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 -0.13%), General Motors (GM 0.48%), MercadoLibre (MELI -4.58%), Pinterest (PINS -0.75%), and Berkshire Hathaway (BRK.B -1.28%) 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.