As football season kicks off, Jim Cramer drafts his fantasy stock portfolio

In the spirit of the football season, Jim Cramer from CNBC prepared his own fantasy stock league – told investors which companies will take place in different team roles.

“We do this exercise every year because it is just a great way to train you,” he said. “Building a great portfolio has a lot of common point in creating a big fantasy football team.”

Cramer started with “very important game holder position”. He said that the key quality of the role is “stable production” or can maintain a solid performance, because in a fantasy staff, there is often an active players. Game Course Stock Selection AppleAs the company is now well positioned and the stock is good at the beginning of the year despite losses. The iPhone manufacturer seems to have a positive relationship with the Trump management, Google And sales are growing, continued.

Running back, a fantasy team is “workforce,” said Cramer and secular growth stocks, such as good performance in different environments, he said. However, the position often “explosion and bust” was, the runs were injured and the best changed from year to year, he said. Cramer chose GE Aviation To run in stock because Aerospace is a popular and permanent theme in the market. He chose too RTX Because the company fits both aviation and defense themes, especially President Donald Trump inflates the US defense expenditures. GE VERNOVA As the data centers fleet grows and burned more energy, Cramer also played a role due to the ongoing bull market in electricity.

Wide buyers “completely about growth”, Cramer continued, and these players really shot great when they hit the big. ” He said that large buyers could be very important for one -week fantasy football, and that a good growth stock could be very important for a year’s portfolio. Similar Nvidia And Alphabet For large buyers, both high -power long -term growth stocks.

Cramer also chose the stocks that act as tight ends of a portfolio, which is a “a kind of hybrid position”, that is, “partially blocking, piece receiver”. Authorized, tight -end stocks should have defense features, but also have a growth potential, he said. Public services are classic defense names, because even if the economy is soft, people have to pay gas and electricity bills. However, as the rise of artificial intelligence technology and data centers increase the energy needs, the dynamics of the sector change. Some of these traditionally reliable benefit stocks are now traded like growth stocks, Cramer announced and selected Southern company.

“Just like in fantasy, you need to fill every position in the best way,” he said. “Play your studs.”

Sign up now For CNBC investment club to follow every movement of Jim Cramer on the market.

Waiver holds the shares of CNBC Investing Club, Apple, Nvidia, Alphabet and GE Vernova.