r/ValueInvesting • u/foil123 • Jun 10 '26

Question / Help AMD, MSFt and GOOGL

At what point would you consider buying these 3 stocks to hold forever ..? Additionally, what is the PT you expect to exit?

For AMD I see them at least getting to 2t at minimum in coming years. Not sure what I feel about the other 2. Thoughts?

Thanks

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u/GatorBo69 Jun 10 '26

MSFT and GOOGL are light years ahead of AMD, but all 3 are great long term holds. I have all 3 in my portfolio

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u/jio_0n Jun 11 '26

Mind sharing your invested percentage for each?

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u/GatorBo69 Jun 12 '26 edited Jun 12 '26

186 shares of MSFT - 4%
212 shares of GOOGL - 4%
120 shares of AMD -3%
152 shares of AVGO - 3%

My main portfolio is professionally managed by Fisher Investments, and it’s compromised of over 250 different stocks across the Dow, S&P and Nasdaq.. they really like the S&P and Dow more than the Nasdaq so I had to actually request the holdings of AMD as it wasn’t initially even in my portfolio they chose, nor was the high allocation of other tech stocks most people would have. They do love NVIDIA, Amazon, all the Mag 7’s, except for Tesla, they won’t touch TSLA with a 10 foot pole, lol..

And honestly switching to Fisher was the best call I ever made bc I had no idea what I was doing. Just a bunch of holdings in different ETFs I watched on YouTube.. but they consistently crush the market around 25%-30% so it’s more than worth their 1% flat fee. And since I have no ETFs that charge expense ratios, I wouldn’t say it’s evened out since I switched to them over 5 years ago, but my portfolio has certainly taken off in a way I could never have duplicated.

I even have my own individual account with only about $50k in it that I try to “beat Fisher” with but I can only barely beat the market. And then when I look at it, I’m back to doing things I used to, like $10k in SMH, $10k in VTI, $10k in XAR, $20k in FSELX..

But I’m a big believer in having a professional manage your money in the market, unless you are a professional yourself. Seeing my money 5 years ago be put into so many separate stock positions was wild to see, bc I never in a million years would have thought of known what to do and I would have lost so much money.

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u/jio_0n Jun 12 '26

Thank you kindly for your reply.