The creator is building an initial position in Netflix, buying four shares for €243, seeing it as a strong brand despite a price-to-earnings ratio in the low 20s not being considered cheap.
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4 Stocks I’m Buying in July 2026 (My Real-Money Portfolio)
Jul 27, 2026
The creator discusses their real-money portfolio performance and recent purchases. They highlight Berkshire Hathaway as a new position, noting its strong cash position and fair valuation. They also mention Decker's Outdoor, which has recently seen a price pullback, and discuss its smaller weighting due to industry challenges.
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PayPal is the top position, with the creator having bought at higher prices and continued buying as the share price dropped, now being back to breaking even due to recent increases driven by takeover rumors.
Novo Nordisk remains the second-largest position in the creator's portfolio with an 11% weighting and is currently at roughly 0% return.
The creator is heavily invested in Munich, a well-positioned industry leader with good dividends, and finds it currently valued at a low PE ratio of around 10, making it attractive.
The creator finds Accidental Petroleum undervalued and is holding the stock regardless of oil price fluctuations, citing the company's intrinsic value as the primary reason for investment.
BYD is a hold as its AI chip division, Kunzen, is estimated to be worth $50 billion, potentially covering 70-80% of BYD's current market cap, and the company holds substantial cash reserves.
Decker's Outdoor is a smaller position due to the tough clothing industry, and the creator is currently slightly down on the investment.
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