My Portfolio

Since my portfolio only has 3 stocks ( $Apple(AAPL.US)$, $Tesla(TSLA.US)$ and $Taiwan Semiconductor(TSM.US)$) thus nothing too similar with the top institution. If really need to pick one, maybe blackrock because all my 3 stocks are in their top holdings. I don't believe top institution will keep beating the market especially in the down market currently. I firmly convinced that buy and hold strategy is much more superior that active stock picking adopted by top institution. For myself, 80% to 90% of my portfolio I will hold regardless of market condition (unless there are fundamental changes to the reasons I bought these stocks at the first place) and only less than 20% for speculation. I had studied all my 3 stocks in details and had great confidence in their future prospects even during the current market correction. My strategy had succeeded so far and my portfolio had appreciated a lots. In conclusion, I believed in understand just a few stocks totally and if I had strong confidence in their future prospects, I will buy and hold until the reasons for my buying disappear. My experience teaches me that speculation is less superior than buy and hold.