Purchased Broadcom (AVGO) shares with leftover Roth IRA funds, which have since appreciated 25%.
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I Built My Own $80,000 ETF With Just 11 Stocks — Here Are My Picks
Dividend DiplomatsApr 25, 2026
The Dividend Diplomats creators discuss building an $80,000 ETF-like portfolio using 11 individual tech stocks. They highlight Alphabet (GOOGL) as their largest holding, purchased during a dip related to AI rollout concerns, and Cisco (CSCO) as an older, resurgent stock with significant gains.
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Tickers discussed in this post
Acquired Amazon (AMZN) shares below $200 before a jump, but has not significantly built the position.
Added to Intuit (INTU) position, buying another share after it dropped 8% and recovered.
Acquired more Microsoft (MSFT) shares, which are currently up 12% after a recent dip.
Actively buying Salesforce (CRM) shares due to perceived undervaluation and strong AI use case potential, despite recent price drops.
Qualcomm's stock is down from its 52-week high due to AI bubble concerns and weakness in the mobile chip sector.
Intel has rebounded well, but the creator is managing a low-strike covered call, impacting potential upside.
Texas Instruments has performed well after earnings, showing strong demand and a good yield.
IBM has seen strong gains but has recently fallen due to AI spend concerns, though it still offers a good yield.
Cisco (CSCO) is an older, original stock purchase that has seen a resurgence and significant gains.
Alphabet (GOOGL) is the largest holding, bought during an AI rollout dip, now up 97% and seen as a strong AI play.