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Bill Combs
@billcombs · 22. 6.

Do you have a stock that makes up more than 10% of your portfolio?

For me it's $ASML and then around 8-9% is $GOOG and $MC.PA.

Osobní pohled člena komunity, ne investiční doporučení. Pravidla komunity

AA

Google got there, otherwise I have it close with Apple and $MSFT

BC

Great, there's nothing to worry about there either, and the larger share is justified😁

YE

Currently my ptf is only doing 10 positions, so more than 10% are doing: index ETFs, TSMC, BRK.B, GOOG and AMZN

BC

Nice, so these are all quality and safe companies, so one doesn't have to be more involved in them😁

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