$Palantir Technologies Inc.(PL-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Palantir Technologies Inc.(PLTR)$ $Rocket Lab USA, Inc.(RKLB)$

Currently my portfolio is 61.5% PLTR and 38.5% RKLB.

But I need to repeat this for my newer followers: I’m not crazy and I’m not Yoloing into these stocks.

But I don’t diversify for diversifications sake.

Let me explain.

My goal is to have ca 10 companies that I’m invested in with ca $100 k starting positions. I will be adding this money over time to the broker account.

When I feel confident in a company I invest. But for me to be confident it takes 100s of hours of DD and studying about the company. And the valuation also has to be right.

So the first company I felt this with was $PLTR and I built out my position with an average cost of $8.74.

After doing the same work I feel the same about $RKLB. But now my position is built out.

Now it’s time to find a 3rd one, but I’m not rushing. The confidence has to be there and the price has to be right.

So I’m not for Yoloing your portfolio into 1 or 2 stocks, but I don’t diversify just to diversify!

I also think that a concentrated portfolio is where the retail investor can get a true edge over Wall Street.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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I will be adding this money over time to the broker account. </p><p>When I feel confident in a company I invest. But for me to be confident it takes 100s of hours of DD and studying about the company. And the valuation also has to be right. </p><p>So the first company I felt this with was $PLTR and I built out my position with an average cost of $8.74. </p><p>After doing the same work I feel the same about $RKLB. But now my position is built out. </p><p>Now it’s time to find a 3rd one, but I’m not rushing. The confidence has to be there and the price has to be right. </p><p>So I’m not for Yoloing your portfolio into 1 or 2 stocks, but I don’t diversify just to diversify! </p><p>I also think that a concentrated portfolio is where the retail investor can get a true edge over Wall Street.</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"RKLB\" class=\"teditor-mention\" data-mention-name=\"Rocket Lab USA, Inc.\" href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a></p><p>Currently my portfolio is 61.5% PLTR and 38.5% RKLB. </p><p>But I need to repeat this for my newer followers: I’m not crazy and I’m not Yoloing into these stocks. </p><p>But I don’t diversify for diversifications sake. </p><p>Let me explain. </p><p>My goal is to have ca 10 companies that I’m invested in with ca $100 k starting positions. I will be adding this money over time to the broker account. </p><p>When I feel confident in a company I invest. But for me to be confident it takes 100s of hours of DD and studying about the company. And the valuation also has to be right. </p><p>So the first company I felt this with was $PLTR and I built out my position with an average cost of $8.74. </p><p>After doing the same work I feel the same about $RKLB. But now my position is built out. </p><p>Now it’s time to find a 3rd one, but I’m not rushing. The confidence has to be there and the price has to be right. </p><p>So I’m not for Yoloing your portfolio into 1 or 2 stocks, but I don’t diversify just to diversify! </p><p>I also think that a concentrated portfolio is where the retail investor can get a true edge over Wall Street.</p></body></html>","text":"$Palantir Technologies Inc.(PLTR)$ $Rocket Lab USA, Inc.(RKLB)$ Currently my portfolio is 61.5% PLTR and 38.5% RKLB. But I need to repeat this for my newer followers: I’m not crazy and I’m not Yoloing into these stocks. But I don’t diversify for diversifications sake. Let me explain. My goal is to have ca 10 companies that I’m invested in with ca $100 k starting positions. I will be adding this money over time to the broker account. When I feel confident in a company I invest. But for me to be confident it takes 100s of hours of DD and studying about the company. And the valuation also has to be right. So the first company I felt this with was $PLTR and I built out my position with an average cost of $8.74. After doing the same work I feel the same about $RKLB. But now my position is built out. Now it’s time to find a 3rd one, but I’m not rushing. The confidence has to be there and the price has to be right. So I’m not for Yoloing your portfolio into 1 or 2 stocks, but I don’t diversify just to diversify! 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