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Humble Investor
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Happy New Year's Eve!As it's the last day of the year and my last working day, here is a short thread of 3 reflections on investment markets/themes from 2020: 1.
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My wife who is in the highly vulnerable category in regards to COVID had it confirmed by her doctor yesterday that she will get a vaccine (probably Pfizer) after Christmas.
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Know the risks: 100% equity portfoliosA really useful thing to know is that in professional retail investment management, at the most basic level risk is calculated in accordance to how
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A brief thread on Healthcare as a sector:Certain sectors tend become dominant investment themes each decade. The past decade has seen tech rule the roost - could healthcare be the
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