📈Portfolio Rebalance 07/07/2025 + Highlights of the Week 🔥🎯
Highlights of the week 🎯
AI Factor Videos (free!)—> https://www.youtube.com/@andreashimmelreich3287
AI Factor Q&A with ChatGPT (free, will update soon, more stuff to come!)
AI Factor Design Choices (free post!)
Webinar Getting Started with Portfolio123 from last week (replay, free!): https://www.crowdcast.io/c/b8uhbiv8h8b2
Deep dive on NKE 0.00%↑ (free post)
6. Want to level up mentally and crush your goals with clarity and joy? This might be the best book ever written on presence — whether you're a poker player, trader, or just want to win at life —> https://www.amazon.de/Joy-Poker-More-Happy-English-ebook/dp/B0F75RNRJF?ref_=ast_author_mpb
Jason writes about Poker, 100% appliable for traders / investors too ;-)
Rebalance 07/07/2025 📈
Wait for the rebalance on Monday, it will be through 1h-2hs before the market opens!
Link to Research Group in P123 🚀
https://www.portfolio123.com/app/group/317
Links to Simulated Strategy Books
A strategy book is a portfolio of different strategies and (potentially) ETFs.
https://www.portfolio123.com/app/opener/BOOKSIM/?cat=G317
Links to corresponding Live Strategy Books
https://www.portfolio123.com/app/opener/BOOK/?cat=G317
Here are the cap curves of the Strategy Books (cap curve updated today):
Beat the S&P 500 Young Investors: Out of sample live trading about October 2024
The following Strategy Books is not hedged, therefore for “younger” investors that still cost average into a strategy book.
https://www.portfolio123.com/port_summary.jsp?portid=1854360
Corresponding Live Book
https://www.portfolio123.com/port_summary.jsp?portid=1854362
Beat the S&P 500 (hedged) OOS about October 2024
https://www.portfolio123.com/port_summary.jsp?portid=1814216
Corresponding Live Book
https://www.portfolio123.com/port_summary.jsp?portid=1854426
One Portfolio of Free P123 Strategies
https://www.portfolio123.com/port_summary.jsp?portid=1853788
Corresponding Live Book
https://www.portfolio123.com/port_summary.jsp?portid=1854427
One Portfolio of Free P123 Strategies - Hedged
https://www.portfolio123.com/port_summary.jsp?portid=1854582
Corresponding Live Book
https://www.portfolio123.com/port_summary.jsp?portid=1854584
Video on how to auto trade the Live Books via Portfolio123.com / Interactive Brokers Pro or Tradier! 🚀
Strategy Books are now shareable in Research Groups of Portfolio123.com
We are just starting out, but I will share a ton of Strategy Books in the coming weeks: Perfect for private Investors that want to use time proven out of sample Strategies in one holistic Strategy Book!
All right, here you have it, have a great week!
Best Regards
Andreas