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
- Look at competitive advantage (brand, innovation, management)
- Value drivers (ROIC and growth)
- Valuation metrics
- Comp spreading
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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