4 Stocks I Dumped (And 5 I Bought Instead) [H12yHux614V]
Since the start of this year, I've sold a total of 4 stocks and purchased shares in 5 companies. In this video, I share each move in detail. I’m usually a strict buy-and-hold investor, so when I actually decide to sell a stock, there’s usually a major reason behind it. I'll walk you through why I finally walked away from legacy giants like Disney (DIS) and Louis Vuitton (LVMUY) after holding for over five years, and how weight-loss drugs like Ozempic changed my thesis on luxury retail and alcohol. I also break down why I reallocated those funds into high-conviction buys like Meta, Amazon, and TJ Maxx (TJX), and exactly why I'm loading up on these companies while they're on sale. Disclaimer: I'm not a financial advisor. This is just an analysis of stocks I own. Always do your own research before investing. 00:00 Portfolio Update: 4 Out, 5 In 00:15 How I Decide To Sell A Position 02:05 Disney (DIS) 03:26 Prologis (PLD) 04:40 Next Era Energy (NEE) 05:54 LVMH (LVMUY) 08:00 TJ Maxx (TJX) 09:27 Meta x Las Vegas Strip Analogy 10:48 AMZN, NVDA, and SPCX 11:08 Netflix Earnings On Deck #investing #investingtips #stocks #stockinvesting #stockmarket #meta #disney #lvmuy #louisvuitton #tjx #nvda #amzn