Investing Basics

Investing Basics

Thanks for coming to my page- here I post general basic investment information, as I would like to be a resource to everyone. I recommend thinking about what trends you believe to be true for the economy moving forward, whether that is industrials, real estate, tech or any of the other sectors. The key is to be diversified, however, I recommend a bigger bet on the industry you believe to be the future.

 

2021 Market Focus

I see the following themes heading into next year, warranting investment attention:

Media distribution: More cord cutting, content distribution

Digital currency/Bitcoin: digital wallets, cryptocurrency

Electric vehicles: the transformation to alternative energy is already under way, but is moving very rapidly

Robotics/Autonomous Vehicles: increasingly businesses are calling on robotics to maintain efficiency and reduce costs. Google launched their self-driving car fleet, Waymo, in AZ this year. In healthcare we see this with Robotic Assisted, joints and general surgery procedures

Flying Objects: whether it’s Uber Eats with compact flying helicopters delivering you food, or a Amazon package, flying robots are being produced

3D Printing: rapid for facilitating prototypes, if you need to produce a small batch it is most cost effective, quality is very accurate/consistent, and it reduces the overall risk of false manufacturing

Digital Advertising: Covid-19 has exponentially sped up the demand for digital advertising, shown by Google, Trade Desk, Snapchat, and Pinterest. As more people transition online it will be increasingly important to market to them online

 

The stock market is comprised of Sectors in which companies are compared to competitors and analyze. 

Brokerage Accounts

I recommend Fidelity or Vanguard for passive investing and Robinhood for options, as I believe it has the best platform for executing trades.

Stock Market Sectors

-Technology (software, semiconductors, hardware)

-Real Estate (commercial real estate, construction projects)

-Financials (banks, investment banking, insurance, brokerage inst)

-Communication (telecom, social medical, messaging services, entertainment, radio)

-Consumer Products (beverage, food, personal care)

-Consumer Discretionary (luxury goods, e-commerce products, hotels, restaurants)

-Healthcare (pharmaceuticals, medical devices, supplies)

-Utilities (natural gas, renewable energy)

-Industrials (aerospace, defense, construction, engineering)

-Materials (mining, paper products, chemical manufacturers)

-Energy (coal, ethanol, oil and gas)

The goal in knowing all of these sectors for you to diversify, so if one sector(s) collapse, you have a counter weight to keep you insulated.

The three major market indices are DOW Industrials, S&P 500, Nasdaq.

  

 

Here is the weighings of each stock by Index:

Components of the Nasdaq 100
# Company Symbol Weight       Price Chg % Chg
1 Apple Inc AAPL 12.364    137.06 5.09 (3.86%)
2 Microsoft Corp MSFT 9.28    225.10 2.35 (1.05%)
3 Amazon.com Inc AMZN 8.772    3,289.00 116.31 (3.67%)
4 Tesla Inc TSLA 4.278    661.97 0.20 (0.03%)
5 Facebook Inc FB 3.542    276.79 9.39 (3.51%)
6 Alphabet Inc GOOG 3.161    1,779.98 41.13 (2.37%)
7 Alphabet Inc GOOGL 2.873    1,778.99 44.83 (2.59%)
8 NVIDIA Corp NVDA 2.698    516.00 -3.75 (-0.72%)
9 PayPal Holdings Inc PYPL 2.345    235.73 -2.91 (-1.22%)
10 Adobe Inc ADBE 2.011    498.99 -0.87 (-0.17%)
11 Comcast Corp CMCSA 1.929    51.11 0.73 (1.45%)
12 Netflix Inc NFLX 1.904    519.12 5.15 (1.00%)
13 PepsiCo Inc PEP 1.681    147.20 2.14 (1.48%)
14 Intel Corp INTC 1.617    47.07 0.00 (0.00%)
15 Cisco Systems Inc CSCO 1.578    45.00 0.46 (1.03%)
16 Broadcom Inc AVGO 1.463    433.22 1.76 (0.41%)
17 QUALCOMM Inc QCOM 1.411    147.95 -0.84 (-0.56%)
18 T-Mobile US Inc TMUS 1.383    133.49 0.57 (0.43%)
19 Costco Wholesale Corp COST 1.349    371.10 6.52 (1.79%)
20 Texas Instruments Inc TXN 1.244    161.47 -0.17 (-0.11%)
21 Charter Communications Inc CHTR 1.1    651.90 -4.59 (-0.70%)
22 Amgen Inc AMGN 1.088    223.05 0.12 (0.05%)
23 Starbucks Corp SBUX 1.004    104.50 2.49 (2.44%)
24 Advanced Micro Devices Inc AMD 0.926    91.62 -0.19 (-0.21%)
25 Intuit Inc INTU 0.84    381.00 -0.16 (-0.04%)
26 Intuitive Surgical Inc ISRG 0.795    805.16 -1.84 (-0.23%)
27 Booking Holdings Inc BKNG 0.717    2,139.00 50.65 (2.43%)
28 MercadoLibre Inc MELI 0.706    1,663.72 -26.76 (-1.58%)
29 Mondelez International Inc MDLZ 0.694    58.27 0.42 (0.73%)
30 Micron Technology Inc MU 0.659    70.73 0.15 (0.21%)
31 Applied Materials Inc AMAT 0.653    84.87 -0.46 (-0.54%)
32 Automatic Data Processing Inc ADP 0.635    176.61 0.05 (0.03%)
33 Fiserv Inc FISV 0.633    112.67 0.04 (0.04%)
34 JD.com Inc ADR JD 0.617    81.66 -2.83 (-3.35%)
35 Zoom Video Communications Inc ZM 0.613    351.10 -24.07 (-6.42%)
36 Gilead Sciences Inc GILD 0.6    56.87 -0.20 (-0.35%)
37 Activision Blizzard Inc ATVI 0.589    91.42 0.46 (0.51%)
38 Lam Research Corp LRCX 0.58    476.13 -4.21 (-0.88%)
39 CSX Corp CSX 0.577    90.11 0.06 (0.07%)
40 Autodesk Inc ADSK 0.554    299.90 -1.49 (-0.49%)
41 Vertex Pharmaceuticals Inc VRTX 0.511    232.47 -1.99 (-0.85%)
42 Illumina Inc ILMN 0.45    365.00 -2.29 (-0.62%)
43 Analog Devices Inc ADI 0.448    145.30 0.83 (0.57%)
44 Baidu Inc ADR BIDU 0.442    193.50 2.48 (1.30%)
45 Regeneron Pharmaceuticals Inc REGN 0.43    482.00 -6.93 (-1.42%)
46 Moderna Inc MRNA 0.409    110.04 -13.35 (-10.82%)
47 Monster Beverage Corp MNST 0.398    90.81 1.00 (1.11%)
48 Pinduoduo Inc ADR PDD 0.382    144.78 -7.97 (-5.22%)
49 DocuSign Inc DOCU 0.38    229.80 -15.13 (-6.18%)
50 Keurig Dr Pepper Inc KDP 0.376    31.99 0.11 (0.35%)
51 Workday Inc WDAY 0.375    242.90 -5.86 (-2.36%)
52 NXP Semiconductors NV NXPI 0.369    158.99 1.66 (1.06%)
53 Lululemon Athletica Inc LULU 0.368    351.99 0.57 (0.16%)
54 Cognizant Technology Solutions Corp CTSH 0.363    81.81 0.74 (0.91%)
55 Kraft Heinz Co/The KHC 0.359    35.40 0.42 (1.20%)
56 IDEXX Laboratories Inc IDXX 0.356    494.70 -2.44 (-0.49%)
57 Ross Stores Inc ROST 0.352    122.62 4.60 (3.90%)
58 Marriott International Inc/MD MAR 0.35    129.48 0.73 (0.57%)
59 Align Technology Inc ALGN 0.349    520.86 -7.17 (-1.36%)
60 Peloton Interactive Inc PTON 0.349    152.05 -10.67 (-6.56%)
61 Electronic Arts Inc EA 0.345    140.32 -1.49 (-1.05%)
62 Exelon Corp EXC 0.342    42.21 0.38 (0.91%)
63 Match Group Inc MTCH 0.339    153.88 1.80 (1.18%)
64 American Electric Power Co Inc AEP 0.339    81.28 -0.14 (-0.17%)
65 KLA Corp KLAC 0.336    257.58 -1.50 (-0.58%)
66 Synopsys Inc SNPS 0.326    256.15 -0.13 (-0.05%)
67 Biogen Inc BIIB 0.321    243.00 -5.89 (-2.37%)
68 Cadence Design Systems Inc CDNS 0.313    134.00 0.00 (0.00%)
69 ASML Holding NV ASML 0.307    480.20 -2.89 (-0.60%)
70 Microchip Technology Inc MCHP 0.299    136.25 -0.52 (-0.38%)
71 Cintas Corp CTAS 0.297    355.80 17.40 (5.14%)
72 Xilinx Inc XLNX 0.292    141.50 -0.49 (-0.35%)
73 eBay Inc EBAY 0.29    50.36 0.24 (0.48%)
74 Seagen Inc SGEN 0.288    185.86 -4.75 (-2.49%)
75 Walgreens Boots Alliance Inc WBA 0.288    39.78 0.16 (0.40%)
76 DexCom Inc DXCM 0.286    363.25 8.23 (2.32%)
77 Paychex Inc PAYX 0.285    94.50 -0.21 (-0.22%)
78 Xcel Energy Inc XEL 0.285    65.32 0.69 (1.07%)
79 O'Reilly Automotive Inc ORLY 0.281    457.06 -4.70 (-1.02%)
80 Alexion Pharmaceuticals Inc ALXN 0.28    154.36 1.73 (1.13%)
81 Okta Inc OKTA 0.277    265.99 -9.61 (-3.49%)
82 Verisk Analytics Inc VRSK 0.274    207.98 6.75 (3.35%)
83 Atlassian Corp PLC TEAM 0.268    233.33 -8.46 (-3.50%)
84 Marvell Technology Group Ltd MRVL 0.264    47.25 0.20 (0.43%)
85 ANSYS Inc ANSS 0.262    363.72 -0.45 (-0.12%)
86 NetEase Inc ADR NTES 0.254    91.13 -1.53 (-1.65%)
87 PACCAR Inc PCAR 0.25    85.58 -0.53 (-0.62%)
88 Copart Inc CPRT 0.245    126.72 3.01 (2.43%)
89 Splunk Inc SPLK 0.242    175.88 -4.32 (-2.40%)
90 Fastenal Co FAST 0.238    50.37 0.85 (1.72%)
91 Sirius XM Holdings Inc SIRI 0.225    6.36 0.06 (0.87%)
92 Dollar Tree Inc DLTR 0.215    107.93 -1.10 (-1.01%)
93 Skyworks Solutions Inc SWKS 0.211    153.01 1.80 (1.19%)
94 VeriSign Inc VRSN 0.205    215.71 1.12 (0.52%)
95 Cerner Corp CERN 0.202    78.05 -0.36 (-0.46%)
96 Maxim Integrated Products Inc MXIM 0.194    86.57 -0.01 (-0.01%)
97 Incyte Corp INCY 0.16    86.34 -1.03 (-1.18%)
98 Check Point Software Technologies Ltd CHKP 0.158    138.61 3.86 (2.86%)
99 CDW Corp/DE CDW 0.155    131.06 1.83 (1.42%)
100 Trip.com Group Ltd ADR TCOM 0.14    31.74 -0.25 (-0.78%)
101 Fox Corp FOXA 0.08    29.78 1.47 (5.19%)
102 Fox Corp FOX 0.061    28.88 0.88 (3.14%)

 

Components of the Dow Jones
# Company Symbol Weight       Price Chg % Chg
1 UnitedHealth Group Incorporated UNH 7.422859    345.95 5.16 (1.51%)
2 Home Depot Inc. HD 5.900998    269.25 -1.67 (-0.62%)
3 Goldman Sachs Group Inc. GS 5.579505    259.59 3.43 (1.34%)
4 salesforce.com inc. CRM 4.917789    224.64 -1.14 (-0.50%)
5 Amgen Inc. AMGN 4.855711    224.21 1.28 (0.57%)
6 Microsoft Corporation MSFT 4.851791    225.25 2.50 (1.12%)
7 Boeing Company BA 4.729815    216.09 -1.06 (-0.49%)
8 McDonald's Corporation MCD 4.604355    214.02 2.63 (1.24%)
9 Honeywell International Inc. HON 4.563842    209.94 0.41 (0.20%)
10 Visa Inc. Class A V 4.545763    212.63 3.93 (1.88%)
11 Caterpillar Inc. CAT 3.911055    178.37 -1.19 (-0.66%)
12 3M Company MMM 3.801278    174.71 0.19 (0.11%)
13 Walt Disney Company DIS 3.78407    178.86 5.13 (2.95%)
14 Johnson & Johnson JNJ 3.320999    153.19 0.72 (0.47%)
15 Walmart Inc. WMT 3.125621    145.22 1.72 (1.20%)
16 NIKE Inc. Class B NKE 3.084236    142.43 0.83 (0.59%)
17 Travelers Companies Inc. TRV 3.016496    139.19 0.70 (0.51%)
18 Procter & Gamble Company PG 2.999725    138.68 0.96 (0.70%)
19 Apple Inc. AAPL 2.874482    137.20 5.23 (3.96%)
20 International Business Machines Corporation IBM 2.715914    124.82 0.13 (0.10%)
21 JPMorgan Chase & Co. JPM 2.712211    125.34 0.82 (0.66%)
22 American Express Company AXP 2.556039    118.36 1.01 (0.86%)
23 Chevron Corporation CVX 1.858601    84.90 -0.43 (-0.50%)
24 Merck & Co. Inc. MRK 1.745556    80.45 0.31 (0.39%)
25 Verizon Communications Inc. VZ 1.281613    58.98 0.14 (0.24%)
26 Dow Inc. DOW 1.193399    54.29 -0.50 (-0.91%)
27 Coca-Cola Company KO 1.163994    54.16 0.72 (1.35%)
28 Intel Corporation INTC 1.025247    46.99 -0.08 (-0.17%)
29 Cisco Systems Inc. CSCO 0.97014    45.00 0.46 (1.03%)
30 Walgreens Boots Alliance Inc WBA 0.862976    39.78 0.16 (0.40%)

 

S&P 500 (50/500)

# Company Symbol Weight       Price Chg % Chg
1 Apple Inc. AAPL 6.756938    137.20 5.23 (3.96%)
2 Microsoft Corporation MSFT 5.395351    225.25 2.50 (1.12%)
3 Amazon.com Inc. AMZN 4.335002    3,297.00 124.31 (3.92%)
4 Facebook Inc. Class A FB 2.059406    277.06 9.66 (3.61%)
5 Alphabet Inc. Class A GOOGL 1.670272    1,779.00 44.84 (2.59%)
6 Alphabet Inc. Class C GOOG 1.617081    1,780.77 41.92 (2.41%)
7 Tesla Inc TSLA 1.607732    660.00 -1.77 (-0.27%)
8 Berkshire Hathaway Inc. Class B BRK.B 1.41237    228.41 1.88 (0.83%)
9 Johnson & Johnson JNJ 1.285912    153.19 0.72 (0.47%)
10 JPMorgan Chase & Co. JPM 1.216006    125.34 0.82 (0.66%)
11 Visa Inc. Class A V 1.133749    212.63 3.93 (1.88%)
12 Procter & Gamble Company PG 1.094037    138.68 0.96 (0.70%)
13 UnitedHealth Group Incorporated UNH 1.03591    345.95 5.16 (1.51%)
14 NVIDIA Corporation NVDA 1.030707    516.42 -3.33 (-0.64%)
15 Walt Disney Company DIS 1.007675    178.86 5.13 (2.95%)
16 Mastercard Incorporated Class A MA 0.946984    344.47 8.47 (2.52%)
17 Home Depot Inc. HD 0.934432    269.25 -1.67 (-0.62%)
18 PayPal Holdings Inc PYPL 0.8958    235.73 -2.91 (-1.22%)
19 Verizon Communications Inc. VZ 0.780055    58.98 0.14 (0.24%)
20 Adobe Inc. ADBE 0.768233    499.00 -0.86 (-0.17%)
21 Comcast Corporation Class A CMCSA 0.736943    51.11 0.73 (1.45%)
22 Bank of America Corp BAC 0.730689    30.13 0.17 (0.57%)
23 Netflix Inc. NFLX 0.727458    518.57 4.60 (0.89%)
24 Pfizer Inc. PFE 0.663683    36.82 -0.45 (-1.21%)
25 Coca-Cola Company KO 0.662172    54.16 0.72 (1.35%)
26 salesforce.com inc. CRM 0.661849    224.64 -1.14 (-0.50%)
27 AT&T Inc. T 0.65498    28.55 -0.14 (-0.49%)
28 Merck & Co. Inc. MRK 0.649572    80.45 0.31 (0.39%)
29 PepsiCo Inc. PEP 0.642235    147.15 2.09 (1.44%)
30 Walmart Inc. WMT 0.63735    145.22 1.72 (1.20%)
31 Intel Corporation INTC 0.61797    46.99 -0.08 (-0.17%)
32 Abbott Laboratories ABT 0.615226    107.79 -0.56 (-0.52%)
33 Cisco Systems Inc. CSCO 0.602951    45.00 0.46 (1.03%)
34 AbbVie Inc. ABBV 0.584046    103.45 0.19 (0.18%)
35 Thermo Fisher Scientific Inc. TMO 0.581656    460.73 2.64 (0.58%)
36 NIKE Inc. Class B NKE 0.569239    142.43 0.83 (0.59%)
37 Exxon Mobil Corporation XOM 0.563512    41.74 0.14 (0.34%)
38 Broadcom Inc. AVGO 0.559131    431.88 0.42 (0.10%)
39 Qualcomm Inc QCOM 0.539126    148.15 -0.64 (-0.43%)
40 Chevron Corporation CVX 0.526253    84.90 -0.43 (-0.50%)
41 Accenture Plc Class A ACN 0.522263    259.68 2.38 (0.92%)
42 Costco Wholesale Corporation COST 0.51535    371.65 7.07 (1.94%)
43 McDonald's Corporation MCD 0.504611    214.02 2.63 (1.24%)
44 Medtronic Plc MDT 0.491726    115.13 1.10 (0.96%)
45 Texas Instruments Incorporated TXN 0.475356    161.47 -0.17 (-0.11%)
46 Honeywell International Inc. HON 0.47102    209.94 0.41 (0.20%)
47 NextEra Energy Inc. NEE 0.470594    75.49 0.51 (0.68%)
48 Danaher Corporation DHR 0.448624    222.75 1.26 (0.57%)
49 Bristol-Myers Squibb Company BMY 0.4427    61.12 -0.03 (-0.05%)
50 Union Pacific Corporation UNP 0.439095    205.65 2.26 (1.11%)