Workflow
portfolio
icon
Search documents
X @Michaël van de Poppe
Michaël van de Poppe· 2025-09-17 09:00
RT Michaël van de Poppe (@CryptoMichNL)Today, we'll be talking about something important.It's your security.If you hold a portfolio in #Altcoins & $BTC, this podcast episode of @new_era_finance is a must watch.Security of your assets, with Harry, founder of @CircuitSecurity.Watch it here: https://t.co/D17IlxP9eP ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-09-10 19:03
Investment Strategy - The report mentions Ric Edelman (@ricedelman), a Hall of Fame Financial Advisor, discussing the new 60/40 portfolio [1] - The industry is focusing on the evolution and potential adjustments to the traditional 60/40 investment portfolio strategy [1]
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-09-07 19:23
Product Features & Benefits - Silvia can analyze a user's portfolio and identify the largest risks [1] - Silvia can provide risk mitigation suggestions [1] - Silvia can deliver portfolio analysis in seconds, a task that could take financial advisors days or weeks [1] - Silvia aims to be the most powerful personal finance tool [2] Key Capabilities - Silvia identifies concentration risks [2] - Silvia recommends a target allocation [2] - Silvia creates a 90-day Action Plan [2] - Silvia shares key risk-management principles [2]
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-09-07 13:28
Product Features & Capabilities - AI personal finance tool @cfosilvia can analyze portfolios and identify risks [1] - @cfosilvia provides risk mitigation suggestions [1] - @cfosilvia can deliver financial analysis in seconds, a task that could take financial advisors days or weeks [1] - @cfosilvia identified four concentration risks [2] - @cfosilvia recommended a target allocation [2] - @cfosilvia created a 90-day Action Plan [2] - @cfosilvia shared key risk-management principles [2] Company Goal - The company aims to build @cfosilvia into the most powerful personal finance tool ever created [2]
X @The Wall Street Journal
The 60/40 portfolio has had some moments recently where stocks and bonds moved in sync, undermining its diversification benefits. Here are three alternatives to consider. https://t.co/2NqKAgeKM5 ...
Apple seems to be back in the good graces of the Trump admin, says Jim Cramer
CNBC Television· 2025-09-06 02:31
Investment Strategy - Building a great portfolio is similar to building a great fantasy football team [2] - Last year's draft picks are up roughly 55% on average, outperforming the S&P 500 [2] - Apple is considered the quarterback of the portfolio, representing a steady, reliable investment [4] Apple's Performance and Outlook - Apple's stock is up over 41% from its April lows [5] - Apple's sales are growing again [5] - Apple may earn more than 20 billion dollars a year from Google through pay-to-play arrangements [6]
X @Investopedia
Investopedia· 2025-08-31 18:00
Learn the realistic investment strategy needed to earn $1,000 monthly from dividend stocks, including portfolio size requirements, stock selection tips, and expert insights from successful dividend investors. https://t.co/mSiJBpkR1B ...
X @Cointelegraph
Cointelegraph· 2025-08-20 22:30
Portfolio Allocation - The report questions the current allocation weight between Bitcoin ($BTC) and Ethereum ($ETH) within portfolios [1] Cryptocurrency Focus - The report centers on the comparative investment weight of two leading cryptocurrencies [1]
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-08-03 23:11
Product Need & Solution - The market lacks a product providing personalized AI-driven financial advice based on individual circumstances [1] - The company developed a custom product using AI models to offer specific and actionable financial insights [1] - The product aims to provide insights on portfolio impact from recent events, investment risk assessment, and strategies for portfolio growth [1] Market Opportunity - The company is opening its AI-powered financial advice product for public use, indicating a potential market demand [1][2] - The product offers an alternative to "cookie cutter advice", suggesting a focus on personalized financial solutions [1] Call to Action - The company encourages users to sign up for free access to the product [2]
X @BREAD | ∑:
BREAD | ∑:· 2025-07-29 11:06
Investment Strategy - Ray Dalio 认为应将投资组合的 15% 配置到 BTC (比特币)[1]