This class focused on the Materials sector. The head-to-head match-up featured a stock hitched to the wagon of electric vehicle batteries versus a traditional chemical manufacturer. Watch the recording to see which stock won the class vote!
In today's class, we looked at how the current volatility impacted our portfolio in both directions. We talked about how to manage risk and determine portfolio heat based on beta weighting. We looked at closing some trades that weren't working and entered new trades heading into September based on current market posture.