2021 is upon us. I have restrained from writing about anything investment related until there was a stable hand-off of power in Washington as I saw the geo-political risk to be high enough to warrant caution. Now that January 20th has come and gone and geo-political hazards can revert back to ideas like Brexit, I think a lot of us can invest with more confidence. For this reason and for several others, it is my opinion that 2021 will be a solid year for the market (S&P 500). Some names that I currently hold in equity and retirement accounts include (in no particular order of importance and not (yet) comprehensive): $TSLA, $GOOGL, $AAPL, $PGR, $EBAY, $LIT, $UBOT, $AFRM, $BABA, $T, $BIDU, $CRSP, $DIS, $FB, $FSLR, $COPX, $MCD, $MSFT, $OSK, $ORCL, $LAZR, $EMB, $LQD, $TDOC, $VTI, $VNQ, $VWO, $VEA, $VIG, $AIEQ, and cash. I will update with relative allocations, rebalances, cash purchases, etc. I am blog posting this to share ideas and to get ideas from the Seeking Alpha community.
Stock buy of the day:
$EBAY: 1% of portfolio addition. Ebay is changing from using Paypal as payment provider to an internal system. I believe this could provide some profitable returns in the long run. In addition, Ebay has a very attractive PE relative to the market and seems undervalued. Most analyst rate it as a hold or buy.