Summary
- The author recounts losing $300k in cumulative trades over 5 years, ending up essentially break‑even while underperforming the S&P 500 by ~60%.
- They conclude that active stock picking was emotionally and financially destructive, and have shifted to a passive 50/50 MSFT + VTI portfolio, with small leftover positions in Novo Nordisk and Adobe.
- The post is a cautionary tale about the futility of trading individual names without an edge, advocating for index investing with maybe 10‑20% “fun money.”
Quality assessment: This is personal anecdote / noise, not well‑researched DD. The author offers no new analysis or data; it’s a retrospective lesson.