RIP my Stock Portfolio... but i Bought a New Stock!!

Adobe was mentioned as a software name that was surprisingly green on a difficult market day.

Murphy USA, an oil and gas station play, was green on the day, showing defensive characteristics.

Comfort Systems was a significant contributor to the creator's losses, mentioned as a tech-heavy AI name that fell the most.

United Rentals was the only stock in the creator's main dividend portfolio that was green on the day.

Zoom was one of the creator's oldest stocks, purchased in 2021-2022.

UiPath was one of the creator's oldest stocks, purchased in 2021-2022.

SoFi is part of the creator's fintech portfolio, which they consider a 'picks and shovels' play on the brokerage industry.

The creator expresses regret for selling Robin Hood shares and is considering buying more due to its business model, prediction markets, and subscription services.

McDonald's is mentioned as a pseudo-REIT that has been doing well, alongside other REITs.

Coca-Cola was mentioned as a defensive name that was only slightly down on a tough day, indicating its resilience.

Iron Mountain, a REIT, has performed exceptionally well, already up 30% in a year, and offers a dividend yield over 3%.

Southern Company is a high-yielding regulated utility with a 3%+ dividend, a low PE ratio, and expected 7-8% total annual return.

The creator is pleased with their recent purchase of Applovin, which is already up 14% and was green on a rough day for many stocks.

The creator is highly bullish on RMD, a CPAP company, due to its strong valuation, growth prospects, and benefit from GLP-1 prescriptions, with significant net cash and share buybacks.