Investment Review day 39 of 50: The Journey So Far!
Today I own 36 companies in my real-money investment portfolio, and I have a substantial cash allocation.
But I made some big mistakes over the last twenty years:
* Not paying enough attention to macro and geopolitics (China stocks)
* Trimming winners too soon ($NVDA)
* Selling for the wrong reason ($AMZN)
* Overallocating rather than building a position gradually ($SE)
Over the next few days I’ll be revisiting some of my prior holdings – a few big winners, and a few notable mistakes! And I’ll also be pulling out a few of the key learning points from my 20 year journey as an investor! And then on day 50 I’m going to share my full portfolio! Follow me and let’s learn together! #StockAnalysis #50daychallenge
