Source Post

I Sold It All... to Buy THIS Instead

The creator discusses their budget community portfolio for August 2026, highlighting a 5% gain in the past month driven by AI stocks like Microsoft, Workday, Service Now, and Oracle. For the first time, they sold two holdings: a top performer for significant profits and a major loser to cut ties. Two new stocks were also added to the account.

Linked Mentions

Tickers discussed in this post

CLXNeutralMedium ConvictionSignal-backedSecondary

Clorox is up over 20%, despite previous negative comments from others.

TSLANeutralMedium ConvictionSignal-backedSecondary

Tesla is listed among the stocks with triple-digit returns and gains.

NVDANeutralMedium ConvictionSignal-backedSecondary

Nvidia is highlighted as a stock with triple-digit returns and gains.

PEPBullishMedium ConvictionSignal-backedSecondary

PepsiCo is a food and drinks giant considered too big to fail, with a great price and dividend, making it a target for increased investment.

TSNBullishHigh ConvictionSignal-backedPrimary

Tyson Foods provides meat, a perpetually needed product, and is considered to be at a great price with a good dividend.

EXRNeutralMedium ConvictionSignal-backedSecondary

EXR is a self-storage REIT with a 5% weight in the portfolio, which the creator likes.

PFEBullishMedium ConvictionSignal-backedSecondary

Pfizer is seen as a dividend-paying biotech that is always at a good price, even after recent rebounds.

MDTBullishMedium ConvictionSignal-backedSecondary

Metronic is mentioned as a very reliable company in the medical devices sector.

DUKBullishHigh ConvictionSignal-backedSecondary

Duke Energy is highlighted as the creator's favorite energy play at the moment.

Linked Signals

Tracked calls opened from this post

VICI
buy opened Aug 19, 2026
-10.13%
AMZN
buy opened Aug 19, 2026
-4.79%
ARE
buy opened Aug 19, 2026
-19.17%
TSN
buy opened Aug 19, 2026
-4.78%
DUK
buy opened Aug 19, 2026
+0.97%
DIS
buy opened Aug 19, 2026
+4.17%