Portfolio Positioning Strategies for Late 2024

Reported 26 days ago

As 2024 comes to a close, D.A. Davidson's James Ragan advises investors to maintain a diversified portfolio, emphasizing that stock valuations are currently high. While he acknowledges the potential of Big Tech, he encourages cautious investment and suggests reallocating funds to sectors offering better relative value, especially with earnings growth expected in a moderately growing economy.

Source: YAHOO

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