2022 was a disaster for my speculative/growth portfolio, currently down roughly 45% with some major dumpster fires that should’ve been sold long ago. I’ve decided to adjust my strategy and instead focus on three companies: $AMZN, $CRWD and $WM. Each month I’ll add a handful of dollars to each position as they grow into respectably sized holdings over time. This would be in addition to pouring my monthly allocation into dividend stocks.

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My elaborate thesis is this:

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These three companies are at or near the top of their respective fields and are projected to stay atop their sectors, so this is a multi year move.

Thoughts?