A data-driven approach to picking growth stocks and thematic baskets
Flirting with Models
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How to Construct a Portfolio Based Off of Industry Groups
I don't think we should think of industry groups as necessarily in terms of like themes, industry groups we could think of tack. Well, we have software that was originally physical and then become software as a service and then platform as a service. So that's how we further break it down. But usually if you could land in some of the best performing industry groups, you will be able to have a higher expected return.
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