Setup instructions for tomorrow's session
Tomorrow, we will be covering how to build a portfolio, using the eight factors that we use at Helix. This is session 1 of 10, to learn our investing model. We run these sessions once a year so if you can't make it, you can join us next year.
More details on the session is available here: https://open.substack.com/pub/thehelix/p/learn-our-investing-model-starting?utm_source=share&utm_medium=android&r=3wjte
You will need the following tools:
Google Sheets (or MS Excel)
Google Gemini
Google Notebook LM
Trading View
To start with, a free account is sufficient for the above. You can upgrade when you run out of juice.
The session will be hands on and will start on time. Please join 5 mins early if possible for participant intros.
You will need to execute the analysis on your laptop/ computer as it is being explained on the screen.
The session is recorded and the link will be available to the attendees.

