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Why I’m Only Holding One Stock Right Now

Posted July 19, 2025

Davis Wilson

By Davis Wilson

Why I’m Only Holding One Stock Right Now

Thank you for sending in your emails!

I have to say, I really appreciate the kind words, questions, and feedback I’ve received.

Please keep the emails coming.

While I can’t respond directly to most emails (due to personalized financial advice regulations), I can respond via this Saturday Q&A email.

Look for your question below!

Why is FNMA the only stock you're holding and not a bunch of big tech? – Jonathan

Good question. The Million Mission is a high-risk, high-reward strategy where I’m only targeting asymmetric bets – setups where the potential upside far outweighs the downside. I’m not looking to build a broad portfolio here. I’m looking for a few big trades that can move the needle in a major way.
FNMA is one of those setups. I think the risk/reward is compelling, even if it’s not a conventional pick.
That said, I definitely recommend owning high-quality tech names like Meta, Alphabet, Nvidia, Rocket Lab, and Uber in a long-term portfolio. I own them myself outside of my Million Mission portfolio. And yes, I missed a great asymmetric setup back in April/May (which I wrote about at the time). I’m always watching for the next one.

Uber Eats, from what I understand, just partnered with Serve Robotics (SERV) in various markets. Would you care to add a comment on this alliance, technology and market plan? – Sid

Great email, Sid. Uber Eats did expand its partnership with Serve Robotics (SERV), the startup behind those autonomous sidewalk delivery bots you may have seen in LA and SF.
These small, zero-emission robots are built for short-distance, last-mile deliveries – cutting costs and emissions while avoiding traffic. For Uber, it's another smart way to automate without owning hardware.
This partnership fits Uber’s playbook: stay asset-light, plug into top-tier tech, and scale via its marketplace. More deliveries, fewer human couriers, and better margins.
It’s a small but important piece of Uber’s larger goal – to lead the future of mobility, whether it’s moving people or takeout.

Is Meta a good stock to buy? – Courtney

Definitely. Meta (META) is one of the core stocks I’ve highlighted here at The Million Mission – alongside names like Nvidia, Meta, Rocket Lab, Alphabet, and Uber.
I’ve personally owned Meta since 2022 and have no plans to sell anytime soon.
If you get the chance to buy on a dip, take it and then don’t touch it for a few years.

Can I follow along with The Million Mission without buying options? – Susie

Yes! I focus on high-quality companies here at The Million Mission. I’m personally waiting for an opportune time to trade options, but I’d recommend buying any one of these stocks as a long-term investment as well. Do what you’re comfortable with!

How much does it cost to subscribe to The Million Mission to get the trade alert at the time you place a trade? – Farhan

This is a question I get a lot. There is no option to upgrade to a paid Million Mission subscription. As of now this is a completely free benefit for being a member of the Altucher Investment Network.

The Million Mission website is live!

I’ve gotten plenty of feedback regarding where to find previous alerts. Well, The Million Mission website is finally live and you can check out archived alerts here.

Portfolio Overview

Here’s what I’m currently holding in the Million Mission portfolio:

Fannie Mae (FNMA) – 2,500 shares @ ~$7.25/share.

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