Change My Mind

A listener asked Ben and I about owning just the best performing stocks

About mid-late 2019 I said f*ck it and put most of my portfolio into Facebook, Apple and Microsoft and I’ve done really well.

Why shouldn’t I put every penny I have into these stocks (and Amazon, Netflix and Google) and just wait for some other businesses to to even get close to them?

I can’t help but be curious about names like SHOP, SPOT and the eventual airbnb IPO but there’s still a huge part of me that says FAAMG only. Change my my mind.

Ben and I get into this and more on this week’s Animal spirits