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To: BigFreakinToad

As an aside, my focus as an investor is on companies that act as disruptors within their industries. To me, AI represents the most transformative disruption in history—greater even than the steam locomotive, the automobile, the airplane, the PC, and the internet combined.

For ETFs, I favor QQQ because it includes many disruptive companies while offering the added security of asset allocation. Although I don’t diversify extensively across other industries, I’m cautious about becoming too concentrated in a few key stocks—something I tend to drift toward when I select companies like Nvidia (which has been my favorite for a very long time).


46 posted on 10/29/2024 7:18:38 AM PDT by RoosterRedux (Thinking is difficult. And painful. That’s why many people just adopt ideologies.)
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To: RoosterRedux

I’ve got some in QQQ. If you got in on NVIDA on the ground floor, then you’ve done well.


47 posted on 10/29/2024 7:37:11 AM PDT by BigFreakinToad (just remember the Harris algorithm runs at 3 am.)
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To: RoosterRedux
Let me add a follow-up. I don't necessarily encourage people to invest in disruptive companies. I recommend that people invest in what they know and understand. I just happen to have an eye for disruptive companies.

My own brother invests in and trades utilities because he has a knack for utilities. A good friend does the same for the oil and gas industry (he spent his career in Exxon accounting).

One of my oldest friends trades collectible furniture because she has a knack for it.

It's not how much money you make as much as it is whether you enjoy trading what you trade.

I look upon my portfolio as I would a stand of pines or farm land. I may trade, but I don't take money out of it for luxuries. I drive a 1997 Nissan pickup (that I dearly love) and have zero interest in buying a new vehicle or house.

I plan to leave my assets to Christian charities with a little going to family (I think they are going to be fuming mad when they find out how little).;-)

52 posted on 10/29/2024 11:46:26 AM PDT by RoosterRedux (Thinking is difficult. And painful. That’s why many people just adopt ideologies.)
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