Investment Reminder - The portfolio misses the investor [1]

describe your portfolio in 3 words👇 ...

RT Capital Markets (@capitalmarkets)1/5 Analysis from @BitwiseInvest shows adding just 1% Solana to a traditional 60/40 portfolio boosted returns the past 5 years across the various the market cycles.Data assumes quarterly rebalancing of a 60% equity, 40% bond baseline portfolio. https://t.co/nm1FKURK6T ...

Describe your portfolio in one emoji ...

Portfolio Construction - Tools alone are insufficient for building portfolios; investors' knowledge and execution are crucial [1] - The key is combining foundational knowledge with tools to implement plans [1] - The next module will focus on applying knowledge to create a roadmap for practical application [2] Practical Application - The roadmap includes building custom screeners, analyzing real stocks, and assembling a first portfolio [2]

Investment Strategy - Selling stocks is acceptable to avoid potential losses and capitalize on new opportunities [1] - Selling is appropriate if a company's fundamentals deteriorate or growth catalysts fail [2] - Selling is also acceptable if a better opportunity arises or life circumstances change [3] Risk Management - Confidence in the investment process is crucial for disciplined investing, especially during market volatility [3] - Building a firm foundation of knowledge is recommended over blind faith [4] - Investors should invest within their circle of competence to make informed decisions [4] - Staying within one's circle of competence allows for learning from mistakes and refining strategy [5] Long-Term Investing - Successful long-term investors prioritize knowledge and avoid short-term thinking and emotions [6] - Continuously pursuing knowledge expands the circle of competence over time [5]

Overview - The analysis focuses on registered investment advisor firms to aid in selecting a firm that connects clients with fiduciary financial advisors [1] Methodology - The analysis encompasses various factors, including advisor credentials, fees, and portfolio options [1]

RT WSJ | Buy Side (@BuySideWSJ)We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best connect you with a fiduciary wealth manager.https://t.co/1kIbwtFyJf ...

If your portfolio were a playlist, what would you call it? 🎵 https://t.co/KPKtpW01J0 ...

RT Shain Noor (@shaincodes)A few example prompts to try with Silvia 👇💬 “What’s the fastest path to $5M net worth in 5 years? I earn $350K and my partner earns $180K.”💬 “Model the impact on my portfolio if $TICKER drops 20% and 30% from current levels.”💬 “If Bitcoin hits $180K this year, how would that change my net worth?”💬 “I’m about to receive a $500K bonus — what’s the smartest way to allocate it?”💬 “We’re planning for early retirement. What should we prioritize — tax strategy, estate planning, or portfo ...