Obsidian/06.02 Investments/Equity Tasks.md

---

Tag: ["💲", "💰", "📊"]
Date: 2021-08-17
DocType: &DT "Task"
Hierarchy: "NonRoot"
Priority: "Medium"
Status: "In-progress"
StartDate: 2021-08-17
DueDate: 2032-12-31
NextReviewDate: &RD 2024-06-30
TimeStamp: 2021-08-17
location:
CollapseMetaTable: true

---

Parent:: [[@Investment Task master|Tasks for Investments]], [[Equity Investments]]

 

<center>
<h6>Progress bar</h6>
</center>

`= "<center><progress value='" + (length(filter(this.file.tasks.completed, (t) => t = true)) / length(this.file.tasks)) * 100 + "' max='100'></progress>" + "<br><h6>" + round((length(filter(this.file.tasks.completed, (t) => t = true)) / length(this.file.tasks)) * 100) + "% completed</h6></center>" `

---

&emsp;

```button
name Edit Task parameters
type command
action MetaEdit: Run MetaEdit
id EditMetaData
```
^button-EquityTaskEdit

```button
name Save
type command
action Save current file
id Save
```
^button-EquityTaskSave

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# Equity tasks

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```ad-abstract
title: Summary
collapse: open
Note summarising all tasks and to-dos for Listed Equity investments.
```

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---

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### To-dos

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- [S] 📊 [[@investment task master|Investments]]: Re-open Equity positions 📅 2025-05-31
- [x] 📊 Review holdings of UBS Savings account 📅 2023-06-30 ✅ 2023-07-06
%% - [ ] 💰[[Equity Tasks#internet alerts|monitor Equity news and publications]] %%%%done_del%%%% 🔁 every week on Friday 📅 2022-12-16 %%

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---

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### Completed to-dos

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- [x] Geo-tag HQ of investment

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---

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### Dependencies

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#### Internet Alerts
Internet alerts to be set up [here](https://alerts.talkwalker.com)

[[#^Top|TOP]]

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