Kelly’s Portfolio – Last Updated January 27th, 2020
CRM
38%
NET
35%
PYPL
11%
BGRFX
8%
CLOV
7%
AAPL
2%
Blog
5 Stocks I’m Buying And Holding For The Next 3-5 Years
The entire stock market has taken as hit this year and for good reason. We'll likely never see WFH or e-commerce growth quite like the past 2 years ever again. Stocks have rebounded this month as investors feel like there's lots of opportunity in the marketplace. This...
Why $SPG Stock is One of the Best Dividend Stock Plays
At the time of this blog, $SPG stock price was $131.34/share. Kelly Michael Skelton is not affiliated with FINRA or any investment firm. These are opinions of Kelly Michael Skelton and do not reflect opinions of any brokerage firm or FINRA represented entities. Past...
Why $PYPL (PayPal) is 100% of my Portfolio (including my life savings)
I've only put 100% of my portfolio into something once before. It was $AMD in mid/late-2021 and that rose about 75%, so I'm pretty confident about this pick, too. PayPal has always been on my radar. In fact, I rode it from $255 to $305 earlier this year, but pulled...
Poshmark is Built for the Sharing Economy
At the time of this blog, POSH stock price was $59.50/share. Kelly Michael Skelton is not affiliated with FINRA or any investment firm. These are opinions of Kelly Michael Skelton and do not reflect opinions of any brokerage firm or FINRA represented entities. Past...
Cloudflare (NET Stock) Looks to Power Next Generation of Networks
At the time of this blog, NET stock price was $77.25/share. Kelly Michael Skelton is not affiliated with FINRA or any investment firm. These are opinions of Kelly Michael Skelton and do not reflect opinions of any brokerage firm or FINRA represented entities. Past...
6 Reopening Stocks to Own Post-COVID
Kelly Michael Skelton is not affiliated with FINRA or any investment firm. These are opinions of Kelly Skelton and do not reflect opinions of any brokerage firm or FINRA represented entities. Past performance is not an indicator or guarantee of future success. To...
Dell (DELL Stock) Capitalized on Shifting Needs & Stands to Do Even More
At the time of this article, DELL stock was valued at $79.60. Kelly Michael Skelton is not affiliated with FINRA or any investment firm. These are opinions of Kelly Michael Skelton and do not reflect opinions of any brokerage firm or FINRA represented entities. Past...
PayPal (PYPL Stock) is Well-Positioned and Transforming Transactions
At the time of this article, PYPL stock was valued at $269.44. Kelly Michael Skelton is not affiliated with FINRA or any investment firm. These are opinions of Kelly Michael Skelton and do not reflect opinions of any brokerage firm or FINRA represented entities. Past...
Sunpower (SPWR Stock) Has Tech, Demand & Government on Their Side
At the time of this blog, SPWR was trading at $43.76/share. Kelly Michael Skelton is not affiliated with FINRA or any investment firm. These are opinions of Kelly Michael Skelton and do not reflect opinions of any brokerage firm or FINRA represented entities. Past...
How Clover Health (CLOV Stock) Intends to Disrupt the Medicare System
At the time of this blog, CLOV was trading at $13.97/share. This was prior to the Hindenburg Research report citing the undisclosed DOJ investigation. Kelly Michael Skelton is not affiliated with FINRA or any investment firm. These are opinions of Kelly Michael...
Three Industries for Long Term Investment
Kelly Michael Skelton is not affiliated with FINRA or any investment firm. These are opinions of Kelly Michael Skelton and do not reflect opinions of any brokerage firm or FINRA represented entities. Past performance is not an indicator or guarantee of future success....
PENN Stock Continues to Compound and the Future Looks Even Brighter
At the time of this blog, PENN was trading at $107.03/share. Kelly Michael Skelton is not affiliated with FINRA or any investment firm. These are opinions of Kelly Michael Skelton and do not reflect opinions of any brokerage firm or FINRA represented entities. Past...
Delta’s (DAL Stock) Case For a Big 2021 in the Stock Market
Delta Air Lines (DAL stock) has been steadily climbing back toward its pre-COVID $55-60 prices since the pandemic hit almost a year ago. Sure the airlines industry is arguably the most affected by coronavirus and the company has to toss out their dividend, but here's...
Two 2021 IPOs I’m Excited for: Bumble & Coinbase
IPOs have brought some highly-anticipated companies public in recent months, including DoorDash, Airbnb, Poshmark and many others. Although many analysts cite these IPOs as being highly overvalued, the ability to see what the masses think of a company's potential are...
Why Is 70-75% of my portfolio in CRM stock?
At the time of this blog being published, CRM stock was trading between $215 and $220. Putting $3 out of every $4 you invest in one stock is widely regarded as a bad idea. So, why do I currently have roughly 70-75% of my investment dollars in Salesforce? Many reasons....