Keep up the nice work, and congrats on one year of smart analysis. I would be interested in the live portfolio idea. I guess you would track performance from the date the company analysis was published then?
That's kind of what I had in mind. Simple, equal weighted portfolio comprised of names that are added on the date of the write-ups. Then maybe get to a certain number and rotate names out depending on holding period. Let me know if you have any suggestions to portfolio construction/management. It would be an interesting exercise. Thanks. And if you know of any platforms that make it easy for external parties to track.
Good job man! Congrats on 2K+
Thanks Zaye!
Not sure if it is relevant, but I follow your blog from RSS, so maybe you should add these followers as subscribers :). Keep the good work!
Thanks Chamath. Not sure entirely how RSS counts vs. subscribing directly, but I'm happy that you're following AGB.
Keep up the nice work, and congrats on one year of smart analysis. I would be interested in the live portfolio idea. I guess you would track performance from the date the company analysis was published then?
That's kind of what I had in mind. Simple, equal weighted portfolio comprised of names that are added on the date of the write-ups. Then maybe get to a certain number and rotate names out depending on holding period. Let me know if you have any suggestions to portfolio construction/management. It would be an interesting exercise. Thanks. And if you know of any platforms that make it easy for external parties to track.
Congrats, you're doing an amazing job, happy to see your success! 💚 🥃
Thanks Liberty! You've been a huge help. Appreciate you.