Long Pelosi 💅 and Synchronized Templates
New feature 🎉 Automatically track real-world events in your strategies.
For new investors it can be intimidating to get started; presented with a blank screen and a search bar, and tasked with coming up with stocks or crypto to buy. To make it easier to get started, we created templates - pre-made bundles of assets anyone can invest in on a weekly basis.
Most templates are pretty much static, they don’t change very often. Things like Big Tech, or Semiconductors, or B2B SaaS aren’t going to change monthly or probably even annually. However, some templates are based on real world events. Some of the most requested and popular templates include Buffett’s Top 10 (tracking the top 10 assets in Warren Buffett’s portfolio) and Long Pelosi (tracking the positions held by Nancy Pelosi based on her public financial disclosures).
We update the above strategies periodically. In the case of Buffett, whenever a new filing is made with the SEC. In the case of Pelosi, whenever a new Financial Disclosure Report is filed with the Clerk of the House.
However, that doesn’t help you if you’ve cloned one of these strategies - they’re not automatically synchronized. This is because Share is not an investment advisor. We don’t want to tell you what to invest in, and we certainly don’t want to just add stocks to your portfolio. But we do want to make it as easy as possible to manage your investments. Share is built for busy investors, not professionals who spend all day watching the markets.
So starting now, if you clone a template, we will automatically notify you of any changes made to that template, and you’ll have the option to add (or remove) the asset from your own strategy. Check it out below.
Just vote YES and the asset will be added to your strategy. Vote NO or do nothing and it won’t. We hope to add many more strategies tracking real-world events in the future.
Thanks for reading!