Matteo is 48, Italian - We Rate His Portfolio

25/10/2023 18 min

Listen "Matteo is 48, Italian - We Rate His Portfolio"

Episode Synopsis


Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/f9GlXhQNt7E.


Rate my portfolio is a new video series from Nanalyze where we look at our paying subscribers' portfolios. We stick to weightings because monetary amounts are relative. Matteo may not be his real name, but he's a 48 year old Italian fella working in IT in the finance industry. His biggest holding would be in two properties, both paid for. One he lives in, and one he rents. His stock portfolio is weighed heavily towards disruptive technology companies while his private pensions provide some stability to his overall AUM structure. With 50-60% of his net income saved every month, along with a decent yearly bonus, he's amassed quite the nest egg to ensure that he won't be in need during his later years.