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MY TOP 7 STOCKS! - YouTube
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hey guys my name is eric and today i'm
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gonna show you my top seven
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stocks in my portfolio these are not my
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best performing stocks but i am gonna
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show you
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my biggest positions my seven biggest
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positions in my portfolio it means
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seven stocks where i have most of my
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money let's start with position
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number seven beyond
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meat position number seven in my
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portfolio is beyond meat
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it's 4.3 of my portfolio and my gain
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here is 37.3
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so far actually one week before it was
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over 100
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but i recently bought many many more
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shares of beyond meat so that's why i
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have only 37
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right now but this is my position number
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seven if you don't know beyond meat it's
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plant-based meat company
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it's number one in this segment and they
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are growing like crazy their ceo is
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totally awesome guys check some
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interviews with him he is he's almost
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like elon musk in food business to me
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he's
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super innovative and i trust this guy so
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much there are many more vegans in this
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world every day and i think that this
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trend is going to continue that many
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more people
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will just stop eat meat because they
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don't want to eat
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animals and so on so i think it's going
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to continue this market will grow and
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grow
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and beyond meat is number one here and
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they are growing like crazy so
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this was my position number seven let's
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continue position
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number six dropbox you didn't expect
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that one right
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dropbox i have four point four percent
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of my portfolio
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and my gain so far is 12 many people
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hate that company because
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they are slowing their growth and they
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think that microsoft can crush them
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google can crash them and so on but uh
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to be honest i don't know man i use
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dropbox uh
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many many years and this company is so
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undervalued man it's like
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if you look at other tech companies it's
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like p e ratios 100 and more
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and dropbox is like trading i don't know
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twenty forward pe twenty something like
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this
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it's for me pretty undervalued i would
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say so this play
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is for me something like sleeping giant
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it's a risky play because the what
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people say it can be crushed uh
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it's true that they are throwing like
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that growth but the other thing is that
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maybe they are slowing their growth but
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the buy of
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cloud storage is growing and growing and
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growing so there
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will be growing as well right so i am
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playing display
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because of the evaluation to be honest
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it's because of the evaluation
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it can happen that it doesn't grow so
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much but if yes
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it will grow exponentially because the
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evaluation is just so
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the box no one cares about dropbox right
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now so that's why i am in
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they have over six million registered
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users man i know they have problem with
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getting
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paid because i i don't know how much is
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it it's one percent paid customers
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something like this
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it's not so much but there's 600 million
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views
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it has some value this company can be
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easily acquired for example
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there can be a huge acquisition or if
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you know what dropbox is doing right now
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they are
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working on workspace they are adding
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more futures it's not only cloud storage
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right now
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so i think they can surprise everybody
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for their valuation oh man i am in
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so this is my position number six
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position number five
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lemonade lemonade is four point four
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percent of my portfolio
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and my gain is already 18.6
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it was much more it was 60 i think
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yesterday but i bought more
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yesterday lemonade is
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my 100x spec play
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uh if you don't know lemonade it's
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insurance company but
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disruptive insurance company because
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they are doing it
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differently for example my story with
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insurances
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i hate insurance companies i just
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hate them i am ensuring only big things
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because
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if i insure i don't know mobile phone or
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i don't know glass or something like
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this if something happens
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it's the pain in the ass to solve this
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insurance and it cost me much more time
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to solve it
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than i would get from it so i'm i hate
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insurances because
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when something really happens they are
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just fighting to not give you
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anything so i hate that every so i
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don't ensure so much stuff i insurance
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big stuff
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like house car and so on because it's
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needed it's a lot of money
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but small stuff i don't enjoy because
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it's a headache
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to communicate with insurance company
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even this takes
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so much time and effort and they are so
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ah
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and they are like they don't want to
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give you anything i
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hate that man and that's why lemonade
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i see the freaking future in lemonade
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man they are doing it differently they
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are
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focused on customer and if something
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happens to you your insurance can be
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solved in five seconds for example
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in one minute three minutes it's like
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click on your app
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so i love this insurance company it's a
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super spec play because
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it's a super small company right now i
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think it's uh it's four billion market
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cup
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an insurance business it's only four
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billion market cap
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i can see in 10 to 15 years if
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everything goes right
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it can 100x and this my 100x pack
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play because it can it cannot of course
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because it's a small company you don't
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know what's going to happen
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but this is i love it man maya our
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charming artificial intelligence pot
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will craft the perfect coverage for you
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it couldn't be easier or faster get
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injured in seconds get paid in minutes
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so they have up you register to up you
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get injured and
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in few clicks in your app because you
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are communicated with both with great
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artificial intelligence you are getting
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injured and if something happens
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you can get paid in minutes if if it's
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easy to solve it you can get paid in
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minutes it's like
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click on your phone man i love it and
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this is the strong premise for me
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because i think that many people like me
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hate insurances like like what the hell
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if something happens they are like
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i don't know you man and one more thing
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about lemonade the c-e-o
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check the ceo i totally trust him that
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he will get me 100 x
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this guy is awesome check his interviews
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as well my position number four
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zoom zoom is 4.6 percent of my portfolio
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and my gain is uh already 205.4 percent
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i had already more than 300 on this one
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but recently it
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went it crashed a little bit and to be
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honest i don't know what
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to do with zoom what the hell i don't
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know what to do with this stock man
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it's a super overvalued and i don't know
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what to do
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with this one i bought it very nicely
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and i made 300 percent rated on
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something like this
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but uh now i don't know man i'm not
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buying more zoom i
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i sold many of my shares of zoom and i
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took a bunch of profits
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but i let something right because i
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don't know what to do with this one to
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be honest i don't know it's
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it seems pretty overvalued but on the
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other side it's growing like crazy
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but on the other side it was because of
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the quarantine and so on what can happen
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in the future i don't know it's a video
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conference business there is much more
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competition for example than in
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with dropbox cloud cloud storage right
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because
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video conference business is doing
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everybody everybody is doing video
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conference right now apple google
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microsoft
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everybody man 100 billion market cap man
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i don't know man i don't know what about
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zoom so i'm not buying i'm not selling
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i'm holding and we will see
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position number three neo you didn't
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expect it
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huh you're always writing me and what
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about neo eric you got tessa what about
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dior you you don't know neo
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i got neo man neo is 4.8 of my portfolio
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and my gain is already 32.6
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okay you know that i am super bullish on
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av market
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i'm super bullish on tesla so it would
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make sense
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for me to a little bit diversified my
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eevee
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you know exposure to china to
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another ev company and the ev company
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what is doing it differently
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they have switchable batteries they are
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not like tesla
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they are doing it really differently and
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this is what i like about it recently it
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had to run up
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like crazy it was pretty crazy
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overvalued now it went down a little bit
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it's getting much better but still i i'm
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not
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buying more right now i bought when it
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was uh 30 or
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40 lower like like you saw i'm
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definitely watching this
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how they are doing and if they are doing
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well in the future i will buy more and
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more because
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i am super bullish on eb sector position
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number two
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is facebook
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facebook is eight point two percent of
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my portfolio my gain is ninety point
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three percent
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i already made a video why i love
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facebook so much
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you can watch it uh here or here
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i don't know somewhere here you can
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watch it here facebook is for me like
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uh super safe investment even though
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recently in recent days they are
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facing some great lawsuits they because
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government in usa they
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they want to rip them apart they want to
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rip instagram from facebook
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because they think they are monopoly and
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so on uh so recently it doesn't look so
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safe but for me
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overall facebook is super safe
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investments 25
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per year and you are good these lawsuits
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a little bit scares me but on the other
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hand
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that's why the facebook price is like
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fair price maybe i think it's
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undervalued man
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and that's why because of that because
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they are facing all the time stuff like
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this if the price of facebook
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was training like amazon it wouldn't be
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so interesting for me but for that price
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man
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i'm definitely in and position number
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one
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ah do you know you don't know i think
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you know what is here man
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i made it meant to my first position and
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it's
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tesla tesla is 14.3
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of my portfolio and my gain is here
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already
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61.1 and i bought it three months ago
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something like this i made my video
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about tesla as well you can watch it
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here
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my full video about it when i made that
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video that i am
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buying tesla that i am getting back in
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tesla in 2020 and i don't know september
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something like this
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people were like you are idiot it's
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super overvalued you are crazy what the
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hell
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this is so overvalued it crashed to the
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ground man
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and 61 man and
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if we check the price where i started
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buying
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tesla it was three hundred dollars man
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three hundred dollars people said like
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it's super crazy overall what would you
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do today
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to buy tesla for price 300.
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you would be like i want it for 300 man
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what is the price today
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609 dollars man it was already more up
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but
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it's getting crazy because of that s p
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500 inclusion we know we know it will
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maybe get crazy a little bit more
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but in the long term tesla man to the
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moon
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once again super bullish on tesla uh
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you cannot evaluate this company you
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cannot evaluate it they have
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so many segments they don't
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yet exist for example autonomous driving
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and so on
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i said in my last video when i got in
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the tesla that i can see it 2013
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at 2 trillion market cap today it's 580
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billion
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but since i'm diving more and more into
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tesla
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i can see easily for thrill maybe five
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maybe even more men
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love the company love the sector love
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the
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ceo elon musk man never bet against elon
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musk man
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he's the genius man he's sending people
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to the mars
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man super bullish on tesla i'm following
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my strategy what i told you in my last
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video i'm buying dips on tesla so
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recently when it was 660 or
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50 i didn't buy i am buying always huge
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tips i am a little bit waiting now what
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happens after
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the s p 500 inclusion maybe it can go a
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little bit lower
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so i am playing with the prices here but
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i am getting in more and more and more
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because i just love this company this is
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my number one
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i love it one more thing guys for you to
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know it this percentage and so on it was
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percentage of my stock portfolio for
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example tesla 14
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it's 14 of my stock portfolio but i have
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other investments as well so
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it's less to my net worth right maybe
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the slide will i will add more but i'm
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quite good diversified i have for
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example real estate this house is mine
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i have some business investments uh
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crypto and so on so
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i my pie is much bigger than this so
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don't definitely
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copy me okay don't copy me don't do what
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i do i'm not financial advisor this is
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not financial advice i'm only showing
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you what i am doing what i have
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everybody has different
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risks appetite everybody has different
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conditions because i can risk much more
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than you may be and also a very
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important thing i can be wrong
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i can be wrong market crash can be in
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january
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everything will crash to the ground and
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bye bye money
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but i think i'm prepared for market
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crash as well and if i count it right
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these seven positions are 45
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of my stock for portfolio so these seven
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positions are
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half of my stock portfolio so as you can
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see i'm trying to focus on growth
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because i'm trying to beat the market i
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have to knock on wood
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it's working from 2016 it's working i
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have something like
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25 every year average return only on
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stock portfolio
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i have others so together i'm much more
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but only on stock i have
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something like 25 from 2016 every year
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so i'm beating the market consistently
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and i want to do it in the future as
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well
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my other half of my stock portfolio
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there are many more stocks like
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some growth stocks as well small cap
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stocks like upwork and so on and i have
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also
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the safe pillow there like many more
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dividend stocks
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blue chip stocks uh index funds and so
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on
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on the other half so i i am safe there
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as well so this is my friends i hope you
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enjoyed this video hit the like button
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if
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you enjoyed it because these videos take
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me so much time to make as you could see
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this is a video after three weeks right
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now because i didn't have time i'm still
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running watching
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investments every day i don't have time
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for videos so if i make them
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please give it some laugh hit the like
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button and so on so i can make some in
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the future as well because
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it just takes so much time man you know
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what guys i just told you my seven
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biggest positions
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in my portfolio write me in the comments
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top seven
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biggest positions in your portfolio
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write it in the comments
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so we can all be inspired thank you so
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much for watching and i will see you in
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the next video
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bye
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[Music]
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you
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