Shoutout to investment professionals, input on my investment approach (personal account)

Hello,

I have been investing passively and have built a diversified portfolio consisting equities, bonds and gold where I have had ok returns (nothing sexy) by applying rebalancing twice annually. I have decided to become more active and start doing my own idea generation in a separate portfolio (10% of passive portfolio value approx. to start with) and was wondering what you think of this structure:

Step1. Market indicators and macro environment

  • Yield curves (10yr vs 2yr for my home market, and other markets)
  • Household debt
  • Consumer confidence index
  • Baltic dry index
  • Inventory levels, manufacturing and retail sales

Step 2. Themes

  • Renewables (lithium prospecting and recycling, solar power etc)
  • Anti-plastic regulations (pulp industry)
  • Cybersecurity
  • Medical marijuana

etc.

Step 3. Vertical striping of industries

Based on the themes, I find interesting industries that might benefit and grow.

Step 4. Companies

What do you think of this approach, have I missed something or should I implement other steps? Long read, cheers for input!

 

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