Oct. 3 at 4:13 PM
$NIO NIO comfortably my largest holding and rest of portfolio built on quality mega-caps with moats and increasingly EM exposure on dollar weakness and rotation out of overextended US tech.
$SE $GRAB $IBN my other EM bets. Be diversified. Be in quality. Be in clear long term runways with companies that have differentiated products/services, defendable moats, and pricing power over time. Good luck out there. And as for NIO…ACCUMULATE 🙌🏼💎😎