Events for May 6, 2021
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The 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. Stocks discussed: CNI, CAH, MTUM, and KO.Find out more »
In today's class, we analzyed US equity rotations to see whether we should shift our weightings to more "risk off" allocations. We discussed sector rotations in multiple tiemframes as well as small cap vs large cap and value vs growth. Also, we dove into the fixed income to see what changes we might make over the next few months in case risk aversion increases.Find out more »
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