The hottest Portfolio Management Substack posts right now

And their main takeaways
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Top Business Topics

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.
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Portfolio Review - October 2023

The Wolf of Harcourt Street • 353 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.

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.

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

Margin of Safety

Axial • 7 implied HN points • 26 Feb 24
💰 Finance Investing Value Risk management Market Analysis Portfolio Management
  1. Investing success involves focusing on undervalued securities with a margin of safety to protect against errors and volatility
  2. Prioritize avoiding losses over seeking speculative gains; learn from others' mistakes to compound returns over time
  3. Value investing requires independent thinking, estimating intrinsic value, and maintaining a margin of safety to achieve excess returns

Quant Letter: November 2023, Week 4

The Parlour • 21 implied HN points • 29 Nov 23
💰 Finance Machine Learning Quantitative finance Financial Modeling Portfolio Management
  1. The paper introduces a methodology using Shapley values to understand the contribution of different factors in portfolio performance.
  2. It presents the versatile SPPC method for evaluating predictor group contributions to portfolio success.
  3. The SPPC method quantifies predictor impacts and offers insights into changing dynamics over time in financial machine learning.

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.

Footwork at Year 2

next big thing • 76 implied HN points • 13 Apr 23
💼 Business Venture Capital Investments Entrepreneurship Diversity Portfolio Management
  1. Footwork is an early-stage venture capital firm focused on making a handful of new investments each year.
  2. Their portfolio includes companies like Table22, Via, and Cradlewise, with a focus on diversity and close partnerships with founders.
  3. Despite market fluctuations, Footwork remains excited about new investments, with a specific interest in AI, climate tech, and education models.

Risk of Ruin

Net Interest • 24 implied HN points • 13 Oct 23
💰 Finance Risk management Investing Behavioral Finance Portfolio Management Cryptocurrency
  1. Participants in a study about managing financial risk did not fully exploit their edge in a coin-flipping game.
  2. Proper position sizing is crucial in gambling and financial markets to maximize returns and manage risk effectively.
  3. Understanding and applying formulas like Kelly's criterion can help in making optimal bets and improving performance in investing.

How things work at Kima Ventures

Venture Prose • 79 implied HN points • 01 Feb 19
💼 Business Venture Capital Investment Workflow Portfolio Management Communication
  1. Kima Ventures tracks dealflow opportunities using in-house tools, not CRM platforms, and follows a weekly workflow for managing new opportunities.
  2. They manage meetings and communication by logging them on Google Calendar and Airtable, aiming to keep to-do lists short and manageable.
  3. The team has efficient processes for decision-making, investing, and portfolio management, utilizing various tools and software for tracking deals and progress.

Model Portfolio: Too Big to Fail

Theory A : Visualize Value Investing • 0 implied HN points • 19 Mar 23
💰 Finance Investing Stocks Analysis Portfolio Management Financial advice
  1. The FIRE movement recommends dollar cost averaging into low cost index funds like SPY for potential returns of 7-8% annually.
  2. The 'Too Big to Fail' portfolio selects high-quality subset of SP500 companies based on certain criteria for potential outperformance.
  3. Key companies like Adobe, Johnson & Johnson, and Intuit are part of the selected portfolio due to strong financial performance and future growth expectations.

How to build an optimal portfolio?

Reminiscences Of A Young & Naïve Financier • 0 implied HN points • 21 Feb 23
💰 Finance Investing Portfolio Management Diversification Asset Classes Risk management
  1. Risk and return are interconnected in investing - higher risk typically means higher expected return.
  2. Diversification is key to building an optimal portfolio - uncorrelated assets help to reduce risk while maintaining returns.
  3. Asset classes like Gold, even with historically low returns, can play a vital role in a diversified portfolio due to their uncorrelated benefits.