
Below are stocks to consider selling prior to the new purchases:
Portfolio One:
- Nnvidia (NVDA) – the once high flying chipmaker stock is hit with slowing growth
- Equinor (EQNR) – former Statoil is a Norwegian oil company hit by falling price of their currency and anti-oil sentiment in their own country
Portfolio Three:
- Baidu (BIDU) – Chinese search engine less relevant in mobile era and new investments not yet paying off
- Nnvidia (NVDA) – the once high flying chipmaker stock is hit with slowing growth
- ConocoPhillips (COP) – US oil company hit by lower energy prices and relatively smaller footprint
Portfolio Four:
- Equinor (EQNR) – former Statoil is a Norwegian oil company hit by falling price of their currency and anti-oil sentiment in their own country
- Nnvidia (NVDA) – the once high flying chipmaker stock is hit with slowing growth
- Box (BOX) – US SAAS provider not yet acquired by larger company and hit by recent earnings miss
- Oracle (ORCL) – very well run and doing huge stock by back but trends running against this on premise software stock
- Westpac (WBK) – Australian bank hit with tough regulatory, business, and real estate impacts
Portfolio Five:
- Baidu (BIDU) – Chinese search engine less relevant in mobile era and new investments not yet paying off
- Juniper (JNPR) – US networking company not yet taken over. Reasonably well run with dividend but in a difficult space
- ConocoPhillips (COP) – US oil company hit by lower energy prices and relatively smaller footprint
- Westpac (WBK) – Australian bank hit with tough regulatory, business, and real estate impacts
Portfolio Six:
- Baidu (BIDU) – Chinese search engine less relevant in mobile era and new investments not yet paying off
- Nnvidia (NVDA) – the once high flying chipmaker stock is hit with slowing growth
- ConocoPhillips (COP) – US oil company hit by lower energy prices and relatively smaller footprint
Portfolio Eight:
- Nnvidia (NVDA) – the once high flying chipmaker stock is hit with slowing growth