Discover and read the best of Twitter Threads about #Portfolio

Most recents (24)

🚀 5 interesting #Python Projects with Source Code to start building your #portfolio 👨‍💻

Here are 5 #DataScience and #MachineLearning Projects that you can add to your portfolio :

👇
1. WhatsApp Data Analysis using Python
🌐 lnkd.in/e_CYCWfw

2. Extract Text from any website using Python
🌐 lnkd.in/eRJ34Fk6
3. Extract Text from PDF file using Python
🌐 lnkd.in/ehbbP_Ni

4. Detect Emotion, Sentiment and Trends using AI
🌐 lnkd.in/erbKTKdZ

5. Generate Subtitles for YouTube Video
🌐 lnkd.in/e_hKF-7X
Read 4 tweets
Have you ever wondered how much you need to save for your retirement? Ever wonder if you will make it or fall short?

Over 600+ clients have benefited from our Financial Planning engagement!

Here are FIVE ways financial planning can help you! (1/13)

#financialindependence
Before we begin, financial planning is a very personalised process. Every person's need is different. That is why we aim to craft tailor-made financial plans to meet each individual's needs. (2/13)

#financialplanning #personalfinance #savingstips
#1 Achieving Your Goals

Managing your finances in a way through which we can help you meet your goals is the crux of the planning process.

Proper planning can help you accomplish goals that you thought were far out of reach! (3/13)

#financialplanning #financialgoals
Read 13 tweets
Since everything I am doing right now is under lovely NDA, I decided to share my experience for #leveldesign portfolio demonstartion. Moreover, it is not a really well-known topic.

#Blocktober #gamedevs
Structure

Usually, people use principle "the better, the higher on the page", but I decided to start as I start in the real life:
-References
-Level flow plan
-Killer-futures
-Art
Aaaaaaannnnndddd... Remember - no gameplay videos with comments.
References

I upload all my references, so people will be able to understand better my initial goal and how I think. This is a part of my #leveldesign #portfolio work:
richard_grey.artstation.com/projects/RnnA4e
Read 12 tweets
📢#MiCA is complete!

The landmark #crypto regulation sets out uniform 🇪🇺 requirements for offerors of #cryptoassets and service providers (#CASPs) to apply for authorisation in the Single Market.

👀🧵for a full dive on #MiCA and what it means for the #cryptoindustry.

1/22
Even though a better agreement was close last week, 🇫🇷 vetoed it during the 🇪🇺 MS intervention period & raised concerns on USD-denominated #stablecoins used as a "means of #exchange", suggesting a return to their restriction when used for #settlement purposes ❗️

2/22
The compromise was to at least clarify that USD-#stablecoins used for spot #trading would NOT be captured.

The final text was approval by #COREPER yesterday and @EP_Economics will do it on 10/10. Final adoption by Ministers and the Parliament’s Plenary will be end of Oct.

3/22
Read 22 tweets
1/5 🧵

Is the #Fed still lagging behind its announced portfolio reduction plan?

Although it was announced that the balance sheet would be reduced by $47.5B monthly, in 12 weeks, the portfolio decreased by only $51.7B. U.S Treasury debt growth; Buying securities by Fed; SpendingDeposits with the Fed, $30-Year Fixed Rate Mortgage Average in the USUS Government Bonds Rates (10Y, 5Y, 2Y)
2/5 🧵

During this time, the #MBS portfolio even grew by $18.5B. If the Fed can't reduce the #portfolio even by half, how they will reduce it from September 2022 is a big question. Generally, before, the #Fed didn't allow itself such a hack.
3/5 🧵

The #US Treasury has again reduced its #holdings on deposits with the #Fed; now, $530B remains in the #accounts of the US Treasury, compared to $650B planned for the end of the #quarter.
Read 5 tweets
Your trusty ‘ol #EPFO (Employees' Provident Fund Organisation) has decided that they need more #equity in their investment #portfolio. This matters because of the sheer size of the corpus at EPFO’s disposal. (1/6)
Increasing allocation to equities will allow EPFO subscribers to participate in the #stockmarket materially. The large corpus under the EPFO will also raise the demand for equity and bring in added #liquidity. This is good for #Indian investors’ equity wealth. (2/6)
Currently, the EPFO can invest between 5% to 15% of their investible deposits in equity or equity-related instruments. They want to bring this number up to 20%. (3/6)
Read 6 tweets
It was evident. Interest rates would rise as #inflation started spiralling.

To ride through the rate hike cycle⬆️, #FloaterFunds were touted as an ideal #investment option.

But, so far, they haven’t done well.

A 🧵on why #FloatingRateFunds haven’t delivered yet.
First, some basics.

When #InterestRates rise📈, bond #prices fall📉. Why? Investors would rather buy new papers at a higher rate than old ones with lower yields.

#FloaterFunds are not impacted by interest rate movement. There’s a simple explanation.👇
As the #InterestRates rise, the yields on floating-rate bonds also increase.⬆️

So, #investors don’t need to sell them to buy new papers offering higher interest rates.

But the converse is true, too. So, when interest rates fall📉, #FloaterFunds become unattractive.
Read 10 tweets
Many who became a Full-Time #Trader in the last two years would be in a dilemma because of the volatility in this market.

Be a part-time trader instead of leaving it.

This #thread 🧵will be on what all #strategies, I personally use to generate active #income in the market.
We will discuss positional trading and investing in stocks and then about option trading.

In #Stocks, we don't take any leverage, so risk is lesser, whereas in #Options it is a leverage instrument, so risk is high and it can wipe out your capital.
#Investment #Portfolio:

This is basically my long-term portfolio, which I create for a horizon of more than 5 years.
There are certain criteria which I use to filter stocks in #Investment.

Mostly look for the sector where you know something.
Read 20 tweets
Latest #AI articles from our company.

Introduction to website categorization, which can be used for #content #filtering, #adtech and other purposes. Using #textclassification #ML model.

alpha-quantum.com/blog/website-c…
#automated product #tagging is important for ecommerce websites as it leads to better #conversion, filtering and searchability.
More on this in alpha-quantum.com/blog/automated…
A fast way to use #URL #categorization data is to have it available as #URLdatabase for direct integration to apps and services, e.g. content filtering. Introduction to URL database construction and use in alpha-quantum.com/blog/url-datab…
Read 6 tweets
Awareness Post!!

Got a call from one of my follower,He started his #trading around late 2020 and initially with in six months he had doubled his capital only following some Twitter handle tips and he thought it will be easy to make money here and he made some random (1/n)
Projections and left his well paid job by late 2021 and also he sold his property (only one he had)to scale his account up by late 2021 and now his #portfolio is down by 65% (2/n)
He never booked any loss during late 2020 to mid 2021 whatever have gone down have bounced back and he exited non performers on BE or little bit profit and it became habit in those times other stocks in his portfolio compensated those DD but now all his portfolio stocks are(3/n)
Read 8 tweets
🙋‍♀️Finalmente llegó🙌
🧵Hilo sobre el mejor #feedback que recibí meses atrás luego de no quedar en un puesto de #trabajo pero haber hecho el #challenge o #pruebatecnica (no fue precisamente positivo), pero me hizo crecer enormemente en mi carrera! Acá va:
📝#Coverletter no la había enviado, sugirió que en la mayoría de los trabajos la envíe. Incluir:
👉 Background de tu situación actual y tu estilo de trabajo (cómo te gusta trabajar, ej: si te gusta trabajar en equipo o independiente) sigue...👇
🔍 Adaptada al rol y al sector que estás aplicando
🎯 Destacando experiencias y herramientas relevantes de tu experiencia
🔗 Link a tu portfolio
Sigue...👇
Read 13 tweets
🧵Tienes tu #portfolio o página en #Notion? Quieres convertirla en #Web? ¡Hoy te presentamos dos herramientas increíbles para que des un paso más en tu carrera como profesional! ⭐👇
1️⃣Super.so: una vez que creaste la estructura en Notion, con tan solo copiar y pegar el link, ya puedes transformarlo en #web y editarlo en super.so. Incluso tiene templates y otros recursos que te permitirán mejorar tu diseño si así lo quieres
Super.so es responsive, de carga rápida, contiene integraciones y automatizaciones, cuenta con dark mode como opción y puedes editar todo lo que desees: nav bar, iconos, fuentes, temas. ¡También cuenta con opciones para optimización SEO!
Read 5 tweets
According to @RayDalio #principles video, war is coming, after "printing money and credit". This is a gold video. however in the previous orders there were no cryptocurrencies, which could alter the overall vision of the cycle. 1/4
@RayDalio In fact, even if the government produces more #money the people who invest in this asset ensure that there is less #FIAT money circulating. This means that even if there should be a #war, to avoid an excessive devaluation of the #dollar, 2/4
@RayDalio there could be an immense capital entering the #crypto world. All this would open the doors to a new elite of people, the "new rich". And this has been noticed by several #millionaires and #billionaires, investing a small portion of their #portfolio in this new #asset 3/4
Read 5 tweets
wohooo! a #leveldesign #gamedev #portfolio thread!
My class finally completed their journey in setting up their folios and will start searching for studios to join!

Interested in seeing how a 2022 design folio can look like? Dive in! 😅
🧵1/16
Read 16 tweets
A quick thread on Diversification.

Diversification is a strategy allowing investors to manage risk by spreading their money across different investments.

Investors should have some money allocated to safety assets like cash and bonds in addition to riskier assets like stocks.
Any investor looking for a quick and easy way to help manage risk and potentially boost returns on their portfolio, should take a moment to consider how diversification could work in their portfolio.
Even a fairly aggressive investor likely should still have some cash on the side, whether that's for short-term spending or emergencies, or to deploy for investing in the future.

Likewise, when it comes to one's stock holdings, how well diversified is the portfolio?
Read 10 tweets
Lot of #AMCs come up with different ideas, themes, sectors.

These are demands from #Investors as they have done well in recent past.

AMCs are manufacturers & will offer what is in demand.

Final choice to say YES or NO lies entirely with Investors based on their #NEEDs
What should investors choose and what should they ignore. A point by point guide on where and why to invest in certain #themes, #MarketCap bias, #Sectors, #AssetClasses etc.

What should be criteria for these selections and what should guide them to resist from Investing?
Lets start with #Debt:

Keep enough money as 1 year of your expenses as #EmergencyFunds in #LiquidSchemes

You already have enough exposure to debt as:

1. #PPF
2. #TaxFreeBonds
3. #FDs

No need for separate debt allocation if you are investing thru #AssetAllocation (AA) or #DAAF
Read 16 tweets
#tatapower

Let's deep-dive into Tata Power with long #Threads 🧵

Vision: Empower a billion lives through sustainable, affordable and innovative energy solutions.

1/
#TataGroup Image
#tatapower
2/🧵

It is one of the few #stocks that we accumulated in 2020 #stockmarketcrash with long-term view.

So, let's go in detail about Tata Power to understand its biz., future prospect, potential growth etc...

#stockmarkets #sharemarket #investing #StockMarketindia Image
#tatapower
3/🧵

Before we proceed in detail about Tata Power, request you to please go through quoted thread on 'Megatrends for Energy', which gives an idea for potential growth of Tata power in all 4 pillars.

#TataGroup #StockMarketindia #sharemarket
Read 28 tweets
What is the investment case for #alternative asset investing in a nutshell?

Here are some of the key considerations in this thread 👇

1. For many decades, the conventional wisdom around #investing has comprised a roughly 60%/40% portfolio of equities and bonds
2. However, the world currently finds itself in a tough position - #equity valuations have run incredibly hard for a long time, but at the same time #investors will have a hard time recycling from equity into debt due to historically low interest rates
3. So what do you do if you’re worried that your historic way of thinking isn’t going to hold up in the new world? THIS is where alternatives play a role for a portion (not all) of your #portfolio
Read 9 tweets
It has always been a bit of a puzzle to me why everything in #bitcoin is so extreme. Perhaps it is partly because it’s characteristics as an asset class are pretty extreme. Yet, that does not mean it cannot add value to a well-diversified portfolio. 1/7
In fact, that is exactly what #bitcoin has done since it was created, but also during more recent periods. By allocating a modest portion of your #portfolio to bitcoin, you would have increased portfolio return, without adding #volatility. 2/7
Like for any asset class, it’s possible to derive future returns for #bitcoin. For example by using the market cap of investable #gold, or the value of the insurance policy against fiat currency debasement. You can look and mining costs, network effects, and so on. 3/7
Read 7 tweets
Making money from #STOCKMARKET is a most BORING REPITITVE JOB..
One just need to keep it simple, Boring & need to repeat it every day, week, month, year.

And in this #Thread will try to explain how to do it in such way..

You can Start it with 3lk-30lk-3cr..
It's up to u.. 🤗🙏
Divide your Capital in 3 parts..
1-1-1 lakhs or 10-10-10 lakhs or 1-1-1 crore respectively..

Let's name them

Part 1 : Fix Income Source
Part 2 : Make money with market
Part 3 : Wealth creation by Compounding

Below is the description of all 3 parts.. 👇
Part 1 : FIX INCOME SOURCE

We all know that stock market is uncertain & beyond anyone's control. So if we enter in it as a Full Time Job then 1st thing we must do is to fix our earnings for our family's daily livelihood.
So for that we need to make our Fix Income Source from it.
Read 10 tweets
[#Thread] Comment générer environ 35% d'intérêt avec ses #stablecoins sur la #blockchain @harmonyprotocol.

Une stratégie possible grâce au programme d'incentive de 3M de dollars en $ONE de @StakeDAOHQ (@bneiluj).

Une stratégie terriblement simple (même pour mamy) ⬇️
Disclaimer : Ceci n'est pas un conseil en investissement.

Ce genre de méthode comporte des risques liés aux cryptomonnaies, #stablecoins, #smartcontract, perte de peg, faille et hack.

Faites vos propres recherches (#DYOR) et n’investissez que de l’argent que vous pouvez perdre.
Cette stratégie de #YieldFarming utilise principalement les protocoles #DeFi @CurveFinance et @StakeDAOHQ.

Les risques par rapport à la stratégie précédente sur @avalancheavax sont donc légèrement réduits.

Néanmoins, le risque 0 n'existe pas.

Read 16 tweets
#DeepakNitrite

#Thread 🧵

VISION: To become the FASTEST GROWING Indian chemical intermediates company.

Three Approach:
1⃣ RIGHT to WIN
2⃣ INTEGERATION
3⃣ IMPORT Substitution

#deepakntr
1/ Image
#deepakntr
2/
1⃣ Right to WIN

"We are very focused on ensuring that what we invest in, it is something that is sustainable in the medium/long term & wherever possible we tie up with good anchor customers so that but we should be able to manage the biz. in the worst of times,." Image
#deepakntr
3/

2⃣ INTEGERATION - Like a tree with strong roots, Deepak has and is growing taller with fresh branches and new off-shoots to fulfill its growth aspirations.

So, integration in backward, forward, horizontal & vertical.

P1: Simple process
P2: Integrated process ImageImage
Read 21 tweets
40 quality #stocks from different domains, for long term #Investing :

Study them,
Filter them,
Build your conviction &
Choose as your #portfolio picks !

🧵......
✨Outstanding BFSI Stocks:
1. ICICI bank
2. Kotak bank
3. HDFC Bank
4. Muthoot Fin
5. HDFC Life

✨Consistent compounders :
1. HUL
2. COLPAL
3. Nestle
4. Asian Paints
5. SRF

✨Best MNC Pharma stocks:
1. Abbott
2. PGHL
3. Sanofi

(cont...)
✨Best Automobile stocks:
1. Tata Motors
2. Eicher Motors
3. Escorts

✨ Top Agri Theme Stocks:
1. PI Industries
2. Sumitomo
3. Coromandel Intl

✨Evergreen Must haves :
1. RIL
2. TCS
3. Infosys
4. HDFC
5. L&T
6. Divis

✨Top Chemical Stocks:
1. Atul
2. Aarti Ind

(cont...)
Read 4 tweets

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