2023 Q2 Review

In this episode, we're taking a comprehensive review of the market performance during the second quarter to help investors plan for the future. Overall, it was a fruitful quarter with most investments on the rise. As we delve into various premiums, we'll explain their significance and how they affected returns. It's essential to understand that pursuing maximum profits may lead to challenges.

 

We're also exploring asset classes and the trends observed last quarter. Additionally, we'll discuss sector patterns and how some companies are inflating prices or presenting themselves as tech firms, regardless of their true nature. Notably, the energy sector outperformed in quarter two.

 

Diversification across sectors becomes crucial in optimizing returns and reducing volatility. For those disappointed with target premiums' performance, we'll explain why it's not always wise to discard low performers. Join us as we delve into these crucial insights to help you make informed investment decisions moving forward.

 

 

Click here to get in touch with someone from the Asset Builder team. 

 

[00:00] Show intro 

[00:28] Welcome to 

[01:36] Summary of the quarter 

[03:39] How premiums played out in Q2 

[09:53] Asset classes 

[12:46] Sectors 

[19:40] If Q2 premiums didn’t do well, what do I do?

[24:25] Small companies vs. large companies 

[26:04] Takeaways 

[28:48] Outro