Marta Norton on Direct Indexing and Investments
Masters in Business
00:00
How to Protect a Portfolio in a Stagflationary Environment?
The day the war in Ukraine ends, you see oil prices get shallot. So you don't want to be at peak position size. Energy has been a long time holding for us. It's no longer attractive from our valuation. But last year ago, it looked our cheap. And so it's paid off handsomely. and we are slowly edging out of it.
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