No qualifying author-owned investment thesis was confirmed in this post.
The author is asking for advice rather than expressing a firm investment thesis, and the rationale provided is based on a price dip without a fundamental catalyst.
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My portfolio is six individual stocks (MSFT, GOOG, KO, JPM, BRK.B, AXP). Usually I just give a monthly contribution and divide six ways equally.
That said, with the recent MSFT dip I'm thinking I should give one month's allocation entirely to that stock and use an expected smaller and one-time windfall to divide amongst the others equally.
Probably the wise move to load up on MSFT for cheap right? I started this like a year and a half ago and regret not tilting towards GOOG in this way at the time.
To answer a tangent question. I don't invest in ETFs because Irish deemed disposal laws make it less feasible, so I went with the individual stocks route.