Events for June 27, 2019
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This purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Check the time-stamps for content that was covered!Find out more »
In today's class, we looked at sector rotation and analyzed at current positions compared to posture and expectations for major asset classes, like the dollar, bond yields and FOMC policy expectations. We also compared our class portfolio performance to our benchmark to talked about the reasons for return differences and what, if anything, should be adjusted.Find out more »
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