My only concern is the valuations and the average return over the next 10 years. But I counter this by finding quality companies in industries aligned with the trends at good valuations. I love the idea of the barbell portfolio, which benefits from all markets.
Jeremy, you know that I’m keeping an eye on what institutions are doing. They’ve been gobbling up software and Biotech stocks since the tariff situation was resolved in April. There’s more growth ahead.
Great read
Thank you
My only concern is the valuations and the average return over the next 10 years. But I counter this by finding quality companies in industries aligned with the trends at good valuations. I love the idea of the barbell portfolio, which benefits from all markets.
Jeremy, you know that I’m keeping an eye on what institutions are doing. They’ve been gobbling up software and Biotech stocks since the tariff situation was resolved in April. There’s more growth ahead.
Every market has opportunity if you know where to look.
A nice connection between running and the temperament for investing. I like it, Denis!
Thank you, James the runner and investor 🤝