Wrong about GE general electric. GE came back from the death bed and evolved into ge aerospace, ge verona and ge healthcare. We are also entering a period where typical 60-40 portfolio or trading based on corporate valuation wont matter that much. This is a time time to actively manage your portfolio by doing the necesaary rotatiom atleast quarter by quarter for half the portfolio. Holding many names in the portfolio can complicate things. Pick the best few high comviction trade. That is exactly why in my substack i wrote the Best 25 Holdings idea where there the number of holdings at anybgiven rime would not exceed 25….20 for equities and 5 for options. It it is at dull 25, something must come off before a new one goes in. The goal is to beat spx/spy by more than 1000% every year.