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Portfolio Breakdown: By Theme
A post from @ztinvesting a while back, inspired me to write bout my own theme investing
For each of my investments I track
Sector
Industry
Style
Market Cap
Etc...
With tables and charts for each category
But I also have my own theme's
1/
A post from @ztinvesting a while back, inspired me to write bout my own theme investing
For each of my investments I track
Sector
Industry
Style
Market Cap
Etc...
With tables and charts for each category
But I also have my own theme's
1/
Having a theme for why I am invested in a particular company is another way to ensure I keep my portfolio balanced & diversified
It also helps me find areas I want to add to
Some are cut & dry like Advertising for $TTD
Others, like $SE are more complicated
2/
It also helps me find areas I want to add to
Some are cut & dry like Advertising for $TTD
Others, like $SE are more complicated
2/
My core "Theme's" are currently:
Cash - 1%
Dividend - 3%
Cloud - 6%
Advertising - 19%
(E)Commerce - 18%
Consumer - 9%
Entertainment - 16%
Industrials - 3%
Financials - 7%
Software - 9%
Health Care - 6%
SPAC - 3%
3/
Cash - 1%
Dividend - 3%
Cloud - 6%
Advertising - 19%
(E)Commerce - 18%
Consumer - 9%
Entertainment - 16%
Industrials - 3%
Financials - 7%
Software - 9%
Health Care - 6%
SPAC - 3%
3/
An example for why I have my own Theme's
$ROKU & $SE both fall under
Communication Sector
Entertainment Industry
Large Cap
Yet I invest in them for
Advertising - $ROKU
Entertainment (& Commerce & Consumer
) - $SE
4/
$ROKU & $SE both fall under
Communication Sector
Entertainment Industry
Large Cap
Yet I invest in them for
Advertising - $ROKU
Entertainment (& Commerce & Consumer
) - $SE4/
Categories change as my portfolio and motivation for holding companies evolves
When I started tracking theme's; ETF's & Dividends were a much larger allocation
As the economy has changed
Advertising, (E)Commerce, & Entertainment take up the majority of my portfolio
5/
When I started tracking theme's; ETF's & Dividends were a much larger allocation
As the economy has changed
Advertising, (E)Commerce, & Entertainment take up the majority of my portfolio
5/
And thanks to the @10kdiver thread today with my cup of coffee 
I'll be adding a new Category to start tracking:
The economy (i.e. USA, China, SEA, etc.)
I would love to hear what themes you use to track & diversify your portfolio
Let me know if the comments
/END
I'll be adding a new Category to start tracking:
The economy (i.e. USA, China, SEA, etc.)
I would love to hear what themes you use to track & diversify your portfolio
Let me know if the comments
/END
