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The Coronavirus is front and center and has left us all wondering: What do we do with our portfolios? Do we position ourselves to take advantage of the rebound when it happens? April 1st is the beginning of a new quarter and when most people rebalance their portfolio. In this episode of The Capitalist Investor, Derek and I talk about how you should position your portfolio. We also talk about asset classes and industries that will do well—and those we think might tank. Don’t miss it! 

Outline of This Episode

• [0:26] How should we be positioning our portfolios? 
• [1:25] Why you NEED to rebalance your portfolio quarterly
• [5:04] Develop a plan and stick to it at all costs
• [6:11] Why the small-cap industry will under-perform
• [11:22] The industry outlook on department stores
• [14:32] Should you invest in Boeing and the airlines?
• [15:48] REITs that you may want to consider
• [19:11] Could infrastructure Investing be the next big winner?
• [20:32] Individual stocks are being unfairly punished 

Resources & People Mentioned

• Vanguard Best Practices for Portfolio Rebalancing 

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here

Send your questions and comments to us at [email protected]

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