u/thebigTlord

First of all this would be an experiment, besides this I’m well diversified and wont need tips on different types of investments, or diversification. I want to try and create an 8 stock long term portfolio, high risk, focussed on 8 single lines. The rationale would be to select only active founders, product focused instead of shareholder focused, china proof, ai proof or amplified.

What i have so far would be

nvidia corp.
Palantir
Veeva systems
Samsara inc
Transmedics
Sartorius AG
Rational AG
Absci corp.

With decending weights in the portfolio of round 15% for the first going to 7% for the last

Do you guys have any other ideas about this?
Thanks for reading