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Beachman's comeback portfolio - Part 8 (Cloud infrastructure picks)

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Portfolio

Beachman's comeback portfolio - Part 8 (Cloud infrastructure picks)

Portfolio: What I picked for the cloud infrastructure portion of my portfolio

IWannaBeOnTheBeach
Aug 20, 2022
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Beachman's comeback portfolio - Part 8 (Cloud infrastructure picks)

beachman.substack.com

I decided to allocate 15% of my comeback portfolio funds to the cloud infrastructure sector. Along with semiconductors and cybersecurity, this is one of the strongest, secular growth themes in today'…

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