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14min chapter
How I’m Investing In 2024
The Joseph Carlson Show
Investment Portfolio Performance Update and Nvidia's Market Influence
The chapter covers the impressive 28% money weighted return year to date in the portfolio for 2024, along with the speaker's investment strategy defending concentration on Amazon and Netflix. It also touches on the impact of not owning Nvidia stock on fund managers' performance, as discussed in a Wall Street Journal news story.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode