Welcome
I studied software engineering and finance, and was afterwards employed as a portfolio manager covering the tech sector, now with more than 15 years of institutional investment experience. Successful multi-year investments include Amazon, Nvidia, Shopify, ASML, Hubspot, Tencent and Google, amongst many others. I invest with a 2 to 5 year time horizon. Having sufficient diversification and picking largely winners are the keys to success. Maximum weightings are usually 10 to 20% of the portfolio and a typical weighting is around 4-5%. I like running portfolios of around 15 to 25 stocks.
Disclaimer - Articles are not recommendations to buy or sell the mentioned securities, they are purely for informational purposes. While I’ve aimed to use accurate and reliable information to write them, it can not be guaranteed that all information used is of this nature. Before making any investment, it is recommended to do your own due diligence.
