>> Check out my Stock Watch List featuring companies I’m looking to invest in.
I’ve learned a great deal over the years from those who share their stock investments (usually on Twitter). It’s opened my eyes to different types of businesses and brands that I would never have looked into otherwise. Plus, it’s always fun to learn about different businesses and how they’re trying to stand out from their competitors and grow.
I’ve published my personal stock holdings as a way to pay forward all that I’ve learned from others who’ve publicly shared their investments online. These are only what’s in my E-Trade and Vanguard brokerage accounts, which contain the large majority of my personal investments. These don’t include retirement investments, joint accounts with friends/biz partners, or my few other stray accounts that have smaller sums.
I’ll continue to keep this updated whenever I make trades. I’m looking to hold for the long-term on these investments. Some I’ve held since 2013.
A note on the “Avg. Purchase Price” – this represents the weighted cost of shares. With several of these positions, I’ve added to them over time and so there are multiple purchase prices.
The Kang-Lee Family Bets are for four positions I initiated in June 2020 with a set-it-and-forget-it approach. At the time, I felt these companies had great potential to grow exponentially over the next 10 years. We’ll see how I’ve made out in 2030. Here’s my Tweet thread on why I chose these particular companies.
Note: This is just a friendly share and nothing here constitutes any kind of financial advice or recommendation.