Broker Check
Quarterly Portfolio Insights: Navigating Market Shifts and Strategic Adjustments

Quarterly Portfolio Insights: Navigating Market Shifts and Strategic Adjustments

February 23, 2024

📈 Quarterly Portfolio Update: In this concise 1-2 minute video, Todd highlights the strategic changes made in client portfolios this quarter. Covering key adjustments such as overweighting US stocks, emphasizing US tech stocks, and rebalancing towards value stocks, the video offers insights into the rationale behind these decisions. Additionally, it touches upon market dynamics, including election year volatility and Federal Reserve actions, while summarizing modifications in fixed income holdings. Stay informed about the latest updates shaping your investment journey. Watch now!