TDY Reddit Mentions | ChartExchange

My portfolio contains 90 stocks plus 2 commodities, all of which are recurring weekly buys. I believe that most of these higher rated companies have an inevitably about them that is impossible to ignore, a gatekeeper if you will, while the lower rated companies provide the pure-play aspect that I believe to be 100% necessary. Either way, nearly every company here is contributing in one way or another to the future of civilization. These 92 positions are separated into 10 groups with the majority of my capital invested in the higher rated groups. Each month I reevaluate and potentially redistribute my capital allotment. In a way I have created my own ETF. This setup allows me to invest $65,000/year and I plan to do so until 2035, when I will retire. Everything will remain consistent, except for my Bitcoin & MSTR holdings. I will stop accumulating Bitcoin at any price above $100K. I will still hold, just not accumulate. However, I will sell my MSTR position during this next bull market to disperse back into Bitcoin cold storage. This is my way of amplifying my BTC holdings during these bearish times as MSTR will outpace BTC during the bull market. Everything else is just a simple DCA over the next decade.

Here is my personal portfolio presented as a watchlist and ranked in order based on my personal parameters and research (happy to discuss any of these companies):

**Commodities:**
**$250/week ($150 Silver/$100 Bitcoin)**

**1 - Bitcoin** (98)
**2 - Silver** (94)

**Stocks:**

\- Group 1 **($180/week)** \-

**1** \- **MSFT** (97)
**2** \- **AMZN** (96)
**3** \- **NVDA** (96)
**4** \- **GE** (96)
**5** \- **GOOG** (95)
**6** \- **AVGO** (95)
**7** \- **LLY** (95)
**8** \- **NOW** (95)
**9** \- **LIN** (95)
**10** \- **ORCL** (95)
\- Group 2 **($160/week)** \-

**11** \- **ASML** (94)
**12** \- **AAPL** (94)
**13** \- **ANET** (94)
**14** \- **FTAI** (94)
**15** \- **AXP** (94)
**16** \- **CRWD** (94)
**17** \- **RYCEY** (94)
**18** \- **ISRG** (93)
**19** \- **SPCX** (93)
**20** \- **DHR** (93)
\- Group 3 **($140/week)** \-

**21** \- **NFLX** (93)
**22** \- **VRTX** (92)
**23** \- **SCCO** (92)
**24** \- **JNJ**(92)
**25** \- **TER** (92)
**26** \- **PLTR** (91)
**27** \- **CCJ** (91)
**28** \- **ALAB** (91)
**29** \- **LMT** (91)
**30** \- **NXE**(90)
\- Group 4 **($120/week)** \-

**31** \- **AVAV** (90)
**32** \- **NOC** (89)
**33** \- **PH** (89)
**34** \- **MU** (89)
**35** \- **TSLA** (89)
**36**\- **MSTR** (89)
**37** \- **IVPAF** (89)
**38** \- **DE** (89)
**39** \- **TTWO** (89)
**40** \- **GEV** (88)
\- Group 5 **($100/week)** \-

**41** \- **AMD** (88)
**42** \- **DNLI** (88)
**43** \- **IBM** (88)
**44** \- **TDY** (87)
**45** \- **SNDK** (87)
**46** \- **BE** (87)
**47** \- **KTOS** (87)
**48** \- **FCX** (86)
**49** \- **RKLB** (86)
**50** \- **ARLO** (86)
\- Group 6 **($80/week)** \-

**51** \- **APLD** (86)
**52** \- **AVTR** (86)
**53** \- **MRVL** (85)
**54** \- **CVX** (85)
**55** \- **SOFI** (85)
**56** \- **DUK** (85)
**57** \- **TEM** (85)
**58** \- **LSCC** (85)
**59** \- **VRT** (84)
**60** \- **UUUU** (84)
\- Group 7 **($60/week)** \-

**61** \- **HMC** (84)
**62** \- **DNN** (84)
**63** \- **SITM** (84)
**64** \- **XYZ** (83)
**65** \- **ASTS** (83)
**66** \- **NBIS** (82)
**67** \- **AA** (82)
**68** \- **CRSP** (82)
**69** \- **CRWV** (81)
**70** \- **NOPMF** (81)
\- Group 8 **($40/week)** \-

**71** \- **CHRN** (81)
**72** \- **LASR** (80)
**73** \- **MRNA** (80)
**74** \- **UMAC** (79)
**75** \- **PL** (78)
**76** \- **HNST** (78)
**77** \- **NTLA**(78)
**78** \- **RXRX** (77)
**79** \- **QNT** (76)
**80** \- **TMC** (76)
\- Group 9 **($20/week)** \-

**81** \- **IONQ** (75)
**82** \- **EDIT** (75)
**83** \- **MYO** (74)
**84** \- **CABA** (73)
**85** \- **QBTS** (73)
**86** \- **BEAM** (72)
**87** \- **BFLY** (72)
**88** \- **LCTX** (71)
**89** \- **RGTI** (71)
**90** \- **BRCHF** (70)

**CASH: $100/week**
\*Money is allotted strategically to whichever stock I believe to be a great buying opportunity for that week. Currently it is MSFT & GOOG getting the extra capital until a higher value entry presents itself.