My Long Term Personal Portfolio
here's the PA portfolio. quarterly rebal'd. This doesn't cover all of my assets, just what the plan is for the long term portfolio, not the active accounts.
The single stock picks are the closest I can come to exposure in my favorite themes.
MKTW for the rise of the individual in their own investment process. 
APPS for BIC mobile ads. SSV for vertical farming, 
OPEN for unlocking RE liquidity, and 
SDGR for ML drug discovery .
I would add some
HNTUSD if I didn't have to jump through so many hoops to get some in the crypto sphere
Pretty straightforward!
For those who aren't familiar with Gyroscopic investing, here's a solid primer: optimizedportfolio.com/deser...
R:R with leverage on this allocation structure is *extremely* robust long term.
The single stock picks are the closest I can come to exposure in my favorite themes.
MKTW for the rise of the individual in their own investment process. APPS for BIC mobile ads. SSV for vertical farming, OPEN for unlocking RE liquidity, and SDGR for ML drug discovery .I would add some
HNTUSD if I didn't have to jump through so many hoops to get some in the crypto spherePretty straightforward!
For those who aren't familiar with Gyroscopic investing, here's a solid primer: optimizedportfolio.com/deser...
R:R with leverage on this allocation structure is *extremely* robust long term.
🚨🚨🚨
Get high-probability trade ideas and research directly to your inbox for free.
Follow us here and turn on email alerts to stay in the loop: seekingalpha.com/author/propnotes
Get high-probability trade ideas and research directly to your inbox for free.
Follow us here and turn on email alerts to stay in the loop: seekingalpha.com/author/propnotes
Publications connexes
Clause de non-responsabilité
Les informations et les publications ne sont pas destinées à être, et ne constituent pas, des conseils ou des recommandations en matière de finance, d'investissement, de trading ou d'autres types de conseils fournis ou approuvés par TradingView. Pour en savoir plus, consultez les Conditions d'utilisation.