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S10, Ep 2: +6.85% January - Dynamic Brands Portfolio Update

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Manage episode 464856329 series 2918135
Content provided by Eric Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The Dynamic Brands strategy had a great month, handily outperforming the S&P 500 by 400bps. Tech was the worst performing sector, Healthcare the best. In this month's portfolio update, I talk about what worked and what lagged, what to expect from the Trump Tariffs and how to make the VOL your friend not your enemy. I covered how the brands portfolio holdings performed and how the trading book performed for the month. Hint: the trading opportunities are robust and should stay that way for the next 4 years. Honestly, thats a great thing with valuations so high, trading can add a ton of value versus a full, buy-hold approach.

For more information on how to invest in the greatest brands ever created: I list the holdings, performance, and all the brochures and fact cards.

⁠https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

85 episodes

Artwork
iconShare
 
Manage episode 464856329 series 2918135
Content provided by Eric Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The Dynamic Brands strategy had a great month, handily outperforming the S&P 500 by 400bps. Tech was the worst performing sector, Healthcare the best. In this month's portfolio update, I talk about what worked and what lagged, what to expect from the Trump Tariffs and how to make the VOL your friend not your enemy. I covered how the brands portfolio holdings performed and how the trading book performed for the month. Hint: the trading opportunities are robust and should stay that way for the next 4 years. Honestly, thats a great thing with valuations so high, trading can add a ton of value versus a full, buy-hold approach.

For more information on how to invest in the greatest brands ever created: I list the holdings, performance, and all the brochures and fact cards.

⁠https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

85 episodes

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