Trading Ideas: How to Make Smart Investment?
I'm all for concentration and against over diversification.
I'm the biggest voucher out there that owning individual stocks is the way forward vs ETFs.
We're in a stock pickers market more than any time in history:
$Applied Optoelectronics(AAOI)$ YTD 220%
$Ouster Inc.(OUST)$ YTD 82%
$Micron Technology(MU)$ YTD 238% etc etc
vs
$SPDR S&P 500 ETF Trust(SPY)$ at 9.7%
BUT
It's sad to see this whole "all-in" investing with one or two stocks becoming 100% of people's net worth become a norm.
Yes there are success stories.
But there are FAR MORE disaster stories.
If you're doing that, you're gambling and I wish you luck.
You're not investing.
If you want to see true portfolio management, true managed concentration, real time adds, real time trims... then follow me here (or alternatively follow the few people here on X that truly do that).
Hint: there are not many at all.
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