Are you listing all of the stock tickers you invested in, or are we only getting a curated subset?

People overestimate their ability to pick stocks when they are up. Not everyone gets lucky.

(For the record, I am up a lot but I sold my NVDA way too early to take advantage of the current hockey stick)

I listed the largest positions accounting for majority of $ invested and majority of portfolio.

I definitely have other bets which did NOT work out; FSLY -90.58%, ZIZTF -76.81%. These were smaller bets, I'm still bag holding hoping Nightingale turns it 'round @ FSLY.

I recently exited AAPL in May, which turned out to be a poor move.

I'm definitely NOT great at picking stocks and I probably do overestimate my ability. Look at my horrible FSLY pandemic trade.

Taking direct control and responsibility has been a good learning and overall financially rewarding experience for me.

One downside of rolling it into an IRA is that you'll pay more in taxes to do backdoor roth IRA conversions every year. I think it's better to leave it in 401k if the fund options / fees are acceptable.

Another is that 401(k) accounts are protected from creditors by federal law, where IRAs vary by state.

How do you choose the companies?

Looks like they read Jim Cramer's Mad Money book: choose 5 diverse companies and research them about an hour a week.

I don't follow -- care to extrapolate?