On November 30th, 2017, I told my investment company that I was 35% sure I would take out 35% of my investments to invest at Google and Baidu for that reason. I didn’t end up doing that, putting more weight on something like the EMH (among a few other reasons). Although if I had really fully believed in the EMH, I would just have bought wide indexes. Anyway, now I’ve updated that under some circumstances, I should take the risk and go against the market with a part of my assets (I’m pretty surprised by the length it took for the market to drop). So I just checked my current portfolio. Since then my investment company has invested 20% of my assets in Alphabet, Microsoft, and Facebook; and also a bit of Amazon (Amazon hasn’t been mentioned here; I assume they do less AI, but they do do some) (note: I can’t share specifics of investment, but it’s okay for me to share just that bit of information). So I already have a good amount in it. And they were evaluated as good by normal standards. I might buy some more Alphabet, and maybe Baidu(?), and maybe Uber(?), and maybe Tesla(?) when I get more money.
On November 30th, 2017, I told my investment company that I was 35% sure I would take out 35% of my investments to invest at Google and Baidu for that reason. I didn’t end up doing that, putting more weight on something like the EMH (among a few other reasons). Although if I had really fully believed in the EMH, I would just have bought wide indexes. Anyway, now I’ve updated that under some circumstances, I should take the risk and go against the market with a part of my assets (I’m pretty surprised by the length it took for the market to drop). So I just checked my current portfolio. Since then my investment company has invested 20% of my assets in Alphabet, Microsoft, and Facebook; and also a bit of Amazon (Amazon hasn’t been mentioned here; I assume they do less AI, but they do do some) (note: I can’t share specifics of investment, but it’s okay for me to share just that bit of information). So I already have a good amount in it. And they were evaluated as good by normal standards. I might buy some more Alphabet, and maybe Baidu(?), and maybe Uber(?), and maybe Tesla(?) when I get more money.