Portfolio Adjustments

Jan 2024 Recap & Portfolio Adjustments

5-7 minute read Welcome back my friends and I hope your 2024 is off to a great start. Since we made some portfolio adjustments and rebalanced everyone’s accounts this past week, this is going to be a longer video so buckle up. Since many of the portfolio changes tie into January events, I’m going to save the that for the end to give them more context, but with the first month of the year in the rearview, let's see how 2024 is shaping up.   US Markets & Events After coming into the final week of the month with the S&P up 3.4%, J Powell’s comments...