Core Positioning Update (video) – Private Wealth Advisors

Saturday, October 31, 2020

Core Positioning Update (video)

by Marty Mazorra CFP®, ChFC®

Founder & Co-Chief Investment Officer

SPECIFICALLY FOR CLIENTS: Here’s our latest positioning update where I illustrate the whys and wherefores of the adjustments we’ve made since mid-year, including how we’re currently handling our cash/fixed income exposure, as well as why we’re about to re-establish a modest position in AT&T.

Note: Where I make reference to a sector that has “performed well” this year, I’m speaking on a relative basis (coming off of the March low); 7 of the 11 primary U.S. equity sectors remain notably in the red on the year; as do 41 of the 47 foreign equity indices we formally track.

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:

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Marty Mazorra CFP®, ChFC®

Founder & Co-CIO

is the author of "Making Lemonade: A Bright View on Investing, on Financial Markets and on the Economy" and "Leaving Liberty?: Essays on Politics and Free Market Thinking".

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