Insights | WealthFactor

WealthFactor Review & Update: March 2021

Written by WealthFactor | Apr 14, 2021 1:19:59 PM

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