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Citrini on 2024 Election Portfolio Construction And AI “Mania”
Forward Guidance
Investment Strategy in the AI Sector and Caution Against Chasing Performance
The chapter emphasizes the need to be cautious with investments in the AI sector to avoid chasing performance and incurring losses during periods of underperformance. It also suggests being underweight Nvidia relative to the index to mitigate risks and costly mistakes in a potential drawdown.
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