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


(Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers click here.)