$Sea Ltd(SE)$ For me, it's all about consistently adding to the businesses I feel most confident about. Initially, $MercadoLibre(MELI)$ and $Sea Ltd(SE)$ each made up about 5% of my portfolio. However, over the last six months, I’ve been selling off other positions and increasing my stakes in these two. By reallocating my investments this way, I’m focusing more on the companies I believe have the strongest potential for long-term growth. This strategy helps me stay aligned with my investment goals and confidence in these particular stocks.
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