by Philip Wu
My investment strategy is a dual portfolio approach, which involves maintaining a long-term, low-risk portfolio for stability and growth, and a separate short-term trading portfolio focused on generating short-term returns. This allows me to balance the security provided by the long-term portfolio with the potential for higher returns from my trading portfolio.
For my long-term portfolio, I stay informed about market trends and economic outlooks. One source is Rosenberg Research, a valuable resource that I discovered after watching David Rosenberg on TV. Rosenberg recently presented a comprehensive two-hour outlook on economic growth, inflation, equity, and bond markets for 2023. Based on the insights gained from this presentation, I made a decision to adjust some of my long-term holdings. Link to video. You will need to decide on whether to take any actions based on your own assessment and situation.
If you are interested, they offer a 30-day free trial: Free trial to RosenbergResearch. When you register, you can use this coupon code at checkout: AWT2023 for a 10% discount for one year that activates after your 30-day free trial period. You can cancel before the 30-day trial if you do not wish to continue.