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TSLA themed portfolio

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MXWing

Well-Known Member
Oct 13, 2016
7,749
24,194
USA
I am looking to put together a TSLA themed portfolio and would love input on how to structure one.

An example of a TSLA Diversified Portfolio

Tesla - TSLA 50%
Nvidia - NVDA 20%
Panasonic - PCRFY - 10%
Mobileeye- MBLY - 10%
Toyota - TM - 5%
Daimler Chrysler - DAI - 5%

Any input would on partners and appropriate weighting would be appreciated!
 
I am looking to put together a TSLA themed portfolio and would love input on how to structure one.

An example of a TSLA Diversified Portfolio

Tesla - TSLA 50%
Nvidia - NVDA 20%
Panasonic - PCRFY - 10%
Mobileeye- MBLY - 10%
Toyota - TM - 5%
Daimler Chrysler - DAI - 5%

Any input would on partners and appropriate weighting would be appreciated!

Is the idea that you want to include companies playing in the same markets as Tesla, as well as Tesla partners like Panasonic? If so IMO the Chinese BEV manufacturers are really the only significant players other than Tesla in the BEV market right now, so you might consider investigating BYD or some of the other Chinese BEV companies. Huge caveat -- please research as I do not own stock in any these companies and know very little about their management/finances or about investing in Chinese companies generally. Buffett's investment in BYD is worth noting.

Good luck!
 
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