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I don’t recall ever going over my stock portfolio in detail.  I thought you all might be interested in what stocks I own and why I own them.

My Company Stock – $2,600 market value.  Paid $1,980.

• I purchase my company stock for a 15% discount.  That is an amazing hedge and it has turned out to be a solid investment over the last two years.

Walmart (WMT) – $223 market value.  Paid $202.

• This was one of my first investments, hence the low value in the portfolio.  Walmart is the largest retailer in the world and has performed solidly over the last several decades.  The company continues to expand internationally and works to cut costs and increase sales volume.

General Electric Company (GE) – $198 market value.  Paid $197.

• This stock has been a relatively weak performer for me, but I did buy it right before a major drop.  It has come back into the green for me, so I can’t complain.  I believe the core businesses of GE are powerful and will continue to grow in the future.  Now that the capital markets are opening back up, GE Capital will begin to perform better as well, leading the whole company to growth in the long run.

Home Depot (HD) – $569 market value.  Paid $541.

• Home Depot is another strong retailer.  When the economy is down, HD will do well because so many people will try do it yourself projects to save money.  When the economy is up, it is a top destination for repair workers.  Only one major direct competitor remains (Lowe’s) and the company has growth potential around the world.

Berkshire Hathaway (BRK.B) – $3,275 market value.  $3,404 paid.

• Aside from being run by the “Oracle of Omaha”, Berkshire Hathaway is one of the most admired companies among investors.  Warren Buffet has led this company to amazing achievements and continues to lead the markets through his value investments.  BRK.B is planned to split 50:1 in January, bringing the stock price down to around $60-$70 per share.  I believe that the stock will rise dramatically when it becomes affordable to the average investor, not just people willing to pay well over $3,000 per share.  While this is not a value investment thesis, I am confident that it is a good bet.

My Watch List: WWE, MO

These investments are all in my portfolio and all opinions here are my own.  If you decide to buy these or any other stocks, you risk losing financial value.  Only invest what you can afford to lose.  I am not responsible for your investment losses (though I would love credit if you do well).