Share this postPreferred themes for 2023beachman.substack.comCopy linkTwitterFacebookEmailPortfolioPreferred themes for 2023Portfolio: Themes and sectors that I currently like for my portfolioIWannaBeOnTheBeachFeb 115Share this postPreferred themes for 2023beachman.substack.comCopy linkTwitterFacebookEmailAn 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 subscribersSubscribeAlready a paid subscriber? Sign in