$Taiwan Semiconductor Manufacturing(TSM)$ Buffet is right in the sense that TSM has high geopolitical risk which may trigger black swan event. For that I no longer buy and hold TSM like in the past. But it still plays an important role in high end chip manufacturing. Thus, I still want to participate in its success. To mitigate the risk, I swing trade my position and limit the holdings if filled maximum to be less than 3% of the portfolio. The bad thing is tax accrued which can trade in retirement account to avoid.
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