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February 2025 Budget Portfolio Update

Feb 13, 2025

Budget Community Portfolio Series - February 2025

Introduction

  • Monthly update of a public budget portfolio.
  • Deposit: $100/month into the account.
  • Investments influenced by community polls, comments, and messages.
  • Monthly update video includes:
    1. Portfolio performance and January trades.
    2. Performance of individual stocks and February buying plans.
    3. Rapid-fire responses to community comments.

Housekeeping

  • Full access to portfolio available through Patreon ($5/month).
  • Private community Discord access included.
  • Trading platform used: SoFi (Recommended, with a $25 stock bonus for new accounts).

Part 1: Portfolio Performance

  • Portfolio value: Over $2,000 with $400 profit (~25% total gains).
  • Actual stock investments have over 30% gains.
  • Community Polls:
    • Dividend Biotech Stock: Pfizer chosen.
    • New Stock Addition: American Tower selected.
    • AI Exposure Stock: C3.ai chosen.
  • January expenditures: $110 (above usual $100).
    • Main purchases: Tyson Foods, Vici Properties, American Tower, C3.ai, EXR, Google, Verizon, Microsoft, NVIDIA, Pfizer, Supermicro.

Part 2: Stock Performance & Buying Plans

  • Top Performers:
    • Google and Palantir tied for top spot.
    • Amazon, Microsoft, Vici, Medtronic round out top stocks.
    • Noteworthy gains: Palantir (300%+), Tesla, SoFi (100% each), Meta, Chase, Cisco, Amazon, Visa (30%-50%).
  • Single Digit Performers:
    • EXR, Tyson, AMT considered for their dividends.
    • Microsoft considered undervalued at 1% gain.
  • Negative Performers:
    • Buying opportunities in Vici Properties, Pfizer, Verizon.
  • February Budget: Added $100, total now $2,100 with 19% cash stored.

Community Comments

  • Responded to various comments from YouTube and Discord.
    • Topics include stock comparisons (e.g., Pfizer vs BMY), AI stock potential (NVIDIA), Palantir valuation, and Intel's issues.
    • Other comment highlights:
      • Nuclear stocks potential in AI era.
      • Encouragement to start investing early and long-term.

Conclusion

  • Market outlook: Despite high market, still looking for buying opportunities.
  • Personal insight on investing: Start early, focus on safe, long-term investments.
  • Reminder of value in investing consistently over time rather than trying to time the market.

Closing Remarks

  • Encouragement to engage, leave comments for inclusion in future updates.
  • Gratitude expressed for community support and engagement.

Full transcript