My Key Investment Strategy Improvement in 2021

Ilona D.
DataDrivenInvestor
Published in
8 min readMay 20, 2021

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Photo by Anete Lusina from Pexels

When you were a child, did you receive or inherit stock shares or bearer bonds from your family: parents or grandparents? If yes, do you still own them?

Chances are these shares of stock are held directly –- meaning in the past, your family preferred holding certain investments for you in their possession rather than through third-party institutions like mutual funds or trusts.

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