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You are here: Home / 320 Plus: November Investment Conditions and Model Portfolio Changes

320 Plus: November Investment Conditions and Model Portfolio Changes

In Plus episode 320, we review investment conditions as of early November 2020 including market valuations, economic trends and market internals.

We discuss the recent change in the adaptive model portfolios to increase stock exposure.

Finally, we discuss David’s current portfolio and anticipated changes.

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J. David Stein
Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

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