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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