Here are the sectors and assets to watch for the next market dip.
Transcript:
CAROLINE WOODS: If and when we do see a substantial pullback, what’s on your shopping list for that?
REBECCA WALSER: Well, I would always of course say the standard staples. You know, consumer staples, and utilities are always our two sectors that we really see as stalwarts in any pullback. But I would still say it would be a time to buy, keep it maybe 25% or less of your portfolio as we experience a pullback. But you want to be in these names that we’re going to be around for the long haul, and you want to be in them when they’re the cheapest they’ll probably ever be. So I would still have a concentration on the frontier. And then I would look at hard assets as we’re doing a pullback. I’m more concerned about the global macroeconomic transition away from the dollar more than anything. So for us it’s I as the bullish nature. But we also want to pair that with true hard intrinsic assets like commodities like we’ve been talking about because we know those are going to preserve value even as this maybe comes back down and goes back up and comes back down and goes back up. And those are names that you want to be in for the long haul. I mean, obviously the mag seven, but all of these new technologies that we’re seeing, like things that we see that are new technologies that are actual monetization of AI, that are having a consumer impact, we like those as well
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