I was quite surprised by the fact that you dont like to hold cash. I thought I was doing it wrong all along but Im glad to see other people like yourself adding to the best positions.
Great Article! I myself have learnt from owning a multitude of stocks to a few now about which at least I can say I know a little better. And focus is paramount if one aims to beat the market - I had written a bit about it earlier here: https://compoundingwisdom.substack.com/p/the-paradox-of-investing . Hope you like it!
I was quite surprised by the fact that you dont like to hold cash. I thought I was doing it wrong all along but Im glad to see other people like yourself adding to the best positions.
Thanks again
Great Article! I myself have learnt from owning a multitude of stocks to a few now about which at least I can say I know a little better. And focus is paramount if one aims to beat the market - I had written a bit about it earlier here: https://compoundingwisdom.substack.com/p/the-paradox-of-investing . Hope you like it!
That's really generous & knowledgeable article. Can you please share some portfolio picks made on the basis of article. Thanks
I share my portfolio from time to time on Twitter. It's FB, GOOG, ADBE, ADSK, AAPL, AMZN.
ADSK huh? I'm very curious if you are an engineer?