Here Are My 5 Largest Stock Positions Right Now - And Which I’m Buying More Of

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I own about 40 different stocks, but I have more of my money invested in some of my highest-conviction positions. In this video, I discuss why Realty Income (NYSE: O), General Motors (NYSE: GM), MercadoLibre (NASDAQ: MELI), Pinterest (NASDAQ: PINS), and Berkshire Hathaway (NYSE: BRK.B) are my largest positions, and which one of them I’m planning to add to in February.
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Visit fool.com/frankel to get access to my special offer. The Motley Fool Stock Advisor returns are 914% as of 1/7/2025 and measured against the S&P 500 returns of 174% as of 1/7/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.
#topstocks #investing #stockstobuynow

[@mulemule]

0:44 *1). O (Realty Income)* 2:20 *2). GM (General Motors)* 4:02 *3). MELI (MercadoLibre)* 4:57 *4). PINS (Pinterest)* 5:54 *5). BRK.B (Berkshire Hathaway B)*

[@daniel80111]

Love this video. Would like to see something like this more often

[@ElOrarca]

Buen trabajo Matt

[@edgibbs3229]

Rates are normal now and shouldn’t be lower. If O cant perform well with current rates, why should anyone own it.

[@edgibbs3229]

GM makes crappy cars, period. So now they make electric crappy cars. Berkshire should be your largest holding. You already stated that if you could only own one stock it would be Berkshire.

[@DrumsDiogo]

None 😊

[@jonnagap87]

Yea I don’t get it. Pinterest? That’s how you play all the groundbreaking tech innovation that’s happening around you? That who you think captures maximum value here? Pinterest??

[@MattFrankelCFP]

For me, Pinterest is an ad play, not necessarily a tech play. But I own RBLX, SE, AMZN, and GOOGL for tech innovation for sure.

[@outworkthework]

Wil try to be polite and say your picks are very unusual. Are you going for growth, value, dividend? What is your thesis? I think you can do better my friend.

[@ChrisLaBarre]

Agree. I would go to more growth right now. You can buy those later for income. But I agree a little unusual. Maybe playing it too safe

[@jonnagap87]

Yea I don’t get it. Pinterest? That’s how you play all the groundbreaking tech innovation that’s happening around you? That who you think captures maximum value here? Pinterest??

[@MattFrankelCFP]

A couple things. First, this is in combined portfolios. The income/value plays like O and BRK are in retirement accounts, with stocks like MELI in standard accounts. Second, my portfolio isn't too concentrated and I do own more growth stocks (SE and RBLX) are rather large investments, but aren't in my top 5, just for example.

[@MattFrankelCFP]

To be fair, I never planned on PINS being this large of an investment. I bought it near the Covid lows. My biggest (deliberate) tech related investments right now are RBLX, SE, and XYZ.