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How to Build a Portfolio in Stocks
i always view a portfolio as a little bit like a sports team, right? And i think in stocks, i kind of try and look at sectors and think about who are the stocks inside the individual sectors. So when i look at tech, for example, i look att, you know, the seven fang, i seven big fang stocks. You know, i think they're all very different companies. I would argue that the amazon valuation on amazon is as ludicrous as the valuation is on tesla.