My Stock Portfolio

June 2 - June 17, 2015

Stategy

❖ Long-term wealth management for retirement ➢ Sought out long-term, growth companies primarily

in the technology and healthcare spaces➢ Invested $77,333.90 across 8 different stocks, many

of which were consumer brands

Google (GOOG)❖ Marketwatch projects

shares to jump 40% in FY15 & another 20% in FY16

❖ Accelerating search performance industry

❖ Google Play App Store totaled 60% more downloads than Apple Store (a substitute) in FY14

❖ World’s top search engine, but that’s not all➢ Strong core of

advertising business on its own network of sites (96% profits from ads)

Apple (AAPL)❖ Most valuable company

in history w/market cap >$700B

❖ Apple Watch & iPhone 6 both new hot sellers➢ Mac sales up 15%

❖ Growing faster than Microsoft, substitute

❖ Constantly innovating - pairing with Panera & Whole Foods & started “Swift” a new language to develop apps (already 11 million downloads)

Qualcomm (QCOM)❖ World’s largest supplier of

smartphone chips (big market share)

❖ Licenses out to Samsung, LG Display, Apple

❖ Valued higher than substitutes Broadcom, Intel and Texas Instruments

❖ Helped fund Ebay’s PayPal and Waze, both successes

❖ Collects royalties on almost all LTE devices sold in China

Disney (DIS)❖ Very large & diversified

➢ Owns ESPN (leader in sports), ABC, Disney Channel (media accounts for 43% of profits)

❖ Theme parks thriving, 31% of profits

❖ Huge growth potential for 10-15 year time frame as “it reaps the reward of its own virtuous media-merchandising cycle”

Netflix (NFLX)❖ Stock went up 25% in

Q1 of 2015❖ International revenues

up 55%❖ Verizon unbundling of

massive cable packages will catapult Netflix

❖ Content is easy and cheap, effectively increasing consumers’ purchasing power

Nike (NKE)❖ Who doesn’t own a pair

of Nikes?❖ Shares rose 5% right

before project began❖ Its product innovation &

massive dedication to marketing is paying off

❖ Under Armour, a substitute, is growing faster, but Nike is on the rise in Europe and China

❖ Foot Locker doing very well, so people are buying Nike products

CVS (CVS)❖ Operating profits up

33% for America’s largest drug store chain

❖ Has seen a 26% appreciation in its year-to-date index

❖ Has increased amount purchased by customer per visit, equaling greater marginal revenues

❖ People living longer, greater demand for drugs (CVS will fulfill that demand)➢ Pharmacy jumps

6%

Berkshire Hathaway, B (BRK/B)❖ Owns stock in GM,

Verizon, Heinz and Suncor Energy ➢ Large &

differentiated❖ Net income increases

each year by substantial margins

❖ Shares up 151% in past five years

❖ Warren Buffett owns it.

Evaluation❖ Portfolio increased in overall value by 1.13%❖ Differentiated stocks was key

➢ Each day, at least 1 stock made a gain■ MVPS: Netflix/Nike/CVS/Disney■ Netflix jumps 6%■ Nike jumps 4%■ Disney jumps 2%■ CVS jumps 3%

❖ Major weakness: My tech stocks did not perform well➢ Apple and Qualcomm, complimentary

■ Apple down 2%■ Qualcomm down 3%