What the Commercial Financial Media misses.

The Minimalist Portfolio does not provide stock ideas or picks and never gets back to them. We offer a portfolio and keep ourselves accountable.

I want to focus on this fact as we are experiencing a huge change in the market dynamic. The commercial and financial media are still pitching the same stocks and failing to provide actionable updates on whether their previous advice is still relevant.

Since inflation started to slow along with growth, it was time to change the allocation drastically.

I closed the momentum exposure and commodities.

The chart below paints a picture by showing how one of our core positions, Utilities, is outperforming the S&P 500 while copper continues to be destroyed.

Don’t count on the same people that got you into trouble to get you out.

The Minimalist Portfolio provides a better way!

Start for Free!

Philippe