linus_md

I believe your 2700$ coin is only worth 4.5€. See for example https://www.eurofischer.de/France-1-Euro-1999

Why don't you move this there? Edit: missed @SharperDingaan comment.

How do you sleep at night?

I think this is a good point. It would be interesting to consider the reverse. Instead of becoming a full-time investor, becoming a no-time investor and sticking with an index. But depending on the portfolio size even a small alpha could mean a good hourly salary.

ASML has been spun out of Philips so not really from scratch, but it is a great company. This is true. But would you rather have ASML/SAP/Inditex or Facebook, Apple, Microsoft, Nvidia, Google, Amazon, Tesla and so on?

I also wanted to comment this and it makes me very sad as a young European

This is true as far as I know see for example this: https://gerd-kommer.de/der-beste-fonds-aller-zeiten/ the sources below the article are in English.

https://www.bloomberg.com/news/articles/2023-05-23/company-earnings-guidance-is-wrong-about-70-of-the-time Their forecast are simply bad. I believe there should be a lot of academic literature on this topic.

Why don’t you simply buy SPY and save yourself the .7% fee?

https://maps.app.goo.gl/FbA8xynQW3Zojpfm6?g_st=ic is this the company?

My best guess is fair value is around $42k today. By the end of 2024, $100k. Why should “fair value” increase by 150% in a year?

+1

You can read it here: https://archive.ph/eJccU.

Given that most portfolios here include Tesla, Amazon and Netflix their return over the last 10 years should have been quite good.

Why did you sell POAHY?