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![dannycheng2022 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1563185751051091970.png) Danny cheng [@dannycheng2022](/creator/twitter/dannycheng2022) on x 51.1K followers
Created: 2025-07-17 02:16:22 UTC

In a bullish cycle, time has a very expensive opportunity cost. Are you still holding dividend stocks or traditional big tech? If your portfolio isn’t reaching all-time highs, it’s time to reevaluate your stock selections or strategies. 
By my standard, if your portfolio hasn’t achieved at least a 4X or 5X return over the past two years (since early 2023), it isn’t considered to be outperforming the market.

@matthughes13 
@cantonmeow 
@tonylee80 
@gabz_investing


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[Post Link](https://x.com/dannycheng2022/status/1945668870754431380)