Building a portfolio with Options
Thought process and rationale:
Part 1
- Go from left to right for the different tabs in the excel (Tab names are not impt)
- Work out your ideal companies first (You can sort them into Stable/Growth or Core/Small or any groupings that you prefer)
- % allocation for each company (assuming 100% all-in)
-Make sure you partition out space for misc/itchy finger trades or other asset classes if any (eg. Metals)
- Diversification check to make sure you are not too much into 1 sector that you are uncomfortable (Eg. perhaps some of you have too much in E-Commerce or Digital Payments)
- Region/Country Check too
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