Podcast Archive

Marcus Strategy Tuesday 25th August 2020


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The "Reopening Trade" is the theme of the day -  which is perfect for our settings. It means the cyclical stocks that will recover if the virus went away (Banks, REITs, energy, travel, tourism…) are going up this morning on rising vaccine hopes. Banks in particular. Some of them up almost 5%. Fingers crossed for the start of a more extended rally. Meanwhile we talk about the ETF portfolio - had overwhelming interest in response to the weekend suggestion do we will start the ETF educational journey. We'll set up a portfolio and track it and see if we can do better than we do picking individual stocks which involves spending endless hours a day researching, picking, monitoring and timing. Let the was begin....just as soon as the results season is over. 

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Podcast ArchiveBy Marcus Today


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