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Netflix won the streaming wars, Pimp my Portfolio with Luke Laretive & we debate Novo Nordisk or Eli Lilly

Equity Mates Investing Podcast

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Evolving Investment Strategies

This chapter explores the evolution of personal investment portfolios, highlighting a shift from individual stocks to diversified ETFs. The speakers reflect on their learning journey, including experiences with Bitcoin and sector analyses, emphasizing the importance of strategic asset allocation and rebalancing. They also discuss the complexities of capital allocation and the merits of both market cap weighted ETFs and concentrated investments, encouraging listeners to evaluate their own strategies.

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