$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.

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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. 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