Hacker News Reader

Every share of an S&P 500 index fund you hold is already 6-7% NVDA, so a lot of investors already have substantial bets on some of these "race horses".

View on HN

Whenever I kick myself a little about not owning any/enough of the "race horses" I content myself that there's probably a lot scattered around my portfolio. So you missed out a bit but your index funds actually benefited.

True but this misses the core point about agency. Some of us would like too think we know something more and ‘gamble’ on that knowledge.

Having 5% to personally assign can scratch that itch without resulting in an overexposed or vulnerable position

Yeah, if you have an itch to individually invest, set a budget and play without doing anything too stupid. I've actually done pretty well with that approach especially when I've avoided capital gain with a charitable trust with a few relative home runs I have hit.

Reply on news.ycombinator.com