Marvell is a recent purchase by the creator due to its technology and recent acquisitions.
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9 Stocks to Buy in Our DREAM 2026 Portfolio
Let's Talk Money! with Joseph Hogue, CFAFeb 25, 2026
Three investing experts participate in a stock draft for a 2026 portfolio, each selecting three stocks they believe will perform best. The first pick is Amazon, chosen for its diversified business model, dominance in e-commerce and cloud computing, and strong financial metrics.
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Tickers discussed in this post
Robinhood is starting to look intriguing to the creator, though not selected for the draft.
SoFi was considered for the financials sector but did not make the final draft picks.
Boeing was considered for the portfolio in the industrial sector but did not make the final list.
Nvidia is a top pick as a tech player focused on AI, complementing the diversified portfolio.
Alphabet is a must-own stock with a nearly 10% pullback presenting an attractive entry point due to its diversified business and Waymo's potential.
Palantir is a long-term conviction pick, despite a recent 40% drop from its peak, as the creator believes its potential remains untapped.
Amazon is a foundational pick due to its diversified business, e-commerce and cloud dominance, and strong financial health.