pmnunes
ᴘᴏʀᴛꜰᴏʟɪᴏ ꜱᴛʀᴀᴛᴇɢʏ ɪɴ 2024 The portfolio strategy in a new period is always the continuity of the strategy that came before and its evolution for the anticipated period. The long-term growth vision remains but is framed within a specific scenario for 2024. Specifically, I will follow these trends: - Greater use of ETFs (for diversification and against the risk of some particular shares). - Fewer positions (for better monitoring of them) - Greater exposure to Bonds (macro scenario) - More Forex positions (No correlation with stocks) - Risk cautiously (The market is anticipating a very positive scenario). Permanent portfolio monitoring will allow for the necessary adjustments in a year that may bring volatility in some periods. I made a short video in which I talked in more detail about these ideas. youtu.be/yAD74xF8wn0 $SPX500 $BTC $SWDA.L $IS04.DE
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