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Looked in on portfolio to check on $tsla post musk’s 19.5m sale. Brutal but am still up 10x from when I bought in. Am hodling. But just noticed that Cloudflare, which I FOMOed into a year ago is down 78% 😖😬 Also smol Rivian position as an EV hedge: down 77% (Bulk still S&P)
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I used to be a pure index investor. Then for fun I dabbled a bit of play money in single tech stocks. Tech stocks returned way better than S&P, and I never rebalanced, so I guess I’m no longer pure index. Still majority index. Also play money in lithium that tanked entirely.
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I no longer know what to think of Tesla. It’s been a few years since I looked closely when working with them and got convinced it’s got a real edge on trad auto doing EVs, but the competition is catching up fast, and there’s genuine risk now due to Elon twitter thing.
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