So, I am a 30 year old dude looking for high growth.
I believe what Munger says about diversification, so therefor I will have a focused portfolio.
I want to be focused on the big trend: technological innovation.
I understand it is possible to find innovation and growth in other sectors, but I don't feel the need for investing in very stable sectors or diversifying too much yet. Maybe when I am 50.
For now I am thinking:
AMZN (Amazon) MELI (Mercado Libre) CGNX (Cognex) NVDA (Nvidia)
What do you guys think?
Submitted June 11, 2017 at 03:31AM by countrydude1987 http://ift.tt/2saooEK
