Portfolio
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Huygens Asset Allocation Portfolio Review: 11 April 2025
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Delahaye: Located at Mullins Museum in Oxnard, CA Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach.  While ...

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AlpacaInvestments: June 2022 Portfolio Update
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 Summary of transactions for June 2022 Continued to DCA into QUAL (avg. $121) and IQLT (avg. $33). Sold MCT as I was against the merger with MNACT. ...

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Changes to Capital Gains: Should I Trigger Gains in my Portfolio?
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Effective June 25, 2024, Federal Budget 2024 proposed to increase the capital gains inclusion rate from 50% to 66.7%. Individuals will have an annual ...

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LIONTRUST MA BLENDED INTERMEDIATE: Blend can be your friend in battle to storm-proof a portfolio
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By ROSIE MURRAY-WEST Updated: 06:25 EDT, 22 April 2025 --> --> --> ...

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Marksman’s Investment Corner: Portfolio Update
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February has come to an end and it has been pretty eventful since the start of 2020 - most noticeably the market selloff driven by the evolving Covid-19 ...

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Xior expands Polish portfolio with €67m student housing acquisition
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This acquisition brings the company’s total bed capacity in Poland to ...

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These Large Cap Tech And Healthcare Stocks Had A Poor Run In Easter Week (Apr 14-Apr 18): Are These In Your Portfolio? – Meta Platforms (NASDAQ:META), GLOBALFOUNDRIES (NASDAQ:GFS), UnitedHealth Group (NYSE:UNH)
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These large-cap stocks were the worst performers in the last week. Are they in your portfolio? UnitedHealth Group UNH stock dipped 23.60% after the ...

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AlpacaInvestments: August 2022 Portfolio Update
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Portfolio allocation as of Aug '22.SG Shares: DBS, SGX, ValuetronicsSG Reits: Syfe Reit+US Growth: BABA, INMD, PINS, PYPL, SHOP, TDOC, TTD, UPSTWell, how ...

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Schrodinger Portfolio Review: 11 April 2025
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Bugatti Aerolithe – Reproduction Schrodinger is the gold standard when it comes to passive investing.  This portfolio answers the question, “Who will manage ...

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Portfolio Accounting vs Property-Level Accounting Explained
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In real estate and investment management, accounting plays a crucial role in ensuring financial transparency, performance tracking, and strategic ...

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