Beachman’s Newsletter

Share this post

Preferred themes for 2023

beachman.substack.com
Portfolio

Preferred themes for 2023

Portfolio: Themes and sectors that I currently like for my portfolio

IWannaBeOnTheBeach
Feb 11
5
Share this post

Preferred themes for 2023

beachman.substack.com

An important, annual exercise that I like to complete every January is…

Identifying the themes or sectors that I find most interesting as an investor.

Over the years, I have found the resultant short-…

This post is for paid subscribers

Already a paid subscriber? Sign in
Previous
Next
© 2023 IWannaBeOnTheBeach
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing