Industrials, Materials, and International Stocks Have Room To Run

Planning, sticking to the plan, and proper risk allocation are keys to investing, says Jimmy Lee of Wealth Consulting Group. Last year they shortened duration on fixed income, added some credit risk, and added to travel stocks. This year when they rebalanced in April, they added to industrial and materials sectors, while lightening up on technology. He thinks we will have volatility towards the latter part of the year and thinks equities still have a lot of room to run.

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09 Jun 2021

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Industrials, Materials, and International Stocks Have Room To Run

Planning, sticking to the plan, and proper risk allocation are keys to investing, says Jimmy Lee of Wealth Consulting Group. Last year they shortened duration on fixed income, added some credit risk, and added to travel stocks. This year when they rebalanced in April, they added to industrial and materials sectors, while lightening up on technology. He thinks we will have volatility towards the latter part of the year and thinks equities still have a lot of room to run.

Market Overtime

09 Jun 2021