighten, Netflix is likely one of the last things consumers will cut. They will cut spending on clothes, shoes, and travel. They will cut on trying to eat out at restaurants. But staying in to watch a movie or a show is still a great way to entertain a family without leaving your living room. Looking here with the help of Investing Pro, we can see the fair value using 12 different models is around 8% higher than today's actual price. And the 12-month price target for analysts is around $115 per share, giving some solid upside potential from current levels. This is a stock that was in the 120s before the Warner deal. Now that is gone and they were actually paid a termination fee. Yet shares are still in the 80s. Easy buy for me in my portfolio. Now let's move on to the next purchase which was not a big ad but a new position and more of a growth name at a reasonable price aka a Garp stock and that was Marcato Libre stock ticker Mei. I have covered this stock before in recent videos and I've referenced to it as the smaller Latin America version of Amazon and you already saw my portfolio. What's my second largest holding in my portfolio? It's Amazon. The growth for Marcato Libre though is huge. They have e-commerce and they also have fintech. Big-time upside with this one. And but there's also a lot more risk attached as well. Seeing here with Investing Pro, the stock has a fair value of 21101 and analysts have a 12-month price target of 2236. So just looking at fair value alone, shares seemingly are undervalued by more than 30% using current data. But looking out 12 months into the future, shares have more than 40% upside. So if you're willing to take the risk, there's sizable upside in this name. Now for the most recent purchase to my portfolio and one that's already paying off just in a matter of days and that stock was Service Now stock ticker NW. It has been well documented how Service names have been under real pressure. Even the likes of Microsoft trading at some of the cheapest valuations we have seen in years. Software stocks are being valued as if they're all going extinct. And that's seemingly not the case. And I believe the move in Service Now is way overdone. which is why I doubled my position in the name. Now, it was already a small position for me, but now it's more of a middle of the pack in my portfolio, a portfolio that has more than 50 positions in it. And here's the trade alert I sent out just last week to my investing community where I purchased shares of Service Now, doubling my position back on May 14th. Shares are already up over 10% since that purchase. Most of that coming today. As you could see, the stock was up nearly 9% alone. Investing Pro has a fair value of $134 and change on the stock, which is nearly 30% above today's close. And analysts have a 12-month price target of $143, giving the stock nearly 40% upside from current levels. So, those are the latest portfolio moves, which I have made, and all have worked out relatively well, and I continue to stick to my plan and stick to my system. So, again, if you want to see all my trade alerts when they're happening, make sure you join my investing community. And in the comment section below, let me know some of your latest trades you have made, both buys and or sells. And be sure to take advantage of that flash sale with Investing Pro, which is only going to last a few days. 55% off plus an additional 15% off when you use my link in the description below or that pin comment. Thanks again for watching and if again, if you found any value, please kindly hit that like button down below. I truly appreciate it and we'll see you in the next one. Take care.