Beyond diversification into a perfect portfolio.
Capturing Life Through The Past, Present and Future
Beyond diversification into a perfect portfolio.
About The Perfect Portfolio
Education
I have a Bachelor's degree in Motion Pictures & Television from the Academy of Art University. During my studies, I gained expertise in securities research, creating strategic portfolios, and using Microsoft Excel. I also took courses in Robinhood and Charles Schwab.
Work Experience
I have worked as a securities researcher for 10+ years at 13 Sectors Capital. During my tenure, I worked on designing portfolios, creating strategic Microsoft Excel spreadsheets, and developing a manual for future portfolio construction consultants. I also gained experience in creating "The Perfect Portfolio" using Robinhood, Charles Schwab and Crypto.com.
Skills
I have expertise in securities analyzes, portfolio design, and long term buy and hold. I am proficient in using Yahoo Finance, Nasdaq, and Morningstar. I also have experience working with Fidelity, Vanguard, and BlackRock.
