EP:102 - May 2021 Portfolio Review Meeting Recap

17/05/2021 13 min Temporada 1 Episodio 102
EP:102 - May 2021 Portfolio Review Meeting Recap

Listen "EP:102 - May 2021 Portfolio Review Meeting Recap"

Episode Synopsis

Our May 2021 PRM came at an odd time—interest rates are low, stock valuations are high, and the stock market is regularly closing at new record highs. Amid the uncertainty, we want to discuss the importance of having a process when seeking new investment opportunities.