Investing vs Trading

Come on, man, you can stay here with me. I got 2 extra rooms!!! Money… is overrated!!!

Excellent cheap food into the wee hours and in your tank tops and flip flops. You can’t beat that!!!

Sounds reasonable. The 5M number tossed out so often seems excessive unless someone really loves their job or has expensive tastes and pastimes.

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Thanks for the invite :smile:. One of my cousins lives in Kuala Lumpur, and I hear more positives than negatives about retiring there.

It is simply a nice place that checks off almost all of the boxes. The heat can be a problem for some people, but I would rather deal with that than other things. My old neighbor from Chinatown just pinged me and told me he and his wife thoroughly enjoyed their tour there (KL, Malacca and Singapore). He didn’t get a chance to go to Penang, which I feel is as good if not better than the other places when you consider overall vibe/costs/amenities. I highly recommend anyone to go there. You will be pleasantly surprised how livable Malaysia is.

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In a bull market driven by momentum, hard to tell when it will peak. Your sincerely miss lots of gains selling too early… better winning less than losing :man_shrugging: Market smells of euphoria after Trump victory… not sure how long this euphoria will fade… so take some profits while we can.

Btw, above is for growth portfolio where I trade, I didn’t do anything to the buy n hold (hopefully forever) portfolio which comprise mainly AAPL and S&P index funds/etfs.

Exactly. Less is more.

IMHO, for most retail investors, other than S&P index, should only invest in 1-2 stocks. The rationale is simply, we have limited resources and knowledge. More than 1-2, we have difficulty understanding and tracking each company in sufficient depth.

For traders, consideration is different. Position sizing is more critical.

Obviously should be reducing number of position as prices go up. That’s what I’m doing. Have been closing long calls.

Why is that?

Talking about trading.

No crypto. Only equities. Mentioned often in tweets: PLTR, RKLB, EOSE, HOOD, HIM, NVDA.

Disclosure: Own PLTR, SE and NVDA

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