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Good advice. I told him basically that and his latest is * **VOO 42.5%** * **QQQ 10%** * **FMTM Momentum ETF 7.5%** * **BRK.B 5%** * VXUS 5% * **MELI MercadoLibre 5%** * **RXRX 5%** * **SOPH 2.5%** * **MCK 5%** * **MU 2.5%** * **NU 2.5%** * **AMZN 2.5%** * **GOOGL 2.5%** * **META 2.5%** * **MP Minerals 2.5%**
* **QQQ 25%** I'd wait for a discount on this especially if it's in a tax advantaged account. This isn't an index you want to buy when it's expensive if you're not actively monitoring your account and willing to de-risk. Nasdaq has dropped 60% three times in just the past 30 years * **FMTM Momentum ETF 15%** This can become dead money in a bad market regime * **MELI MercadoLibre 9%** Latin America’s leading e-commerce, digital-payments, advertising and logistics ecosystem. 9% is way too big a position for a single stock with foreign currency risk. It also has to actually execute its expansion to grow into its valuation, which is anothe risk. It doesn't matter how well a company is doing or how big its potential is; what matters is stock price performance relative to your entry point. * **RXRX 7.5%** Uses automation, biological data and AI to discover and develop new medicines. Way too speculative and risky for this position size. * **BRK.B 7.5%** Dead money, period. * **VOO 6%** Way too small position size for a core index fund * **SOPH 5%** Provides software that analyzes genomic and clinical data for hospitals and laboratories. Way too speculative and risky for this position size. * **KRE 5%** Rregional real-estate markets ETF The entire world is having an interest rate problem and everything real-estate related is interest rate sensitive. Buying these only works if you time the market, I would pass * **MU 5%** Cyclical industry companies are ones to trade, not invest in * **NU 5%** Rapidly growing digital banking and financial-services platform across Latin America. Way too speculative and risky for this position size. * **AMZN 2.5%** Use this to buy VOO instead, Mag7 are not immortal. * **GOOGL 2.5%** Use this to buy VOO instead, Mag7 are not immortal. * **TRV 2.5% Insurer** Appropriate position size for this kind of holding but I wouldn't expect too much performance from this. * **MP Minerals 2.5%** Appropriate position size for this kind of holding but I wouldn't expect too much performance from this. Don't get me wrong, I don't worship the S&P 500, but this is not a well thought out portfolio
SOPH will be a 100 bagger within a decade, banbet that 
Probably not eow but SOPH and HUMA next quarter
IMO you need to be looking at growth options. Look at SOPH HUMA and FVRR
Just bought SOPH. They are collaborating with NVDA and MSFT to bring a streamlined and scalable whole genome sequencing analytical solution to healthcare institutions.
$SOPH earnings before open today, shot up a bit last night in anticipation. Hopefully make a little off this small gamble.
Has anyone had a look at $SOPH? Earnings coming up March 5th and they've beat EPS the past 4 earnings. Looks like they've reduced operating costs and revenue is climbing slowly.