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Hi Huibs,

…I have ~1% in total net worth in the two stocks, so they could disappear without me noticing…

It sounds like you recognize the risks. I have nothing against gambling with 1% of your money and have occasionally done the same. I agree, the hope with stocks like those is that they get acquired.

Remember that if there is a pullback in the 3D printing stocks to more rational levels, a stock with no earnings, or even hope of earnings, like ONVO, may get hit a lot harder than say a SSYS.

…I’ve annualized returns of ~23% for the last 20 years, including real estate

That’s great! I have only 24% when I factor in the huge loss in 2008. But I only include how my stock investments are doing and don’t figure real-estate, which isn’t my thing anyway.

Best of luck,

Saul

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