Is investing in primarily in large-gap company individual stocks from the S&P 500 a safe bet to beat the market?


A portfolio idea I have… (24 holdings)

TECH SECTOR

6% Apple-AAPL, Microsoft-MSFT, Google-GOOGL, 3% Tesla-TSLA

3% NVDA, AMD, ASML, AVGO, TXN (semiconductor)

CONSUMER DISC/OTHER (To balance volatility + some mid-growth)

6% Amazon-AMZN, SCHD (ETF), Home Depot-HD, Lockheed Martin-LMT, 5% Louis Vuitton-LVMUY, 4% Costco-COST, Valero energy corp-VLO (energy)

HEALTHCARE (HC sector to balance volatility of tech stocks + growth)

6% United Healthcare Group-UNH (insurance)

3% thermo fisher scientific-TMO, Danaher group-DHR (supplies)

3% Lilly & company-LLY, AbbVie-ABBV, NOVO Nordisk A/S, Merk & Co-MRK (pharma)

3% HCA healthcare (Facility)

2013-2022 Results…
Portfolio CAGR of 28.51% vs 12.41% of market.

2.99 sortino ratio, .93 market correlation, 1.06 beta

Portfolio had a 9.63% drop in 2022 vs 18.23% of the market

Any advice?


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