Ep 154: Pedro Palandrani: New Trends In Thematic Investing
Investing With IBD
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Thematic Investing: A Guide to Avoiding Market Correction
Justin and Pedro, we're going to be using more kind of the action to let us know when to lighten up in certain areas. Certain themes are going to be definitely in favor versus others. We usually recommend an allocation of somewhere around 10% of your equity exposure within a portfolio towards thematic strategies. But not every single company or theme is potentially going to be a winner over the next five to ten years.
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