Good day, everyone!
After a sluggish start to the week, markets have clawed back to setting new record highs for the S&P 500 on the back of the Biden Administration’s $1.9 trillion stimulus package. This comes in sharp contrast to the almost instantaneous pop across all asset classes just a year ago. While new highs are to be expected, markets’ lukewarm initial reception of the news should be a reason for concern among investors everywhere.
That’s why I’ll be finalizing the cleanup of our portfolio in today’s video. But the cupboard will be far from bare. We still have a bevy of quality companies and several of them have already shown tremendous gains since our feature...