Bill Combs

What ETFs do you have in your portfolio?

I have recently moved most of my money into individual stocks, but I have kept and still regularly invest in $CSPX.L and $CNDX.Las a stable component of my portfolio .

Does anyone have $0M6I.Lin their portfolio ?

This firm specializes in land development, construction and transportation infrastructure. It's a plain and simple company, but its stock is up over 170% in the last year, which is a very solid performance for the construction sector. I'm holding a middle position and am currently up roughly +80%.

Are you investing directly in $BTCUSD, Bitcoin ETFs, or maybe stocks like $COIN or $MSTR?

I personally invest in Bitcoin through ETFs and so far it suits me best because it's easy and I don't have to deal with other things.

Investors, do you have a stock in your portfolio that you are confident you will hold for the next 15 years?

For me, it's definitely $AMZN and $GOOG. They are incredibly strong companies with amazing businesses that will be around for decades to come.

Do you think the Trump-Musk fight will continue?

Yesterday, $TSLAstock erased some of its losses and things calmed down a bit. But I'm honestly afraid it will continue. Plus, Trump has more power, so Musk will have to back down sooner or later.

Broadcom reported great results yesterday. Revenues were up 20% year-on-year and other items also grew solidly. The stock has rallied recently and the current valuation is already quite high. I've had $AVGOstock in my portfolio for a few months now and I'm very happy so far.

Do you also have $AVGOstock in your portfolio?

LVMH has not been mentioned for a long time. The shares have fallen another 20% this year and the company is not doing well at all. I have an intermediate position and will hold, but I don't expect any extra performance and hope the company will recover over time.

What is your opinion on LVMH? Do you have shares of $MC.PA in your portfolio?

CrowdStrike reported very solid results in my opinion and most key metrics grew solidly and exceeded expectations. Still, the stock was down 6% in the aftermarket due to a revenue outlook for the next quarter that was slightly below estimates. I have the stock in my portfolio and think it's a great business, but I won't be overbuying.

What do you think of the results? Anyone...
Read more

What do you think about REITs?

I had $O and $VICIin my portfolio last year and thought it was a great investment. However, towards the end of the year I sold all the REITs because they were underperforming and I wanted to move the money into more growth stocks. I think they are good dividend stocks for retirement though.

Are you still buying any big tech stocks?

I'm still buying $AMZN and $META, and last month I significantly increased my position in $GOOG. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.

Shares of $PLTR rose 7% on Friday after Ecuador announced its partnership with Palantir. The stock is already up more than 75% this year, a solid performance, and the positive trend is likely to continue. I've been buying around $100, and if the stock were to fall again, I would definitely overbuy.

At what price would you overbought$PLTR?

If you had to pick one car company to invest in, which one would it be?

I might choose $TSLA, but I see it more as a technology company. For me, the best right now is $BY6.F. BYD is doing great right now, there is a huge demand and their cars are very cheap and affordable.

Yesterday, a US federal court struck down most of the tariff measures imposed by Donald Trump. At the same time, a bill was introduced in Congress that would limit presidential powers to impose tariffs and would require congressional approval. I think this is great news and finally someone is going to rein Trump in a bit and not let him do whatever he wants. With this news, we...
Read more

Shares of $TSLA rose 6% yesterday, even though EV sales in Europe are still falling. There has been some positive news for Tesla recently, which may be the reason for the rise. However, I'm most looking forward to the robotaxi launch for now.

How do you see the current situation around Tesla?

Shares of $BY6.F fell about 8% yesterday in response to the announcement of widespread discounts on electric vehicles. However, this strikes me as positive news and I would have expected more upside. I bought BYD shares recently and will be overbought if their price continues to fall.

What do you think of the discounts? Do you have $BY6.Fstock in your portfolio?