Podcast
Trades on Friday in Our Tactical Wealth Portfolio
Will Simpson
January, 20, 2025
Our Latest Updates on Recent Trades
On Friday, January 17, we made the following trades in our Tactical Wealth Portfolio. We’ve started positions in SPDR Communication Services Select Sector ETF (XLC) and iShares S&P/TSX Capped Consumer Staples Index ETF (XST).
Both are areas of the market showing long-term relative strength that have become somewhat oversold in recent weeks. We look for sectors with long-term strength and quality that have presented an entry point or buying opportunity.
We believe in combining fundamentals — what to buy, always focusing on high-quality positions — with technicals, which guide when to buy, hold, and, most importantly, when to sell.
We believe in a tactical, active and dynamic approach to navigating markets. Tactical investing allows us to better manage risk and capitalize on market opportunities.
Please reach out if you have any questions or would like to discuss how this relates to your money, investments and portfolio strategy.
We want you to be wealthy. We want you to feel wealthy.
We want you to Realize Your Wealth™.
Best,