In this video I’ll go through 5 stock positions in my personal portfolio along with 4 new stocks I haven’t discussed before.
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My top 9 stocks for 2024 are composed mainly of high growth cloud stocks, though there are some other interesting tech stocks in there. Each of these companies has the potential to 10X in size over the next several years, and I would not be surprised if at least a few of them do so. The companies I’ll be going through are: Crowdstrike (CRWD), Arm, SoFi (SOFI), PayPal (PYPL), Monday (MNDY), Palantir (PLTR), Nubank (NU), Datadog (DDOG), and Alphabet (GOOG). These stocks are not allocated evenly, and I have wildly different convictions for each one that I own.
The goal of this video is to talk about different companies I am interested in and hopefully get your thoughts too. I think it is difficult but possible to outperform the overall stock market as an individual investor. You should not try to copy my portfolio, because I make changes to it often and quickly if my thesis changes around one of the stocks.
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I am not a financial or investment advisor. Everything in this video is for entertainment purposes only. Links above include affiliate commission or referrals, and I receive compensation from partnering websites. The video is accurate as of the posting date but may not be accurate in the future.
