I would love feedback on my new sector breakdown (pic #2). The portfolio has shown improvement since the rebalance.
I’m fortunate to have been in the All Time Top 10 Market Beaters on Dub virtually every week… for almost 2 years now!
(3 pics) - Whenever you rebalance your portfolio — in this case, my Dub portfolio called Everest Growth Fund — there’s always a bit of anxiety. So far it looks like the rebalance is making a dramatic positive influence! You can check out Dub here:
https://app.dubapp.com/portfolios/398978107432329216
Here are a few of mine. Images 1) Robinhood, 2) Dub 3) Everest Growth Fund on Dub - the portfolio I created almost 2 years ago - all-time performance 4) last month performance 5) sector breakdown. I welcome any feedback (especially on the sector breakdown). (Every time you rebalance your Dub portfolio, you get a sense pretty quickly of whether the rebalance was successful. Judging from the last month, I’d say the rebalances are working very well!) Anyone can copy other portfolios on Dub.
https://app.dubapp.com/portfolios/398978107432329216
I’m looking for a good tutorial on a website or a good book if anyone knows of one. Thanks!
Dub allows you to copy other people’s portfolios. This is mine, Everest Growth Fund. Anyone can copy it on the Dub App here: https://app.dubapp.com/portfolios/398978107432329216
People on Reddit have asked how to choose which portfolio to invest in on Dub. We’ve had some great discussions.
All I can say is how I choose: I look at how a portfolio is performing over time. (Check all pics in this post.)
Anyone can have a good or bad day, week, month etc. I’m fortunate that my portfolio is returning steady profits (green across the board!) for all those folks who’ve shown confidence in my portfolio, Everest Growth Fund.
My commitment to those folks is to repeatedly earn that confidence by continuing to grow capital for all my fellow investors in Everest Growth Fund!
I’d love some feedback. What do you think? (Check the next image as well.)
Some people are riding current events to try and capitalize on the cost of oil. Others are predicting a bust for the Ai bubble. Some are moving more capital into natural resources (precious metals for instance).
Too heavy on tech? Not enough invested in energy? I’ve been fortunate my portfolio has remained in the top 10 for the almost 2 years since I created it. Always looking for feedback even so.
John Beeman
Everest Growth Fund
Dub App