Two reasons

来源: 三心三意 于 2024-11-12 12:46:54 [] [旧帖] [给我悄悄话] 阅读数 : (660 bytes)
本帖于 2024-11-12 16:50:48 时间, 由普通用户 三心三意 编辑
回答: 三心，请教个问题 由 bupu 于 2024-11-12 12:37:35

1: My estimation model has Tsla by $650 in 5 yrs (cnservatively) so this is my core portfolio and buy and hold 

2: I normally use hedge to protect my core holdings (vs selling stock). Momentum wise, I see TSLA to go to $400. So, I will add another hedge once it gets there. If it does not get there, I am very comfortable holding my shares.

My core holding

1: Meta (12 years)

2: NVDA (6 years)

3: TSLA (6 years)

4: PLTR (accumulated on and off since IPO)

5: AVGO (6 years)

6: MSFT (more than 15 years but I am starting to unload recently to reduce its position)

所有跟帖： 

• 明白了，手动点个赞 -bupu- ♂ 给 bupu 发送悄悄话 (0 bytes) () 11/12/2024 postreply 13:08:16

• 其他都是明星股，你怎么会6年前看中 AVGO? -verilog- ♂ 给 verilog 发送悄悄话 verilog 的博客首页 (0 bytes) () 11/12/2024 postreply 13:23:14

• 因为 Hock Tan 啊。。。 -三心三意- ♂ 给 三心三意 发送悄悄话 (478 bytes) () 11/12/2024 postreply 13:36:05

• I agree, thank you for sharing -verilog- ♂ 给 verilog 发送悄悄话 verilog 的博客首页 (0 bytes) () 11/12/2024 postreply 16:18:37

• 能hold that long, 这是好厉害！ 所以说，每个人都是挣自己认知内的钱。 -DQ新手- ♀ 给 DQ新手 发送悄悄话 (0 bytes) () 11/12/2024 postreply 14:12:49

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