I'm 22 y/o this year and I plan on holding these for
long-term, and from time to time make some
changes. 20% Google, 15% Adobe, 12% Intel, 13% Facebook,
10% Wix, 10% PayPal, 10% InMode, 5% WBD and 5% Pinterest.
I know this is high risk TECH portfolio and undiversified, but these
companies are quite cheap in my opinion.
I would be buying all day companies like Apple,
Microsoft, Nvidia, Salesforce and so on, but these
companies are quite expensive for me. Apple is
almost 3T company, I just don't see it gives me
8-9% annual return as the S&P does.
Moreover, I would buy some Indexes like VOO, VTI, but there are so many expensive companies that pumping those Indexes. Companies
like KO, LOW, HD, PEP and many more with P/E
ratios of 30+. Its just not make any sense to me.
What do you guys think? Would like to hear some
opinions from the big boys here. Thank you!
I want to make some changes, what stocks you consider undervalued right now?
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