Akim Guerreiro
𝐀 π…πžπ° 𝐏𝐨𝐫𝐭𝐟𝐨π₯𝐒𝐨 𝐌𝐨𝐯𝐞𝐬 π“π¨ππšπ² I fully sold $LLY (Eli Lilly & Co) at around +52% profit. I was thinking to sell it since a few days. The stock trades at a price to earnings of x40+ and started getting really expensive. Especially when the competitor $NVO (Novo-Nordisk A/S SPONS ADR) is trading at 13-14x. I know what I am going to say sounds crazy but you need to be contrarian as an investor, that’s how you get stuff for cheap and can outperform the broader market and the $SPX500 . So I bought more $BTC (now my top position at 5% of my portfolio) and initiated a 2% position in $ETH at an average price of $2800. Total crypto allocation is around 10-12% of the portfolio so it’s still reasonable. Trust in the process. The market will recover. The US and Trump won’t let their stock market collapse. Cryptos have huge tailwinds and they are now on sales. I only own Top 30 projects. Truly an excellent time to increase your copy. By questions please reach out and in times like these if you are not buying, better stay logged out and enjoy family time or solo time. Hang in there. πŸ’š Better times will come. πŸ™ Etcaetera
3 replies
1 reply
1 reply
null
.