Trade.com investment strategy copying. Help needed with AI portfolio.

[Tahntaman]

I know there are lot more experienced traders here, so I wanna ask for some help here, guys.
Long enough I've been stocked with an idea to invest long-term. I don't think that investing in indices can be a good idea. Thematic portfolios sound better, yet I've ran into another trouble at this stage.
How to get a balanced thematic portfolio? I don't have that much knowledge and understanding of finance to make a professional list of the companies that should be invested to represent some interesting niche, i.e AI.
Searching for more info made me ran into Trade.com thematic portfolios. They post an incomplete lists of stocks they include portfolios, but this is the most precise information that I've found among a number of investment managers/companies. Here is what it looks like:

My current ideas are:
1. Copy the stocks they've mentioned in according ratio based on the info available as it is
2. Try to complete the list of the stocks for this thematic portfolio based on own understanding and with the help of respected community
Does anyone have some comments on the idea overall? or maybe I'm lucky enough to meet someone here who can help me complete the list of the companies that are blured on trade.com website? Thanks in advance for all the help and advice. Critics are welcomed too!
p.s I'm not posting any links here as I don't know whether its allowed by the frum rules. Yet, the company's name makes it easy to figure out the link with the full overview of portfolios

 

[benisback]

What is this ?

 

[Thoris]

I know there are lot more experienced traders here, so I wanna ask for some help here, guys.
Long enough I've been stocked with an idea to invest long-term. I don't think that investing in indices can be a good idea. Thematic portfolios sound better, yet I've ran into another trouble at this stage.
How to get a balanced thematic portfolio? I don't have that much knowledge and understanding of finance to make a professional list of the companies that should be invested to represent some interesting niche, i.e AI.
Searching for more info made me ran into Trade.com thematic portfolios. They post an incomplete lists of stocks they include portfolios, but this is the most precise information that I've found among a number of investment managers/companies. Here is what it looks like:
View attachment 55656
My current ideas are:
1. Copy the stocks they've mentioned in according ratio based on the info available as it is
2. Try to complete the list of the stocks for this thematic portfolio based on own understanding and with the help of respected community
Does anyone have some comments on the idea overall? or maybe I'm lucky enough to meet someone here who can help me complete the list of the companies that are blured on trade.com website? Thanks in advance for all the help and advice. Critics are welcomed too!
p.s I'm not posting any links here as I don't know whether its allowed by the frum rules. Yet, the company's name makes it easy to figure out the link with the full overview of portfolios

I don't think this is possible to figure out exectly what those blured positions stand for unless you find someone who has invested already in the same portfolio and has got access to the info. I'm not really shure the one who invests gets all the info or doesn't have to sign some kind of an NDA. So, even if you do find someone who's invested, it might not work out.
In any case I think that Apple, IBM and Alibaba are missing from the list for sure.

 

[Tahntaman]

Thanks for sharing your thoughts.
2 questions here:
what Alibaba has to do with artificial intelligence?
and what NDA stands for?

 

[Thoris]

Non dislosure agreement
Alibaba has been working long enough on Alibaba Cloud. They are strongly interested in AI development for organizing a huge load of database entries

 

[jim67]

I don't think this is possible to figure out exectly what those blured positions stand for unless you find someone who has invested already in the same portfolio and has got access to the info. I'm not really shure the one who invests gets all the info or doesn't have to sign some kind of an NDA. So, even if you do find someone who's invested, it might not work out.
In any case I think that Apple, IBM and Alibaba are missing from the list for sure.

there are so many investment opportunists and it hard to know when to make the investment at the right time

 

[Tahntaman]

there are so many investment opportunists and it hard to know when to make the investment at the right time

From what I see recently, there is always a good time for investments.
Financial criseses, COVID-19, wars, earthquakes, street protests, etc - the Wall Street must have sinked to hell along with fed reserve system, but look, they do ever so well! Just like SnP and the rest.
But I think some thematic portfolios can outperform the market overall, that's the point.

 

[Thoris]

No matter whether its trend up or down, that's possible to be making money if you pick the right trend or the right stock (speaking of investmetns only)

 

[Tahntaman]

Personally I'm not a big fan of swing trading, and to tel the truth, I got a little disappointed in my personal analytical skills, that's why I'm trying to copy smb else's reliable portfolio (that's why I'm asking this question about trade.com portfolios and stocks they likely include there)

 

[Thoris]

That's normal. I thik it wold be nice if more traders could have courage to admit they can't trade on a daily basis and make decisions fast enough.
And LOL, some newbies are seriouslly discussing how much money they could have made if had every swing caught there