The hottest Portfolio Management Substack posts right now

And their main takeaways
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The Wolf of Harcourt Street 339 implied HN points 01 Nov 24
  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.
Concepts of Finance 🧠 379 implied HN points 26 Sep 24
  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.
Spilled Coffee 84 implied HN points 22 Feb 25
  1. The stock market has been having a tough time lately, especially on Fridays, which have seen significant drops. It's important to pay attention to these patterns when investing.
  2. The Magnificent 7 stocks aren’t performing as well this year compared to last year, suggesting a shift in market dynamics. Other sectors might be starting to pick up the pace instead.
  3. The current bull market is still young, but it's showing strong returns. Statistically, bull markets that reach their third year tend to continue for quite a while, which could mean more growth ahead.
DeFi Education 679 implied HN points 10 Aug 24
  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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Spilled Coffee 124 implied HN points 29 Jan 25
  1. Reading investment books helped shape my investing strategy over time. It's important to learn from different sources and experiences.
  2. I consistently invest in an S&P 500 index fund every month. This approach has helped me stay focused on long-term growth without getting caught up in market fluctuations.
  3. Having a high conviction strategy means holding onto a few strong stocks instead of constantly buying and selling. Patience has often led to better investment outcomes for me.
Klement on Investing 3 implied HN points 19 Jun 25
  1. Many retail investors focus on just a few stocks, creating a big risk in their portfolios. This makes their investments less diversified and potentially more risky.
  2. Research shows that retail investors often spend very little time figuring out which stocks to buy or sell. On average, they only spend about 20 minutes looking into a stock before making a decision.
  3. The most common research method for these investors is to check short-term price movements rather than doing deep analysis. This can lead to making decisions based on trends instead of solid information.
Spilled Coffee 112 implied HN points 04 Jan 25
  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.
Yet Another Value Blog 1159 implied HN points 02 Feb 24
  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.
Spilled Coffee 36 implied HN points 27 Jan 25
  1. A move was made in the portfolio that is worth sharing. It's an important update that could impact future decisions.
  2. The information shared in this post is exclusive to paid subscribers, so it's intended for those who support the content.
  3. Engaging with updates like this can help subscribers stay informed about new developments in the portfolio.
Interconnected 354 implied HN points 02 Feb 25
  1. Investing in technology, especially in areas like AI and cloud infrastructure, can be a promising way to build wealth over time. It's important to focus on companies with strong fundamentals that are expected to grow for many years.
  2. Tariffs and geopolitical events can greatly impact investment strategies, so it's crucial to seek out portfolio positions that are less sensitive to such changes. This helps in managing risks and stabilizing returns.
  3. Building generational wealth means finding robust companies that will still thrive in the future. Personal experiences can shape how we view long-term investments and what makes a company worth investing in.
Spilled Coffee 32 implied HN points 18 Jan 25
  1. The stock market had a positive week, with notable gains in the S&P 500, Nasdaq, and Dow indexes. This followed a strong inflation report that boosted investor confidence.
  2. Inflation is still a concern, with recent CPI readings showing slight increases. The new presidential administration will face challenges related to managing this inflation.
  3. Hedge funds performed well in 2024, with many beating the S&P 500's strong return. Personal portfolio gains were significantly high, leading to discussions about future investment strategies.
Investment Talk 687 implied HN points 05 Mar 23
  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.
Concepts of Finance 🧠 279 implied HN points 28 Nov 23
  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.
The Wolf of Harcourt Street 359 implied HN points 03 Nov 23
  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.
Pivotal 132 implied HN points 04 Dec 24
  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.
Musings on Markets 839 implied HN points 22 Jan 23
  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.
Klement on Investing 2 implied HN points 05 Jun 25
  1. More companies are hiring data scientists to help with investment decisions. This often leads to better returns for those companies.
  2. Hiring data scientists can help firms focus more on specific investments, which improves their insight and portfolio performance.
  3. However, too much reliance on data scientists can make the stock market less efficient, leaving room for traditional analysts to find good investment opportunities.
Value Investing Substack 294 implied HN points 25 Jun 23
  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
Spilled Coffee 20 implied HN points 12 Dec 24
  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.
DeFi Education 579 implied HN points 05 Mar 23
  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.
Concepts of Finance 🧠 199 implied HN points 27 Oct 23
  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.
DeFi Education 1398 implied HN points 12 Nov 21
  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.
Concepts of Finance 🧠 339 implied HN points 03 May 23
  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.
The Parlour 34 implied HN points 23 Jan 25
  1. Advanced models like the MDQR help understand market dependencies, which can make it easier for traders to create effective strategies.
  2. New methods for portfolio optimization can handle many assets at once, moving beyond the traditional limits that were previously in place.
  3. Research shows AI can effectively forecast financial risks and rewards, highlighting the growing importance of technology in finance.
Spilled Coffee 16 implied HN points 23 Nov 24
  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.
Spilled Coffee 20 implied HN points 06 Nov 24
  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.
QTR’s Fringe Finance 16 implied HN points 12 Nov 24
  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.
Venture Prose 1058 implied HN points 03 Jul 20
  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.