How I Made A 62% Return In 2023... And My Plan For 2024
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- Опубликовано: 17 дек 2023
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My investing portfolio grew by 62% in 2023 which is a great result after the market crashed in 2022.
In this video I show the investing returns and share thoughts on investing in 2024.
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Real men just use the scissors on their swiss army knife ;)
Real men admit their outsized 2022 losses when they brag about outsized 2023 gains.
Has me tempted to subscribe.
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
Yes I concur, I've been talking to an advisor for long now, mostly because I lack the knowledge and energy to deal with these ongoing market circumstances. I made more than $420K during this slump, demonstrating that there are more aspects of the market than the average individual is aware of. Having an investing counselor is now the best line of action, especially for those who are close to retiring.
@@noah-greeneCan you suggest the financial guide you've been using? It appears you've had success with their guidance.
Thanks for the info, i found her website and sent a message hopefully she replies soon.
My advice to new investors: A "good company" doesn't equal a good stock. Buy index ETFs, and if you really need to feel like The Wolf of Wall Street - dedicate a small portion of your portfolio to gamble on individual stocks.
Engaging in active trading versus long-term investing requires unique strategies for maximizing returns. Active trading involves frequent buying and selling of securities, aiming to capitalize on short term market fluctuations. On the other hand, long-term investing focuses on holding assets over an extended period, leveraging the power of compounding.
Absolutely, the key to successful trading lies in a well defined strategy and execution. Whether you’re a day trader or a swing trader, having a plan that includes risk management and exit criteria is crucial. It isn’t just about making profits but also involves minimizing losses and staying resilient amidst market volatility.
Speaking from experience, I’ve been actively trading for the past 5 years and have made substantial gains. With careful research, analysis and execution, my portfolio has grown exponentially. It is essential to stay level headed so as to ensure that fear or greed doesn’t stop you.
I’m intrigued by your progress. Could you share some insights into your trading strategy or perhaps recommend any specific resources or mentors that have led to your success.
This aligns perfectly with my interest in diversifying my portfolio. Could you share the contact information of your watch advisor for further guidance?
I have been working with;
Great video, Sasha. Watch almost all of your videos but this variety is by far my favorite.
Respect the transparency. Not many RUclipsrs dare to be that transparent. !
I am generally a calling spades spades sort of guy.
Unbelievably refreshing! Thank you for your work@@SashaYanshin
Thanks for sharing mate, keep up the good work 👍
Followed you since you have just over 10k subscribers, not seen your vids of my page for a little white and i'm amazed that you have not changed and been the same guy on here offering great content. Keep it up buddy
Thanks Sasha! Your honesty is much appreciated. I've been keen to see your stock choices for some time. Look forward to updates.
Appreciate the honesty. Good luck with your portfolio. Despite knowing VTI or something similar will probably outperform, it's too tempting to try to beat it!
been waiting for this. i always liked your stock analysys videos too.
Really loved the honesty in this video, that you weren't just trying to show off and were actually honest about the realities of stock picking. Is refreshing to see! You've got a new subscriber!
Thank you! I hate it when you see the typical “Look at my winners, but ignore all the losers” weird investing guru channels as well. :)
@@SashaYanshinI trust your RUclips content more simply because your face looks like it’s been sharpened by jet lee himself 👍🏻
@@kurtismunden7023that’s the free manscape merch
@@SashaYanshincough cough, chicken
@@yscol1313no chicken has THAT portfolio.
*I say as I decide to add FVRR to my watchlist
Thanks for the insight and into your perspective and strategy, I think it was very inspiring and it should be when you said about you knowing the risk and you're ok with it because you understand it!
really enjoyed this video. keep it up Sasha.
Good video mate ,need more of this type👍👍
Really appreciate the context and honesty!
Thanks for sharing. I'm on the passive investing side of things but it's always interesting to see how active investors are doing during these interesting times.
Specific companies you used as examples in past videos have been some of my best performers thanks mate 🙌
That transition into your video sponsor was smooth 😎 👌
I love the honesty, respect for that
Love the brutal honesty! Keep up the good work!
Thank you!
Appreciate the transparency!
Thank you!
Excellent content as ever Sash, personally I’ve been rocking a high fade on the ball sack and the wife is loving it. The razor makes it so easy. Thanks.
Nice to hear a portfolio update after a while
Amazing vid. Thank you
Thanks for your transparency 👍
Interesting take on FVRR
Appreciate you honesty! Thank for your videos Sasha
👍
i’ve got a couple of good ETFs in my portfolio and I still got other share holdings doing incredible numbers. I’m up 67% last year now also well positioned with good blue chip companies and I have stop losses in place, Personally with insights from my FA Emily Lois Parker I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets.
the aim is always to find stocks with market-beating yields and shares that at least keep pace with the market for a long term.
Did a quick web search, she has a pretty decent bio, I wrote her and I'm waiting on her reply.
I'm working on an AI-focused investment plan, researching stocks of Nvidia, Microsoft, and Alphabet, among others.
Emily Lois Parker is a scam
super helpful
Thanks Sasha 👍😊
🙏
Subbed
thank you for doing this, we love you sweary finance wizard
A great year ahead with sweary Smurf haha
I enjoy his videos and strong thoughts
As a fellow hairy investor I found your video very interesting! thank you for the video contributions!
Thanks Sasha
Love this type of video, I assume they're not the most fun to make but it makes the concepts very clear cut for dumb dumb brains like myself. Cheers!
Man vs the market was great!📈Still remember your pixel level DD on the PINS reports. Good times! The swings are expected on that portfolio, especially with Tesla and Fiverr in the mix. Best of luck for 2024.
Sacha you are a living legend 👏💪👍
I’m always impressed by Sasha’s brilliant intellect and eloquence.
The video we all have been waiting a year for
Great stuff Sacha - would it be worth revisiting your 10 stock picks for 2023 to see how they fared? Thanks
I already checked it and the returns were fantastic
Not really worth it - the stock market had a great year. All stocks went up. It's not a reflection on me - everyone is a genius in a bull market.
Many are asking for a in-depth review on FVRR.
Finally! The sort of content we want to see. Haven't been able to watch your videos for a while as they're so boiler plate. Nice to see this content back.
This is rubbish content though. I hate any portfolio update type videos! :D
@@SashaYanshin He's talking about the Manscaped portion, not the portfolio bit.
@@SashaYanshin A mix is good. The theory videos are interesting but they're a bit specialist and I honestly struggle to keep up with them a lot of the time, especially when there are charts involved, haha. Seeing the practical application and an example of what a stock return based on those theories looks like is helpful for understanding.
Plus, anyone on youtube can make a theory video and sound smart by using jargon and citing sources that 99% of their audience won't check for themselves. So it's helpful to see that you're not just all talk. A willingness to show the losses you've incurred as well also shows that you're not just a hype based "I'll show you how to get rich quick" channel like the crypto bros and similar investing channels.
@@SashaYanshinas mentioned, I approve of this type of content.
I invested in Affirm beginning of November 2022 till the end of December 2022, thanks to your options.
Doing pretty well, every dollar brought me $2.
I was actually looking for a body shaver and I do know manscaped so I got one without hesitation thanks for the 20%!
Great content mate, only trust you and Damien on this whole youtube!
🙏
and Patric Boyle
Sasha is really watching & applying Tom Nash`s video`s advice. Congrats!
Eh? What video advice?
i love that you show your losses, i need to start investing
Great content as usual and love the honesty and transparency, gosh that's so rare to find! After my adventures playing with stocks since late 2021 I decided to go 100% on S&P 500 and wish I did that since the very beginning. Still tempted to get back into stocks now that things look rosier for 2024 but still uncertain.
Thank you.
🙏
🙏@@SashaYanshin
Thanks for this video!
Is VTI available in the United Kingdom?
Long term investing
Consistency in buying shares
Buying well run companies
Thank you and have a great holiday :-)
GONGRATULATIONS! GOOD JOB!
Please do a live Q&A soon
Nice work Sasha. How do you feel about the Uranium trade? I am bullish on URA.
I've gained around 28% after I started following you in 2021.. so since May in 2021 I have seen drops and peaks..but dollar cost average has played a perfect game so far.. is 27-28% in 2.5 years realistic moving forwards no but I'm aiming to get 7% per year... So will continue. I don't have the time to do the reviews you do but I fully respect your risk and strategy 👏👏
There's also been a huge 56.25% increase in shelving unit size since that 2021 video.
I moved into a studio! Pretty much nobody noticed that it’s a completely different place :)
Again Sasha - you are a breath of fresh air from other RUclipsrs!
Thank you! Very kind!
Hi Sasha! According to my broker, I made about 75% investing in boring REITs... and dividends have a lot to do with it )) As well as PLTR... really appreciate your honesty and your analytical approach. You are the only news from UK I get, a country that I loved in my youth.
Enjoy your videos. Keep them coming in 2024. Nice return with your portfolio. I‘m up 137% this year with my portfolio as I’m all in with Tesla. 🤪
That's specifically what he's advising against
Honourable honest and interesting
Well done. I am up 20% this year just investing on an index. Would be better had I not played around with other index in the middle of the year. Only one global index for me from now on.
The problem with Global only is it is so heavily squewed to the US market. That's great if you think the US market will just go up and up, but you might want to tweek your portfolio if you think its overvalued. For example I've been holding an extra 10% in Japan unil they recently started increaseing interest rates and I still hold an additional 10% in South America to take advantage of the ore's needed in the move to batteries & EV's. This way you water down the dominance of the US market. Of course in 2023, this was not the best decision ever!
Thanks for your advice. I did have some varied portfolio that included emerging markets, small caps and heck even the UK. but they have become a drag on my investments resulting in loses. for now i am happy with the current index i use and yes it is heavily tilted to US.
YESSS, MANSCAPE DEEZNUTS
Wow, your stocks are so different from my own. Interesting.
Thanks for sharing your thoughts! Although am a bit confused as remember there was a video somewhere there in the past about your portfolio and how you picked the stonks, and there were e.g. Google, Tesla etc since they could/will grow x10 (or something similar, forget me if I am missing things out) in the years to come. Doesn't it mean that for instance current Google's valuation is not too high? Got a bit of a Cathie Wood's aftertaste so to speak, with her "Tesla will hit 1000", and then selling it 5 time cheaper (again, numbers may not be very accurate).
Love the content and approach in general, and do not want to look like I am a hater or "exposing". Just really want to understand your time horizon in investing a bit better. Thanks!
When Sasha bought Lucid it was trading nearly at one hundred times it's revenue for a year, so you had to pay for 100 years worth of revenue. When some super investors were buying Fiat Chrysler a few years back it was trading about one tenth of it's annual revenue or something, so you had to pay for five weeks of revenue. In that holding company was a little thing called Ferrari, lol, now spun out and worth a multiple of what you would have paid for the whole Fiat Chysler company at the time. That's what happens when you buy a company for 5 weeks revenue, when you pay 5,000 weeks revenue, not so much :) be careful out there, RUclips is dangerous
Love the show. vti is not for me. I’d rather be in 1-3 stocks guess I’m a dumb investor lol!. But I agree with a lot of your outlooks on the market in the future. Thanks for the content
In a world of finance RUclipsrs consistently warning every investor, all the time that the worst is to come & sell everything on a backdrop of ridiculous thumbnails featuring fire and explosions….it’s extremely refreshing to see someone give light to the fact that the stock market is a place to MAKE money, and that if you’re rationally & intelligently investing over the long term it’s actually difficult to LOSE money.
Only way to lose money is if you don't do your own research and actually listen to bozos here in youtube and if you let your emotions take over instead of sticking to what you've already researched. Nonetheless, people want to be overnight millionaires instead of enjoying the journey getting there.
That seriously depends on your time horizon and ability to wait for returns. There have been periods of 30 years where if you invested you would have made 0 real returns in the S&P500. Most people wouldn't be able to stomach that pain
Which periods ? From 1970 to 1980 the S&P 500 returned 38%. 1980-1990 it returned 317%. 1990-200 returned 417%. 2000-2010 returned -9% and 2010-2020 returned 257%. Meaning in the past 50 years there’s only been one decade it had a negative return and the average annual return over the past 50 years is 9.5%. Who’s losing money over 30 years ?
@@themusic6808 people state baseless opinions without doing research and the sad thing is sometimes those are the one people follow and listen to.
@@met0clopramide Unfortunately some people do listen to fucking idiots you’re right 😂
Generally bullish about next year but if I could have one Christmas wish it would be for the long-awaited Vanguard “Gen-AI-themed scam” ETF. Those things are going to the MOOOOON in 2024, especially the hybrid Gen-AI/FX platform ones
Blue Horseshoe loves the ChatGPT JPY/AUD pair.
You heard it here first folks.
Merry Christmas.
So the lesson is ignore interest rate cuts and ignore the massively inverted yield curves ... which mean shyt.....even tho over the last 100 yrs , rate drops coincidening with massive yield inversions have ALWAYS meant recession and recessions always mean stocks really tank.
Thx for honesty Sasha, it took balls of steel to stomach 55 ish % drop and now you re reaping the rewards. It's index funds for me.
@sasha do you have any pies on 212 that you share/manage?
that a good return.
Remember when you used to count the individual pixels in charts from Fiverr's quarterly reports? Good times.
I still do every quarter. I just don’t make RUclips videos about it - share with members only. 👍
What are your thoughts on ARCT stock?
Hallo. Mr sasha how to pay govt tax in det training can you give me any information i have no knowledge about this need your help.. Or the government deducts its tax at the same time as the tax it makes on buying and selling ?
Nice sharing, no copying(😁), cuz investing is not gambling.
I made 60% this year, first year in finance with crypto and Stocks, got in on btc close to the bottom, caugth parts of coinbase, pltr and tsla rally. Very happy with the year and lokkimg forword to next year improving with elliot wave and becoming a better trader. Got big positions in Tesla shares and leveraged, paypal an airbnb so we may see the same outperformance. Greetings from Germany
Nice video. I’m up 225% this year. All from buying Fiver just before earnings reports and then selling the pump. And I also invested buy and hold 20-21. Trimmed half of it now letting the rest run. It was so beaten down because everyone thought the robots were going to take all the jobs. But the reality was the jobs market was strong all year. 🎉🎉🎉. I was often also buying when I saw your ‘it’s not so bad videos’
I appreciate the honesty and 62% is a nice return. I'm up 205% YTD. But like Sasha points out that's not the entire story. I was at 700k in 2021. Lost 83% of that in 2022 so it's really easy to brag about being up 205% in 2023. I'm still 43% off of my 2021 high. BUT I'm up 330% over a 4 year period so I can't complain. I'm hoping that next year is that pivotal year for me where my portfolio crests the million dollar mark. And yes, I'm one of those single stock morons... And a leveraged fund moron... And a margin moron... I have a high tolerance for risk and I feel like I have a good risk to reward balance so I'm happy. Btw, I live on this portfolio. So no contributions and regular small withdrawals.
Any advise which stocks to start with
@@drosman2872 I can't recommend anything but here's what I'm doing and why.
Over the last 30 years I thought I was too late for MSFT in 1997. I lacked the confidence to buy NFLX before blockbuster even went bankrupt. I also lacked the confidence to buy Bitcoin when I found it at $21. Now I know that when something disrupts the world you get in and you hang on. It takes decades to take over the world. That indemnifies growth for decades, and that indemnifies higher stock prices for decades. I look for the company that has the highest future TAM. Right now this company is clearly Tesla. In a number of years when gene therapy is actually changing people's lives then it could be the next place for my money. Being too early is just as bad as being wrong. It's too early for gene therapy stocks.
Right now I have 50% in TSLA, 25% in TSLL, and 25% in TSLT. I've been increasing my allocation of TSLT as my confidence that next year is going to be good for Tesla increases. If things go well and Tesla goes way up and starts to look "peaky" then I'll drop my margin and move more money into TSLA. Possibly even get some covered calls out there. If FSD pops then I'm sure that it won't be that simple but that's my personal game plan and why I've settled on it.
I hope this helps.
No ETFs?
@@harismuzaffar1151 The leveraged funds are ETF's.
Do you think they're trying to reduce rates quicker also so businesses don't get affected by the current high interest rates as bad once they have to refinance on current debt?
Do you not engage with British stocks? Science in Sport is one which I’ve been looking at closely. Do you audit subscriber’s models? I would love to hear your opinion on a few of mine.
Definitely want to be in the market this coming year, the promised rate cuts should see stock prices lift significantly
Might see a sharp correction after the first cut, but from there on after should be a nice grind upwards.
@@user-rq5sd1sq8o correction? Why? Stop making things up bro. Makes zero sense.
This is my opinion. And I said correction, not crash. Corrections happen every other month, its not like I'm calling for Black Monday V2.
After the insane melt up we have seen, it only makes sense to see some profit taking and i suspect it will be a sell the news event. So IMO, sharp correction and then grind up.
@@TrumpForPrison2023
Are there any UK platforms where you can buy VTI?
Would you consider a bitcoin allocation if the SEC passes the ETF in January or you would never consider it regardless of anything else?
Would love a video of you using the lawnmower 5.0
Pretty good year overall 🤔 I've gotten 150%+
yeah... for those who Yolo on a stock on the market, I'd like to see a video from 2008 from someone who said I should have invested on Domino's Pizza. Since then, it outperformed all the highfliers on the Nasdaq...
Similar to yourself Sasha, started late in 2021, got creamed in 2022 but as of today I'm up 25%. 2024 should be good but even if it tanks I'll keep on doing the monthly direct debit to my broker - I'm just using a passive index fund as I don't have the skills or inclination to look at individual stocks like yourself.
I started a long time before 2021 :)) Just didn’t have a RUclips channel back then!
Which funds would you recommend we start with
Sasha, I appreciate your commentary and opinions. It's always informative.
But me personally, I have NO idea how to invest let alone where to invest. Where does someone start?
Start by opening an account. Schwab, Robinhood, doesn't really matter with whom. Then you add funds to the account by transferring money from your bank account. And if you don't know what you're doing, just buy some index funds like SPY, IWM, and VXUS. Add money regularly, buying whatever is lowest in order to keep them somewhat in balance. You might also want to add something like PFF, which should be pretty stable over the long term and gives a decent monthly dividend yield. If you wanted to be more aggressive, you could split your money five ways, with the remaining fifth being held as cash until SPY has a peak to trough loss of 20% or more, then deploy the cash as a lump sum into a leveraged etf like SPXL.
How do you calculate an annualised basis for multiple investments? Like, I know how to calculate the annualised return for money I invested a year ago... but averaging that out with money I invested months later doesn't work, it's too affected by recency. Is there a generally accepted method?
I don’t know if this is what you’re looking for, but if you divide your total returns in dollars by the total ”price” of your stocks you get the total return per cent. Eg. you put in $1000 over the course of several years, now it is worth $1500. 500/1000 gives 50% gain.
To make it annualized you just take it to the power of 1/years where years could be put in as days from the first investment divided by 365,25.
@@leonardokremer4493 thanks, and I understand that for one investment on its own. But if over (say) 5 years I invested $1000, $1000, $3000, $1000, and $4000, and it's now worth $15000... what's the annualised return overall? None of the obvious calculations seem meaningful.
Hi Sasha why do you think 2024 is going to be a good year for stocks? Explain. If the Fed cuts rates it will be because they are very concerned about the state of the economy. I thought the recession would have arrived by now, I got that wrong but I'd be amazed if it doesn't arrive next year. I would still advise caution. 👍
O, do you invest in any crypto, or just stock?
Any thoughts on spread-betting (e.g cmc-markets) ? It's tax-free (because it's gambling), 30x leverage and supports swing-trading and position-trading. I'm thinking of keeping 90% of my funds in index-funds, and risking 10% in spread-betting. I have 1 year of experience in it, I heard that after 3 years you gain enough knowledge and experience.
The issue I found with spread betting was the commission charged for taking the position. Personally I would only use if you had solid inside information, options trading offers much better scope (beware the option trading section in the retail apps, they are often spread betting under a different guise).
I did wonder where man Vs the market had gone! and good grief the last episode was 2021 O.o if the passage of time could please slow down for a sec 😅
That wasn’t the last one! Last one was about a year ago in late 2022 👍
94.6% up YTD!!! 💪
84% this year it's been a great year.
Yolo’ing on Tesla and Bitcoin is so 2021..
👏 when btc is still around and killing it 10 years down the line do you think you'll have started spreading risk into this area?
62% return is an amazing feat! I started investing towards the end of August this year and I am currently up 11.5% and 16% with dividends included. My goal is to hit 20%, anything above that, and i would be elated.
Any suggestions for me start with
@@drosman2872 ps I'm only up about 20% over the last couple of years doing it this way outlined below but it took me a year to figure it out, I'd be up a good chunk more if I did it this way from the get go, more importantly, the chances of my investments going to zero is pretty much zero, unless aliens or zombies or nuclear warheads I suppose, also, don't try copycat good investors who trade too much like Michael Burry, they will be sold out of their positions in a week, you need to find lads with concentrated portfolios with stocks they hold for ten years or whatever, knowing which are the hundred stocks that the ten smartest lads are owning between them for the next ten years, and picking them up here and there whenever a few get dirt cheap is the trick, you can't just run in buying stuff, most of the stocks are mad overvalued most of the time, that's how they trick you, I wouldn't lie to you
60%+ is a good return. Well done. Even if it's not a huge portfolio. Would love to know how you'd cash flow your portfolio to live off the earnings, or is that what RUclips is for? I sell premium to cash flow my portfolio as it's all growth stocks as well, at least in the public markets. The private companies I own are cash flow generators.
This is my public portfolio that I created to share on RUclips. I am not in the habit of talking about the ins and outs of my family's personal finances - think it's an odd way to go about it.
I am up 81% this year. Thanks to FB and Palantir.
Congrats on 2023 returns. One question: if you’re a growth investor why rebalance when stocks get to intrinsic value or above? Not even Buffett, with a goat value investing background does that these days, witnessed by the massive allocation to Apple in the Berkshire portfolio after it’s more than tripled. Tax is also paid on trimming (how much depending on where you live). Compounding winners tend to keep winning, so why not let them ride?
Because if I see no upside, my money isn’t going to work. If there is more upside to collect, sure. I have spent a very long time in some stocks. But I sell every stock when the upside is out - not here to join fan clubs. As for taxes, we have some pretty good tax-free wrappers in the UK + I prefer to pay CGT, but keep growing to avoiding CGT but stagnating.
We didn't lose anything.... And I'll take that!!
I just wish you'd held some of your AMD... Even half.
I've had it since 2019. Sold half of course... But now there's clarity on the road map. And a PC recovery.
I’ve held it for a long long time. Unless I am rebalancing, I never understand the point of keeping half or a bit of a stock. You either own or don’t own. If you don’t think there is an upside, why own?
@@SashaYanshin The point of keeping a bit is to leave time to identify areas of expansion that may not have fit into the initial investment thesis. While you wait for the company to come out of any cyclical/macro downturns and expand into new business opportunities, during periods of market uncertainties, it's not the worst idea to use some gains to take up other opportunities. I personally sold some AMD to buy ASML, MSFT, PLTR.
In other words, DCA into beaten down high conviction names, while you wait for a reconfirming of your original investment thesis's conviction.
If you go back and look at the AMD video where you sold it, I had left a comment there thinking that that may have been a bit too early. I've held it since $29 in 2019, only coz I got into the markets in 2019.
@@SashaYanshin plus yes, I had to do a bit of rebalancing too. Although not much. It was 25% of my port at one time, along with 20% Tesla, back in 2021 Oct Nov highs.