With recession concerns easing, potential shifts in Fed policy, and positive sector trends, there may be strategic investment opportunities ahead. If there is a pullback or correction in September, it could be a chance to further accumulate in the stock markets.
It’s not advisable to adjust portfolios based solely on seasonal market fluctuations, as these aren’t always reliable indicators and don’t impact long-term fundamentals. Beyond solid fundamentals, we adjust our portfolios based on risk and reward, following our Moneyball investing approach, as implemented in our InvestingNote Portfolio.
We must stay vigilant, monitoring inflationary pressures and geopolitical risks that could increase market volatility. A well-thought-out investment strategy focused on selective stock picking could be particularly advantageous in the current environment, helping to manage risk while capitalizing on new opportunities.
As always, InvestingNote Portfolio subscribers will receive real-time trade alerts whenever we identify such opportunities.
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