Very diligent assessment, it would appear (when do you get work, life done?). Personally, I have never quite understood the appeal of $META - holding $GOOG Alphabet, but not so much for their advertising business, rather for Project X (playing the very long game) - given the short-term focus of most Western societies, I feel we need companies reaching for the moon (and not in terms of earningd, but of accomplishments).
$BRK.B would appear to be a very nice complement to any remainung tech/AI investment, almost like a hedge.
Given your diligent assessment I have no doubt that you will make your decision based on a far greater understanding that what will most likely be gained from swarm intelligence. Trust in yourself!
$BRK.B would appear to be a very nice complement to any remainung tech/AI investment, almost like a hedge.
Given your diligent assessment I have no doubt that you will make your decision based on a far greater understanding that what will most likely be gained from swarm intelligence. Trust in yourself!
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@amanaplanacanalpanama thanks for your comment, much appreciated:)
I’m actually home bound due to antibiotics and 40 degrees outside, might as well take a couple hours to research and write down something useful for myself and maybe interesting for others
I agree that sometimes swarm intelligence might come with limited understanding, but I like hearing different perspectives. You never know if you missed something or there is another side of the coin you didn’t take into consideration.
I can always choose to ignore the opinions that are obviously lacking knowledge/understanding:)
$BRK.B is absolutely intended, as you say, as an hedge. I’m heavy in semis to capture concentrated momentum factor in the market at the moment.
As would $JPGL , being an almost equally weighted, sector neutral, multi factor based on FTSE Developed tilted on Large Cap Value
Decisions, decisions… I’ll probably say f* it and go with the stock per stock if I’m still thinking about it in a couple of days 😂
I don’t feel I’m going wrong either way in the long term
I’m actually home bound due to antibiotics and 40 degrees outside, might as well take a couple hours to research and write down something useful for myself and maybe interesting for others
I agree that sometimes swarm intelligence might come with limited understanding, but I like hearing different perspectives. You never know if you missed something or there is another side of the coin you didn’t take into consideration.
I can always choose to ignore the opinions that are obviously lacking knowledge/understanding:)
$BRK.B is absolutely intended, as you say, as an hedge. I’m heavy in semis to capture concentrated momentum factor in the market at the moment.
As would $JPGL , being an almost equally weighted, sector neutral, multi factor based on FTSE Developed tilted on Large Cap Value
Decisions, decisions… I’ll probably say f* it and go with the stock per stock if I’m still thinking about it in a couple of days 😂
I don’t feel I’m going wrong either way in the long term
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