PayPal is a negative performer, and the creator is more open to selling it completely if voted by members, although they express reluctance.
Source Post
Every Stock I'm Buying in July 2026 (Huge Opportunities)
Jul 16, 2026
The creator is discussing a new initiative for their public community portfolio for July 2026. They are considering a poll where viewers can vote to sell one stock from the portfolio to free up cash, a departure from their usual long-term buy-and-hold strategy. The creator explains the rationale behind this change, including viewer suggestions and potential benefits like alleviating concerns about portfolio size or cash levels. The video will cover the portfolio's performance and then present the stocks considered for the elimination poll.
Linked Mentions
Tickers discussed in this post
Workday is a negative performer, and the creator is more open to selling it completely if voted by members, although they express reluctance.
Tesla is a profitable performer, and the creator is willing to trim the position to lock in some profits if voted by members, though they don't want to sell out completely.
AMD is a profitable performer, and the creator is willing to trim the position to lock in some profits if voted by members, though they don't want to sell out completely.
Cisco is a profitable performer, and the creator is willing to trim the position to lock in some profits if voted by members, though they don't want to sell out completely.
Adobe is a weaker, more speculative performer that is a candidate for selling to stop the bleeding and reallocate capital to better value stocks.
Super Micro is a weaker, more speculative performer that is a candidate for selling to stop the bleeding and reallocate capital to better value stocks.
American Tower is considered an 'untouchable' stock that the creator will not sell, despite not being 'insanely bullish'.
The creator is buying more Disney stock because it is trading below $100, which has historically been a strong buying signal for them.
Xylem is one of the creator's favorite stocks, trading at a great price, and they want to increase their position.
