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Finance and Toast: First Portfolio Review
By Finance and Toast  •  September 23, 2020
I am proud to present the first series of Finance and Toast’s portfolio review! It is an exciting topic for me as I share what my holdings are like and at the same time bounce investment/portfolio management ideas with people. I struggled internally for a long time whether I should post this, but finally decided that I should do it. I haven’t decide how I want to do this eg monthly, quarterly or ad-hoc, but I would probably do an update if there are meaningful changes to my portfolio mix. For the month of September, this is how my portfolio looks like. Source: Finance and Toast Private Fund (59.3%) At the start of this year, I decided to close out almost 80% of my equity positions and invest into my company’s private markets fund. Reason being I don’t have much time to monitor the individual stocks and prefer to let my money be handled by professionals....
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By Finance and Toast
Hi, my name is Vincent and I’m the founder of Finance and Toast, a website which aims at documenting snippets of my life and also all things related to personal finance and investments. I started this website as a platform to share investing ideas with like-minded individuals. I was interested in the stock market since the age of 18 and I enjoy understanding more about different investment philosophies and its unique way of looking at things. I love contrarian ideas and am fascinated by well-run companies and leaders.
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