Nvidia is performing well, in the 50-100% gain range, indicating a solid position within the portfolio.
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Every Stock I'm Buying in April 2026 (Huge Opportunities)
Ale's World of StocksApr 15, 2026
The creator discusses their April 2026 budget community portfolio, highlighting recent market declines as buying opportunities. They detail new additions like Sea Limited and increased positions in Microsoft, Amazon, and various REITs, while also addressing concerns about underperforming stocks like Supermicro, Adobe, and C3.ai. The creator emphasizes a strategy of buying more of stocks that are down to lower cost bases and increase upside potential.
Linked Mentions
Tickers discussed in this post
SoFi is performing well, in the 50-100% gain range, indicating a solid position within the portfolio.
Tesla is performing well, in the 50-100% gain range, indicating a solid position within the portfolio.
C3.ai carries the highest risk among the underperforming stocks but has potential; the creator plans to hold it to see if new leadership can improve performance.
Adobe is a strong company in its field but has been a poor performer recently due to AI fears, and the creator plans to hold it while letting the portfolio grow around it.
Supermicro is a high-risk stock that is weighing down the portfolio, and the creator is undecided whether to double down or exit, opting to hold for now while letting the rest of the portfolio grow.
American Tower is a REIT with a low valuation and high dividend, making it a target for increased investment.
Disney stock, trading just under $100, is considered an absolute steal and a target for buying more shares.
Medtronic, a world leader in medical devices, is seeing a slight dip, prompting the creator to consider buying more shares of this long-term favorite.
Federal Realty is a favorite REIT with an excellent turnaround plan combining residential and retail properties to create strong synergies, offering significant optimism.
Palantir is the best performer in the portfolio, up over 400%, and is a significant holding tied for second place at 7% weight.
Pfizer is held in the portfolio with a 5% weight, indicating a stable but not actively growing position.
Extra Space Storage is a REIT with a low valuation and high dividend, making it a target for increased investment.
Meta Platforms, currently at a low weight of 2%, is a company the creator likes and wants to increase exposure to, viewing it as a strong business at a fair price.
Google remains the largest holding in the portfolio, weighing the most at around 13%, indicating a continued positive outlook.
ServiceNow is another AI software play similar to Workday, considered a strong candidate for buying more shares due to its potential.
Workday is a tremendously beaten-down AI software play with high customer retention and significant rebound potential, making it an attractive investment.
VICI Properties is highlighted as a favorite REIT with a low valuation and high dividend, making it a strong candidate for increased investment.
Oracle is considered a great AI play that has experienced a significant drop from its peak, making it an attractive target for buying more shares.
Xylem, a company in the water management sector, is considered a great long-term play with comprehensive involvement in water from cleaning to smart analytics.
Microsoft stock continues to trade at low levels, presenting a huge buying opportunity with giant rebound potential, making it the top target for increased investment.
Sea Limited, a Singaporean company dominating Southeast Asia in e-commerce, finance, and gaming, is a dirt-cheap valuation despite strong growth, offering significant rebound potential.
Amazon stock has been heavily suppressed and remains highly attractive at current levels, making it a favorite for long-term investment.