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Why One Stock Investing Strategy Beats Diversification—And Why I’m All In

  • Writer: Silivere Bakomeza
    Silivere Bakomeza
  • May 29
  • 5 min read

“Never put all your eggs in one basket.”

That’s what they teach you.


So most people:

  • Buy 15–30 stocks they don’t understand

  • Sprinkle in index funds they never study

  • Hope something works, but never really build conviction


Not me.

This isn’t just a bold move—it’s a one stock investing strategy that forces clarity, consistency, and conviction.


I’m betting my retirement — publicly — on one stock: MicroStrategy ($MSTR).


Choosing one stock isn’t reckless—it’s a long-term investing strategy rooted in conviction, not confusion.
Choosing one stock isn’t reckless—it’s a long-term investing strategy rooted in conviction, not confusion.

I’m investing $50/day, every weekday, for 20 years.

No skipping. No flipping. No diversifying.


Most people think that’s crazy. I think it’s how real wealth is built.


Let me show you why.



Why Diversification Sounds Smart (But Often Fails in Practice)


The theory behind diversification is simple:


  • Reduce risk

  • Avoid big losses

  • Protect your downside


And if you’re managing a pension fund, a $10M portfolio, or your grandma’s nest egg — it makes sense.


But here’s what most people don’t admit:


Diversification works best for people who don’t know what they’re doing.


It’s a hedge against ignorance.

If you don’t have time, interest, or belief in any single investment — sure, spread it around.


But if you do have conviction?

If you’ve done the research?

If you actually understand what you’re holding?


Diversification can dilute your upside and delay your freedom.



What Diversification Looks Like for Most People


  • 10 stocks they heard about on YouTube

  • 3 index funds they can’t explain

  • Maybe a REIT or some crypto sprinkled in


Ask them why they own each one? Crickets.


Diversification isn’t helping them. It’s just giving them a false sense of control — and keeping them too scattered to ever get ahead.


I’m not against diversification.

I’m against blind diversification with no strategy.


Historical Truth: Most Great Investors Were NOT Diversified


Let’s talk facts — not feelings.



Warren Buffett



At times, 40% of Berkshire Hathaway was in just one stock (Apple).

He’s publicly said:


“Diversification is protection against ignorance. If you know what you’re doing, it makes very little sense.”



Michael Saylor


He didn’t buy 25 coins. He went all in on Bitcoin — and then doubled down by buying it through MicroStrategy’s balance sheet.



Cathie Wood


Love her or hate her — her best returns didn’t come from 50 equally-weighted picks. They came from going deep on Tesla and a few concentrated bets.



Even Peter Thiel


Turned a $500K investment in Facebook into $1 billion+. One company. One bet. Done right.


History doesn’t reward diversification.

It rewards conviction backed by execution.



Why I Chose MicroStrategy ($MSTR)


This isn’t just a tech stock.


It’s:

  • A Bitcoin proxy

  • A company with over 568,840 BTC

  • Led by a founder who’s thinking in decades, not quarters

  • Publicly traded exposure to the most scarce, hardest digital asset in history



By buying $MSTR, I’m:


  • Gaining equity leverage to Bitcoin

  • Avoiding wallet risk and custody drama

  • Holding an asset that tracks BTC with a higher upside profile


I don’t need to hold Bitcoin, Ethereum, Solana, and 10 other tokens.


$MSTR is my amplifier.


And I don’t flinch when it’s volatile — because volatility is where wealth transfers from the emotional to the focused.



Why One Stock Makes Me Stronger


Holding just $MSTR forces me to:


  • Learn deeply

  • Track every move

  • Filter out noise

  • Stay locked into my system



I don’t need to juggle charts from 15 tickers.

I wake up, buy, move on with my life.


That clarity compounds over time.


And emotionally?

It’s easier to hold one stock you understand than 15 you panic-sold in 2020, 2022, or the next bear market.



The Emotional Risk of Diversification


Here’s what most people don’t talk about:


Diversification makes it easy to quit.


When nothing feels personal, it’s easier to:


  • Sell early

  • Panic during downturns

  • Chase the next shiny object


But when you hold one stock — and it’s your core belief — you’re more likely to:


  • Hold through volatility

  • Learn and adapt

  • Take ownership of your financial future


My $50/day system isn’t just automated.

It’s emotionally aligned with how I think and live.



What If I’m Wrong?


Here’s the hard truth:


Every investor is wrong sometimes.


But I’ve built a system that minimizes my downside even if $MSTR underperforms:


  • I’m not using margin or leverage

  • I’m dollar-cost averaging

  • I’m investing over 20 years

  • I’m building a blog, brand, and business around the process


Worst case?

I don’t hit $10 million, but I still retire with a strong portfolio, 20 years of receipts, and a community that watched me stick to something.


Best case?

I beat the market. I build wealth. And I prove you don’t need 20 tickers to win — just one, done right.



But What About Risk?


Let’s define “risk” clearly.


Risk isn’t just losing money.

Risk is:


  • Working 40 years in a job you hate

  • Holding 20 assets you don’t understand

  • Never building the muscle of conviction

  • Quitting too soon because your portfolio was too scattered to feel worth holding


My risk is measured.

My upside is asymmetric.

My mindset is prepared.


That’s not recklessness. That’s clarity.



My $50/Day MSTR Plan — Simple, Repeatable, Public


Here’s how I do it:


  • I buy $50 of MSTR every weekday the market is open

  • I document every share, every thought, and every update

  • I post my journey weekly on BakoInvest.com — win or lose


Examples:



I’m not hiding anything.

Because I’m not afraid of the outcome — I’m committed to the process.


Start Your Own Conviction Plan


You don’t need to copy me.

But you do need a system.


Here are the tools I use every day to run this plan:


Start Your Investing Journey




These are affiliate links. I only recommend what I use myself.



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Final Word


I’m not trying to look smart.

I’m trying to build wealth in public — by doing something most people are too afraid to try.


One stock.

One system.

One shot at proving that deep conviction beats shallow diversification.


If you want average results, keep doing what everyone else is doing.

If you want something different — focus.


I’m all in.

And I’m not looking back.



Written by Silivere Bakomeza

Founder of BakoInvest


Real wealth is built, not given.

Start building yours one share at a time—sign up with Robinhood and take the first step.



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