$234K Portfolio Update | Stocks I Bought & Sold in July 2025
In this $234K portfolio update, I break down all the stocks I bought and sold in July 2025 — and why.
From high-conviction additions like FICO, DUOL, ASML, and McDonald's, to exits like JNJ, Meta, and PLTR, I’ll walk you through the reasoning behind each move based on:
Technical levels (50/200-day EMAs)
Earnings expectations
My personal stock prediction model
🔥 I also cover swing trades and options strategies — like selling cash-secured puts on Uber, and building long-term positions in RVLV and Berkshire Hathaway.
💰 Whether you're seeking smart entry points, portfolio strategy ideas, or just following my investing journey, this July 2025 stock market update is packed with insights you won’t want to miss.
📊 Explore all my stock price targets, growth projections, and past returns here:
📈 [Google Sheet – My Stock Prediction Model]
https://docs.google.com/spreadsheets/...
🟢 Stocks Covered:
FICO, DUOL, ASML, RVLV, MCD, BRK.B, Uber, JNJ, Meta, PLTR, CSX
📉 Strategies Discussed:
Swing entries, earnings trades, technical analysis, cash-secured puts, and long-term conviction plays.
⏱️ Timestamps:
00:00 - Intro & Portfolio Overview ($234K & $33K YTD Gain)
00:45 - New Stocks Added in July
01:03 - FICO Buy Details & Prediction
01:40 - Revolve Group (RVLV) Buy
02:06 - McDonald's (MCD) Swing Trade
02:30 - ASML New Entry & Strategy
02:55 - DUOL Technical Buy Zones & Earnings Outlook
03:20 - Berkshire Hathaway (BRK.B) Added
03:48 - Stocks Sold in July (JNJ, META, PLTR, etc.)
04:44 - Uber Put Option Trade Strategy
05:26 - High-Growth Stock Portfolio Breakdown
05:41 - Broadcom (AVGO)
06:27 - Vertiv Holdings (VRT)
07:00 - Lam Research (LRCX)
07:32 - Nvidia (NVDA)
08:09 - AMD
08:29 - Amazon (AMZN)
08:59 - Google (GOOGL)
09:21 - Arista Networks (ANET)
09:47 - Chipotle (CMG)
10:20 - The Trade Desk (TTD)
11:09 - Dividend Income Update ($1,300+ YTD)
12:00 - Realty Income, Coca-Cola, LTC, Target
13:26 - ETF Holdings: SCHG, SCHD, JEPQ
14:40 - YieldMax ETF (AMDY) - My Honest Take
15:20 - IBIT (Bitcoin ETF) Strategy
16:06 - Swing Trade Update on BILL
16:50 - Final Thoughts & Ask for Feedback
👍 Like this video if you enjoy detailed portfolio breakdowns
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#portfolioupdate #stockmarket #investing #trading #stocks #dividends #growthstocks #july2025
