What do you think of my portfolio?
Joey Hirendernath's avatar
Can see that $TAN is one of your largest holdings, would love to understand and have insight into your reasoning here :)
@joeyhirendernath Bought it in 2018 and was very bullish on solar energy. I'm still bullish ling term but do have my doubts. Would love to hear thoughts about that
Joey Hirendernath's avatar
@zili I am not too familiar with $TAN but I think it's a great strategy to gain exposure to the global Solar energy sector through an ETF. I would've also done the same as it takes away the anxiety of individually picking a winner in the space.
Alex Biestek's avatar
I love your bold stake in $TAN. If you bought in 2018, it looks like you already have a nice return on it. My gut tells me that this could be a wonderful long term play for you as the world continues to push towards renewable energy. I also really like that 9.7% $AMZN position!
@acb123 Thanks for your insights !
Conor Mac's avatar
Welcome to Commonstock Roy!

Are you happy with the weighting of TAN?
@investmenttalk I have my doubts to be honest.... What do you think?
Conor Mac's avatar
@zili Not familiar with the name! Whats the thesis?
Irritable Investor's avatar
I am no trader, and a very mediocre investor. But in this market, if I had 26% of my money in solar, I’d definitely be looking to take some off and add to other ideas. If there’s froth left somewhere, it’s probably in a handful of companies, and half of them have to do with something “solar”.

$ENPH is my second largest holding so I’m no bear, just someone trying to be aware of their premium valuations.