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In the end, I was a bit afraid of the weighting. In the portfolio it was recently a good 70% ... now it's 45% ... but I'm still completely convinced by $SOFI, also thanks to your news flow here on GQ 😘👍
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•@mrvalue ok I understand that was similar for me back then, had to reduce something 😂
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@mrvalue ok I understand that was similar for me back then, had to reduce something 😂
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@BamBamInvest just for my understanding. If a position becomes too big, what's the problem? It's just a large position. Fluctuations will increase, of course, but then you just save another position to balance everything out. Or is there another risk factor I don't know about? Thanks 🙏🏻 😊
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•@Spacepanda In principle, it's not a problem if you have a large position and are convinced by the company. However, there is always a default risk and if you have a family + 2 children, you shouldn't put all your eggs in one basket. It's possible that I will need the capital in 3 or 5 years for whatever reason and then it shouldn't just depend on 1 company, regardless of how big the trust is, at least that's my opinion. In any case, I won't reduce the position now unless I see even greater opportunities elsewhere and therefore need capital ✌️
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