What do you invest the majority of your $$ in?

I am coming out of school and trying to figure out what to do with my investment portfolio.

I traditionally put my money into a low-cost S&P 500 fund throughout high school and college, but I was wondering where professionals tend to allocate their money?

 

to be specific, reading through ideas on valueinvestorsclub and then thinking about if what the person is saying makes sense. I also spent some time going through the accounts for some different fintwit guys on twitter and made a list of guys who seem sharp. trying to figure out which professionals are sharp/I agree with in terms of investment style so that I can see what they are doing in their 13f filings. and then coming up with some ideas on my own.

 
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SFIX, think they’re the first to really disrupt the consumer retail shopping model for clothing by using data science. (There’s a few VC Backed comparables out now that may go public in the next few years, which to me signals a growing market opportunity here specifically) Got in at $25 a share in late 20 and now it’s hovering around $85 with a recent high of $100 something. It’s speculative but I don’t see their growth slowing down anytime soon, especially with COVID blowing up the whole “walk in and try on” shopping we’re used to. The founder is in my personal network so I’m clearly biased here as well.

The other major ones are no secret to anybody with a brain, I invested in ZM pretty early and SNOW as well. I can’t say much analysis went into either of these choices and wouldn’t pay their premiums now, but if there’s a major correction soon I’d buy more of their dip.

MO looks interesting, albeit somewhat against my ESG principles (LOL!). Curious how you came to the conclusion to invest in them (besides Burry’s input ofc).

 

Various funds, mainly large cap and mid cap growth, make up about 60% of it. Stocks outside of the sector I cover make up the rest. I usually put a decent chunk in a couple stocks that I like (anywhere from 2-3 stocks at a time, 10-20k each) and hold. Had an insanely good year, up around 800% on all single stock holdings combined with two good ones (still holding one) and one absolute moonshot.

Dayman?
 

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