Please ensure Javascript is enabled for purposes of website accessibility

Here Are All 19 Stocks I Own

By Matthew Frankel, CFP® and Brian Withers – Jul 25, 2021 at 6:17AM

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

One of our experts gives a rundown of his portfolio and investment strategy.

Many investors have portfolios of 30, 50, or even more stocks, but contributor Brian Withers takes a more concentrated approach with just 19 stocks in his personal portfolio. In this Fool Live video clip, recorded on July 9, Withers gives viewers a rundown of all 19 stocks as well as some context behind his investment strategy.

10 stocks we like better than Square
When our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*

They just revealed what they believe are the ten best stocks for investors to buy right now... and Square wasn't one of them! That's right -- they think these 10 stocks are even better buys.

See the 10 stocks


*Stock Advisor returns as of June 7, 2021


Brian Withers: Yeah, this was fun categorizing my stocks into different grouping so it's easy to absorb here. Here's all 19 of them. I posted them in the chat. What's interesting is there are so many characters. I had to split it up into two. This is in alphabetical order. This is by grouping.

You can see enterprise software here and cloud infrastructure, so there's a lot in the software space, and then some of these, Shopify (SHOP 0.05%) and Square (SQ -0.84%), you might think of them as payments or e-commerce, but I think of them as more small business facilitators along with Etsy (ETSY 0.27%).

My e-commerce corner down here. I have a little e-commerce around the globe, no Amazon (AMZN -0.77%). I have a few miscellaneous here that are in categories by themselves, programmatic advertising, insurer tech. My only healthcare stock is Teladoc (TDOC -3.40%).

What's interesting is these 19 share a lot of common traits and we'll walk through them. First of all, 17 of them, and you noticed there were two that disappeared. Veeva (VEEV -1.28%) and Lemonade (LMND 0.15%) both disappeared. Veeva was closed. It had a 29% year-over-year revenue growth recently. Lemonade is growing very fast, but its revenue, they made a switch last year where they cede about 75% of their revenue to reinsurance, which limits their risk, but if you look at year-over-year revenue growth, it significantly reduced it. But majority of these are 30+ percent growth. The average for last quarter of the 19 was 81% growth. A number of these are growing in triple digits to bring that average up. Very high growth portfolio. A lot of them are early stage, so 13 of them are $2 billion or less in annual revenue. You can see some of these, Square and Shopify are pretty big. Some of the e-commerce names were pretty big; JD (JD -5.32%) is the largest one. But still a lot of them are early stage and still on their way to proving themselves. Founder led or founder involved, 15 of the 19. We always like to see when a founder sticks around and some of these companies are a decade or more been around. Having their founder still involved is pretty interesting. Of course, you get high-growth, you get early stage, you also get high price to sales ratio, and 17 of them have 12 or higher. Usually, when you get into the double-digits, you scare away the value investors and certainly it gets into SaaS territory; software as a service, which tend to have higher price to sales ratios. Interestingly enough, average of these 17 is 37, which is a pretty nosebleed price to sales ratio for a lot of folks. It'll be interesting to see what Matt and Anand have to say about that. They're investing in growth too. Fourteen of them have either negative operating income or operating income that are in the low-single-digits. Everybody has taken their profits and they're throwing it in to research and development, they're throwing it in and the marketing, they're throwing it in infrastructure. They're really primed to fund their growth. Lastly, majority of these have really high Glassdoor scores and some of them are in the 80s and 90s even from a Glassdoor perspective. It's really nice to see both a combination of founder-led, and Glassdoor scores gives you a really nice feel for culture. I think as companies, we're going to have a talent battle here soon as unemployment goes down and job openings go up is, the companies that are going to win in my book are the ones that have great cultures and founder-led. These aren't mega caps either. There's still small. It's not small cap by any stretch of the imagination, but under $80 billion, you think about Nvidia (NVDA -1.51%) which is almost half a trillion. Some of these other, Google (GOOGL -1.02%) (GOOG -1.24%), Apple (AAPL -1.96%), those are in the trillions. They have companies in the under $80 billion range is, to me, still smallish. That to me, that means that they have plenty of room to grow.

John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Matthew Frankel, CFP owns shares of Apple, Lemonade, Inc., and Square and is short August $135 calls of Apple. The Motley Fool owns shares of and recommends Alphabet (A shares), Alphabet (C shares), Amazon, Apple, Etsy,, Lemonade, Inc., Nvidia, Shopify, Square, Teladoc Health, and Veeva Systems. The Motley Fool recommends the following options: long January 2022 $1,920 calls on Amazon, long January 2023 $1,140 calls on Shopify, long March 2023 $120 calls on Apple, short January 2022 $1,940 calls on Amazon, short January 2023 $1,160 calls on Shopify, and short March 2023 $130 calls on Apple. The Motley Fool has a disclosure policy.

Invest Smarter with The Motley Fool

Join Over 1 Million Premium Members Receiving…

  • New Stock Picks Each Month
  • Detailed Analysis of Companies
  • Model Portfolios
  • Live Streaming During Market Hours
  • And Much More
Get Started Now

Stocks Mentioned

Related Articles

Motley Fool Returns

Motley Fool Stock Advisor

Market-beating stocks from our award-winning analyst team.

Stock Advisor Returns
S&P 500 Returns

Calculated by average return of all stock recommendations since inception of the Stock Advisor service in February of 2002. Returns as of 11/27/2022.

Discounted offers are only available to new members. Stock Advisor list price is $199 per year.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.