Christmas Special 2 Sense: 40% in one stock, hidden risks of ETFs, forecasts for 2025 & more

[@kasmstamps1897]

3:00 40% in stock? I went 40% into Tesla. I think future me will be quite pleased. I've also got a small 10% allocation in a speculation - bitcoin.

[@kasmstamps1897]

0:57:59 the question about 40% in Soul Pats. As an exercise, I'm going to setup a watchlist of 10k positions of in the following: Tesla MicroStrategy Hyperion Soul Pats? Nasdaq 100 S&P500 ASX200 BHP Bitcoin (BTXX or VBTC for Oz exposure) CBA Last one add a long shot. I'll add Palantir. Or add your own. Me? My highest conviction is Tesla to be the first 100T by market cap.

[@coffeehouse44]

My brother has made some serious gold coin in Tesla this year.

[@kasmstamps1897]

@@coffeehouse44 I hope you start accumulating your own bag. Even 5 TSLA.

[@kasmstamps1897]

@@coffeehouse44 In the long run, Tesla will be better than bitcoin (imo).

[@coffeehouse44]

@@kasmstamps1897 I have around $10,000 in Nivida shares. They are just long run shares and i just sit back and let it ride the waves of the share market.

[@kasmstamps1897]

27:15 growth in NASDAQ? Even that has missed the best performer over the last 4 years. Mind you, that changes on the 23rd Dec 2024 when MicroStrategy gets included 31:15 as the next NVIDIA. Oh and the next Tesla is Tesla.