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7
Highlighted equity holdings
Global
Multi-market exposure
Ongoing
Personal investing
(Overview)
Alongsidemyprofessionalwork,Iinvestpersonalcapitalinlistedequities.Theobjectiveispracticalmarketexposureandcontinueddevelopmentofmyunderstandingofbusinesses,securities,portfolioconstruction,andfinancialmarkets.
(The Context)
Personalinvestingrequiresseparatingconvictionfromnoise,understandingcompany-specificrisk,andmaintainingdisciplineacrossdifferentsectorsandmarkets.
(The Approach)
Ifocusonresearchinglistedcompanies,understandingtheirbusinessesandmarketexposure,andusingtheportfolioasapracticalextensionofmyinterestinwealthmanagement,investmentresearch,andfinancialmarkets.
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Investpersonalcapitalinlistedequities.
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HighlightedholdingsincludeAlibaba,Coca-Cola,Pfizer,PayPal,Tencent,RioTinto,andBritishAmericanTobacco.
- 03
Usepersonalinvestingtostrengthenpracticalfamiliaritywithinvestmentresearchandportfolioanalysis.
- 04
Continuedevelopingknowledgeofasset-allocationfundamentalsandfinancialmarkets.
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Maintainalong-terminterestinwealthmanagement,investments,andlistedsecurities.
Core skills
Listed EquitiesInvestment ResearchPortfolio AnalysisFinancial Markets
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