AW1 General Chat, page-2311

When you are backing a winner like AW1 then analysis of a single stock is very productive.

A contrarian investment strategy called "The One Stock Portfolio" which focuses on in-depth research and trading of a single stock instead of diversification is my focus with AW1.

• Diversification is for the ignorant: Diversification is a strategy for investors who don't have the time or knowledge to research individual stocks thoroughly.
• Focus and in-depth knowledge are key: By focusing on a single stock, in the industry you are familiar with, you can learn everything about the company and the stock price movement, allowing you to make informed decisions. With only one stock to monitor, you'll be more likely to stay on top of news, market trends, and any relevant information that might affect the stock price.
• Discipline and risk management: Knowing you have everything riding on one stock can make you more disciplined in your trading decisions and risk management.
• Trading the trend: Focus on growth stocks with a good chance of trending upwards in the long term.
• The importance of research: Regardless of how many stocks you choose, in-depth research is key to success.

Refer to the following article on one-stock-portfolio investing:
https://marcustoday.com.au/2019/06/stock-market-news-the-one-stock-portfolio/



Disclaimer: Unfortunately, I am not paid for AW1 related comments / research. I do however work in the mining industry so enjoy sharing any relevant knowledge in this field. Although I may only comment on AW1, this investment only forms a small part of my overall investment strategy.