I own about 40 different stocks, but I have more of my money invested in some of my highest-conviction positions. In this video, I discuss why Realty Income (O 0.16%), General Motors (GM -0.02%), MercadoLibre (MELI 2.69%), Pinterest (PINS 3.15%), and Berkshire Hathaway (BRK.B 0.10%) are my largest positions, and which one of them I'm planning to add to in February.

*Stock prices used were the morning prices of Jan. 27, 2025. The video was published on Jan. 28, 2025.