More in-depth articles on Financial and economic matters
The allocation of capital within a portfolio is one of the most interesting parts to study, not only because it explains a lot about how the investor thinks about the world but also, it explains the risk profile and in many cases, also the underlaying assumptions.
I may add that studying the portfolios of experienced investors can provide us with insights into industries, sectors, companies and different types of assets.
Do you know eToro? If you don't, you should! :) My Public portfolio, assets and record is there and it's where some investors decide to jump in and invest with me.
Here you'll find companies thar are in my portfolio. I'll upload or link to the article, video or research on each asset.