Portfolio Review & ESG Sample Additions | Active Portfolio Management

Active Portfolio Management | 1-7-22
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Within this discussion, we reviewed the current trend of the S&P 500 index chart and observed long-term declines . In addition, we reviewed our existing portfolio, highlighting our existing sample stock positions. We also reviewed growth & value concepts, which were discussed this week in the "Growth and Value Strategies" webcast on Wednesday. We then added a couple sample ESG trade examples to the paper portfolio based on these concepts.

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