My $1.6 Million Stock Investment Portfolio 💰 Cloud SaaS High Growth Stocks ☁️ 30 Stock Picks
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Today, I break down my entire cloud and software-as-a-service (SaaS) high growth stock portfolio basket. After the recent stock market sell off, my taxable brokerage stock market portfolio has gone from around $1.7 million dollars to around $1.6 million. All stocks, dollar amounts, and percentages used in this video were as of premarket on October 1, 2021.
Cloud and SaaS stocks are a large part of my growth stock portfolio. I share that exact percentage, as well as my stock holdings. I break down megagtrends within the cloud and SaaS space and provide my 30 stock picks for each bucket in a granular fashion.
Secular growth trends and megatrends within cloud and SaaS include:
✅ Workflows / Business Process management (BPM)
✅ Customer Relationship Management (CRM)
✅ Human Capital Management (HCM)
✅ Finance & Accounting
✅ Communications
✅ Online Ordering and Delivery (OLO stock)
✅ Edge Cloud / CDNs
✅ Cybersecurity
✅ Robotic Process Automation (RPA)
✅ Digital Transformation
✅ Creation
✅ Big Data / Analytics
✅ Streaming TV / Connected TV / Online Advertising
✅ ETFs (WCLD ETF)
✅ Manufacturing / PLM / Construction
✅ DevOps / Incident Management
Wikipedia:
"Software as a service (SaaS) is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted.[SaaS is also known as "on-demand software" and Web-based/Web-hosted software.
SaaS is considered to be part of cloud computing, along with infrastructure as a service (IaaS), platform as a service (PaaS), desktop as a service (DaaS),managed software as a service (MSaaS), mobile backend as a service (MBaaS), datacenter as a service (DCaaS), integration platform as a service (iPaaS), and information technology management as a service (ITMaaS).
SaaS apps are typically accessed by users using a thin client, e.g. via a web browser. SaaS became a common delivery model for many business applications, including office software, messaging software, payroll processing software, DBMS software, management software, CAD software, development software, gamification, virtualization, accounting, collaboration, customer relationship management (CRM), management information systems (MIS), enterprise resource planning (ERP), invoicing, field service management, human resource management (HRM), talent acquisition, learning management systems, content management (CM), geographic information systems (GIS), and service desk management.
SaaS has been incorporated into the strategy of nearly all enterprise software companies. Gartner forecasted that software as a service (SaaS) remains the largest market segment on public cloud services and is forecast to reach $122.6 billion in 2021.
"Cloud computing is the on-demand availability of computer system resources, especially data storage (cloud storage) and computing power, without direct active management by the user. Large clouds often have functions distributed over multiple locations, each location being a data center. Cloud computing relies on sharing of resources to achieve coherence[clarification needed] and economies of scale, typically using a "pay-as-you-go" model which can help in reducing capital expenses but may also lead to unexpected operating expenses for unaware users."
My 30 stock picks include:
ServiceNow (NOW stock)
Appian (APPN stock)
SalesForce (CRM stock)
Paycom (PAYC stock)
Paylocity (PCTY stock)
Blackline (BL stock)
Blend Labs (BLND stock)
Twilio (TWLO stock)
Zoom Video (ZM stock)
Olo (OLO stock)
Cloudflare (NET stock)
Fastly (FSLY stock)
Crowdstrike (CRWD stock
Zscaler (ZS stock)
Okta (OKTA stock)
Telos (TLS stock)
KnowBe4 (KNBE stock)
UiPath (PATH stock)
Datadog (DDOG stock)
PagerDuty (PD stock)
Adobe (ADBE stock)
DocuSign (DOCU stock)
Snowflake (SNOW stock)
Palantir (PLTR stock)
MongoDB (MDB stock)
Elastic (ESTC stock)
Veeva Systems (VEEV stock)
Autodesk (ADSK stock)
The Trade Desk (TTD stock)
WCLD: Cloud Computing ETF – Cloud-Based Computing ETF (WCLD ETF)
#Stocks #Investing #investmentportfolio #portfolio #growthstocks
Disclaimer:
I have been investing in the stock market for over 20 years, but I am not a financial advisor or a legal professional, and I am not providing financial or legal advice. The information provided is for informational purposes only. It should not be considered legal or financial advice. You should consult with an attorney or other professional to determine what may be best for your individual needs. FIRED Up Wealth and Eric Cuka do not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. Past performance is no guarantee of future results.
Cheers! -Eric
Thanks for the video E! Appreciate the time you take on this videos and I’m always learning something new with them. Keep on pumping that content 🙂
Thanks for watching
Joining FUW Patreon is easily one of the best things I’ve done for myself in my investing journey. So much value given by Eric – the super informative masterclasses, thrice-weekly live streams briefing us about the markets, numerous pep talks keeping all of us calm and steady in times of market corrections, tons of solid DD and technical analysis for a wide range of stocks, weekly chart days and sometimes even non-investing related stuff like cultivating financial habits or building a mindset that will take you far in life. Grateful to have discovered and joined the FUW family. Thanks Eric again for everything you do for us, I really appreciate it! ☺️ (Reposting here again because I had actually wanted to post this comment for this video ytd! Not sure why it ended up on an older video 😅)
Thanks for this awesome comment! Hearing feedback like this makes my day and helps push me harder. I appreciate it. Thanks for being part of the community. 🙏😃
So transparent and high quality as always, I just love the vibe. Appreciate you and the FUW community, Eric! Now Im going to enjoy the continuation 😃🔥
Appreciate the support! Thanks for being a part of the community! Enjoy round 2 and have a few laughs on me 😊
Great video E!
I love how you broke down the categories like you did! So often tech stocks just get thrown into the same basket but you’ve done an amazing job of identifying how different they can all be!
Time to watch the next video on patron!
Thank again Eric!
Thanks for the support Matt! 🔥
Thanks for the overview Eric…excellent work as always. I’m not a member of your Patreon squad; I only subscribe to your YouTube channel, however, I’m always very impressed with your DD on the stocks you cover.
I’m glad to see I own many of the stocks you mentioned. I recently took a position in a recent deSpac cybersecurity stock called Arqit Quantum (ARQQ). The company’s approach to cybersecurity sounds very interesting based on the articles that I’ve read. I’d be great if you could add that stock to your watch list and possibly give us your thoughts in an upcoming video. I think your subscribers would really enjoy hearing your thoughts based on your vast experience in the tech space. Thanks again and have a great weekend
Excellent! Thanks for sharing. Appreciate the support. Have a nice weekend! 😎💰
Beast Cloud SaaS portfolio! Having the Discord community through times like the September we just had gives a real sense of calm. Strategy and preparation wins the game!
Thanks bro! I appreciate your contributions to the community. Great things in the future! 🔥😎
Thanks Eric, love the breakdown and rationale for your buckets, totally resonates with me. You are very generous to share this for free for people. Looking forward to the next video in discord.
Thanks for the support Jayne!
Thanks again Eric! Appreciate all your hard work bringing this content to Discord and YT. 🔥📶💰
Thanks Drew! I appreciate you! 🔥
Eric, thank you so, so much for your hard work and willingness to share. I’ve learned so much from watching your videos and always look forward for more. I just wish I would have found you sooner, but oh well, no better time than now. Great Job!
Thanks 🙏
Thank you for sharing your Portfolio! I have learned a lot from your channel, it’s very insightful seeing your approach. Thanks for another great video. Love the transparency. Looking forward to watching that grow!
Thanks for the kind words and support 🔥
Fantastic video !!! This really helps me connect the dots as I develop my portfolio. Always learning !! Cheers and hope your having a great weekend
Thanks John! Appreciate you man! Have a nice weekend as well! 🔥
Nice job once again E! Thank you for all that you do!
Thanks for the support
Great run through of your Cloudstocks – going for the full Patreon version immediately after this.
Cheers bro! Thanks for being a founder to help make the community happen!
I want to thank you for your channel. You are the reason I made £2000 earlier this year trading Tesla. You are the reason I bought into PLTR (wish I’d got it when you released that Plantir IPO video last year though). Great content.
Awesome bro! Cheers! 🔥
Love the honesty. Thanks for the update.
Cheers 🥂
Your breakdown into the various buckets was very helpful. Thanks for another high quality video!
Thanks AMD 💯
Another great video! Thanks for sharing your knowledge. It’s always good stuff!
Thanks so much for the support 🙏
Videos like this are one of the many reasons I joined the FUW community via Patreon/Discord. Eric’s commitment to the game is unquestioned. It is further expressed in the many Discord channels offered. Is my investing better after joining Patreon and taking the Masterclass? You bet’cha. Free vids like this were just scratching the surface.
Thanks Blue! We appreciate all you do for the community! Loved the pic!
Well done. Thanks for sharing! I watched till the end and marketing tip, bring up at the start of vids maybe after the topic, that you’ve made millions investing, financial contributor to MF, MBA and with a background in the sector you’re about to talk about. Awesome again thanks for sharing the best of breed and other stocks! Next topic, can it be what you would do with 10 to 20k with the recent pullback ??? Or if I started investing today..
Thanks for watching. Appreciate the comments and input. 😎
Great stuff, Eric! It’s because of FUW that I have great positions in many of the stocks you covered!
Thanks Sue!