Cory Diary : Charlie Munger on Diversification

Get 3 best in town, is enough for diversification. He talked a lot of things. Only that rough idea gets into me. I decide to adapt his advise to choose the best few stocks oversea. Currently below what I have. Since US slots are full, I should have at least one more in the other "Town".

1. AMD

2. Microsoft

3. Tesla

4. Alibaba (HK)

There are few choices I know without need for in-depth study. While timing can be better, they are quite beaten currently.

1. TENCENT (HK)

2. Lion-OCBC Sec HSTECH

Enjoy !

Cory

2021-0712

Articles in this Blog is personal take and educational purposes only. Reader should seek their own professional help when making financial decision and be responsible for their decision.