Hamid’s Portfolio IsUp 700% (Here’s What He's Buying Next)

700% returns in 4 years. Hamid Shojaee, founder of Savvy Trader, joins Gav to break down every position in his concentrated portfolio, why Micron is still his biggest bet, why he is trimming Rocket Lab at all time highs, and exactly where his large cash position is going next. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ Hamid built his track record through high conviction concentrated bets on great companies at good prices. His portfolio is free to follow on Savvy Trader and has compounded at a 67% CAGR since going public in 2022. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Hamid: https://x.com/hamids ▶ Follow WOLF Financial: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro and Hamid's investing strategy 02:49 Micron deep dive and why he kept adding 08:21 When he would take profit on Micron 09:20 How he thinks about portfolio concentration 10:47 Micron vs SanDisk and why he chose one 13:02 Why Nvidia is his second choice after Micron 14:12 Rocket Lab: up 1917% and why he is trimming 18:52 Robinhood thesis and why he still holds 21:49 RBI and getting access to private companies 23:44 Meta: the cheapest and fastest growing hyperscaler 26:18 Rivian: a company getting better while the stock gets cheaper 34:14 Why he passed on Tesla 36:53 Bumble: the most undervalued software company nobody talks about 40:41 Bitcoin as a hedge not an investment 41:28 The large cash position and how he deploys it 43:23 What could make its way into the portfolio next 45:05 Final advice: patience is the hardest part of investing