I bought Meta stock. And will continue building it to a large position.
There’s no rocket science behind it. I see low valuation, high growth, and a wide moat.
@DividendDude_X Diversification should be a bi product of a portfolio's story, expanding and contracting depending on varying circumstances such as entrly levels
If i am starting a new portfolio and i find 5 equally high quality businesses at attractive prices i will buy all 5, if only 1 then 1.
Today, I only own 7 companies in my entire portfolio and I have never felt more confident on my portfolio's future prospects.
Diversification is overrated.
@98_tennis Wrong. I talk about Google more frequently because there's more to talk about. I currently have a higher weighting of Microsoft than Google in my portfolio.
The banks don't like what we have to say but that's alright, we don't like them either.
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