Welcome to this Three-Minute Trend Talk for Tuesday, June 13th 2023. I’m Mark Scheffler CEO and founder of Appleton Group.
In case you’re in a hurry, here are three things to know right now. First, the asset allocation adjustments we’ve been making this year in response to market turns have been working quite well, especially in tech and other large-caps. Second, I’ve been thinking a lot lately about the twin role of both highly flexible investment strategies and less-flexible static strategies. At the end of the day, they both have important roles to play in a well-diversified portfolio and I can’t imagine using just one alone. And lastly, this week’s read on inflation will be watched closely to confirm that the supportive market environment for stocks hasn’t been a mistake.
Ok, let’s jump right in. Three minutes starts now.
Mark Scheffler, AIF® and CEO of Appleton Group LLC (an SEC-Registered Investment Advisor) hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). Investing involves risk. Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. Click here to view our current ADV disclosure document.
