I'm seriously considering reducing the number of stocks I hold down to 5 individual stocks and two ETFs. I'm currently holding 24 individual stocks and 5 ETFs. I have done my research about the below 5 companies and I'm convinced that they are very well aligned to grow more with strong fundamentals.
My only confusion is between SE and ENPH.
I'm keen to know your 2021 strategy and the general sentiments around concentrating on 5 individual picks. Which individual stocks and ETF would you choose if you could only choose 5 stocks and 2 ETF?
Strategy: Reduce the over-diversification by performing through analysis and concentrate on the top 5 growth companies. Same for ETF, I believe in Cathy Wood's team and TAN.
Stocks:
NET, SQ, TSLA, AAPL, SE
ETF:
ARKW & TAN
Submitted January 05, 2021 at 12:09AM by thereisnospooongeek https://ift.tt/3rPUGl7
