#Portfolio

Parrot 🦜

ParrotStock

Portfolio Breakdown: By ThemeA post from @ztinvesting a while back, inspired me to write bout my own theme investingFor each of my investments I trackSectorIndustryStyleMarket CapEtc...With tables and charts for

Paras Chopra

paraschopra

Been thinking that outside of one’s main job (that pays the bills), one should work on things that are timeless.(a short thread on this) 1/ Think of happiness as not

Matthew Cochrane

Matt_Cochrane7

1/ End of June 2020 top holdings:$AMZN 8.9% of portfolio$PYPL 8.1%$SWKS 6.7%$MSFT 6.5%$MA 6.2%$FB 6.0%$SQ 5.4%$GOOGL 5.3%$SHOP 5.1%$ADBE 4.0%$HD 3.5%$DIS 3.1%$MELI 2.7%$EA 2.6%$PAYC 2.5%https://twitter.com/Matt_Cochrane7/status/124509960488

Ashley Strauss

AshleyStrauss

Happy #portfolioday ! I'm by no means an expert, but these are just a few lessons I've learned (sometimes the hard way) as both an applicant and a hiring manager:

Martin Bruteig

aksjefokus

[Thread] Portfolio Management:1. A 15-25 stock portfolio has enough concentration to allow a skilled investor to really stand apart from the market, but is not so concentrated that bad luck,

Ed Carson

IBD_ECarson

Interesting market day, with the Nasdaq up sharply at the open, then reversing for a 1.3% loss before rebounding for a 0.7% gain. Apple and Tesla led the way, with

Roger at UPshot Wealth 🚀

upshotwealth

How do you decide how much you want to invest in stocks or bonds?The truth is your asset allocation will play a vital part in your average return.//THREAD// Let’s start

Christine Johnson ☀️

CJ_250marketing

Here are 9 things you should include in your marketing portfolio... 1) An Effective Tagline Make your tagline clear and catchy. Keep in mind that this is something that

Return on Capital

CapitalTalk2

1/ I've actually been doing this for quite a while. I look at my overall portfolio on the first Monday of each month. I also take a look at individual

Adam Nash

adamnash

1/ Given that $BTC is over $20K today, and $BITW is over $130 and that I've tweeted about both in recent weeks, I want to remind anyone who cares how

Investment Talk

InvestmentTalkk

1) Today's Newsletter:• Portfolio UpdateI have sold my stake in $GRWG after a crazy run up, which returned +51.5% in three trading daysStill interested in the company, but i am

Liz Simmie

LizSimmie

There is strong skepticism towards ESG/Impact in the traditional investment world for two main reasons 1 - folks don’t believe non-financial especially employee or environmental information is material and 2

Lord EthDrake

Lord_Ashdrake

Something that I noticed and a lot of pain comes from here.If you have a shitty entry (because you mkt bought long on a breakout or you mkt bought in

Michael Pettis

michaelxpettis

1/4For nearly two years I've argued that we were going to see substantial increases in portfolio and FDI inflows into China, and so we are – to the point where

Adithya Venkatesan

adadithya

Marketing at Indian VC firms.(A bastion of dying stories.)A thread on what's not being done. Every VC gets updates on their portfolio. Maybe weekly, maybe monthly. Some good. Some

Anand Chokkavelu, CFA

anandchokkavelu

Good news: These all-time highs are giving us another chance......to correct any "this won't end well" situations we've gotten ourselves into.This thread contains a series of questions at the intersection

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.