As football season begins, Jim Kramer drafts his fantasy stock portfolio

In the spirit of the football season, CNBC’s Jim Kramer drafted his own Fantasy League shares.

“We do this exercise every year because we look and think it’s the perfect way to educate you,” he said. “Building a great portfolio has a lot in common with building a great fantasy football team.”

Cramer started with “a very important quarterback position.” He said the main quality of the role is either “stable production” or that it can maintain solid performance. That’s probably the stock picks of his quarterback. appleas he said, the company is currently in good position and its inventory has returned to good condition earlier this year despite losses. iPhone makers appear to have a positive relationship with the Trump administration and maintain favorable deals Google Sales are on the rise, he continued.

The running back is a “workhall” for the fantasy team, Cramer said. He suggested that it needs to function well in different environments, like secular growth stocks. But he said that as running backs get injured, positions are often “boom and bust” and the best changes from year to year. Cramer chose GE Aerospace As one running back stock, as aerospace is a permanent theme that is popular in the market. He also chose RTX The company is particularly suited to both aerospace and defense themes, especially as President Donald Trump inflates US defense spending. Ge Vernova As data center fleets increase more and more energy, this role also fits in as there is a continuing bull market for electricity.

Wide receivers are “all about growth,” and Cramer continues, saying that when these players “were big hits, they really hit big.” Wide receivers could be crucial over a week of fantasy football, he said, just as good growth stocks are crucial for the portfolio over the course of a year. He compared it nvidia and alphabet For wide receivers, both suggest that they are highly capable long-term growth stocks.

Cramer also chose stocks that serve as tight ends in their portfolio. He said this was a “kind of hybrid position” which is a “part blocker, part receiver.” Not only does tight end stock need defensive traits, he said, but it also requires growth potential. Utility is a classic defensive name, he said. However, as the rise of artificial intelligence technologies and data centers increases the need for energy, sector dynamics are changing, he continued. Some of these traditionally reliable utility stocks are now trading like growth stocks, Cramer explained and chose Southern Company.

“Like fantasy, you need to fill every position with the best position you can get,” he said. “Play the studs.”

Sign up now and follow CNBC Investing Club’s every move into Jim Cramer’s market.

Disclaimer CNBC Investing Club holds stocks in Apple, Nvidia, Alphabet and Ge Vernova.