Well ladies and gentlemen, you have spoken. I have compiled all the tickers in the comments of the previous thread and kept the ones where googlefinance data is readily available to make the return calculations easier on my end. Without further ado, here are the top 15 holdings of our collective portfolio:
|Name|Weight| |:-|:-| |Microsoft Corp|4.02%| |Intuit Inc|3.13%| |Constellation Software Inc.|2.68%| |Meta Platforms Inc|1.79%| |Alphabet Inc Class C|1.79%| |ServiceNow Inc|1.79%| |Reddit Inc|1.79%| |Berkshire Hathaway Inc Class B|1.79%| |Adobe Inc|1.34%| |Advanced Micro Devices Inc|1.34%| |Visa Inc|1.34%| |Avantis US Small Cap Value ETF|1.34%| |Amazon.com Inc|1.34%| |PayPal Holdings Inc|0.89%| |UnitedHealth Group Inc|0.89%|
In total, we have 162 securities in our portfolio (well, technically a lot more cause some of you thought AVUV would be a good idea lol). I'll post the full list of securities in the comments to keep the main post short.
You guys really are all in on tech. Well... we'll see how that works out over the next few years. Like I said before, I'll post updates at the end of each quarter. For return calculation purposes, we'll assume the portfolio was initiated as of the close of April 13, 2026. Next update will be after Q2 ends. See you then!!
edit:
Original post: https://www.reddit.com/r/ValueInvesting/comments/1shmm57/lets_build_an_rvalueinvesting_portfolio_together/