Trending Assets
Top investors this month
Trending Assets
Top investors this month
Yegor's avatar
$199.1MFollowers
Sold out of Google $GOOG for a small profit

Cash position is at around 10%

It’s hunting time…

Buying Your Time's avatar
Buying Your Time
@buyingyourtimeMay 17
Whats on your shortlist?
Yegor's avatar
Yegor
@from100kto1mMay 17Author
@buyingyourtime you mean list watch list? Or things I want to short? I don’t short (yet)
Buying Your Time's avatar
Buying Your Time
@buyingyourtimeMay 18
@from100kto1mi should have clarified. Yes, watchlist ...
StockOpine's avatar
StockOpine
@stockopineMay 17
How come you sold?
Yegor's avatar
Yegor
@from100kto1mMay 17Author
@stockopine as a “small investor” I need NOT be lazy and look for real alpha in much smaller stuff not multi TRILLION dollar companies.

Can/will it go higher? Probably but I think it’s lazy way (in my opinion) + my IRAs still hold plenty of ETFs with large exposure to mega caps
StockOpine's avatar
StockOpine
@stockopineMay 17
@from100kto1m fair enough. If you already have exposure through ETFs then this makes sense. But this is not necessarily lazy. After all, look at what $META did in the last few months.
Yegor's avatar
Yegor
@from100kto1mMay 17Author
@stockopine $META was much much more oversold / undervalued. But the reason I didn’t buy meta is for personal ethics I don’t like what they do and don’t want to participate on the individual level
StockOpine's avatar
StockOpine
@stockopineMay 17
@from100kto1m now that you mentioned it, we recall that you addressed your concerns about Meta ethical stance when we asked such question here at Commonstock.
Joshua Simka's avatar
Joshua Simka
@tomatoMay 18
Hey @from100kto1m, your comment reminds me of a Buffett quote—something like "The Market doesn't give extra credit for difficulty." Easy money is still money and sometimes that means a "lazy" investment!
Yegor's avatar
Yegor
@from100kto1mMay 18Author
@tomato 100% but I think there is potentially larger alpha in small / mid cap over mega caps just saying 🤷🏻‍♂️
Rihard Jarc's avatar
Rihard Jarc
@rihardjarcMay 19
@tomato Nice quote Joshua; I forgot about that one.
Joey Hirendernath's avatar
Joey Hirendernath
@joeyhirendernathMay 18
Looking forward to learning the names on your watchlist.
Rihard Jarc's avatar
Rihard Jarc
@rihardjarcMay 19
Interesting. To be honest, I am now more confident in my $GOOG position than what I was before the IO event. $GOOGL showed a clear focus and a strong product portfolio. Also, I think after the event, the odds of $AAPL changing the default browser on Safari to Bing have lowered now.
Yegor's avatar
$199.1MFollowers
Related
Already have an account?