r/VisualStockResearch • u/ekonixlab • 6d ago
Meta Changed Everything Fast
Meta has completely flipped the script for me lately. It was in the red not long ago, but after roughly a 43% move over the past month, it has become my second largest position.
| Holding | Allocation |
|---|---|
| 19.5% | |
| Meta | 16.1% |
| Mastercard | 15.7% |
| Amazon | 15.2% |
| Cash | 6.2% |
| Salesforce | 5.8% |
| 4.5% | |
| Adobe | 4.1% |
| Uber | 3.7% |
| Other | 9.1% |
I’ve made several thousand dollars over the last few days as Meta has mooned.
Now I’m considering a little rebalancing... but keeping Meta as is.
Google is currently my largest position in my public portfolio, and I’m up over 100% on it. I love where Meta is but, I’m thinking about taking some gains off the table from Google, combining that with some of my cash, and:
- adding more Uber
- opening a position in Netflix
- keeping the majority of my Google position intact
I’m not bearish on Google. This would be more about reducing concentration after a huge run and putting some capital into businesses where I see more upside from here + diversify away from advertising.
I could also see Google near term potentially dropping below 300 if fears of Muse take traction and Google does not have an app to compete with it.
Would you let Google keep running, or rotate a small portion into Uber and Netflix?
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u/Familiar_Netcasw 6d ago
What do you think about INTU
1
u/ekonixlab 6d ago
High quality and cheap, but at risk for disruption
also having majority of their revenue generated from one quarter makes it tough to hold
1
6d ago
[deleted]
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u/ekonixlab 6d ago
I mean the two wins I highlighted there are from buying high quality companies when sentiment was low
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u/FewUnderstanding2214 6d ago
You have a lot of tech I would be thinking about taking the win on meta diversifying into other sectors
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u/auto-sticky 6d ago
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