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Weekly Notebook Review | June 27, 2023

Hedgeye Podcasts

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The Micro Family Office Portfolio: A Great Buy Opportunity

We added things like healthcare equipment yesterday, I believe it was, and we added ITA back to the portfolio, most recently as well. And so again, and then obviously, really reiterating our long calls on Japan. So we got four different exposures there on the Japanese side. But certainly Japan and the U.S. most recently has been kind of new opportunities where we've been grossing up our position sizing. Yeah. BNDDs probably one of the what our way of expressing that, you know, sometimes if you need more liquidity sort of TLT or EDV could be a good way of doing that as well. Right.

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