First of all, Thanks a lot for your patience to answer all my questions.

How do you find/decide a company good enough for your long term portfolio. I have seen that you have companies like HOOD, HIMS which they did amazing.

A: I do the research on the companies to ensure they have excellent fundamentals and room for growth. We always need th cooperation from the markets though.

I traded these companies, my some money moved on. First time I bought RKLB, it was below 10$. For some reason, I did not have courage to hold these companies all the way. Not sure how can I build conviction about companies. HOOD in a way I understand, but HIMS, it looks amazing but all regulations around drugs, I have no idea. Or many other companies. (I am a software engineer, I understand tech a lot, but story part actually a bit different than what a reality is)

When you have conviction, you can do the most important thing(which is going with size, which brings the real return) But I am missing this. But how to have conviction enough to keep the demons when market turned upside down.

A: That is determined by the personality of each individual, and why I said that the stock market will force you to learn a greta deal  about yourself!

I feel I have many behavioural issues for Stock market. I just wanna treat myself to fix these issues. But i feel it is more psychological than anything else.

Completely separate question is:

For swing trade, do you also check the company financials, or momentum is enough for you.

A: Swing trading is strictly technical. There some stocks that I swing trade that I would never buy for a long term portfolio.  A long term portfolio stock must have strong fundamentals with the ability to grow over time.

Also if you were to create a relatively long term position:(1-2 year horizon), which companies would you focus? Based on how market was; I made this list:

A: This is a solid list. Although, you do have a concentration of defense stocks. I focus on companies that have excellent fundamentals that I believe will have accelerating growth over the next few years. I bought DASH HOOD TGTX BROS RBRK HIMS as I do not want to be too concentrated in one group for longer term.