… most the most heavily into. Some stocks, not so much, but a lot of these for sure I will be buying a lot more of. Now, Prologess, oh yeah, we're absolutely going to be buying more of Prologess. IBM, absolutely going to be buying more IBM. Broadcom, without a doubt, we're going to be adding more Broadcom. Um, EXR, we have a very large position in them. It's what was it? It was our fifth largest, I believe. So, don't necessarily want to make EXR too big in the account, but the fact that it is still negative, I would be willing to buy more of…
Broadcom, without a doubt, we're going to be adding more Broadcom.
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Prologess, oh yeah, we're absolutely going to be buying more of Prologess. IBM, absolutely going to be buying more IBM. Broadcom, without a doubt, we're going to be adding more Broadcom.
… because it is a Chinese play. Don't want to overdo it, but yeah, we could add a little more to BYU. Zyllem, absolutely. We're down 6%. Zylm is a stock that we want in the top 50% of our portfolio. We're negative on it. It is a no-brainer. We're going to be buying a lot more Zyllem stock. Um, American Tower, yeah, it's a good te telco REIT. Um, I'm not as excited about them as I am some of the others, but we can add more. Vichy Properties down 14%. It's already our fourth largest holding. So, yeah, we do want to be a little…
We're going to be buying a lot more Zyllem stock.
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Zyllem, absolutely. We're down 6%. Zylm is a stock that we want in the top 50% of our portfolio. We're negative on it. It is a no-brainer. We're going to be buying a lot more Zyllem stock.
… will really be going, you know, probably the most the most heavily into. Some stocks, not so much, but a lot of these for sure I will be buying a lot more of. Now, Prologess, oh yeah, we're absolutely going to be buying more of Prologess. IBM, absolutely going to be buying more IBM. Broadcom, without a doubt, we're going to be adding more Broadcom. Um, EXR, we have a very large position in them. It's what was it? It was our fifth largest, I believe. So, don't necessarily want to make EXR too big in the account, but th…
IBM, absolutely going to be buying more IBM.
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Prologess, oh yeah, we're absolutely going to be buying more of Prologess. IBM, absolutely going to be buying more IBM. Broadcom, without a doubt, we're going to be adding more Broadcom.
…well diversified within within their fields. So large, one of the type of companies that I feel is kind of like too big to fail at this point. And the stock has been dipping a bit. We're barely positive on it. It's got a great dividend. So I'd be more than happy to be buying more PepsiCo stock. Again, Alexandria real estate has been rebounding um but not too much and I'd be I'd be more than happy to buy more of them. I think that's a very good like it's like a biotech kind of reat which is uh kind of a unique type of read and I I…
I'd be more than happy to be buying more PepsiCo stock.
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PepsiCo. I think it is a phenomenal, you know, kind of consumer staple when it comes to food and drink type of plays. The best in my opinion and so large, so well diversified within within their fields. So large, one of the type of companies that I feel is kind of like too big to fail at this point. And the stock has been dipping a bit. We're barely positive on it. It's got a great dividend. So I'd be more than happy to be buying more PepsiCo stock.
Transcrição Completa
Hey, welcome back subscribers to my world of stocks and welcome back to our budget community portfolio series. This time for the month of September 2026. And for those of you that are new here, uh just know that this is not my larger private portfolio. This is the newer much smaller public one where I only deposit $100 each month into this account. Uh so it's very easy to follow along with for anyone at home on a tighter budget. And then I invest uh with that money into stocks every single month. Some of which is also influenced by you guys through various polls, comments, and messages that you send me, especially on Discord. And then I do an update video once a month here on YouTube. And that's separated into two parts. First, we cover how the portfolio is performing so far with all the new purchases and sales uh that we might have made over the past month. That was mostly throughout August. And then immediately after uh we cover how much each individual holding is either up or down in the account and all the stocks that I plan to buy over the next month too here throughout the rest of September and even going into October. Uh before we start though, just a little bit of housekeeping. If you'd like to see every single trade that I make as soon as it happens on the very same day, then head over to our Patreon link is down below where for just five bucks a month, you not only get access to our community Discord, including my daily stock trade where I post a new stock purchase every single day, but you also get to hang out with uh me, other like-minded investors. We hang out there, strategize, all kinds of fun stuff. Plus, you even get early commercial free access to all my videos over on Patreon as well. So, um it's a pretty good deal all for just about the price of a coffee. Lots of cool perks there. And um it's also a great way of supporting the channel, too. So, thank you very much to all of our amazing members that help keep this channel up and alive and running. I couldn't do this without you. So, thank you for that. And finally, just know that we do use SoFi for this account, which I'm a very big fan of. And if you'd like to try it out for yourself too, then you can use my referral link down below in the description uh to get $25 worth of stock absolutely free just for giving it a try. Again, the whole thing is free. You can even trade commission free um stocks including fractional shares. And they even offer free Roth IRA accounts, too. So, there's a lot to like there. Okay. Okay. Now, with all that said, we do have a very special episode this month because, well, not only are many of our stocks actually dipping pretty hard right now, which is great for, you know, being able to grab so many more of our favorite names at what I feel are dirt cheap prices, and we're going to look at these here. Um, but also because we sold out of actually two positions last month, our best and worst performer. Um, and that freed up so much cash in the account that I actually ended up spending the largest amount on stocks this past month in the entire year, including, by the way, adding three brand new stocks to the portfolio as well. So, it's going to be very interesting to look at here. Let's run through all of it. Now, month over month, like I said, we actually had some pretty big dips recently, and uh that's actually caused the account to actually drop about 2% in the month to just under $4,600. Now again though, this is always a good thing for me when prices are coming down. That means that we get to spend even more at lower prices. So we get a lot more bang for our buck out there in the market. And even still, you know, we continue to be very well in the positive long term with the account up around 28% all time at about $1,000 pure profit, which when we also exclude the roughly $500 that is sitting in just cash, which you know is obviously stagnant. Um, our actual stock investments are up even more at around 32% gains. So, you know, we're doing very well here. This is very strong, very solid performance all around in the portfolio. Now, in terms of purchases over the past month, well, we did run a few polls, see what you guys wanted me to add to the portfolio, and that includes this one here on YouTube where I asked you guys, would you like me to add SpaceX to the community portfolio, but unfortunately, a whopping 73% chose no, and that the stock was overvalued. Um, it actually surprised me a lot. I I honestly to be completely honest with you guys, I really thought that that poll was going to get a yes vote because when you look at where it's trading today, it's even lower than their historic IPO levels. So, this surprised me a bit, you know, knowing that this was like the most popular IPO in history in terms of capital raised by it for 73% to vote no on that at a lower price that than that than that, you know, historic IPO. Yeah, that that was um very very surprising to me. It kind of shows too though I guess maybe that old adage or kind of stereotype bit of a negative one but you know that the average kind of stock trader always it um you know tends to buy high and sell low which I'm not saying that's the case with you guys. I'm just saying that maybe the stock market kind of feels this way when you look at the stock market being so kind of bearish and the average trader kind of being bearish on SpaceX right now. Yet when they IPOed and the levels were much higher it was a historic IPO. It was record-breaking. Everybody wanted the stock and the and the price went even higher and everybody was buying it. There was a frenzy. Everybody I mean I have like friends and family. I knew so many people. People were leaving comments about how much they were buying SpaceX stock and yet the price came down. The price is lower today than it was at that IPO when everybody was buying in and you run a poll like this and 73% vote no. Now I don't blame you. Again, there might be some very legitimate reasons. And by the way, like my audience tends to be, you know, a little bit more of like the fundamental kind of long-term investing type. Maybe they just feel like, you know, the fundamentals are not very good for SpaceX. I'm just saying that if this was like, you know, very much like a marketwide kind of poll and we had 73% voting no when this was a historic, you know, record-breaking IPO, that's kind of surprising to me that it's a little surprising that that in investors or traders, I guess, were buying so high at the IPO, but then they s sell out later at lower prices because you got to figure most people are losing money on SpaceX, right? Like most people most people have lost money on SpaceX. Like that's the reality of it. I don't think there's anybody that really made money on SpaceX. I don't know anybody. I don't I don't have any friends, any family. I don't have anybody that made money on SpaceX. I think pretty sure they're all down. So, you know, it's it's an interesting one. Anyway, on the other hand, in contrast to this, now we did actually have some people voting to buy some other stocks that you could definitely argue have better fundamentals for sure, right? So, when we look at these, although, you know, some people might argue that SpaceX has has good um cash flows, especially coming from Starlink and stuff, but anyway, that's a whole topic for another video. Uh, going back to the polls here. So, we did run another poll here over on our Discord where I do think, you know, we have a a much more kind of committed group of long-term investors that are going to pay a lot of attention here to the levels, the fundamentals, and all that kind of stuff. And here, you know, they did actually vote to add Broadcom to the portfolio. There was a bunch of other stocks here, but they voted for Broadcom, and I heavily agree with that, by the way. So, I did go ahead and add I purchased um Broadcom shares for the portfolio. They've have also been falling more recently after um reporting earnings. And this is a stock I actually made a whole video about Broadcom. And I had already owned it. I I'm up a huge amount on my private larger portfolio because I had bought in a long time ago into Broadcom. I saw this coming like a long time ago, everything that Broadcom is doing. But even today, I think this is still like one of the most solid. It's probably the best I would say overall custom uh customuilt chip designer I I would say in the world to be partnering up with in terms of all the demand that they're seeing, their backlog, how on fire they are, the profitability, and when you look at the where the stock price is today and you match that up with their earnings, their valuation is incredibly cheap. I think it is um at a very good value. So very happy to be adding Broadcom and again if you want a deeper dive I did make a video on it very recently so you might want to go check that out. But after that I did also run this poll over here on our Patreon where I also think you know we have another great investing community here you know pretty much the same people but there I asked which of these 10 REIT stocks should I buy more of? These are um real estate investment trusts. You know, uh real estate companies pay out solid dividends. And so I listed all the dividend yields for each of these two to in case that factored into anybody's choice here. Um but I also included like four Yeah, this was four brand new REITs that could have that could be added to the portfolio. So six of them were REITs that we already own in the portfolio. Four would be brand new options. So I said, "Hey, what do you guys want? You guys want to buy more of what we already have? Do you guys want some new REITs? get. We got some fantastic choices here. I I actually think some of the best value right now can actually be found in REITs. That is just my personal opinion. We'll see if I'm right about that. I think right now is a huge downturn. And I look, I feel that the stock market can be extremely kind of cyclical depending on where you're looking at. I feel real estate is extremely that way. And I just feel right now we are in a real estate um downturn. We're in a REIT downturn specifically being heavily affected by interest rates recent in specific because of h how their dividends are not as attractive to investors as you know maybe um shoveling some of their money over to bonds or other assets. But in the case of REITs, I think right now is one of the best times to be buying REITs if you're thinking long term. If you're thinking short to medium-term, yeah, it might be a terrible time. Longterm, I think it's one of the best times. I think we got huge rebound potential for REITs. So anyway, I included 10 here. Again, six that we own, four could be brand new ones. All right. Now, by far the most votes did go to Vichy. That's probably because it's yielding above 7%. Although, I do also talk about Vichy a lot on my channel. So, I'm assuming, you know, a lot of my viewers might also like Vichy themselves. They might also be invested in Vichy themselves and they might see a lot of value in it. I certainly do. I think Vichi is one of the best RE stocks. In my opinion, Vichi is the best REIT right now in the market in terms of the value, in terms of the dividend, in terms of the business. It's an incredible business. I can't believe how low the price is. But yeah, most of the votes went to Vichy. Now, we did also though have some pretty high votes for two brand new, what would be brand new additions in Prologess and Healthcare Realy HR. And so, I actually decided to add both of those as well. So, I did buy Vichy. I did purchase more of them, but I also added Prolois and Healthcare Realy as two brand new additions. Now, I will be making future videos on both of those stocks. So, if you do want deeper dives into these stocks, don't worry about it. Those videos are coming. Make sure you're subscribed. We'll have a great time talking about them. Um, but just to kind of give you the quick selling point on them, I guess if I, you know, if you ask me like what do you like, do you like those? What do you like about them? Okay, it's very easy. Prologious is the largest warehouse and industrial REIT in the entire world and they're pushing heavily into data centers now too. I mean what's not to like about that? I see gigantic future potential for all of that. I think warehouses are a fantastic play on the rise of e-commerce globalization in general. I mean there's so much to like about that. It's very like there's I don't see any disruption there. AI can't disrupt that. It's needed heavily in the global economy. And then they're also pushing into data centers. So, you want to talk about AI disruption, how the fear everybody has with all of their holdings. Will AI disrupt the companies I'm investing in? Not only does AI, I think, not in uh disrupt prologous, they're also investing, they're going to benefit from it because they're also converting warehouses into data center facilities, too. So, big play on all of that. And when I look at HR, um, that's just a great play on healthcare real estate. It's one of the biggest by far. It's like one of the for sure one of the biggest. Depending on how you measure it, it might even be the biggest. It depends on how you measure it exactly, but it any we we'll just to be safe, we'll just say one of the biggest, but a gigantic play on healthcare real estate. They are going through a terrible time coming off the pandemic. HR had some company specific issues, too. I'm not worried about it long-term. Um, this is the type of real estate that cannot go away. People are always going to need healthcare. It it it's like so obvious. So, right now, the stock is down, the dividend is up, 5% dividend, great valuation in my opinion, long-term rebound potential. It's it's yeah, it's going to be one of my favorite RESTs. So, I I was like, yeah, I saw the votes on on that list and I was like, you know what, no problem. I'm going to buy all three of them cuz these are all great choices. Uh, okay. So, in all, um, like I said, this month was actually the highest spending of the year. And by the way, you know, speaking about, you know, just how willing I am to be buying more stocks right now because of the fact that we sold again those two positions last month, that just freed up so much cash. We had so much dry powder for the coming months. So, I'm going to be totally willing to add more stocks to the portfolio and to be buying wherever I see value. So, um, yeah, like I said, I did go way over budget. I deployed around $180 into the market this past month. You know, usually we we we could say the budget is around 100. Excuse me. Um I tend to always go over that budget, but uh we went way over budget. So we went to 180, almost double the budget, right? But anyway, I deployed the most amount of capital there into um Zyllem at $35 and and then also Vichy at $30. And the reason I'm highlighting those two together is because those are probably like my two favorite stocks in the entire market right now. At least if we're going to measure it by, hey, is there some stocks out there that you just feel so incredibly bullish about their business, about their reliability long term? I mean, what's not to like? Zyllem is in water. Water is essential to everything in life. Like it's in my opinion the best the best industry, the best market, whatever you want to call it, to be investing in is water. Zyllem is a huge play on that and the the price is phenomenal right now. So I love the price. Both stocks have been dipping but um Vichy especially Vich has been just heavily suppressed and I don't understand why I will never understand why Vichi trades at the levels it's at. Uh the business is incredible. They always collect their rent. I actually just made a video on Vichi. I might have mentioned that already. But yeah, I recently made a video on Vichi. So if you want to watch that deeper dive into it, but the dividend is phenomenal. Um, and Vichi of course owns, you know, these casinos and resorts. Cash cow properties. Again, always collecting rent, never misses rent. So, um, there's just so much to like about them. So, that's why they were like the two heaviest that I that I bought into over the past month. Then I spent 20 on um, IBM, great legacy play with, uh, now a ton of exposure to, you know, enterprise solutions, hybrid cloud, especially quantum computing. I actually think it's like my favorite kind of reliable sleeper play on quantum computing. If quantum computing takes off in the future like so many people think it will. Um IBM is going to be a very big beneficiary. So I'll definitely be collecting them. It's a very safe play already without it. Now you add quantum computing adds even more to it. Got a great dividend, good valuation. Um so I like IBM and it's one of our newest additions to to the portfolio. But then I also spent 15 on Amazon, who I actually just made also a whole video on very recently. I think it was like the last video I made um or at least the one that I published. But yeah, this one is one of my like most favorite core holdings for the long term. I've always loved Amazon. It's in my opinion one of the most like um misvalued stocks in the market. I I'll just leave it at that. Go watch that video if you want a deeper dive. I go into into everything about Amazon, but I love Amazon for the long term. Uh, Prologess uh is um oh mentioning Prologess I also spent 15 on them. It's kind of funny you spend the same amount on Amazon and Prologess. Reason I say that is because Prologess is actually the biggest warehouse uh leaser to Amazon. So there's even some great synergies there too. But yeah, obviously like them for the reasons we already talked about. And then I also spent $10 each on Broadcom. Again, new addition uh by DU the kind of Chinese version of Google. It's been falling hard. I think it has a, you know, decent long-term kind of rebound potential. It is risky though because it being Chinese stock. But, um, Duke, one of my favorite, you know, energy plays with even some great exposure. Nuclear HR, new addition, great for healthc care, real estate. Uh, Meta, who I also bought on a big dip. Um, and I just think that that one has, uh, one of the best kind of valuations among big tech. I I have high hopes for Meta long term. And then Oracle, who's now rebounding again, but it was falling hard when I grabbed some more of it um this past month. And I just think it was a very good value when I was buying it. And then finally, I just dropped another five bucks on Tyson Foods, who's actually been dipping hard more recently, but I think is one of the best plays on, you know, me, Poultry, and I just feel that that's like a market that's never going to go away. It's always going to be needed. Therefore, over the long term, I think it's a decent hold. Lots of rebound potential. Great dividend, too, by the way. Um, yeah. And so that rounds it off there. That was a $5 purchase in that one. But, uh, with all that said, now is where the real fun begins because we're going to jump into part two. We're going to take a look at how each stock is performing, you know, either up or down thus far and what I'll be looking to buy more of throughout this month here in again the rest of September, going into October, and going into the future months, too. Again, I always mention this, but you know, I like to buy more heavily on positions that we're actually down on. Usually that means that the price has gone down, that the valuation is even more attractive. So, we're going to take a look at all of that right now. Just give me one quick second. I have to pull up a different set of screenshots here. I basically the way I record my videos is I always have like um groups of screenshots. So, that's why if you ever kind of see me like um take a second to adjust or something when I'm recording, it's because I have to go into like a different folder and pull out different screenshots so that um I can see the visuals of what I'm talking about. going into it here. Okay, so this is um all the holdings here on the SoFi account. If you do want to get a closer look at these, I will be posting them on the Discord, but just to kind of simplify it a little bit, even though this is not all that simplified, it's a crazy amount of stocks, but um what I do here is I make a pie chart for you guys to kind of visualize everything. Now, this is in terms of holdings, uh weight in the in the portfolio. And we have one two three four five six seven. So, seven stocks still making up this is about 50%. I believe if we do the math, I think it's like 49%. This is about half of the entire portfolio in just seven stocks. So, I know I have a lot of stocks in the account. I get comments like that all the time. You own so many stocks, you own so many stocks. Yeah, but only seven make up half of the portfolio. And yeah, I do have a lot of other stocks. I will admit that. But there's just, you know, if I see a stock that I think is at a great value, I'm going to buy it. I'm not going to be like, "Oh, no. I have too many stocks already." If a stock happens to drop, crash, dip, and I and I'm like, "Hey, man, that's a great value right now." Ah, man. I already have too many stocks. I can't buy it. And then, you know, um, in the coming months, whatever, it rebounds greatly, takes off, and I'm like, "Oh, I wish I would have bought that, but I couldn't buy it because, you know, some people left comments and they told me that I own too many stocks." Yeah, I don't listen to any of that. Like, not saying you guys, I'm just saying like rand some random people like tend to say that, but it is what it is. I really couldn't care less. I I look as a general rule of thumb, you do want to balance out your portfolio, but um I do I try to balance out my portfolio. And I just but wherever I see value, I'm going to be buying. And I I don't stop myself. I don't restrict myself just because I already have too many stocks. Now, I will say when you do own so many stocks, it does make it very hard to keep track of all their businesses. So, I I will admit, okay, yeah, that is an issue. But I do this like for a living basically. So, and I love stock market investing. I'm not just a casual investor. I love it. I I eat and breathe, you know, stock, the stock market. So, I'm always doing this stuff anyway. Every single day I'm like looking into companies. I'm I'm reading about their businesses. I'm looking through earnings reports. I'm always staying on top of like what they do. Yeah. Sometimes I'll make mistakes. Sometimes I'll overlook things. But for the most part, I I spend so much time doing this that I think, you know, more so than others, I can get away with owning more stocks. the average random person out there that you know isn't paying too much attention to their holdings. Yeah, you don't want to own this many stocks. It's too much to keep track of. I will I for sure I grant you guys that for sure. Um but for me, I just think it's okay. Anyway, sorry for rambling, but um like I said, seven stocks are in the top, you know, like 50% of the portfolio. That's still Google, Amazon, Microsoft. What a great phenomenal group of core stocks there for to be the top three. and Vichi. Hey, I will add that too. Top four phenomenal stocks to be like core holdings. I love Vichy Properties. Love that they're in the top four. EXR, another great read. Um Fizer, you know, in my opinion, Fizer is like the best like biotech in terms of an overall package valuation dividend wise right now. So, yeah, we're we are a little heavy on it, but I think that's okay. It's only around 4% of the portfolio. And then SoFi, my favorite fintech, it's it's around 4%. Now, I will just say um right outside of that, Zyllem, again, one of my favorite stocks, but also Metronic, they are just out of that 50%. I would love for Zyllem and Metronic to be like more of a core holding to be in the top 50% of the portfolio, and I'm going to try to get them in there. Um, but those are just two businesses that I think are so incredibly strong and resilient. Again, Zylm for Water, Metronic is the biggest uh medical devices company. Excuse me. I'm actually working on another video that's going to be coming out soon, too. Um, for Metronic, so we'll do a deeper dive on them as well. But yeah, two phenomenal stocks that Excuse me, guys. I've been drinking an energy drink and um it's a lot of carbonation, so I apologize for that. Um, but um, yeah, I'm going to try to get Zyllem and Metronic into the top 50% of of the account. Now, other than that, you know, everything else is looking pretty good in the portfolio. Nothing here that I see that needs like too much adjustment overall, but I will just say, you know, some of our newest additions to the portfolio, I would love to increase in weight. So, like IBM only 1%. Um, Alexandria Real Estate, man, they started to rebound again. I wish I would have bought more of them when we first added them. Um, Clorox has actually started dipping again. We were up quite a bit on them and now they've fell hard like this past couple weeks. So, um, Clorox is now starting to get kind of attractive, guys. Hey, keep an eye out on Clorox. They've got a very nice dividend. Um, Prolois, of course, you know, 0%. This is not literally 0%. This is less than 1% weight. Um, Healthcare Realy and then Broadcom. Yeah. All stocks that I want to be increasing weight to. Now, in terms of the, um, performance either up or down. Well, uh, as you can see, the vast majority of our portfolio of our holdings are very much in the green. So, we're doing, you know, very, very well overall. Um, but we will just kind of zoom in here to get a closer look. Now, I will say um the the ones in our triple digits are AMD, Cisco, Google, Nvidia, and Tesla. Now, let me know if any of those you think we should be cashing in profits on. What do you think about AMD? Do you think that we should be cashing in some profits on AMD? I am kind of thinking about it. I got to be honest with you guys. I'm thinking about it. We might run another poll just to see because when I do a poll of if you guys want to sell anything to to cash in profits on um I do always add an option for just like not selling anything. So, you know, we could say should we sell any of these stocks, but also have an option of not selling. Now, I'm not going to include not I wouldn't include all of these like Google. There's no way I'm selling Google. I'm sorry. I'm not selling Google. I'm not selling you know I'm not selling Nvidia. Those are just too good of companies to be holding um long term. But apart from that um hey Microsoft we are very solid in the green again 22% gains Microsoft when they were dipping hard I was buying um you know a lot of it also in my personal larger portfolio I was buying very heavily and um I was getting you know a lot of comments um saying you know kind of worried about it but look at us now the the stock um you know rebounded greatly and go back and watch those videos guys I I kept making the case Like this is insane. Microsoft should not be this cheap. Like people selling out of Microsoft, they're going to regret it. Like this is this is a long-term, you know, going to be one of the best companies when it comes to so many things and AI and productivity and all kinds of all kinds of things. But um yeah, so finally they're rebounding. They're doing well. So that's helping us a lot. Um Oracle is also in the double digit gainers. They they were like negative for a long time for for a while. Not a very long time, but for a while. Um now going into the singledigit gainers. Um, yeah, I would be um more than happy to be buying pretty much any of these, but I'll just kind of run through them really quick. So, Fizer, again, it's like the overall best biotech in terms of valuation and dividend. I think it's a solid biotech uh pharmaceutical play, whatever you want to call it, but um realy income that is oh uh one of my favorite, you know, kind of retail res. I think it's a solid one. PepsiCo. I think it is a phenomenal, you know, kind of consumer staple when it comes to food and drink type of plays. The best in my opinion and so large, so well diversified within within their fields. So large, one of the type of companies that I feel is kind of like too big to fail at this point. And the stock has been dipping a bit. We're barely positive on it. It's got a great dividend. So I'd be more than happy to be buying more PepsiCo stock. Again, Alexandria real estate has been rebounding um but not too much and I'd be I'd be more than happy to buy more of them. I think that's a very good like it's like a biotech kind of reat which is uh kind of a unique type of read and I I really like it. Um PayPal has started falling again. Now this one we were actually up quite a bit. It started falling again. Why is that? Because basically the acquisition kind of fell through. Now it it's still kind of like up in the air if something else might happen. I think the CEO recently said that they were, you know, looking at offers and they're always kind of willing to look at offers and stuff, but basically what I think happened is PayPal wanted a little more than what was being offered. So, um, the acquisition kind of, uh, the offer um, left the table and now they're no longer getting acquired. I actually like PayPal more now that they're not being acquired. I actually think it's an even better holding now and I actually see like quite a bit of future potential in PayPal. I think it is a dirty valuation and um I am going to actually be looking to buy more PayPal stock. Now, Clorox, like I said, it's been dipping hard more recently. Great dividend, consumer staple giant. Um we've got, you know, consumer discretionary staple giant. Uh Duke Energy. Duke Energy, we're only up 1%. We got to add more Duke Energy. It's like one of my favorite favorite energy plays. Um HR, we're flat on definitely newest edition. We'll definitely be buying more of. And then turning over to the negative performers. Now, this is where I will really be going, you know, probably the most the most heavily into. Some stocks, not so much, but a lot of these for sure I will be buying a lot more of. Now, Prologess, oh yeah, we're absolutely going to be buying more of Prologess. IBM, absolutely going to be buying more IBM. Broadcom, without a doubt, we're going to be adding more Broadcom. Um, EXR, we have a very large position in them. It's what was it? It was our fifth largest, I believe. So, don't necessarily want to make EXR too big in the account, but the fact that it is still negative, I would be willing to buy more of it. It's a um self- storage rate and I think it's a fantastic one, too. Um Tyson Foods negative on it, sure. Yeah, we got to be buying more of them. BU, uh it's a little risky because it is a Chinese play. Don't want to overdo it, but yeah, we could add a little more to BYU. Zyllem, absolutely. We're down 6%. Zylm is a stock that we want in the top 50% of our portfolio. We're negative on it. It is a no-brainer. We're going to be buying a lot more Zyllem stock. Um, American Tower, yeah, it's a good te telco REIT. Um, I'm not as excited about them as I am some of the others, but we can add more. Vichy Properties down 14%. It's already our fourth largest holding. So, yeah, we do want to be a little careful about getting too overly exposed to it, but the fact that we're down double digits on what is still my favorite REIT in the entire market, we got to be buying more. I will be buying heavily still. uh Vichy and also especially in my private larger portfolio. And then um Adobe. Yeah, I'm not feeling so great about Adobe lately. Um I will do an update video on Adobe. I do have some updated thoughts. I do want to talk about their latest earnings. There's some things I want to go over with Adobe, but um I think it's okay for now. we can continue to hold it, but I want to do a little more research and I want to um do an update video on it before I make too big of a decision on how heavily we want to be buying into Adobe um or if we even want to cut our losses with it. I don't know. I got to reevaluate with that one. So, um uh just um try to be a little patient with me on that one because I want to I want to do a little more research on it. I want to kind of see what the options would be um going forward and how I feel about them long term. But overall, um that's how we're doing. so far. Now, I did add another fresh $100 into the account for the month of September. So, that brought our account up now to just under 4,700. And this gives us, this leaves us with a cash ratio of about 13%. So, ju, you know, just under $600 that we have in cash. Okay, so that's going to do it for this month's update. I hope that you enjoyed it. Um, let me know if there's anything I forgot to mention. Sorry if I was rambling a little bit in this episode, but um uh I hope you're all doing well. Thank you so much. I love doing um this monthly update video for you guys. Let me know if you're enjoying it, too. If you're enjoying the community portfolio because that motivates me to keep the series going. And um if you have any questions, drop them down below. I'd love to hear from you. And uh yeah, I hope you're all doing well and I will catch you guys in the next video. All right, take care, my friends. Bye-bye.
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