“How I Grew My Portfolio Over $1M By 30 Years Old”
TSM has a high probability of 50% return in one year; position sized at ~25% of portfolio to balance upside conviction with downside risk.
when I think about how much how much money I want to put into a position like Tasmea right now, because I think that Tasmea has a very good chance of producing like 50% returns over the next year.
So part of my brain is like, well man, I should just buy like literally as much as I possibly can. Like make this thing 40% of my portfolio, 50% of my portfolio. Why not, right?
Like why not? I feel I have so much conviction. I think it's going to produce 50% return. So why not just make it a ridiculously large position and I'll make a a shitload of money as Tasa's CEO would say.