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: RSX, CPER, CANE, BIL, TLT, EL, ELF, NJR, ATO, and MKC.
In today's class, we discussed the relationship between the drivers of yields higher and the reasoning for the strong bullish week last week to see if any of our intermediate-term to long-term expectations have changed. We discussed our current U.S. sector allocation in light of the past two weeks' move.
© 2023 · Market Scholars.