Row 86104

Row ID: 86104 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 86104 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

85% individual and 15% ETF/CEF.

Mostly because I ""gambled"" on Apple, Microsoft, Google, Amazon about 10 years ago, and added NVidia about 2 years ago. Of the numerous other single pics, I have quite a few other stocks that mix solid dividend growers, some crazy bets and a few pandemic/macro winners (until interest rates finally turn around).. The time horizon on the list goes from long to shorter.

The crazy bets are driven by similar super-cycle trends to what the public cloud and mobile was 10 years ago. To name a couple:

* electrification and derivatives (i.e copper miners, lithium produces, alternative energy) * biotech. the field will be revolutionized by AI within next 2-5 years * Nearshoring / Friend Shoring - I expect over the next 2-10 years india and mexico will drastically benefit. This translates to: * Since I don't know the market well... this one goes for ETF and/or Perpetual Closed End Funds * CP - The best railroad to service Mexico<-> US connection.

FieldValue
text 85% individual and 15% ETF/CEF. Mostly because I ""gambled"" on Apple, Microsoft, Google, Amazon about 10 years ago, and added NVidia about 2 years ago. Of the numerous other single pics, I have quite a few other stocks that mix solid dividend growers, some crazy bets and a few pandemic/macro winners (until interest rates finally turn around).. The time horizon on the list goes from long to shorter. The crazy bets are driven by similar super-cycle trends to what the public cloud and mobile was…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-24
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url_encoded Z0FBQUFBQm5Lak82aDg0SWVtLWtVbUNGSm44LUVCRy1QYUdESmpKeElIZU5TejJ0cjlvdm55Wmh0R3hHblQyOGZPeS1ySlNLc3NsQnJPODRPMXhVbkgyT3ZDeDFjQWNFZ2h6RjhtZmlybmZfSm8xR0Y5R3dzUjY2ckQ1RFl1Yi1CRTd1QTN0QlkwODVjRFFVSUdZLXRHTTBOa1BaQnhmeXdIakYtR1JkcHhsRENPc0xjMFBlUFpfZGFLbzJMcWxzY2xNS1g1R0NuSXZKRl9pZWxwWlhGT3VPeEJDc3lVaXJjZz09

Raw Record

{
  "text": "85% individual and 15% ETF/CEF.\n\nMostly because I \"\"gambled\"\" on Apple, Microsoft, Google, Amazon about 10 years ago, and added NVidia about 2 years ago. Of the numerous other single pics, I have quite a few other stocks that mix solid dividend growers, some crazy bets and a few pandemic/macro winners (until interest rates finally turn around).. The time horizon on the list goes from long to shorter.\n\nThe crazy bets are driven by similar super-cycle trends to what the public cloud and mobile was  10 years ago. To name a couple:\n\n* electrification and derivatives (i.e copper miners, lithium produces, alternative energy)\n* biotech. the field will be revolutionized by AI within next 2-5 years\n* Nearshoring / Friend Shoring - I expect over the next 2-10 years india and mexico will drastically benefit.  This translates to:\n   * Since I don't know the market well... this one goes for ETF and/or Perpetual Closed End Funds\n   * CP - The best railroad to service Mexico<-> US connection.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-24",
  "username_encoded": "Z0FBQUFBQm5Lak1vUkkwM1pxMkZzWVNYZl9XbjRpU09oaU9hTVFxN3p3OW8yQjFsWVBXWUNkVFJiOEN6R3Y2VnN4RDRvNmJ3akdDMFR6OVNiVGpGdkRhdFEwQWp6eTZMQWc9PQ==",
  "url_encoded": "Z0FBQUFBQm5Lak82aDg0SWVtLWtVbUNGSm44LUVCRy1QYUdESmpKeElIZU5TejJ0cjlvdm55Wmh0R3hHblQyOGZPeS1ySlNLc3NsQnJPODRPMXhVbkgyT3ZDeDFjQWNFZ2h6RjhtZmlybmZfSm8xR0Y5R3dzUjY2ckQ1RFl1Yi1CRTd1QTN0QlkwODVjRFFVSUdZLXRHTTBOa1BaQnhmeXdIakYtR1JkcHhsRENPc0xjMFBlUFpfZGFLbzJMcWxzY2xNS1g1R0NuSXZKRl9pZWxwWlhGT3VPeEJDc3lVaXJjZz09"
}
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