Beachman’s Investing Brief

Beachman’s Investing Brief

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Beachman’s Investing Brief
Beachman’s Investing Brief
Beachman's comeback portfolio - Part 8 (Cloud infrastructure picks)
Portfolio

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

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

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