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my only two holdings for the past 6 months (other than VEEV that I sold buy more NVDA) are SHOP and NVDA

  • XMFBreakerTinker

My portfolio since december has been 70% TSLA and 30% NVDA.

  • EverettRuess

I would be interested to know:

  • when each of you devoted your entire portfolio to these stocks, where each was trading
  • what percentage your portfolio is of your total net worth
  • what your portfolio has looked like in the past (have you owned 10+ stocks at any point? etfs? bonds?)
  • how long you plan to keep these positions and what would make you change your mind
  • when/if you would trim one or more of your holdings to add another stock to the portfolio

Thanks,
Bear

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