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3 Subtle Investing Mistakes I Won’t Repeat in 2025 (and Beyond!)
Learn from my 2024 investing blunders—stale theses, blind trust, and complacency—and discover how to avoid these subtle missteps in 2025 and beyond!
Daisy Pearl
January 20, 2025
Ever looked at your portfolio and thought, "Well, that could’ve gone better?"
You’re not alone.
Investing is a journey full of twists, turns, and occasional potholes.
But each mistake is an opportunity to level up.
No need for regret—just lessons learned.
Let me share three subtle investing blunders I made in 2024 so you can sidestep them on your own path to financial growth.
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1. Letting My Investment Thesis Gather Dust
Your investment thesis should be as dynamic as the market itself.
I learned this the hard way with Pfizer.
My thesis was solid—great pipeline, strong R&D, loads of potential.
But when Pfizer’s stock tumbled 45% over three years while the market gained 31%, it was clear I missed something.
PFE from StockCharts
Enter Starboard Value, an activist group that highlighted inefficiencies I hadn’t considered.
Their insights were a wake-up call: my thesis needed an update.
Lesson learned: If a stock’s performance feels off, don’t ignore that nagging doubt.
Dive deeper.
Markets shift, companies adapt, and your thesis should reflect those changes.
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2. Blindly Trusting Things Would Work Out
I adore Costco—it’s my favorite investment.
But when their CEO retired in late 2023, I assumed their decades-long tradition of internal promotions would keep the ship sailing smoothly.
COST from StockCharts
While I was right this time, I realized I’d skipped a crucial step: digging into the new CEO’s credentials.
Without that due diligence, how could I confidently hold onto my shares long-term?
Lesson learned: Even with companies you love, don’t coast on trust.
When leadership changes, learn all you can.
It’s not just about numbers—it’s about conviction.
3. Getting Too Comfortable with Success
Apple is a household name, a titan of tech.
I’ve held its stock for years, relying on the belief that its dominance would last forever.
But here’s the thing: while Apple’s revenue and cash flow have grown impressively, it’s not the juggernaut it once was.
AAPL from StockCharts
Growth is slowing, and competition in key markets is fierce.
Lesson learned: Don’t assume past success guarantees future wins.
Stay vigilant.
Even the strongest companies need scrutiny to ensure your investment aligns with your goals.
Your Turn: Learn from My Missteps
Investing is as much about what you do right as it is about avoiding costly errors.
Which of these mistakes resonates with you most?
Have you made similar missteps in your investing journey?
Take a moment to reflect on your strategies and identify areas to improve.
And hey, if this post sparked some insights, share it with your fellow investors on social media!
Let’s all grow smarter together.
Here’s to fewer flubs and greater gains in 2025! 🚀
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