The stock market has been volatile in early 2025. After a strong start with the S&P 500 hitting record highs in February, tariff concerns caused the Nasdaq to enter a bear market and pushed the S&P 500 close to one. Such declines often create buying chances for long-term investors.
As of June 2, my portfolio holds 38 positions—37 stocks and one ETF. Most have been held for over a year, reflecting my buy-and-hold strategy. Here are the six stocks I added during the first five months of 2025:
1. Pfizer (NYSE: PFE)
I bought Pfizer shares at an average price of $23.47. The company’s COVID-19 vaccine and treatment sales fell sharply from $56 billion in 2022 to about $11 billion in 2024. Despite this, Pfizer’s net product revenue grew over 50% in four years.
Its recent $43 billion acquisition of cancer drug developer Seagen boosts its oncology pipeline and sales by $3 billion. Pfizer also aims to save billions annually in costs. With a forward price-to-earnings ratio under 8 and a dividend yield above 7%, Pfizer looks like a strong value pick.
2. PubMatic (NASDAQ: PUBM)
PubMatic is my largest new investment this year, bought at an average of $9.29 per share. This adtech company benefits as advertisers shift budgets to digital, including streaming and mobile. PubMatic’s cloud-based platform helps publishers sell ad space and keeps more revenue in-house by building its own infrastructure.
The company has generated positive operating cash flow for 10 years and buys back shares aggressively. After accounting for cash, shares cost under $9 for a company that can earn over $1 per share in a strong economy.
3. Sirius XM Holdings (NASDAQ: SIRI)
I added to my Sirius XM stake at $19.28 per share. Sirius XM operates as a legal monopoly in satellite radio, giving it pricing power. Unlike traditional radio, over 75% of its revenue comes from subscriptions, making cash flow more stable during downturns. With a forward P/E of 7 and a dividend yield above 5%, Sirius XM offers value in a pricey market.
4. Intel (NASDAQ: INTC)
I bought Intel shares at $18.56 amid market weakness. Though Intel was late to the AI chip market, its CPUs remain dominant in data centers and personal computers. Intel’s strong cash flow from CPUs can fund growth initiatives. The stock trades near tangible book value and is about 19% below book value, suggesting potential upside as the company executes its turnaround.
5. BioMarin Pharmaceutical (NASDAQ: BMRN)
I purchased BioMarin at $56.01. The company focuses on ultrarare diseases, where successful drugs face little competition and insurers accept high prices. Its drug Voxzogo, for dwarfism, could exceed $1 billion in annual sales. BioMarin aims for $4 billion in sales by 2027, up from $2.85 billion in 2024. With a forward P/E of 10.6 and strong growth prospects, BioMarin is an attractive buy.
