The Edge - Portfolio Positioning for 2024
Allocation Strategy and Investing Opportunities for 2024
Hello,
Starting 2024 on the right note - markets are finally seeing a slight cool-off after the strong year we had in 2023. This is a healthy correction in my view, and I am welcoming it - looking at several areas where I will be looking to add more exposure!
A few days ago, I shared with you my portfolio review and construction process. In case you missed it - you can read it HERE.
Following that, in this note, let’s talk about:
The top-down market set-up as we think about 2024 portfolio positioning
My Top 7 investment hunting grounds - specific areas where I am seeing investing opportunities