PayPal is a stock the creator is cautious about, planning to wait for portfolio growth before potentially doubling down due to its volatility and current poor performance.
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Every Stock I'm Buying in June 2026 (Huge Opportunities)
The creator discusses their budget community portfolio for June 2026, covering trades from April and May, and outlining their planned purchases for June. The portfolio has performed well, climbing over 9% in the past two months and approaching a record high. The creator also provides a channel update regarding a medical emergency and personal health issues.
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Tickers discussed in this post
The creator is cautious on C3.ai, preferring to wait for the rest of the portfolio to grow before potentially doubling down due to its volatility and poor performance.
Vici Properties is a high-conviction buy, down 8%, offering a dividend yield above 6% that has consistently grown since going public.
Xylem is a high-conviction buy, despite being down 5%, due to its business and dividend growth potential with a low payout ratio.
Duke Energy is a clear target as a solid energy play benefiting from AI and data center demand, offering a nice dividend.
The creator identifies PepsiCo as a top target to buy more of this month, noting it's dipping again and at a fantastic price with a dividend yielding over 4%.
The creator sees C Limited as a clear target to buy more of in the coming months, as it's a new position with less than 1% exposure.
The creator wants to buy more Meta, viewing it as one of the few big tech giants still trading at an attractive valuation.
Palantir is a holding at 6% and is the best performer, up close to 400%.
Amazon is a significant holding at 8% and is performing well with double-digit gains.