I am starting to develop a framework for how I manage my portfolio.
Here is a glimpse into the TA/FA view, and summaries I am preparing for each chart, to always know where I'm at, relative to a company I'm invested in, or any asset I might be speculating.
Charts will be directly associated with a spreadsheet, where I'll organize my asset mix, sizing, and positioning.
Here is a glimpse into the TA/FA view, and summaries I am preparing for each chart, to always know where I'm at, relative to a company I'm invested in, or any asset I might be speculating.
Charts will be directly associated with a spreadsheet, where I'll organize my asset mix, sizing, and positioning.