Skip to playerSkip to main contentSkip to footer
  • 7/7/2025
These are the must-have stocks that retail investors are adding to their portfolios.
Transcript
00:00What are the top portfolio picks?
00:02What you would imagine.
00:03It looks like the top of the S&P 500.
00:05It looks like the top of some of the famous ETFs out there,
00:08maybe the NASDAQ 100.
00:09It's the mega cap techs.
00:11We also always have Apple up there.
00:13Amazon is a popular one.
00:14Microsoft, Tesla, believe it or not.
00:16Palantir, one of our readers' favorite stocks as well.
00:20And NVIDIA is the top of everybody's list.
00:22We ask them what's in their portfolio.
00:23What have you been adding to?
00:25But we also ask them,
00:26if you can buy and hold one stock right now
00:28and hold it for 10 years, what would it be?
00:30And NVIDIA is at the top of that list as well.
00:32There's a lot riding on that stock right now.
00:34Berkshire Hathaway also on that list.
00:36But it's interesting because I was taking a look
00:38at some of your notes.
00:3851% of people think that the market
00:41and AI stocks are overvalued.
00:43So despite the fact they think it's overvalued,
00:46they still want more?
00:47Yeah.
00:48And overvaluation has kind of been a persistent problem now
00:51for maybe 20 years or so, right?
00:53These industrial or technological revolutions
00:55bring us new advances.
00:57AI is just the latest.
00:58Just think.
00:58ChatGPT about two years ago,
01:00or 2022, I should say,
01:02when we first really saw it on the scene.
01:03Think of the revolution that's happened since then
01:05through the AI stocks,
01:07through the chip stocks,
01:07the broadcoms,
01:08the NVIDIAs of the world.
01:09So you can be worried about overvaluation
01:11and miss out on really growing your portfolio
01:14in times like this
01:14because we never know what we're going to see the next one.

Recommended