$American Express(AXP.US)

Day 4 – Portfolio Defense: Why AXP is My MVP Defender ，⚽️🛡️ #MyInvestmentDiary

Every winning football team needs a world-class defense. In my portfolio, that role belongs to American Express (AXP).

While my "strikers" (growth stocks) are currently under pressure or facing floating losses, AXP is the veteran defender holding the line. Here is why I have full confidence in this position:

The "Buffett" Stamp of Approval: AXP is famously one of Warren Buffett's largest and most iconic holdings. As of 2026, it remains the second-largest equity position in the Berkshire Hathaway portfolio, accounting for roughly 20% of their total value.

Buying the Dip: Although I’m currently seeing a floating loss, I see this as an opportunity. I’ve actually increased my position over the last few days. When a high-quality "Blue Chip" like AXP is on sale, you don't panic—you accumulate.

The Anchor: Its role is to provide stability and "absorb" market volatility. While the flashy strikers wait for their moment to explode, AXP ensures the team doesn't concede too much ground.

Tactical Move:

Patience is the name of the game. I’m happy to hold this "star defender" while collecting dividends and waiting for the market cycle to turn in our favor.