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 ...

What is the best way for the average investor to invest, do you think. Well, if you're going to be self-directed and you're going to do it yourself, I would utilize index funds and index ETFs. And until you've got six figures of pure market, stock market exposure at a low cost, there's really nothing else worth talking about.I mean, playing around with with uh stocks with a few hundred, there's nothing wrong with it. I'm okay with it. My 16-year-old is doing that right now.But like the real thing is you've ...

Mutual Fund Types - The mutual fund industry encompasses thousands of funds [1] - These funds primarily fall into four key types: stock funds, bond funds, balanced funds, and index funds [1] - Each fund type serves a specific purpose in constructing a diversified portfolio [1]

Spreadsheets aren’t a portfolio.What you own deserves a single home across every chain.Meet Portfolio View.Live now on OpenSea. https://t.co/ZMgGGty8BH ...