r/valueinvesting
Goal is to have 100k, Each 5000$ on these companies.
The author plans to invest $5k in each of 20 companies to build a $100k portfolio for a 20-year hold, then switch to VOO.
- The selected companies generally exhibit low debt, massive cash flow, and positive net income.
- A disciplined 20-year holding period followed by index fund investing allows for long-term compounding.
- The post lacks detailed fundamental analysis or valuation metrics to justify the specific stock picks.
- Over-diversification across 20 stocks might dilute returns compared to a more concentrated value portfolio.
Basic reason is to have 100k in Stocks and ride for 20 years. After acoompolishing this in 6 months, Goal is to only add Index funds like VOO for next 19 years. What are your thoughts guys?
All these comapnies have low debt and massive cash flow with positive Net Income.
|THE TRADE DESK, INC. (XNAS:TTD)|
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|ADOBE INC. (XNAS:ADBE)|
|SALESFORCE, INC. (XNYS:CRM)|
|Nintendo Co., Ltd. (OTCM:NTDOY)|
|LULULEMON ATHLETICA INC. (XNAS:LULU)|
|SERVICENOW, INC. (XNYS:NOW)|
|Schwab Str:US Div Eq ETF (ARCX:SCHD)|
|UNITEDHEALTH GROUP INCORPORATED (XNYS:UNH)|
|UIPATH, INC. (XNYS:PATH)|
|ATLASSIAN CORPORATION (XNAS:TEAM)|
|CHIPOTLE MEXICAN GRILL, INC. (XNYS:CMG)|
|PAYCOM SOFTWARE, INC. (XNYS:PAYC)|
|SHOPIFY INC. (XNAS:SHOP)|
|ZOOM COMMUNICATIONS, INC. (XNAS:ZM)|
|ARISTA NETWORKS, INC. (XNYS:ANET)|
|MONGODB, INC. (XNAS:MDB)|
|JPMorgan:Nsdq Eq Prm Inc (XNAS:JEPQ)|
|OKTA, INC. (XNAS:OKTA)|
|DATADOG, INC. (XNAS:DDOG)|
|FORTINET, INC. (XNAS:FTNT)|