Going to post this here, despite my trepidation - My little investment group pushing my ass where I don't like to take it--
Caveat Emptor
The following is under my own investment context which by definition cannot match anyone else's-- so throw it away or integrate to your own, but it's not meant in any way to assign applicability to anyone else-
My investment philosophy , in short groks with the company goals over decades- so nothing with this reflects ANYTHING short term- but forms against the long tuning frequency, spanning 3-10 years hence.
I use layers with Core layer as hold for years,
and 2 'trade-layers' -TSLA cycles and -Macro cycles.
(2 additional layers are outside the market- i.e. income producing real-estate etc.)
The long Core dilemma, seeding the change-
Tesla is intering a hugely expansive phase (as we all know) -
But my macro layer is dissonant, showing a largely increasing risk (again this is over next several years).
[Note: I use harmonic layers to guide my decisions...]
My solution to this cross-layer contango has been to liquidate a portion of external market layer to more than double my Core TSLA layer (this as you can imagine requires months of implementation- so again there's nothing short-term here)
Core stock layer is now 2.5 times previous- this was done at points of TSLA from $160-$260 raising my basis from well under $100 (I had large positions starting $30) to current sub $150
The trade layers now are very thin and will be limited to cash and few opportunistic LEAPS. (Core is 90%+ of stock holdings)
IMO not a good time to be under-invested in TSLA (hence very large Core add from outside market layers); and concurrently not a good macro risk time to be leverage heavily. All holdings are structured to ride through a 5 year outlook of higher macro risk.
[I've posted in the macro thread some thoughts in that regard for those interested.
#887]
Note again: This has been my own life solution to this. To each his own-
