One Investor’s View of a Balanced Stock Investment Portfolio

Claude Newberger provided a perspective on his personal stock acquisitions for 2019. There are several areas he chose to invest in to create a hedge against risk and at the same time create tremendous growth with a balanced set of stable stocks. 

STABLE 

These companies have historically been stable investments which are the Wrigley (WWY) and Kraft (Hines Company (KHC). The Wrigley brand list includes Skittles, Altoids, Juicy Fruit, Lifesavers, Starburst, Orbit & Spearmint Chewing Gum to name a few.

Kraft Hines brand list includes Country Town Lemonade, Jell-O, Kool-aid, Sun Capri, Maxwell House, Oreo, Oscar Meyer, Trident, just to name a few.

NEW AGE 

Tilray (TLRY)

Tilray (NASDAQ: TLRY) easily represents the most interesting and controversial picks among marijuana stocks to buy for next year. 

Canopy Growth (CGC) 

Taking a similar route to most other marijuana stocks, Canopy Growth (NYSE): in 2019, CGC stock has rebounded, climbing 65%.

ENTERTAINMENT/TECHNOLOGY 

Netflix (NFL) 

Disney Stock (DIS)

Apple Inc. (AAPL) 

Facebook (FB) 

Google (GOOG)

RECENT IPOs 

Lyft 

Uber

UPCOMING IPO TO WATCH 

Airbnb

While Newberger feels these companies represent a great stock portfolio he cannot provide professional advice. But rather a perspective on companies that fit the investment scenario based on his risk assessment and value proposition.

“Each investor has to look at the amount of money he or she has, the time they would like to invest, and the risk tolerance before buying and investing in stocks.” 

I have been investing in stocks for more than 20 years. I’ve survived a few ups and downs, some losses but more profits have been made in my overall 20 years of investing. I really feel at times that the stock market and investors sometimes get a bad rap in terms of the lack of security that one faces in investing in the stock market. That is certainly one perspective but the other perspective is that there are countless individuals who have made fortunes by working with investment brokers and advisers as well as investing independently. Some have even become millionaires because they bought the right stock at the right time and they allowed the stock price increases to provide them with huge returns.

So if you are starting out as an investor, you should consult with a professional to get advice before investing. My story and my stock portfolio are only mere examples of what you can do over time by investing in companies that fit your investment level. Also, I would suggest that you subscribe to several magazines on stocks, invest in books about stocks, and attend workshops and seminars whenever you can. 

Lastly, I believe a tool like the Equity Movement is certainly a way to begin to position yourself as well as connecting with others to develop your investor savviness.