US stock_record

Updated list-20200623 (focus on few stocks to maximize the profit)

Core:
(ETF) VOO, QQQ
(Stock) MSFT, V, MA
(Added) AAPL, NKE

(SaaS) ADBE, NOW, CRM, WDAY, SHOP

(Tower) AMT, SBAC, CCI

(Data Centre) EQIX, DLR, CONE, COR, QTS

(Dirty work) WM, RSG

(Finance) NDAQ, MSCI, SPGI

(Others) NEE, OTIS, AMZN, NVDA

Potential:
(ETF) ARKW, ARKK
(Stock) TSLA, TTD, ROKU, DDOG, SDGR, TEAM, OKTA, DOCU, FSLY, CRWD, ZS

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Updated list-20200504 (focus on few stocks to maximize the profit)

Core:
(ETF) VOO, QQQ
(Stock) MSFT, V, MA
(Added) AAPL, NKE

(SaaS) ADBE, NOW, CRM

(Tower) AMT, SBAC, CCI

(Data Centre) EQIX, DLR, CONE, COR, QTS

(Dirty work) WM, RSG, ECL

(Finance) NDAQ, MSCI, SPGI

(Others) NEE, OTIS

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Updated list-20200411 (focus on few stocks to maximize the profit)

Core:
(ETF) VOO, QQQ
(Stock) MSFT, V, MA
(Added) AAPL, NKE

(SaaS) ADBE, NOW

(Tower) AMT, SBAC, CCI

(Data Centre) EQIX, DLR

(Dirty work) WM, RSG, ECL

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Updated list 20200325 (focus on few stocks to maximize the profit)

Core:
(ETF) VOO, QQQ
(Stock) MSFT, V, MA
(Added) AAPL, NKE

(SaaS) ADBE, NOW

(Tower) AMT, SBAC, CCI

(Data Centre) EQIX, DLR

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美股數目太多, 重點不在於任何股票都買, 反而集中在自己熟悉的範圍, 最基本要做到和大市同步, 當然回報比大市好是最理想。

Suggested list - Updated 20200308

Core:
(ETF) VOO, QQQ
(Stock) MSFT, V, MA
(Added) AAPL, NKE

Potential growth:

(SaaS) ADBE, CRM, NOW, WDAY

(E-payment) GPN

Dividend stocks / REITS:

(Tower) AMT, SBAC, CCI

(Waste collection) WM, RSG, WCN, CWST

(Data Centre) EQIX, DLR, COR, CONE, QTS

(Transport Company) UNP, CSX, NSC, CNI

(NNN lease REIT) STOR, EPRT, O, NNN, WPC, ADC, FCPT

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(Old-20200213) 經過一番嘗試, 集中投資在科網股身上是有回報, 重點不是那一只股票是可以不可以的問題, 重點在買了多久持有至現在, 經歷過大升市及大跌市, 趨勢仍然是向上, 而且有業績支持。

科網股的幾個重要範圍, 包括強勁的FREE CASHFLOW, 每年派息增加, 每年盈利有增長, 如果有太多資金未能用上, 會透過stock buyback program減少股票數目, 回饋股東, 而且管理層最重要的目標, maximize the return of shareholders, 即是要股價上升。

如手頭組合沒有美股, 就不能坐一趟順風車。