Of the stocks mentioned, I have Axon, Robinhood, Trade Desk and Hims&Hers in my portfolio - I think that's a pretty good mix. I am still hesitating and watching Airbnb and Palo Alto....
@investment_guru_2035 How much do these stocks make up in your portfolio? Do you have a concentrated investment in these companies or are they just a few of many?
@thewolfofallstreetz The four stocks account for around 14% of the equity component. The ratio of equities to ETF core is currently around 50:50%. The four stocks therefore currently account for around 7% of the portfolio. As the opportunity and risk are greater here than with most other portfolio components, I think this is a good fit. Bitcoin will be added to the portfolio to roughly the same extent (5-max. 10%) when the opportunity arises.
