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Alphabet Inc. (GOOG $253.79)
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Shopify Inc. (SHOP $157.76)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
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Nebius Group N.V. (NBIS $113.44)
Q: Most successful investors I have read about become rich investing in 3 to 4 consolidated holdings. What do you think of that approach? If you had to sell everything today to invest in 4 stocks which could double in 1-3 years time frame, which will those 4 stocks be. How do you protect yourself from huge drawdowns along the way. On the other hand what do you think about over diversification where you do not invest more than like $2500 per investment and sell half when the stock doubles and leave the rest and continue doing that.