Closing Bell: The Broadening Bull Run 6/20/23
Closing Bell
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The Importance of Valuation
Portfolio managers right-size positions to rebalance, looking at everything from a risk management perspective. Too much of a good thing can sometimes be problematic. We're maintaining a 5% position in each of them, but we don't want to be overweight in either one name. Starbucks is a name that we rotated into.
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Transcript
