In today's episode, I cover the month of September and Q3 returns for the Brands Fund, the markets, sectors, and the brands we own. I talk about the active trading environment and using volatility to enhance returns to the core, buy-hold portfolio of great brands. I also cover the health of the consumer and how we see consumer spending developing through the holidays.
Bottom line: Investors should expect more volatility over the next 4-5 weeks. Great for traders, not so great for investors. In a world where central banks are now focused and coordinated on rate cuts, an asset price tailwind is alive and well and dips will likely be bought. Use these periods of VOL to upgrade your portfolio and to build bigger positions in your favorite long-term stocks.
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