I have two sections in portfolio
Build - This portion is long term to medium term oriented comprised mostly of Broad index ETFs, Mutual funds and very selective individual companies which I feel are undervalued. Approx. 80% of available capital is earmarked for this section of portfolio
Learn - Use limited time and use technology to uncover profitable opportunities in the financial markets by following a structured and strategic approach, analyzing charts, indicators, and market data to make well-informed decisions. Despite limited time commitment, approach leverages advanced tools and techniques, such as technical analysis, to scan for breakouts, trend reversals, and optimal entry and exit points. Approx. 10-20% of available capital is earmarked for this section of portfolio
The learn portfolio keeps my active itch scratched while not blowing up my capital.
I started on this approach in 2023 and now after completing training and finishing courses on few key areas starting documenting the learn portfolio journey with some family members 5 weeks back.
Here is how it looks excerpts
I would not be able to share this to wider group, however I will give periodic updates on how did this effort go!
I am documenting the full process in my upcoming training module so you will chance to learn and do it yourself
Happy investing