WealthFactor Review & Update: March 2021

Slides: 

 

Agenda:

1) General market optimism

2) Performance Flip: Value stocks beating growth stocks

3) Compounding & Rebalancing

4) Bond Yields

SUMMARY KEYWORDS
portfolio, valuation, risk, investment, sectors, yield, wealth, services, stocks, year, clients, pe, potential, layers, fixed income, return, factor, relative, terms, weighting

 

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