Part 7

How to create Seasonality allocations and portfolios?

Seasonality and economic cycles have obviously been dramatically impacted by the first-ever coordinated global shutdown of economies worldwide. This unprecedented action and associated changes in consumer behavior significantly altered what were once far more predictable consumption activity patterns. However, in some ways, COVID-19 has created its own type of “new seasonality”, and we pay careful attention to the companies that have been made winners in the new environment. We are currentl...

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Intermediate icon
Intermediate
How To Pick Stocks?
8 Lessons
~18 mins in total
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