Source Post

7 Stocks I'm Buying All Year in 2026 | Paul's Mag 7 Update

Everything MoneyApr 6, 2026

The creator discusses their personal "Magnificent 7" portfolio, which has underperformed the actual Magnificent 7 and the S&P 500 in Q1 2026 due to significant drops in stocks like Adobe and Baba. Despite the short-term losses, the creator remains committed to their strategy of buying good companies at mispriced valuations for the long term.

Linked Mentions

Tickers discussed in this post

SFMBullishMedium ConvictionSignal-backedPrimary

Sprouts Farmers Market is presented as a potential buying opportunity in the growing specialty grocery niche.

NKEBullishMedium ConvictionSignal-backedPrimary

Nike is a buy because its strong global brand recognition is a durable moat, and the new CEO is focused on improving operations.

PYPLBullishHigh ConvictionSignal-backedPrimary

PayPal is a buy due to strong free cash flow, significant share buybacks, and potential upside from new management and acquisition rumors.

LUVBullishHigh ConvictionSignal-backedPrimary

Southwest Airlines is a buy due to its historical profitability, operational advantages, and undervalued stock price.

ULTABullishHigh ConvictionSignal-backedPrimary

Ulta Beauty is a buy due to its strong business model, customer loyalty, and recent significant price drop, presenting a value opportunity.

TSLANeutralLow ConvictionResearch Only

Tesla is part of the original Magnificent 7, which the creator believes had abysmal expected returns.

AAPLNeutralLow ConvictionResearch Only

Apple is part of the original Magnificent 7, which the creator believes had abysmal expected returns.

NVDANeutralLow ConvictionResearch Only

Nvidia is part of the original Magnificent 7, which the creator believes had abysmal expected returns.

MSFTNeutralLow ConvictionResearch Only

Microsoft is part of the original Magnificent 7, which the creator believes had abysmal expected returns.

AMZNNeutralLow ConvictionResearch Only

Amazon is part of the original Magnificent 7, which the creator believes had abysmal expected returns.

GOOGLNeutralLow ConvictionResearch Only

Google is part of the original Magnificent 7, which the creator believes had abysmal expected returns.

METANeutralLow ConvictionResearch Only

Meta is part of the original Magnificent 7, which the creator believes had abysmal expected returns.

BABABearishMedium ConvictionSignal-backedSecondary

Alibaba is a sell because it was a primary driver of the creator's portfolio underperformance in Q1.

ADBEBearishMedium ConvictionSignal-backedSecondary

Adobe is a sell because it was a primary driver of the creator's portfolio underperformance in Q1.

Linked Signals

Tracked calls opened from this post

PYPL
buy opened Apr 6, 2026
-2.09%
ULTA
buy opened Apr 6, 2026
-8.05%
LUV
buy opened Apr 6, 2026
+10.33%