My portfolio has 3 layers of asymmetry:
1. $TSLA $SPOT $PLTR $AMD already paid off big. I believe they keep compounding.
2. $HIMS $DUOL the next wave.
3. $IBRX $NAUT the earliest bets, highest risk bets.
Each layer is a “delta hedge” for the next.
Proven winners give me staying power while newer theses play out.