The hottest Portfolio Management Substack posts right now

And their main takeaways
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Portfolio Review - October 2024

The Wolf of Harcourt Street • 339 implied HN points • 01 Nov 24
💰 Finance Investing Stock Market Financial Analysis Market Trends Portfolio Management
  1. The portfolio reached a new all-time high in value, showing strong overall performance this month. This indicates good investment decisions in the recent past.
  2. Several key companies, like Visa and Meta, reported better-than-expected earnings, reinforcing their growth potential. These results contributed positively to the portfolio's success.
  3. InPost and Nubank remain as targets for investment, reflecting strategies to capitalize on their future performance. Keeping an eye on their stock movements can lead to profitable opportunities.

Investing Update: 2024 Recap & 2025 Outlook

Spilled Coffee • 84 implied HN points • 04 Jan 25
💰 Finance Investing Stock Market Economic Trends Portfolio Management Market Analysis
  1. The S&P 500 had a strong year in 2024, finishing with a gain of 23.3%. It was one of the best years for the stock market since the late 90s.
  2. Many stocks performed well, like Nvidia and Palantir, while others like Boeing and Nike struggled significantly. Investors are keeping a close eye on these ups and downs.
  3. Although not as high as 2023, the actively managed portfolio outperformed the S&P 500 with a return of 49.5%. This shows a consistent trend of good investment decisions.

Investment Portfolio Strategies - A Beginner's Guide (Part 1)

Concepts of Finance 🧠 • 379 implied HN points • 26 Sep 24
💰 Finance Investment Strategies Risk management Portfolio Management Financial planning Market Analysis
  1. Having an investment strategy is important because it helps you reach your financial goals. It guides your decisions based on your goals, how much risk you're comfortable with, and your future needs.
  2. Different investment strategies exist, like the 60/40 portfolio which mixes stocks and bonds, or the All Weather portfolio which is built for various economic conditions. Each has its pros and cons depending on your investment style.
  3. Before investing, ask yourself key questions about your savings, future expenses, and how much risk you can handle. This will help you create a strategy that fits your personal financial situation.

DeFi Education Q&A (July 2024 pt. 2)

DeFi Education • 679 implied HN points • 10 Aug 24
🔮 Crypto DeFi Market Trends Investing Portfolio Management Risk management
  1. The DeFi market is currently facing some challenges, so it's important to be cautious and reduce high-risk investments like leverage.
  2. After a market dip, there might be good buying opportunities soon after, but it's wise to approach these with a short-term mindset.
  3. Staying updated on market trends and being part of a community can help you navigate through the ups and downs of investing.
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Ahead of the (Yield) Curve

Pivotal • 131 implied HN points • 04 Dec 24
💰 Finance Investing Trading Portfolio Management Quantitative Analysis Market Strategies
  1. The story highlights the importance of adapting to changing market conditions. The team learned they needed to pivot their strategies quickly to stay ahead in trading.
  2. Building successful trading systems requires not just good math, but also understanding market behaviors and managing risks effectively. The approach taken focused on quickly executing trades to capitalize on market noise.
  3. Competition plays a big role in financial markets. As more players adopted similar strategies, the initial advantages of their system decreased, emphasizing the need to continuously innovate.

Quant Letter: January 2025, Week-1

The Parlour • 12 implied HN points • 01 Jan 25
💰 Finance Quantitative finance Portfolio Management Market Analysis Investment Strategies
  1. AI is being used in finance to help with investment decisions, but it might make the gap between experts and novices bigger.
  2. New research is exploring better ways to model financial risks and predict market movements using advanced tools, like machine learning.
  3. Legislative events can influence stock market performance, as seen when Congress is in session, which may lead to declines in equity values.

Portfolio Update

Spilled Coffee • 20 implied HN points • 12 Dec 24
💰 Finance Investing Stock Market Portfolio Management Economic Trends Personal Finance
  1. The author added to an existing investment in a debated stock. It's important to keep track of ongoing discussions in the market.
  2. This update is specifically for paid subscribers, suggesting exclusive insights for them. It highlights the value of being a paid member.
  3. Stay engaged with financial updates and portfolio changes to make informed decisions. Regular updates can help you understand market movements better.

Dealing with a big loser (business brew appearance / companion post)

Yet Another Value Blog • 1159 implied HN points • 02 Feb 24
💰 Finance Investing Portfolio Management Risk management
  1. Investing is a psychological game - need confidence to swing hard at good ideas.
  2. Having a big loser can shake confidence but it's important to avoid going "on tilt" and getting overly aggressive.
  3. To deal with big losses, reflect on decisions made, re-evaluate portfolio positions with a clear mind, and seek insights from others.

Quant Letter: November 2024, Week-4

The Parlour • 21 implied HN points • 27 Nov 24
💰 Finance Quantitative Machine Learning Investment Strategies Portfolio Management
  1. Quanto options pricing can be improved using a mix of models that handle various aspects of finance and asset behavior. This could help in more accurate predictions and simulations.
  2. Hedge funds adapt their activist strategies to align with the preferences of major investors, leading to better results when trying to influence company decisions. This emphasizes the importance of understanding stakeholder interests.
  3. Simple machine learning models can sometimes outperform more complex ones when it comes to predicting financial markets. This shows that less can be more in data analysis.

Investing Update: Hedge Fund Buys & Holdings

Spilled Coffee • 16 implied HN points • 23 Nov 24
💰 Finance Investing Market Trends Stock Analysis Economic Indicators Portfolio Management
  1. The stock market is doing really well recently, with all major indices up for the week. The S&P 500 is up 25.1% and the Nasdaq is leading with a 26.6% increase this year.
  2. Historically, there's a trend of market rallies during November and towards the end of the year. Many investors are looking forward to a possible Thanksgiving rally and the annual Santa Claus Rally ahead.
  3. Some data shows that less than half of the S&P 500 stocks are trending up, which could indicate some weakness. However, the current low percentage of large-cap stocks down 20% or more suggests investors are still optimistic.

Portfolio Optimisation, Luck & Regret, François Rochon, & Running Money for the Long Term

Investment Talk • 687 implied HN points • 05 Mar 23
💰 Finance Investment Portfolio Management Sponsorship
  1. Investment Talk newsletter curates interesting content for over 19,200 investors every two weeks.
  2. AlphaSense offers a 14-day free trial of expert interviews and qualitative insights for analysts and portfolio managers.
  3. Paid subscribers can access exclusive posts and support the Investment Talk newsletter.

Trading The Shit Show: November 2024 Market Review

QTR’s Fringe Finance • 16 implied HN points • 12 Nov 24
💰 Finance Market Trends Investment strategy Economic outlook Portfolio Management Political Impact
  1. The market is facing changes due to a significant political event, specifically the Trump administration's win. This could lead to a shift in how people invest and view their portfolios.
  2. As the new year approaches, it's important for investors to assess their portfolio positioning. Understanding market trends can help make better financial decisions.
  3. Overall, staying informed about political and economic changes is key for successful trading and investing. Keeping an eye on these factors can influence your financial strategies.

Picking Stocks Is Hard

Spilled Coffee • 20 implied HN points • 06 Nov 24
💰 Finance Investing Stock Market Portfolio Management Financial Analysis Economic Trends
  1. Picking stocks is really tough because most of the returns come from a tiny number of stocks. It means many investors, even pros, often lose money.
  2. About two-thirds of stocks don't do as well as the overall market. This makes it harder for investment managers to pick winning stocks.
  3. Over 90% of active fund managers struggle to beat their benchmarks over ten years. It shows just how challenging stock picking really is.

What is a Real Estate Investment Trust (REIT)?

Concepts of Finance 🧠 • 279 implied HN points • 28 Nov 23
💰 Finance Investing Real Estate Dividends Market Analysis Portfolio Management
  1. A Real Estate Investment Trust (REIT) lets you invest in real estate without actually owning properties. You buy shares in a company that owns and manages real estate, earning money from the profits.
  2. REITs generally pay high dividends because they are required by law to return 90% of their taxable income to shareholders. This makes them appealing for income-focused investors.
  3. Investing in REITs gives you access to commercial real estate, offers liquidity like stocks, and can diversify your investment portfolio without the hassle of property management.

Portfolio Review - October 2023

The Wolf of Harcourt Street • 359 implied HN points • 03 Nov 23
💰 Finance Investing Stocks Portfolio Management Market Analysis
  1. The author discusses reducing their portfolio from 24 to 20 stocks by selling off positions in companies like SQ, DOCU, IIPR, and JNJ.
  2. They reinvested the proceeds into companies like AMZN, MELI, Adyen, and Evolution.
  3. The author is focusing on concentrated positions in companies like MELI and AMZN, with some cash holdings for future investments.

Data Update 2 for 2023: A Rocky Year for Equities

Musings on Markets • 839 implied HN points • 22 Jan 23
💰 Finance Stock Market Investment Risk Economic Trends Portfolio Management Market Analysis
  1. 2022 was a tough year for stocks, with the S&P 500 dropping about 18%. Negative years are common in the stock market, reminding us that investing carries risks.
  2. Inflation was a major factor in the market's decline, impacting returns on stocks. Higher costs of living affected investors' expectations and how companies performed.
  3. Looking forward to 2023, expected returns on stocks are higher, around 9.82%. However, market conditions can change, making it important for investors to stay informed and adjust their strategies.

Factors come and go…

Klement on Investing • 4 implied HN points • 12 Dec 24
💰 Finance Investing Market Trends Portfolio Management Risk Assessment Economic Factors
  1. Investment trends often come and go, leading to mixed results. It's important to recognize that what works today may not work tomorrow.
  2. Combining different types of investments can help manage risks, but it also comes with uncertainties about what factors might perform well in the future.
  3. Using flexible models that adapt to changing market conditions can be useful, but they can overlook new factors that may become important. The investment world is always changing, making it an exciting challenge.

Value Investors: How To "Buy & Hold" Forever Despite ST Volatility

Value Investing Substack • 294 implied HN points • 25 Jun 23
💰 Finance Investing Portfolio Management Value investing Market volatility Risk management
  1. Value investors can create a low-volatility portfolio by combining Factor Investing with Value Investing
  2. Implementing a diversified portfolio of 20 stocks with >1:3 risk:reward can provide a 15% CAGR while minimizing downside volatility
  3. Staying disciplined, identifying stocks with high risk:reward ratio, and staying in cash until finding suitable opportunities are key strategies for value investors

Overview of Portfolio Construction and Risk Management, Part 2 of 2

DeFi Education • 579 implied HN points • 05 Mar 23
💰 Finance Investment Risk management Portfolio Management Financial planning Market Analysis
  1. Portfolio construction requires understanding different frameworks and methods to organize investments effectively. It's important to choose a strategy that fits your financial goals.
  2. Using leverage can be useful in certain situations, but it also increases risk. It's essential to know when it's appropriate to leverage your investments.
  3. Controlling risk with position sizing is crucial for managing your portfolio. By adjusting the size of your investments, you can better protect yourself against losses.

Index funds: everything you need to know

Concepts of Finance 🧠 • 199 implied HN points • 27 Oct 23
💰 Finance Investing Market Analysis Portfolio Management Financial Education Economics
  1. Index funds are a way to invest in a group of stocks without having to pick individual ones. They are designed to follow a certain market index, making them a good choice for beginners.
  2. Investing in index funds usually costs less than actively managed funds, and they are less volatile over time. This means they can offer a safer investment option with decent returns.
  3. Index funds can be bought easily through brokerage accounts, and they often have low barriers to entry. This makes them accessible for everyday investors looking to grow their money.

Overview of Portfolio Construction & Risk Management - Owl and Iguana

DeFi Education • 1398 implied HN points • 12 Nov 21
🔮 Crypto Investing Finance Portfolio Management Risk management DeFi
  1. When building a crypto portfolio, it's important to balance between keeping your money safe, growing your investments, and managing your emotions. This helps ensure you're making smart decisions.
  2. It's smart to have a good chunk of your portfolio in Bitcoin and Ethereum before diving into other high-risk projects. This way, you can still benefit from their growth while taking some risks with other assets.
  3. Understanding the volatility of your investments can help you decide how much to invest in each asset. More volatile assets might require smaller investments to manage risk and avoid big losses.

What is a Mutual Fund?

Concepts of Finance 🧠 • 339 implied HN points • 03 May 23
💰 Finance Investing Mutual Funds Portfolio Management Financial Education Economic Trends
  1. A mutual fund combines money from many people to invest in things like stocks and bonds. This way, even if one investment doesn't do well, everyone shares the impact, reducing risk.
  2. There are different types of mutual funds, like equity funds for stocks and bond funds for fixed income. Each type focuses on different investments to suit various goals.
  3. People like mutual funds because they simplify investing. Instead of picking individual stocks, investors can buy a piece of many investments at once and still have the potential for good returns.

Investing Update: Q4 Top Ideas & Q3 Recap

Spilled Coffee • 12 implied HN points • 05 Oct 24
💰 Finance Investing Market Trends Stock Analysis Economic Indicators Portfolio Management
  1. The stock market has been doing really well, with the S&P 500 seeing a strong start this year. It's the best start since 1997, which is exciting for investors.
  2. In the third quarter, the S&P 500 had its best performance since 2020, and many stocks outperformed the index. This shows healthy growth and optimism in the market.
  3. Certain sectors like utilities are doing great, while energy stocks are lagging behind. It's important to pay attention to these trends when investing.

Under The Hood Of Kima Ventures

Venture Prose • 1058 implied HN points • 03 Jul 20
💼 Business Venture Capital Investment strategy Startup funding Portfolio Management Performance
  1. Kima Ventures, led by Xavier Niel, focuses on investing in French tech founders worldwide.
  2. Their investment strategy involves making $150k investments in 100 new startups annually, with a particular focus on French tech founders.
  3. Kima Ventures aims to stay with companies for the long haul, providing support through their portfolio management platform and maintaining steady returns.

38 stock ideas for 2024.

Jon’s Newsletter • 39 implied HN points • 30 Dec 23
💰 Finance Investments Stock Market Market Analysis Economic outlook Portfolio Management
  1. Investing in sectors like industrials, materials, and financials is recommended for good returns. Companies in these areas often generate high cash flow and have strong dividends.
  2. Some experts believe that consumer staples and financial stocks will do better in 2024 as they can benefit from lower interest rates and inflation-related price increases.
  3. It's a good idea to consider mid-sized companies and precious metals for investment, as they may have better valuations and growth potential amid an uncertain economic environment.

The most sophisticated test of ESG fund performance, yet

Klement on Investing • 2 implied HN points • 18 Nov 24
💰 Finance Investing Economics Sustainability Market Analysis Portfolio Management
  1. Studies show that ESG funds and conventional funds have similar returns, typically around 0.2% to 0.3% difference per year. This means investing in ESG doesn't significantly affect your returns.
  2. Critics argue ESG funds often perform slightly worse than traditional ones, which raises questions about the returns of sustainable investing.
  3. Overall, recent research found no significant difference in performance between ESG and conventional funds, which may disappoint both supporters and opponents of ESG investing.

In tech we trust?

Jon’s Newsletter • 39 implied HN points • 24 Sep 23
💰 Finance Investing Stock Market Economic Trends Portfolio Management
  1. The stock market has seen a drop recently, with tech stocks struggling more than others. Investors are worried about rising interest rates and potential recession.
  2. Despite the downturn, some experts believe investing in tech can lead to growth in the long run. Companies in tech can adapt and thrive even during tough economic times.
  3. Certain tech stocks, like Apple and Microsoft, are still seen as good investments due to their potential for continued growth and strong market positions.