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Portfolio Example 20Y

Videos from companies in the portfolio examples.

Explaining these picks:

  1. NASDAQ trades happen for global markets including OMX.

    Nasdaq Nordic is the common name for the subsidiaries of Nasdaq, Inc. that provide financial services and operate marketplaces for securities in the Nordic and Baltic regions of Europe.

  2. MS: Morgan Stanley has $0 trades and has offices in 41 countries. Public shareholders. Mitsubishi UFJ Financial Group owns (23.3%).

  3. VISA: Payment card services. VisaNet; 4 secure data centers.

  4. FINANCIALS: Does your bank company share?

  5. UTILITIES: Your electricity bill returns.

  6. HOME: Your most visited home improvement retail store.

  7. CONSUMER: Your most visited retail store for clothes and shoes.

  8. INFORMATION TECHNOLOGY: Your internet provider (cyber) or substitute this with your kid’s favorite retail.

  9. HEALTHCARE: The closest hospital to you.

  10. EXTRA: Your phone carrier, transportation and conscientious.

The 11 industry sectors, as classified by the Global Industry Classification Standard (GICS), are: Communication Services, Consumer Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Information Technology, Materials, Real Estate, and Utilities

What people are saying

“No, I’m not a capitalist.”

— Quote source

A venture capitalist (VC) is an investor who provides capital to companies with high growth potential, typically startups or small businesses, in exchange for an equity stake in the company. They often play an active role in the company's management and strategy, aiming for high returns through eventual exits like IPO or acquisition.
Here's a more detailed explanation:

    What they do:
    Venture capitalists invest in companies they believe have the potential for significant growth and returns, often in sectors like technology, biotechnology, or renewable energy.

How they invest:
They provide funding in exchange for a share of the company's ownership, meaning they become partial owners and have a stake in the business's success.


Role in the company:
Venture capitalists often actively participate in the company's management, providing guidance, mentorship, and industry connections to help the company grow and develop.

Funding sources:
Venture capital firms raise money from various sources, including pension funds, endowments, foundations, and high-net-worth individuals, which they then invest in promising companies.

Exit strategy:
Venture capitalists aim to generate returns on their investment through an "exit" event, such as the company going public through an IPO or being acquired by another company.

Venture Capital vs. Angel Investor
Venture capitalists typically invest larger sums of money and work with a firm, while angel investors invest their own personal capital.