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My Investing Portfolio vs S&P 500
Aug 9, 2025
The creator discusses two of their investment portfolios: a new high-quality portfolio and a long-term buy-and-hold portfolio. They outline the criteria for the high-quality portfolio, which includes stable revenue, strong profit margins, and predictable earnings. The creator details recent purchases in the high-quality portfolio, specifically Salesforce and Adobe, and discusses their rationale and current performance.
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