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Jonathan Sheinkop
1 Comment
Outlook for Select Sector ETFs [view article]
Geoff,Thank you for your uniquely academic approach. Can you be more specific in the length of the trailing time frames you use? As well, how often you look to make a change to a long term portfolio if a sector has just become a lead anchor? As you mention there is a difference between undervalued and distressed so when are you making your decision and acting upon it?
Thanks,
Jonathan Jun 29 02:17 PM