When I went down the list of stocks owned, I found that I had nearly everything! No WIND. I just can't get my wind up about it, I guess.
Too much ELON, (at too big a loss right now), and no INTC, Not enough CSCO!
I suspect that there is a tendency on the part of this group to "go with the flow". It would be nice to think that everyone is doing their "DD" and coming up with the same group of companies, but I doubt it.
I reviewed the G&K portfolio when I sold off Q and diversified, and I am sure everyone else is using it as starting point.
I got my mutual fund and cash position when I got scared in March. I hope the others did not do it during the drop as a "panic attack", but we will never know.
The main point is, when you look at the group of stocks that we are in, and go out 5 years with them, it is difficult to believe that we are not all going to be damn well off if we stay the course.
If we can keep the GD government out of it, (and of course, we can't), I believe we are at the start of the most incredible creation of wealth in the history of the world.
I said 6 months ago that this whole revolution is a "need for speed", and the companies that provide that speed are the ones we have invested in.
After walking around on this planet for about seven thousand years, we have gone from five miles an hour to the speed of light in less than 200 years. I can't imagine a more exciting time to be alive. |
