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The Sunday Read

 💫 Winning & Losing Trades From Last Week

📈 Stock Market Roadmap for 02.11.24

🔓️ Weekly Investment ideas & Trading setups 

📲 Interesting Takes From Social Media Posts

📰 Upcoming Data, 2 upcoming IPOs, Earnings Release

📔 3 strategies to build your long-term portfolio

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Recap

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Education

I have a question before we start the educational part of our Sunday read.

Click on X to vote, or vote below

3 Simple Strategies to build a reliable, long-term portfolio.

1. Diversification:

• Asset Allocation: Allocate your investments across different asset classes, such as stocks, bonds, and cash equivalents. Diversifying helps spread risk and reduces the impact of poor performance in any single investment.

• Sector Diversification: Within each asset class, diversify further by investing in different sectors of the economy. This can help mitigate the risk associated with economic downturns affecting specific industries.

• The takeaway: In an account where you hand-pick stocks, you may only need 10-12 companies that you are committed to. Having mutual funds, index funds, real estate ETFs, bonds, gold, etc., is a great asset that allows your money to grow with less risk.

2. Long-Term Focus and Patience:

• Buy and Hold: Adopt a buy-and-hold strategy for core investments. We defined core investments here.

• Avoid frequent trading based on short-term market fluctuations. If you trade, keep this action in a separate account with its own risk tolerance.

• Regular Contributions: Consider making regular contributions to your portfolio. (You can move money over each month allocated to long-term investments, automatic dividend reinvestments, etc.) 

3. Risk Management:

• Emergency Fund: Maintain an emergency fund equivalent to 3-6 months' worth of living expenses in a liquid and easily accessible form.

• Review and Rebalance: Periodically review your portfolio and rebalance it to ensure that your asset allocation aligns with your financial goals and risk tolerance.

Social Media

Interesting topics on the web

Simplified definition.

A core investment typically refers to

• a fundamental and stable component of an investment portfolio.

• It represents a long-term, strategic holding intended to provide stability, consistent returns, and a foundation for the overall portfolio.

• Core investments are often characterized by qualities such as low volatility, reliability, and a focus on preserving capital.

The Investors’ Mindset is Changing

The full reading was posted on Bloomberg.

Bull Market Bubble? Or Just the Beginning?

This topic is very interesting because the industry is changing before our eyes. For example, Retail and Analyst talk about this AI trend and the current bull run of 2023-2024 being a bubble, but I agree with Dan, its more of a start to a revolution. Click to view this interesting take.