Keeping up with Bill Ackman | Stock Portfolio Update 3/2/25

요약 보기

발화자는 Palantir(Persian Square로 자동인식된 것으로 추정) 비중을 2% 추가 매입해 약 3.88%로 늘렸고 평균단가 874달러라고 설명. 이후 Disney를 3% 비중으로 매수 주문. Disney는 2월 실적(매출 5% 증가, 순이익 19.1억→25.5억달러, 스트리밍·파크 이익 개선)을 근거로 제시하며 저항선 돌파를 긍정 신호로 봄. 시장 측면에서는 소비자신뢰지수·주택판매 부진, PCE는 예상치 부합. 현금 비중 약 14.5%, 10% 이상 유지 목표. S&P500은 최근 하락했으나 지지선 방어 언급.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. today is Sunday March 2nd since my last update I did decide to add another 2% of My overall portfolio into paler if we take a look at the year-to-date chart for paler you can see at the beginning of the year it definitely underperformed and then once they reported their earnings at the beginning of February it was pretty much Off to the Races from there the share price peaked out on February 18th and then this green line represents where I sold the following day this first two is where I reopened the position by putting 2% of my portfolio into it and then the second level is where I decided to invest another 2% so right now it makes up 3.88% of my portfolio with a dollar cost average of $874 the price that it's at right now is pretty much exactly where it was the last time that it had reported their earnings even though currently I'm down a couple of percentage points I'm totally okay with that cuz I do believe that it's going to rise again I don't have any level set and I don't necessarily plan on investing anymore if the share price continues to fall but as long as no extremely bad news comes out I do plan on holding it Disney is not currently in my portfolio but I did place a buy order for Monday morning and that's going to put 3% of My overall portfolio into this new position I'll show the chart next but I at least wanted to go ahead and show some earning highlights from when they reported on February 5th their revenue increased 5% year-over-year their net income Rose from 1.91 billion to 2.55 billion they increased their earnings per share by 44% their streaming services Disney plus and Hulu are an operating income of 293 million which is a lot better than the $40 million loss the year prior and then their parks and experiences saw a 28% increase in operating income so overall a lot of good stuff which is why I decided to invest in this new position if we take a look at the Disney chart this black line is going to represent where I'm going to open up the new position this top green line is going to act as a resistance level and then this lower one's going to act as a support level we managed to have four touches along this support level between last August and last October and the fact that it never went below it once indicates that it's a pretty strong support level and then bouncing off of it a fifth time after they reported their most recent earnings is what originally put it on my watch list and then on Friday it closed Above This resistance level and since those last earnings it's up just shy of 3% so I definitely think it has some more room to run if Disney does continue to show strength I'm going to purchase more up at this level which is a 3.25% increase from where it is right now and if for some reason it does reverse and go lower I am planning on adding more to the position if it reaches list level which would represent a 6.75% loss from where it currently is some more reasons that I'm also excited about it is we recently just saw a bullish crossover for the macd and we are starting to see an increase in the RSI right now it's about 60 and 70 represents an overbought condition buying into a position when it's close to the 70 Mark for the RSI isn't necessarily always a bad thing in this situation to me that means that there's been an increase in buying activity so I am definitely excited about this new position and do plan on holding it until at least their next earnings report for the events this last week it definitely wasn't good on Tuesday the consumer confidence came in low at 98.3 versus the expected 102.3 new home sales and pending home sales both came in short of estimates as well and then the initial jobless claims was also a little bit higher than what was expected the one bright spot was that on Friday the pce index came in pretty much at estimates which is the index that's most closely watched by the Federal Reserve to monitor inflation and then looking ahead to this week on Wednesday we're going to have the ADP employment report Thursday initial jobless claims and on Friday the employ report so I'm hoping that all of these come out positive cuz if not I foresee a shaky week in the markets if we take a look at the Spy chart you'll see that the Spy price in the 5-day moving average are exactly at the same spot both of those still are below the 15-day fortunately it was able to bounce off at the support level and not go below it so the markets are still showing some signs of strength these are going to be all 13 Costco and well Tower make out my top five and those account for 50.26548 the addition tomorrow morning right now I have 85.4 6% of my portfolio invested which means I have 14.54 sitting in cash I do intend to stay above 10% cash and after the Disney Edition it's going to put me pretty close to that point so I think if I want to increase any of my position sizes I'm going to end up trimming some of my meta which right now makes up 14.93% I don't necessarily have any direct plans to do that but if I did that's how I would since Wednesday Persian Square saw a loss of 88% my portfolio had a gain of13 and the S&P P 500 had a loss of 01 which brings us year to date Persian square is at a gain of 10.4% my portfolio is at a gain of 4.71 and the S&P 500 is at a gain of 1.46 Tuesday