u/No_Specialist_9884

Surreal feeling. This portfolio is only 1 year and 8 months old. An absolute mountain of hours went into it, so finally crossing 7 figures is a genuine relief. A few mistakes along the way but nothing catastrophic, grateful it worked out. Ive de-risked heavily since then. Cash is now the largest position at 21% and no single company is over 10%. Just trying to keep learning and stay disciplined from here. Hope everyone is enjoying their investing journey & making some money. Cheers

Invested $48,000 split between evenly between AAOI & CRDO yesterday. One helluva sight to wake up too. Leopold Aschenbrenner's Situational Awareness’s fund was forced to sell all of its publicly traded stocks to Ken Griffin’s Citadel. The lesson in this. Doesn't matter how smart you think you are never use margin, always ends badly.

For me it's position sizing. One of the best ways to maximise gains and minimise risk is through position sizing. My 7 largest holdings are companies that I can sleep well at night with. A mistake you see over & over again is investors trying to take shortcuts. Wanting to make money fast they concentrate heavy into speculative investments and get frustrated when they underperform or lose money. When in reality it's the complete opposite of what you should be doing. Nothing wrong with investing in speculative positions but make it like 1-2% of your portfolio. If it works out great it can grow to a 5-10% position. If it doesn't work out like a lot of those spec plays won't. You only lose 1% or so & your portfolio can withstand it. Don't blow your account up trying to rush. Build a solid diversified portfolio with a mix of quality companies and ETF'S is the way to go. Whats some other underrated skills to know with investing?

I could be wrong but this is my thinking. I like to go against the grain and try buy near the trend line when valuations are decent. Here's four companies I have been buying recently. ORCL anything under $150. NFLX anything under $75. Earnings tomorrow hopefully see low $60's. CELH anything under $32. Spec position so will try not go to large. CEG anything under $270. Interested to know what you have been buying. Cheers

Happy with how the port is looking considering it's only 19 months old. A lot of positions are still yet to run. Have de-risked quite a bit this last month, trimming a heap AMD shares and moving that money into undervalued positions. Will keep adding to QQQM ETF to give the port more stability. CELH, ORCL, NFLX & CEG are the most recent positions built out. I think they will be great longterm investments ( could be wrong ) but valuations are good. Hope everyone enjoying their investment journey and making some money. Cheers

Been one helluva run, hopefully can get there next week. Invested 95k into DRAM memory ETF this week with some profits from AMD. Little risky but trying to keep the foot on the gas.

Plan for next week: sell off SHOP, PLTR & AMZN because they meaningless positions at this point. Will start building out a position in NFLX.

Hope everyone enjoying the stock market & making some money. Cheers

META fwd PE = 17.55. NVDA fwd PE = 24. Conservatively speaking with META your looking at compounding your money at 20 - 25% per year and NVDA 30 - 35% per year. IMO these two companies are must own. Quality on sale is hard to beat. Not to mention their dividends will grow substantially over the coming years. NFA

In investing this is something that doesn't get talked about it enough. When markets are going parabolic and euphoria is setting in, Trimming your big winners is a smart move. The hard part is you'll never be perfect. A lot of the time you're trimming your winners & they keep pushing higher. Until they don't!!

It's one thing to make money but it's another thing to keep it. Trimming your winners, locking in gains and building a cash position is smart money management. It then gives you the ability to take advantage of sell offs/corrections.

When to build cash position: Bull markets, Euphoria

When to exhaust cash position: Bear markets, corrections

The one caveat is if I had a portfolio 100k or less. I wouldn't worry about a cash position. Stay fully invested and continuously add outside money. You are in the accumulation phase.

NFA

Market is starting to feel a tad frothy so trimmed 200k of AMD. Started a position in VST & CEG also added to META. ServiceNow & AXON starting to run which is nice to see. I could be wrong on this but I feel like around the time of these large IPO's will mark a top in the market. There has been a lot of euphoria going on and a pullback/breather is due. I put 150k in SGOV ( T Bills ) paying me $680 a month to wait. Hopefully then can exhaust this cash position into a sell off that will propel me to the 1m mark by year end. Hope everyone's enjoying the bull run & making some coin. Best of luck

For me hands down AMD. Love their products, CEO is world class, Revenue & margins are on the verge of exploding. And all bullish*t aside profiting half a mil on this company makes it really easy to love.

For me just started building out a position in Celsius Holdings