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Portfolio Breakdown: By ThemeA post from @ztinvesting a while back, inspired me to write bout my own theme investingFor each of my investments I trackSectorIndustryStyleMarket CapEtc...With tables and charts for
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When to sell?The #1 hardest question I get every day!The two biggest reasons I start thing about selling are1) I need Capital fora. Another investmentb. Risk Management2) I start worrying
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My philosophy/strategy ...I get daily questions:What's a good investment?When should I buy?Is now a good time to buy X?What should I invest in today?I hope this thread on my current
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15 years in a 401k4 years trading on RH2 years watching my managed IRA underperform Time to self-direct, and manage my own finances$550k funded in my new TD account on
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