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@finiche
FiNiche
$1M follower assets
I used to manage money for Wall Street banks. Now I write about my market views and share my portfolio on Substack. My goal is to help people turn a macro framework into actionable investment ideas. View my portfolio and library at FiNiche.Substack.com
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FiNiche
$1MFollowers
@finiche05/05/2023
My Actively Managed Total Return Portfolio
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Joshua Simka
@tomato05/05/2023
The list of stats you give in the second image offers a great snapshot of your investing approach and portfolio composition without me even seeing a single ticker symbol! Question for you: how do you expect those stats to shift (if at all) a year from now?
+ 1 comment
FiNiche's avatar
FiNiche
$1MFollowers
@finiche05/03/2023
$SPY slips on Fed speak
S&P 500 again falls below resistance as Powell concludes speech today.

As I discussed earlier this week:
  • Fed Chair J. Powell has been very consistent with his message for the past year or so. He wants unemployment to rise, he wants inflation back to 2%, and he’s not going to allow a bear market in equities to stop him from keeping monetary policy tight as a means to achieving those ends.

My take in listening to him today is that he is not changing his tune.

Find more of my portfolio ideas and research here:
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finiche.substack.com
The Big Portfolio Refresh, May 2023
Updating my portfolio holdings, market outlook
FiNiche's avatar
FiNiche
$1MFollowers
@finiche05/03/2023
Russell 2000: The broader market index continues to be a laggard and is once again trading below the long-term support line going back to 2009. A move down near 163 may create a buying opportunity in IWM. Next level of support below that is ~155.
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FiNiche's avatar
FiNiche
$1MFollowers
@finiche05/01/2023
From today's Big Portfolio Refresh
As the mega-cap stocks continue to lead the major US stock indexes higher, my preference is to not chase this equity rally but rather to exercise patience while remaining defensibly positioned. Without knowing where or when the top of this rally will occur, I expect significant equity downside over the coming quarters.

Trying to nail down a precise recession or market downturn timeline is very difficult, so rather than trying to forecast precise timing, my primary focus is risk management with a sensible asset allocation for the current market environment.

When a market bottom is finally upon us, the opportunities for growth will be immense and my portfolio is built to take full advantage of such opportunities when the time arises. In the meantime, preservation of capital is key.

finiche.substack.com
The Big Portfolio Refresh, May 2023
Updating my portfolio holdings, market outlook
FiNiche's avatar
FiNiche
$1MFollowers
@finiche05/01/2023
Portfolio refresh, revised market outlook
My Big Portfolio Refresh will be published on Substack Monday morning with my updated portfolio holdings and market outlook.

If you are a subscriber, the Post will arrive in your inbox around 10:15 am ET.


Cheers!
FiNiche.substack.com
FiNiche Investments | Substack
For the DIY investor, a guide to stock portfolio construction and active portfolio management. I openly share my portfolio details and stock market outlook. Subscribe for FREE. Click to read FiNiche Investments, a Substack publication with hundreds of subscribers.
FiNiche's avatar
FiNiche
$1MFollowers
@finiche04/21/2023
Added NXP Semiconductors N.V. to my total return portfolio today. Based in Netherlands NXP Semiconductors is a leading provider of high-performance, mixed-signal chips used in end markets such as automotive and mobile payments. Excellent revenue growth. Forward PE 12.25. Yield 2.39%.

Stock continues to consolidate near its longer-term mean. Opened starter position. Likely add on pullback to 159.63.
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FiNiche's avatar
FiNiche
$1MFollowers
@finiche04/21/2023
$SPY and FOMC
For 8 days now the SPY has flirted with significant resistance. With the FOMC slated for Mar 3, I expect a significant break soon -- anyone's guess which way it breaks.

Be prepared regardless.
post media
finiche.substack.com
FiNiche Investments | Substack
For the DIY investor, a guide to stock portfolio construction and active portfolio management. I openly share my portfolio details and stock market outlook. Subscribe for FREE. Click to read FiNiche Investments, a Substack publication with hundreds of subscribers.
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